INTELLIGENT BIO SOLUTIONS INC (INBS)
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
$2.23-3.04%
Close 2026-09-04 · 1-day change
NASDAQHealth CareMedical - DevicesSnapshot 2026-09-04
QuarterlyIQ Insights · INBS
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Sustain strong commercial growth with expanding reader installed base and consumable cartridge sales driving revenue.
Stated as a priority in 3 of last 3 quarters. Revenue grew from $3.05 million in fiscal 2025 to $4.22 million in fiscal 2026, a 38% increase year-over-year, supported by a 22% growth in reader installed base and 35% growth in consumable cartridges. Management is delivering on this growth priority with sustained commercial momentum.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated weak grew net income 28% of the time over the next year (vs 52% for the rest of the cohort, n=10029).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“The third quarter marked another period of strong commercial execution and revenue growth.”
“We delivered record annual revenue of $4.2 million, a 38% increase year-over-year.”
“Nine-month revenue of $3.07 million, up 39% year-over-year.”
Continue operational improvements and manufacturing transition to expand gross profit margins beyond 50%.
Stated as a priority in 3 of last 3 quarters. Gross profit margin improved from 40.85% in fiscal 2025 to 48.63% in fiscal 2026, with Q3 2026 margin at 50.5%, up from 46.8% a year earlier. Margin expansion is driven by manufacturing transition and product mix optimization, showing delivering progress toward the 50%+ margin goal.
“Gross profit margin of 50.5%, up from 46.8% in the same period the year prior.”
“Gross profit margin expanded to 48.63%, up 778 basis points year-over-year.”
“Q3 gross margin was over 50%, up from 47% a year ago.”
Complete clinical studies and submit FDA 510(k) application to enable entry into the U.S. drug screening market.
Stated as a priority in 3 of last 3 quarters. Management reports completion of all clinical data collection and accelerated FDA 510(k) submission timeline targeting calendar 2026. The recent method comparison study showed over 98% accuracy, supporting regulatory progress. The trajectory is delivering as planned toward U.S. market entry.
“Completed all clinical data collection for FDA 510(k) submission, analysis underway.”
“FDA 510(k) regulatory program advancing with penetration testing and clinical cut-off study completed.”
Grow consumable cartridge sales as a recurring revenue driver alongside reader installed base expansion.
Stated as a priority in 3 of last 3 quarters. Consumable cartridge units grew 35% year-over-year to 106,500 units in fiscal 2026, with Q3 cartridge revenue up 59% year-over-year representing 66% of quarterly sales. This confirms deepening utilization and recurring revenue growth, delivering on the priority.
“Cartridge sales of $703,538, up 59% year-over-year, representing 66% of Q3 revenue.”
“Consumable cartridges grew 35% to 106,500 units, outpacing installed base growth.”
“Cartridge revenue increased 59% year-over-year, representing 66% of Q3 revenue.”
Complete private placement financing to provide working capital and support corporate purposes ahead of FDA clearance.
Newly stated in 2026-09-02. The company announced a private placement financing of up to $15 million to a single institutional investor to support working capital and general corporate purposes. This capital raise aligns with management's operational needs ahead of FDA clearance.
Over the trailing year it converted 0.66x of net income into operating cash flow.
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, Fed net liquidity, long-term interest rates, real (inflation-adjusted) rates, the US dollar (low R² over the window).
18 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.