Business Description

908 Devices Inc. is a technology company that develops and manufactures purpose-built handheld and desktop mass spectrometry devices for chemical and biomolecular analysis. The company's products are used at the point-of-need to detect and identify unknown materials, catering primarily to safety, security, and defense applications such as illicit drug detection and hazardous materials response.

Financial Statements

In thousands, USD
FY 2025FY 2024FY 2023FY 2022
Total Revenues56,19747,74650,22946,852
Cost of Sales27,77423,24624,90720,829
Gross Profit28,42324,50025,32226,023
Selling, General & Administrative Expenses38,52839,46246,06943,879
Research & Development Expenses15,57514,98821,90417,526
Other Operating Expenses13,74127,443107
Operating Profit(39,421)(57,393)(42,758)(35,382)
Interest and Investment Income4,1364,4946,4802,031
Interest Expense(201)(129)
Non-Operating Income2,288(131)(83)
Total Non-Operating Income6,4244,4946,1481,819
Income Before Provision for Income Taxes(32,997)(52,899)(36,610)(33,563)
Provision for Income Taxes66211
Consolidated Net Income(33,277)(53,140)(36,399)(33,563)
Net Income Attributable to Discontinued Operations52,766(19,066)
Net Income Attributable to Common Shareholders19,489(72,206)(36,399)(33,563)
Basic EPS0.54-2.12-1.13-1.07
Diluted EPS0.54-2.12-1.13-1.07
Basic Weighted Average Shares Outstanding35,89934,07632,23931,493
Diluted Weighted Average Shares Outstanding35,89934,07632,23931,493
Shares Outstanding36,32235,09832,51931,860
FY 2025FY 2024FY 2023FY 2022
Cash and Cash Equivalents70,51743,355121,041188,422
Short-Term Investments42,45325,56824,641
Total Cash and Cash Equivalents112,97068,923145,682188,422
Accounts Receivable11,3278,8528,98910,033
Total Trade Receivables11,3278,8528,98910,033
Inventories12,99010,88614,93812,513
Other Current Assets7,27214,3944,1814,658
Total Current Assets144,559103,055173,790215,626
Net Property, Plant & Equipment8,6295,4379,5757,039
Net Intangible Assets36,41238,6797,8608,488
Goodwill10,36710,050
Other Long-Term Assets47112,3051,3891,384
Total Assets190,071159,476202,981242,587
Accounts Payable1,5861,3681,1911,397
Accrued Expenses6,8387,1958,7138,847
Current Portion of Leases6811,4732,0161,468
Unearned Revenue8,93410,41710,6297,514
Other Current Liabilities16,0254,696
Total Current Liabilities34,06425,14922,54919,226
Long-Term Debt15,000
Leases3,9472,6003,9293,040
Other Long-Term Liabilities8,36117,13511,01214,722
Total Long-Term Liabilities12,30819,73514,94132,762
Total Liabilities46,37244,88437,49051,988
Common Stock36353332
Additional Paid-in Capital366,925356,216334,692323,969
Accumulated Other Comprehensive Income541,1461,365798
Retained Earnings(223,316)(242,805)(170,599)(134,200)
Total Common Shareholders' Equity143,699114,592165,491190,599
Total Shareholders' Equity143,699114,592165,491190,599
Total Liabilities and Shareholders' Equity190,071159,476202,981242,587
FY 2025FY 2024FY 2023FY 2022
Net Income19,489(72,206)(36,399)(33,563)
Depreciation & Amortization4,4654,6822,3841,614
Share-Based Compensation Expense9,84511,7639,7877,207
Other Adjustments(42,190)28,0561,436455
Changes in Trade Receivables220(2,927)6805,930
Changes in Inventories(3,731)(1,664)(3,902)(5,475)
Changes in Accounts Payable(5,931)2,3192,033452
Changes in Unearned Revenue(3,177)(368)1791,892
Changes in Other Operating Activities(2,678)98(563)558
Cash from Operating Activities(23,688)(30,247)(25,059)(20,930)
Capital Expenditure(955)(602)(2,045)(2,045)
Purchases of Investments(64,005)(55,500)(48,874)
Proceeds from Sale of Investments47,79854,56424,519
Payments for Business Acquisitions(2,000)(44,783)(13,762)
Proceeds from Business Divestments69,909
Cash from Investing Activities50,747(46,321)(26,400)(15,807)
Issuance of Short-Term Debt60,000
Repayments of Short-Term Debt(15,000)(60,000)
Net Issuance / (Repayments) of Short-Term Debt(15,000)0
Issuance of Common Shares8641,1469361,553
Repurchases of Common Shares(833)(1,105)(776)(262)
Net Issuance / (Repurchases) of Common Shares31411601,291
Other Financing Activities(728)(417)(1,095)(112)
Cash from Financing Activities(697)(376)(15,935)1,179
Effect of Exchange Rate Changes on Cash and Cash Equivalents27(65)1318
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash26,389(77,009)(67,381)(35,540)

Key Metrics & Ratios

MetricValue
Market Cap$191M
P/E9.72x
P/S3.39x
EV/EBITDA-2.36x
Return on Equity-25.8%
Return on Invested Capital-69.9%
Current Ratio4.24x
Free Cash Flow Margin-43.9%

Margins

Gross margin
50.6%
Operating margin
-70.1%
Net margin
-59.2%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q1 2026 $13M +13.6% -96.3% $-13M
Q4 2025 $17M +21.2% 17.8% $3M
Q3 2025 $14M -3.5% -116.6% $-16M
Q2 2025 $13M +13.7% -116.3% $-15M
Q1 2025 $12M -93.6% $-11M
Q4 2024 $14M -116.8% $-17M
Q3 2024 $15M -168.7% $-24M
Q2 2024 $11M -74.5% $-9M

More on 908 Devices Inc.

Figures compiled from public company filings.

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