Codexis, Inc.
Codexis, Inc. is classed by the SEC under Industrial Organic Chemicals (industry code 2860), based in Redwood City, CA. In its latest annual figures on file, for the fiscal year ended 2025-12-31, it reported revenue of $70 million and a loss of $44 million (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 2860, Industrial Organic Chemicals); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 4.4 out of ten, 8 of 9 metrics filed and 1 estimated: past 4.4 out of ten, present 3.0 out of ten, future 6.1 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 5.0 out of ten. 1 warning event since 2017; the latest 2024-03-06. 50th percentile among 21 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 4.9 out of ten. +4.1% a year over 10 filed years; profitable in 0 of 10. 49th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 2.6 out of ten. CrossAssetData estimate 2.6/10, confidence 35 of 100 (one part). 26th percentile among 20 sector filers. A CrossAssetData estimate, not a filed reading: one part, confidence 35 of 100; a filing that carries the missing parts replaces this estimate with the filed reading.
- Financial health (present): 3.8 out of ten. ROE -87%: lost 87¢ per shareholder dollar. Leverage 66%: owes 66¢ per asset dollar. 38th percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 2.1 out of ten. bottom 21% of 20 in its family; net margin -62.5%. 21st percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 2.6 out of ten. bottom 26% of 17 in its family for leadership; chief executive since 2025. 26th percentile among 17 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 6.7 out of ten. top 33% of 20 in its family for room to expand. 67th percentile among 20 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 3.9 out of ten. bottom 39% of 19 in its family for growth drivers. 39th percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 8.3 out of ten. top 17% of 19 in its family for expectations against reality. 83rd percentile among 19 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-03-11 for the period ended 2025-12-31 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-08-11 for the period ended 2026-06-30 (on EDGAR). Newest results release: Form 8-K filed 2026-08-11 (on EDGAR). Newest filing: Form SCHEDULE 13G/A, 2026-08-13. Filings on record since 2002. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2025: Research and Development Revenue 63%, Product 37%. By geography: United States 61%, APAC 25%, India 8%, Switzerland 6%, Singapore 1%. As tagged in its annual report (Form 10-K, filed 2026-03-11).
Who runs it
Dilly, Stephen George (President and Chief Executive Officer); Moore, Alison (President and CEO); Erbez, Georgia (Chief Financial Officer and Chief Business Officer); Lutz, Stefan (Chief Scientific Officer); Collins, Cynthia (director); De, Vre Raymond (director); Martinborough, Esther (director); Parker, H Stewart (director); Richards, Christos (director); Singhvi, Rahul (director); and 2 more. 12 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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