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Rallybio Corporation(RLYB)Earnings, Financials & Key Ratios
RLYB•NASDAQ
$16.00
Price updated Jun 27, 2026
AboutRallybio Corporation, a clinical-stage biotechnology company, engages in discovering, developing, manufacturing, and delivering therapies that enhance the lives of patients suffering from severe and rare diseases. Its lead product candidate is RLYB212, a monoclonal anti-HPA-1a antibody that is in Phase I clinical trial for the prevention of fetal and neonatal alloimmune thrombocytopenia (FNAIT). The company is also developing RLYB211, a polyclonal anti-HPA-1a antibody that is in a Phase 1/2 clinical trial for the prevention of FNAIT; RLYB114, a pegylated complement factor 5 (C5)-targeted Affibody molecule in preclinical development for the treatment of complement-mediated ophthalmic diseases; and RLYB116, a subcutaneously administered inhibitor of C5 for the treatment of patients with paroxysmal nocturnal hemoglobinuria and generalized myasthenia gravis. Rallybio has collaboration with Exscientia for the development of small molecule therapeutics for rare diseases. Rallybio Corporation was founded in 2018 and is headquartered in New Haven, Connecticut.Show more
- Revenue$858K+34.9%
- EBITDA-$28M+53.7%
- Net Income-$9M+84.5%
- EPS (Diluted)-1.59+85.1%
- Gross Margin89.28%-10.7%
- EBITDA Margin-3260.14%+65.7%
- Operating Margin-3270.86%+65.6%
- Net Margin-1046.39%+88.5%
- ROE-15.01%+78.2%
RLYB Price & Volume
Rallybio Corporation (RLYB) stock price & volume — 10-year historical chart
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Persistent Clinical Burn Challenges Long-Term Viability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Binary clinical trial outcomes
Key Thesis Takeaways
- Rallybio remains a pre-commercial biotechnology entity whose valuation is almost entirely tethered to binary clinical trial outcomes rather than recurring revenue, which has fluctuated between $38,000 and $299,000 over the last ten quarters.
- The company's reliance on equity-based compensation and persistent operating losses, which reached $4.7 million in 2026Q1, necessitates ongoing capital raises that threaten significant shareholder dilution.
- Investors should monitor the company's ability to advance its monoclonal antibody pipeline, as the current cash position of $41.3 million provides a limited runway for sustained development.
Verdict Logic
the company's reliance on dilutive financing is underscored by a persistent cash burn that has reduced total assets by over 50% since 2023Q4.
RLYB Growth Metrics
Rallybio Corporation (RLYB) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM1.18%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM83.78%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM82.91%
Return on Capital
10 Years-53.79%
5 Years-48.91%
3 Years-58.64%
Last Year-46.81%
RLYB Recent Earnings
Rallybio Corporation (RLYB) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 7/12 qtrs (58%)●Beat Revenue 4/12 qtrs (67%)
Q2 2026Latest
May 13, 2026Metric
Actual
Est
EPS
$1.46-21.7%
$1.20
Rev
$212,000+0.0%
$212,000
Q2 2026
Mar 12, 2026Metric
Actual
Est
EPS
$1.28-3.2%
$1.24
Rev
$222,000+122.0%
$100,000
Q4 2025
Nov 6, 2025Metric
Actual
Est
EPS
$0.14+44.0%
$0.25
Rev
$212,000+218.0%
$66,667
Q3 2025
Aug 7, 2025Metric
Actual
Est
EPS
$0.22-12.8%
$0.20
Rev
$212,000+218.0%
$66,670
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 13, 2026 | $1.46vs $1.20-21.7% | $212,000vs $212,000+0.0% |
| Q2 2026 | Mar 12, 2026 | $1.28vs $1.24-3.2% | $222,000vs $100,000+122.0% |
| Q4 2025 | Nov 6, 2025 | $0.14vs $0.25+44.0% | $212,000vs $66,667+218.0% |
| Q3 2025 | Aug 7, 2025 | $0.22vs $0.20-12.8% | $212,000vs $66,670+218.0% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Rallybio Corporation (RLYB)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $16.00 | $84.77M | -10.06 | 34.91% | -1046.39% | -15.01% | — | |
| $38.85 | $7.98B | -14.03 | — | — | -68.16% | — | |
| $327.79 | $9.47B | -24.32 | -100% | — | -43.02% | — | |
| $108.12 | $8.83B | -29.30 | -16.72% | -612.17% | -25.02% | — | |
| $27.00 | $3.38B | -207.69 | 91.34% | -0.57% | -1.41% | — | |
| $1.08 | $4.8M | -0.17 | — | — | -729.89% | — |
Compare RLYB vs Peers
Rallybio Corporation (RLYB) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
RLYB SEC Filings & Documents
Rallybio Corporation (RLYB) SEC filings — annual & quarterly reports (10-K, 10-Q)
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RLYB Frequently Asked Questions
Rallybio Corporation (RLYB) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Rallybio Corporation's revenue?
Rallybio Corporation (RLYB) reported $0.9M in revenue for fiscal year 2025.
How fast is Rallybio Corporation growing?
Rallybio Corporation (RLYB) grew revenue by 34.9% over the past year. This is strong growth.
Is RLYB profitable?
Rallybio Corporation (RLYB) reported a net loss of $7.8M for fiscal year 2025.
Dividend & Returns
What is RLYB's return on equity?
Rallybio Corporation (RLYB) has a return on equity (ROE) of -15.0%. Negative ROE indicates the company is unprofitable.
What is Rallybio Corporation's free cash flow?
Rallybio Corporation (RLYB) had negative free cash flow of $27.6M in fiscal year 2025, likely due to heavy capital investments.