# EDGAR Filing Document

**Accession Number:** 0002070849
**File Stem:** 0002070849-26-000010
**Filing Date:** 2026-1
**Character Count:** 9562
**Document Hash:** 4d9e3703bb16f8689731f7db1677e3f2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002070849-26-000010.hdr.sgml**: 20260112

**ACCESSION NUMBER**: 0002070849-26-000010

**CONFORMED SUBMISSION TYPE**: 8-K

**PUBLIC DOCUMENT COUNT**: 13

**CONFORMED PERIOD OF REPORT**: 20260112

**ITEM INFORMATION**: Results of Operations and Financial Condition

**ITEM INFORMATION**: Regulation FD Disclosure

**FILED AS OF DATE**: 20260112

**DATE AS OF CHANGE**: 20260112

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** BillionToOne, Inc.
- **CENTRAL INDEX KEY:** 0002070849
- **STANDARD INDUSTRIAL CLASSIFICATION:** SERVICES-MEDICAL LABORATORIES [8071]
- **ORGANIZATION NAME:** 08 Industrial Applications and Services
- **EIN:** 811082020
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 8-K
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 001-42934
- **FILM NUMBER:** 26524765

**BUSINESS ADDRESS:**
- **STREET 1:** 1035 O'BRIEN DRIVE
- **CITY:** MENLO PARK
- **STATE:** CA
- **BUSINESS PHONE:** 650-460-2551

**MAIL ADDRESS:**
- **STREET 1:** 1035 O'BRIEN DRIVE
- **CITY:** MENLO PARK
- **STATE:** CA
- **ZIP:** 94025

?xml version='1.0' encoding='ASCII'? blln-20260112

**UNITED STATES**

**SECURITIES AND EXCHANGE COMMISSION**

**Washington, D.C. 20549**

___________________________________

**FORM 8-K**

___________________________________

**CURRENT REPORT**

**Pursuant to Section 13 or 15(d)**

**of the Securities Exchange Act of 1934**

**Date of Report (Date of earliest event reported): January 12, 2026**

___________________________________

**BillionToOne, Inc.** 

**(Exact name of Registrant as specified in its charter)**

___________________________________

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| | | |
|:---|:---|:---|
| **Delaware** | **001-42934** | **81-1082020** |
| **(State or other jurisdiction**<br>**of incorporation)** | **(Commission**<br>**File Number)** | **(IRS Employer**<br>**Identification No.)** |

---

**1035 O'Brien Drive**

**Menlo Park, CA 94025** 

**(Address of principal executive offices including zip code)**

**Registrant's telephone number, including area code: (650) 460-2551**

**(Former name or former address, if changed since last report)**

___________________________________

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:

☐ Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐ Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐ Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐ Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

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| | | |
|:---|:---|:---|
| **Title of each class** | **Trading**<br>**Symbol** | **Name of each exchange**<br>**on which registered** |
| **Class A common stock, par value $0.00001 per share** | **BLLN** | **The Nasdaq Stock Market LLC** |

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Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter).

Emerging growth company ☒

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

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**Item 2.02 Results of Operations and Financial Condition.** 

On January 12, 2026, BillionToOne, Inc. (the "Company") issued a press release reiterating its guidance for the full year ended December 31, 2025, and initiating its full year 2026 guidance. A copy of the Company's press release is attached hereto as Exhibit 99.1.

**Item 7.01 Regulation FD Disclosure**

The Company will post the presentation that it will present at the 2026 J.P. Morgan Healthcare Conference on January 12, 2026 to the Investor page of the Company's website (https://investors.billiontoone.com/), on the "Events & Presentations" page under "News and Events."

The information furnished in this Current Report on Form 8-K, including Exhibit 99.1, shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section, nor shall it be deemed to be incorporated by reference into any filing of the Company under the Securities Act of 1933, as amended, or the Exchange Act, except as expressly set forth by specific reference in such filing.

**Item 9.01 Financial Statements and Exhibits** 

(d) Exhibits.

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| | |
|:---|:---|
| **<u>Exhibit</u>**  | **<u>Description</u>** |
| 99.1 | <u>[Press Release of BillionToOne, Inc., dated January 12, 2026](billiontooneincjpmguidance.htm)</u> |
| 104 | Cover Page Interactive Data File (embedded within the Inline XBRL document) |

---

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**SIGNATURES**

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

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| | | | |
|:---|:---|:---|:---|
| | | **BillionToOne, Inc.**  | **BillionToOne, Inc.**  |
| Date: | January 12, 2026 | By: | /s/ Ross Taylor |
|  |  | Name: | Ross Taylor |
|  |  | Title: | Chief Financial Officer |

---

## Exhibit 99.1

**BillionToOne Provides Guidance for 2026**

MENLO PARK, CA, January 12, 2026 - BillionToOne, Inc. (NASDAQ: BLLN), a next-generation molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all, today reiterated the full year 2025 guidance of $293 million to $299 million with positive GAAP operating income and initiated the full year 2026 guidance.

**Full Year 2026 Guidance** 

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;● Full year 2026 total revenue of $415 million to $430 million, representing growth of 40% to 45% compared to the midpoint of the full year 2025 guidance range.

&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;● Positive GAAP operating income for the full year 2026.

"As we look ahead to 2026, we are excited by the opportunity to further scale our differentiated platform built on innovative science and disciplined execution," said Dr. Oguzhan Atay, Co-founder and CEO of BillionToOne. "With a clear roadmap and focus on solving meaningful clinical challenges, we believe we are well positioned to deepen our impact on healthcare, while delivering a durable, high-quality growth profile this year."

**About BillionToOne** 

Headquartered in Menlo Park, California, BillionToOne is a molecular diagnostics company with a mission to create powerful and accurate tests that are accessible to all. The company's patented Quantitative Counting Templates™ (QCT™) molecular counting platform is the only multiplex technology that can accurately count DNA molecules at the single-molecule level. For more information, visit www.billiontoone.com.

**Forward-Looking Statements** 

This press release contains certain forward-looking statements within the meaning of federal securities laws. These forward-looking statements generally are identified by the words "believe," "project," "expect," "anticipate," "estimate," "intend," "strategy," "future," "opportunity," "plan," "may," "should," "will," "would," "will be," "will continue," "will likely result," and similar expressions. Forward-looking statements are predictions, projections and other statements about future events that are based on current expectations and assumptions and, as a result, are subject to risks and uncertainties. Forward-looking statements in this press release include, but are not limited to, statements regarding estimated revenue, income and other financial information for the full years of 2025 and 2026. These statements are based on management's current expectations, forecasts and assumptions, and actual outcomes and results could differ materially from these statements due to a number of factors, some of which are beyond BillionToOne's control. These and additional risks and uncertainties that could affect BillionToOne's financial and operating results and cause actual results to differ materially from those indicated by the forward-looking statements made in this press release. These risks and uncertainties include those discussed under the captions "Risk Factors" and "Management's Discussion and Analysis of Financial Condition and Results of Operation" and elsewhere in BillionToOne's most recently filed quarterly report on Form 10Q and other filings we make with the Securities and Exchange Commission from time to time. The forward-looking statements in this press release are based on information available to BillionToOne as of the date hereof, and BillionToOne disclaims any obligation to update any forward-looking statements provided to reflect any change in its expectations or any change in events, conditions, or circumstances on which any such statement is based, except as required by law. These forward-looking statements

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should not be relied upon as representing BillionToOne's views as of any date subsequent to the date of this press release.

Investor Contact <br>ir@billiontoone.com

<br>Media Contact <br>billiontoone@moxiegrouppr.com

<br>