Note 19. Segment Reporting

Operating segments are identified as components of an enterprise about which separate discrete financial information is available for evaluation by the chief operating decision maker (“CODM”) in making decisions regarding resource allocation and assessing performance. The CODM is the Company’s Chief Executive Officer.

“Adjusted EBITDA,” which is defined by the Company as earnings before interest, income taxes, depreciation, amortization and certain items that do not contribute directly to management’s evaluation of its operating results, is the profit measure used by the CODM for each operating segment in measuring the performance of the business and in the annual budget and forecasting process. Asset information by reportable segment is not provided to the CODM.  

We have two operating segments that are aggregated under our Life Sciences Services reportable segment, which provides temperature-controlled logistics, biostorage, bioservices and cryopreservation services within the life science industry through direct sales. Revenue from this reportable segment is primarily comprised of Life Sciences Services revenue and includes certain immaterial revenue from the sale of accessories that constitute Life Sciences Products revenue. The Company’s Life Sciences Products reportable segment manufactures and sells cryogenic systems, such as freezers and cryogenic dewars and related ancillary accessories used in the storage and transport of life science commodities through direct sales or a distribution network. Revenue from this reportable segment is exclusively Life Sciences Products revenue.

In addition, the CODM manages and evaluates the operating performance of the segments, as described above, on a pre-corporate cost allocation basis. Accordingly, for segment reporting purposes, the Company does not allocate corporate costs, which include certain aspects of the Company’s executive management, legal, compliance, human resources, information technology and finance departments, to its reportable segments.  

Information about our segments is as follows (in thousands):

Year Ended December 31, 2025

Year Ended December 31, 2024

Year Ended December 31, 2023

  ​ ​ ​

Life Sciences Services

  ​ ​ ​

Life Sciences Products

  ​ ​ ​

Total

  ​ ​ ​

Life Sciences Services

  ​ ​ ​

Life Sciences Products

  ​ ​ ​

Total

Life Sciences Services

  ​ ​ ​

Life Sciences Products

  ​ ​ ​

Total

Revenue from external customers 1

$

101,028

$

75,149

$

176,177

$

85,335

$

71,434

$

156,769

$

81,188

$

87,474

$

168,662

Intersegment revenue

 

1,117

 

622

 

1,739

 

640

 

541

 

1,181

 

352

 

1,475

 

1,827

102,145

75,771

177,916

85,975

71,975

157,950

81,540

88,949

170,489

Reconciliation of revenue

Elimination of intersegment revenue

(1,739)

(1,181)

(1,827)

Total consolidated revenue

176,177

156,769

168,662

Less:

Cost of revenue 1, 2

28,285

30,524

24,751

30,565

27,731

38,092

Employee related expenses

53,545

22,343

49,820

20,966

41,718

22,830

Engineering and development expense 3

3,523

2,349

4,933

2,119

5,886

2,230

Rent

7,643

765

5,220

773

5,016

922

Other segment items 4

10,369

5,483

13,731

4,860

15,352

4,680

Adjusted EBITDA for reportable segments

$

(1,220)

$

14,307

$

13,087

$

(12,480)

$

12,692

$

212

$

(14,163)

$

20,195

$

6,032

Corporate overhead costs

(18,866)

(17,983)

(10,147)

Depreciation and amortization expense

(25,153)

(23,565)

(21,553)

Acquisition and integration costs

(75)

(655)

(6,258)

Cost reduction initiatives

(642)

(842)

Investment income

9,798

9,895

10,577

Unrealized loss on investments

(702)

(5,038)

1,241

Gain on insurance claim

2,642

Other non-recurring costs

(250)

Foreign currency loss

(2,769)

(2,352)

1,355

Interest expense, net

(2,361)

(3,977)

(5,580)

Stock-based compensation expense

(10,066)

(16,567)

(19,824)

Gain on extinguishment of debt, net

18,505

5,679

Impairment loss

(63,809)

(49,569)

Change in fair value of contingent consideration

5,178

1,827

1,441

Income taxes

(1,799)

(359)

(345)

Other adjustments

401

Loss from continuing operations

$

(33,969)

$

(104,708)

$

(84,559)

(1) Life Sciences Services segment includes immaterial revenue from external customers and cost of revenue associated with Life Sciences Products revenue and Life Sciences Products cost of products revenue, respectively.

(2) Cost of revenue is exclusive of employee related expenses of $26.2 million, $23.5 million and $24.8 million, depreciation and amortization of $8.2 million, $7.6 million, and $6.4 million, stock-based compensation of $1.9 million, $2.6 million and $2.7 million, and rent of $2.5 million, $2.2 million and $2.2 million for the years ended December 31, 2025, 2024 and 2023, respectively.

(3) Engineering and development expense is exclusive of employee related expenses of $10.1 million, $8.9 million and $7.9 million, depreciation and amortization of $0.3 million, $0.4 million and $0.4 million, and stock-based compensation of $0.6 million, $1.3 million and $1.7 million for the years ended December 31, 2025, 2024 and 2023, respectively.

(4) Other segment items primarily includes professional services, facility allocations, dues and subscriptions, audit fees, insurance, legal fees, and travel expense.

Historical Timeline

Fiscal YearFiled
2025Mar 5, 2026Showing above
2024Mar 7, 2025

About Segments Disclosures

Segment disclosures break a company into its reportable operating units, revealing revenue, profit, and asset allocation that consolidated financial statements obscure. Under ASC 280, segments must match how the chief operating decision maker views the business, providing a window into internal management structure and resource allocation priorities.

Key signals: compare segment margins to identify which units drive profitability and which destroy value. Watch for changes in the number of reportable segments — segment aggregation or disaggregation often coincides with strategic shifts or attempts to obscure declining performance. Intersegment elimination patterns reveal internal pricing practices. The reconciliation between segment totals and consolidated figures exposes corporate overhead allocation and unallocated items. Geographic revenue concentration highlights regulatory and currency exposure. Compare segment-level capital expenditure against segment revenue to assess where management is investing for future growth versus harvesting existing assets.