8.
LEASES

The Company has entered into various non-cancelable operating lease agreements, primarily for the rent of office and lab space, with expirations at various dates through 2036. Lease cost is recognized on a straight-line basis over the lease term. Variable lease costs, which include items such as real estate taxes, common area maintenance, utilities, and storage are not included in the calculation of the right-of-use assets and are recognized as incurred.

 

The components of total lease costs for the years ended December 31, 2025, 2024 and 2023 are as follows (in thousands):

 

 

Year Ended December 31,

 

 

2025

 

 

2024

 

 

2023

 

Operating lease cost

$

11,554

 

 

$

6,047

 

 

$

6,760

 

Variable lease cost

 

8,054

 

 

 

6,067

 

 

 

4,641

 

Short-term lease costs

 

1,148

 

 

 

688

 

 

 

441

 

Sublease income

 

(630

)

 

 

(90

)

 

 

(52

)

Finance lease cost

 

 

 

 

 

 

 

 

Amortization of right-of-use assets

 

 

 

 

 

 

 

283

 

Interest on lease liabilities

 

 

 

 

 

 

 

5

 

Total lease costs

$

20,126

 

 

$

12,712

 

 

$

12,078

 

 

Lease term and discount rate as of December 31, 2025 and 2024 are as follows:

 

December 31, 2025

 

 

December 31, 2024

 

Weighted-average remaining lease term (in years)

 

 

 

 

 

Operating leases

 

7.0

 

 

 

5.1

 

Weighted-average discount rate

 

 

 

 

 

Operating leases

 

6.1

%

 

 

6.8

%

 

 

As of December 31, 2025, the future payments under operating leases for each of the next five years and thereafter are as follows (in thousands):

 

Operating Leases

 

2026

 

13,328

 

2027

 

17,823

 

2028

 

16,570

 

2029

 

14,970

 

2030

 

12,504

 

Thereafter

 

34,890

 

Total minimum lease payments

 

110,085

 

Less: Amount representing interest

 

22,458

 

Present value of net minimum lease payments

 

87,627

 

Less: Current portion of lease liabilities

 

13,355

 

Total long-term lease liabilities

$

74,272

 

Historical Timeline

Fiscal YearFiled
2025Feb 24, 2026Showing above
2024Feb 24, 2025

About Leases Disclosures

Lease disclosures under ASC 842 provide a comprehensive view of a company's leased asset portfolio, including the split between operating and finance leases, discount rates used to present-value future payments, and the maturity schedule of lease obligations. This section reveals a significant source of off-balance-sheet commitments that were largely hidden before the current standard.

Key signals: the weighted-average discount rate affects the size of recorded lease liabilities — a higher rate reduces the reported obligation, so compare the chosen rate against the company's incremental borrowing rate. The operating versus finance lease mix affects both EBITDA and operating income presentation. Watch the maturity table for concentration risk: large payment cliffs in specific years may create cash flow pressure. Variable lease payments excluded from the liability measurement represent real obligations that do not appear on the balance sheet. Compare total lease costs against prior-year operating lease expense to assess the true economic burden.