908 Devices Inc 2026年季度报告

FORM10-Q (Mark One)QUARTERLY REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIES ☒EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2026OR ☐TRANSITION REPORT PURSUANT TO SECTION13 OR 15(d)OF THE SECURITIESEXCHANGE ACT OF 1934 For the transition period fromto. 908 DEVICESINC. (Exact name of registrant as specified in its charter) Registrant’s telephone number, including area code: (857) 254-1500 Securities registered pursuant to Section12(b)of the Act: Indicate by check mark whether the registrant (1)has filed all reports required to be filed by Section13 or 15(d)of the Securities ExchangeAct of 1934 during the preceding 12months (or for such shorter period that the registrant was required to file such reports), and (2)has been subjectto such filing requirements for the past 90days.Yes☒No☐ Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant toRule405 of Regulation S-T (§ 232.405 of this chapter) during the preceding 12months (or for such shorter period that the registrant was required tosubmit such files).Yes☒No☐ Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reportingcompany, or an emerging growth company. See the definitions of “large accelerated filer,” “accelerated filer,” “smaller reporting company,” and“emerging growth company” in Rule12b-2 of the Exchange Act. Accelerated filer☐Smaller reportingcompany☒Emerging growthcompany☐ Large accelerated filer☐Non-accelerated filer☒ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complyingwith any new or revised financial accounting standards provided pursuant to Section13(a)of the Exchange Act.☐ Indicate by check mark whether the registrant is a shell company (as defined in Rule12b-2 of the Exchange Act).Yes☐No☒As of May 4, 2026, the registrant had 37,813,621 shares of common stock, $0.001 par value per share, issued and outstanding. 908 DEVICES INC.Table of Contents PARTI.FINANCIAL INFORMATIONItem1.Condensed Consolidated Financial Statements (Unaudited) 44Condensed Consolidated Balance Sheets4Condensed Consolidated Statements of Operations5Condensed Consolidated Statements of Comprehensive Income (loss)6Condensed Consolidated Statements of Stockholders’ Equity7Condensed Consolidated Statements of Cash Flows8Notesto Unaudited Condensed Consolidated Financial Statements9Item2.Management’s Discussion and Analysis of Financial Condition and Results of Operations27Item3.Quantitative and Qualitative Disclosures About Market Risk40Item4.Controls and Procedures40PARTII. OTHER INFORMATION41Item1.Legal Proceedings41Item1A.Risk Factors41Item2.Unregistered Sales of Equity Securities and Use of Proceeds41Item 3.Defaults Upon Senior Securities41Item 4.Mine Safety Disclosures41Item 5.Other Information41Item6.Exhibits42Signatures43 Cautionary NoteRegarding Forward-Looking Statements This Quarterly Report on Form10-Q contains forward-looking statements, which reflect our current viewswith respect to, among other things, our operations and financial performance. All statements other thanstatements of historical facts contained in this Quarterly Report on Form10-Q, including statements regardingour future results of operations and financial position, business strategy and plans and our objectives for futureoperations, are forward-looking statements, and are made under the safe harbor provisions of Section27A of theSecurities Act of 1933, as amended, and Section21E of the Securities Exchange Act of 1934, as amended, or theExchange Act. The words “believe,” “may,” “will,” “estimate,” “continue,” “anticipate,” “intend,” “expect,”“should,” “could,” “target,” “predict,” “seek” and similar expressions are intended to identify forward-lookingstatements. We have based these forward-looking statements largely on our current expectations and projectionsabout future events and financial trends that we believe may affect our financial condition, results of operations,business strategy, short- and long-term business operations and objectives, and financial needs. These forward-looking statements are subject to a number of risks, uncertainties and assumptions, including those referenced inthe section titled “Risk Factors” and elsewhere in this Quarterly Report on Form10-Q. Moreover, we operate ina competitive and rapidly changing environment and new risks emerge from time to time. It is not possible forour management to predict all risks, nor can we assess the impact of all factors on our business or the extent towhich any factor, or combination of factors, may cause actual results to differ materially from those contained inany forward-looking statements we may make. In light of these risks, uncertainties and assumptions, theforward-looking events and circumstances discussed in this Quarterly Report on Form1