Telix Pharmaceuticals Ltd. (AU:TLX)
ASX:TLX
Earnings Data
Report Date
Aug 20, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.02Last Year’s EPS
0.01Same Quarter Last Year
Strong Buy
Based on 9 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive commercial and strategic picture: very strong top-line growth (56% FY2025), a high-margin, cash-generative Precision Medicine engine, successful recent FDA approval and launches, a deep late-stage pipeline with three pivotal therapeutic programs, and upgraded R&D investment to accelerate therapeutics. Offsetting these strengths are regulatory setbacks that require resubmissions (Pixclara and Zircaix), modest consolidated profitability due to aggressive reinvestment (adjusted EBITDA $39.5M), a lean year-end cash balance after major investments, and near-term concentration in the U.S. reimbursement environment. Management has outlined a clear plan to self-fund pipeline advancement and scale manufacturing, but execution and timing of regulatory approvals and the ramp of international reimbursement remain key risks.Company Guidance
Strong Revenue Growth
Total FY2025 revenue grew 56% year-over-year to $804 million (third consecutive year of double-digit revenue growth), in line with guidance; FY2026 revenue guidance set at $950–$970 million (roughly 20%+ growth).
Precision Medicine Commercial Performance
Precision Medicine delivered $622 million in revenue (up 22% YoY) with EBITDA improving 25% to $216 million; Precision Medicine generated ~94% of group gross margin and drove sequential quarterly growth across 2025 despite reimbursement changes.
Cash Generation and Self-Funding
Telix generated $206 million from operations in 2025 enabling continued investment in R&D and infrastructure; excluding a $52 million contingent earn-out, net positive operating cash flow was $35 million and year-end cash balance was $142 million.
Successful Product Approval and Launch Momentum
FDA approval of Gozellix in April 2025 with transitional pass-through effective October enabled a full Q4 launch and early uptake; company now markets two PSMA agents (Illuccix and Gozellix), providing commercial flexibility and competitive differentiation.
Global Market Access and Clinical Evidence
Illuccix secured reimbursement in 17 countries and marketing authorizations in >24 markets; strong China Phase III results (94.8% positive predictive value) with NDA submitted; Japan Phase III progressing with first patient dosed.
Investment into Future Growth and Pipeline
Invested >$0.5 billion into manufacturing, supply chain and infrastructure over recent years without shareholder dilution; 2025 R&D spend was $157 million and 2026 R&D guidance increased to $200–$240 million focused on therapeutic development; three therapeutic programs are in pivotal studies (prostate, renal, glioblastoma).
Operational Efficiency Gains
Group gross margin remained stable at 53%; general & administrative expenses improved to 12% of revenue from 17% last year (5 percentage point improvement), reflecting scale efficiencies.
RLS Acquisition and Manufacturing Progress
RLS (part of Telix Manufacturing Solutions) delivered positive EBITDA for the first 11 months post-acquisition and will contribute a full year of revenue in 2026, supporting supply chain resilience and capacity.
AU:TLX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AU:TLX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 19, 2026 | AU$9.13 | AU$10.43 | +14.24% |
Aug 20, 2025 | AU$16.92 | AU$18.10 | +6.97% |
Feb 20, 2025 | AU$26.82 | AU$26.46 | -1.34% |
Aug 22, 2024 | AU$19.97 | AU$19.78 | -0.95% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Telix Pharmaceuticals Ltd. (AU:TLX) report earnings?
Telix Pharmaceuticals Ltd. (AU:TLX) is schdueled to report earning on Aug 20, 2026, TBA (Confirmed).
What is Telix Pharmaceuticals Ltd. (AU:TLX) earnings time?
Telix Pharmaceuticals Ltd. (AU:TLX) earnings time is at Aug 20, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Telix Pharmaceuticals Ltd. stock?
The P/E ratio of Telix Pharmaceuticals is N/A.
What is AU:TLX EPS forecast?
AU:TLX EPS forecast for the fiscal quarter 2026 (Q2) is 0.02.