BioMarin Pharmaceutical (BMRN)
NASDAQ:BMRN
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.84Last Year’s EPS
1.23Same Quarter Last Year
Strong Buy
Based on 18 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a predominantly positive outlook driven by the recent Amicus acquisition, upgraded 2026 revenue guidance (~20% total revenue growth and ~30% Enzyme Therapies growth at midpoint), strong underlying patient demand (Voxzogo patients +20% y/y; Enzyme Therapies +6% y/y), and multiple near‑term clinical catalysts. Near‑term softness in reported Q1 revenue, a $31M one‑time manufacturing charge, higher operating expenses and modest 2026 EPS dilution are notable headwinds, but management attributes much of the revenue softness to order timing and positions acquisition dilution as temporary with accretion expected within 12 months and substantial accretion in 2027. Overall, the positives (deal, guidance lift, patient growth, pipeline milestones) outweigh the one‑time charges and timing issues.Company Guidance
Amicus Acquisition Closed
Acquisition of Amicus completed, adding Galafold (Fabry) and Pombility / Opfolda (Pompe). Management expects the deal to accelerate growth and expand the commercial portfolio; incorporated Amicus P&L starting last week with plans to provide a detailed integration roadmap and peak revenue views on the Q2 call.
Upgraded 2026 Revenue Guidance (Pro Forma with Amicus)
Total 2026 revenue guidance raised to $3.825B–$3.925B, implying approximately 20% year-over-year growth at the midpoint after adding Amicus products.
Enzyme Therapies Guidance Increased ~30% at Midpoint
Enzyme Therapies revenue guidance raised to $2.725B–$2.775B (inclusive of Galafold and Pombility/Opfolda), representing roughly 30% year-over-year growth at the midpoint.
Strong Q1 Patient Demand and Voxzogo Patient Base Expansion
Total Q1 revenues were $766M. Voxzogo patient count increased by more than 20% year over year, with over half of new U.S. patient starts in Q1 from children under two and a roughly 10% decrease in average age at treatment initiation in that subgroup.
Enzyme Therapies Organic Growth in Q1
Enzyme Therapies revenue increased 6% year over year in Q1, led by Vimizim, Naglazyme, and Brineura; Palynziq showing expanding patient base after adolescent label expansion.
Non-GAAP EPS Guidance and Expected Accretion Timeline
Updated 2026 non-GAAP diluted EPS guidance of $4.85–$5.05. Management expects the Amicus acquisition to be slightly dilutive in 2026, accretive within the first 12 months after close, and substantially accretive beginning in 2027.
Robust Voxzogo Clinical and Long-Term Evidence
Voxzogo safety/efficacy database now exceeds 10,000 patient‑years with long‑term extension data showing durable height and arm span gains out to six–eight years; full approval sNDA submitted to FDA in April.
Multiple Near-Term Pipeline Catalysts
Several pivotal readouts expected in Q2 2026 including Voxzogo for hypochondroplasia (phase 3) and BMN‑401 (ENERGY‑3). BMN‑333 phase 2/3 enrollment underway and BMN‑351 early Duchenne data show dose‑dependent dystrophin increases and functional preservation signals.
BMRN 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
BMRN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $55.46 | ― | ― |
Feb 23, 2026 | $62.92 | $62.62 | -0.48% |
Oct 27, 2025 | $52.67 | $53.49 | +1.56% |
Aug 04, 2025 | $60.31 | $61.93 | +2.69% |
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 BioMarin Pharmaceutical (BMRN) report earnings?
BioMarin Pharmaceutical (BMRN) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is BioMarin Pharmaceutical (BMRN) earnings time?
BioMarin Pharmaceutical (BMRN) earnings time is at Aug 04, 2026, After Close (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 BMRN EPS forecast?
BMRN EPS forecast for the fiscal quarter 2026 (Q2) is 0.84.
