Eisai Co (ESALF) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date

Jul 31, 2026

TBA (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.36

Last Year’s EPS

0.32

Same Quarter Last Year

Analyst Consensus

Hold

Based on 2 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:May 15, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The earnings call presented a strong performance of their global brands and significant global expansion of LEQEMBI, contributing to positive revenue growth. However, challenges in controlling cost of sales, slower-than-expected U.S. market expansion, and concerns about competitive threats were notable downsides.

Company Guidance

In the recent financial results briefing session for Eisai Co. Limited, the company reported exceeding its revenue and profit forecasts for fiscal year 2024, driven mainly by its global brands: LENVIMA, Lemborexant (Dayvigo), and LEQEMBI, which together achieved a year-on-year revenue increase of 24%, contributing ¥426.5 billion. LEQEMBI alone saw a substantial revenue increase of ¥40 billion. Despite a 0.5 percentage point rise in the cost of sales due to one-time revenue decreases, the company managed to reduce its R&D expenses ratio by 1.6 percentage points, largely because of the closure of inactive research laboratories. SG&A expenses increased by 1.2 percentage points due to ongoing investments in LEQEMBI's marketing, yet the company controlled these expenses within anticipated limits. Globally, LEQEMBI's revenue was reported at JPY 44.3 billion, surpassing the full-year forecast. The company also highlighted LEQEMBI's approval in 44 countries, with plans to launch in Europe, particularly Germany and Austria, in the second half of fiscal year 2025. For the upcoming fiscal year 2025, Eisai forecasts LEQEMBI's global revenue to reach ¥76.5 billion, with significant contributions expected from the United States and Japan as they enter the demand expansion phase.

Strong Performance of Global Brands

Three global products, LENVIMA, Lemborexant, and LEQEMBI, achieved ¥426.5 billion in revenue, with a year-over-year increase of 24%.

LEQEMBI Global Reach

LEQEMBI was approved in 44 countries and is under regulatory review in 12 countries, marking significant global expansion.

Positive Revenue Growth

The company achieved ¥789.4 billion in revenue, a 6% increase from the previous year, exceeding forecasts.

LEQEMBI Revenue Exceeded Forecast

Global LEQEMBI revenue for FY 2024 was ¥44.3 billion, exceeding the full-year forecast.

LENVIMA's Double-Digit Growth

LENVIMA achieved over ¥328 billion in global revenue with a 28% year-over-year growth in the Americas.

Eisai Co (ESALF) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

ESALF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2026	2026 (Q1)	0.36 / -	0.316	―	―	―
May 15, 2026	2025 (Q4)	0.08 / -0.07	0.022	-418.51% (-0.09)
Feb 09, 2026	2025 (Q3)	0.45 / 0.38	0.517	-27.46% (-0.14)
Nov 05, 2025	2025 (Q2)	0.30 / 0.22	0.241	-8.07% (-0.02)
Aug 05, 2025	2025 (Q1)	0.24 / 0.32	0.227	38.97% (+0.09)
May 15, 2025	2024 (Q4)	0.11 / 0.02	0.286	-92.20% (-0.26)
Feb 07, 2025	2024 (Q3)	0.26 / 0.52	0.128	303.51% (+0.39)
Nov 08, 2024	2024 (Q2)	0.19 / 0.24	0.06	303.09% (+0.18)
Aug 02, 2024	2024 (Q1)	0.17 / 0.23	0.437	-47.90% (-0.21)
May 15, 2024	2023 (Q4)	0.25 / 0.29	0.35	-18.49% (-0.06)

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

ESALF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 15, 2026	$28.76	$28.76	0.00%
Feb 09, 2026	$28.54	$28.74	+0.73%
Nov 05, 2025	$27.41	$26.90	-1.83%
Aug 05, 2025	$28.31	$28.31	0.00%

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 Eisai Co Ltd (ESALF) report earnings?

Eisai Co Ltd (ESALF) is schdueled to report earning on Jul 31, 2026, TBA (Confirmed).

What is Eisai Co Ltd (ESALF) earnings time?

Eisai Co Ltd (ESALF) earnings time is at Jul 31, 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 ESALF EPS forecast?

ESALF EPS forecast for the fiscal quarter 2026 (Q1) is 0.36.