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Incyte (INCY)
:INCY
Earnings Data
Report Date
Nov 04, 2025Before Open (Confirmed)
Period Ending
2025 (Q3)Consensus EPS Forecast
1.58Last Year’s EPS
1.07Same Quarter Last Year
Moderate Buy
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance, with significant revenue growth across key products like Opzelura and Jakafi. The successful launch of Niktimvo and positive R&D progress, particularly in hematology-oncology, were notable. However, increased R&D expenses, delays in data release, and competitive pressures in solid tumor oncology present challenges. Overall, the sentiment is cautiously optimistic.Company Guidance -
Q3 2025
Strong Financial Results
In Q2, Incyte delivered total product revenues of $1.06 billion, representing an increase of 17% year-over-year. Total revenues were $1.22 billion, up 16% versus the same period last year.
Opzelura Growth
Opzelura achieved total net product revenue of $164 million, representing a 35% increase year-over-year, with U.S. net product revenue of $132 million up 19% year-over-year.
Niktimvo Launch Success
Niktimvo net product revenues in the second quarter were $36 million, driven by high patient need, with approximately 10% of the third-line plus GVHD market being captured.
Positive R&D Progress
Phase I data for INCA033989 in essential thrombocytemia was promising, showing normalization of platelet counts and potential for disease modification. Additionally, pivotal Phase III TRuE-AD4 study for Ruxolitinib cream in moderate atopic dermatitis met its co-primary endpoints.
Jakafi Demand Remains Strong
Jakafi net product revenue was $764 million for the second quarter, representing an 8% growth year-over-year, driven by continued demand growth across all indications.
INCY 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
INCY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 29, 2025 | $70.16 | $77.38 | +10.29% |
Apr 29, 2025 | $59.52 | $60.43 | +1.53% |
Feb 10, 2025 | $74.13 | $68.30 | -7.86% |
Oct 29, 2024 | $65.69 | $73.60 | +12.04% |
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 Incyte (INCY) report earnings?
Incyte (INCY) is schdueled to report earning on Nov 04, 2025, Before Open (Confirmed).
What is Incyte (INCY) earnings time?
Incyte (INCY) earnings time is at Nov 04, 2025, Before Open (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 INCY EPS forecast?
INCY EPS forecast for the fiscal quarter 2025 (Q3) is 1.58.