Krystal Biotech (KRYS)
NASDAQ:KRYS
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Earnings Data
Report Date
Aug 10, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.79Last Year’s EPS
1.29Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong commercial momentum, robust profitability, a growing international launch and a busy clinical pipeline with multiple near-term readouts and regulatory designations — balanced by operational challenges including insurance switchovers, start-stop treatment dynamics, rising G&A, certain program-specific regulatory/timing requirements, and ongoing European pricing negotiations. Overall the positives (revenue growth, high gross margin, strong cash position, multiple upcoming data readouts and regulatory designations) materially outweigh the operational and timing headwinds described.Company Guidance
Strong Quarter Revenue and Growth
Global net revenue for VYJUVEK was $116.4 million in Q1 2026, representing 9% sequential growth versus Q4 2025 and a 32% increase versus Q1 2025; cumulative net VYJUVEK revenue since launch exceeded $846 million.
High Profitability and Earnings
Krystal delivered its 11th consecutive quarter of positive EPS with net income of $55.9 million in Q1 2026 (basic EPS $1.91, diluted $1.83) versus $35.7 million (basic $1.24, diluted $1.20) in Q1 2025 — net income increased ~56.6% year-over-year.
Very Strong Gross Margin and Cash Position
Gross margin was 95% in Q1 2026 (up from 94% in Q1 2025) driven by manufacturing process improvements; combined cash and investments exceeded $1 billion, supporting pipeline and commercial expansion.
International Launch Traction
Europe + Japan contributed $28.9 million in net revenue (≈24.8% of the quarter's revenue). More than 140 DDEB patients have been prescribed VYJUVEK across Germany, Japan and France; company expects potential launches in Italy and Spain in H2 2026 pending negotiations.
U.S. Commercial Momentum and Access
U.S. net revenue was $87.5 million for the quarter, with over 695 reimbursement approvals and 570 unique prescribers since launch (60 new prescribers in Q1), indicating expanding prescriber base and patient access.
Robust Clinical Pipeline and Upcoming Readouts
Company positioned for multiple data readouts: completed enrollment in KB803 (16 patients) with anticipated Q4 2026 readout; KB801 registrational study on track for later this year; up to six potential readouts before year-end including two registrational readouts and updates for KB707 and KB408.
Regulatory/Platform Advantage
FDA granted platform technology designations to KB407 (CF) and KB111 (Hailey-Hailey) in addition to prior designation for KB801, which company says streamlines interactions with FDA and provides compounding regulatory advantages across programs.
Controlled Cost Guidance and Non-GAAP Outlook
Noncash stock-based compensation was stable (~$13.6 million). Management reaffirmed prior guidance for non-GAAP R&D and SG&A of approximately $175 million to $195 million for full-year 2026.
KRYS 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
KRYS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 04, 2026 | $266.04 | $286.95 | +7.86% |
Feb 17, 2026 | $276.45 | $287.84 | +4.12% |
Nov 03, 2025 | $197.51 | $197.85 | +0.17% |
Aug 04, 2025 | $156.98 | $134.94 | -14.04% |
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 Krystal Biotech (KRYS) report earnings?
Krystal Biotech (KRYS) is schdueled to report earning on Aug 10, 2026, Before Open (Confirmed).
What is Krystal Biotech (KRYS) earnings time?
Krystal Biotech (KRYS) earnings time is at Aug 10, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KRYS EPS forecast?
KRYS EPS forecast for the fiscal quarter 2026 (Q2) is 1.79.