The earnings call for Ocular Therapeutix primarily conveyed a positive outlook, driven by the promising progress in AXPAXLI trials for wet AMD and strong financial health. Despite some concerns about the timeline for data readouts and the complexity of trial designs, the potential for a unique market position and expansion into new therapeutic areas suggests a robust strategic direction.

Company Guidance -

Q3 2025

During the Ocular Therapeutix Second Quarter 2025 Earnings Conference Call, the company provided detailed guidance on its registrational program for AXPAXLI in wet AMD, highlighting significant progress and strategic updates. The SOL-1 trial, designed as a superiority study, has successfully randomized 344 patients, with top-line data expected in Q1 2026. The trial's design aligns with FDA guidance and has secured a Special Protocol Assessment (SPA). The complementary SOL-R trial aims to demonstrate non-inferiority to aflibercept, with its primary endpoint at week 56. A strategic modification to the SOL-R rescue criteria was announced, enhancing real-world relevance and reflecting confidence in AXPAXLI's efficacy. Additionally, a long-term open-label extension study for both SOL trials is planned to generate real-world insights and long-term safety data. Financially, the company ended the quarter with over $390 million in cash, providing runway into 2028 and supporting commercial preparations and expansion into diabetic eye disease. An Investor Day scheduled for September 30, 2025, will further detail these initiatives.

Advance in AXPAXLI Trials

The SOL-1 and SOL-R trials for AXPAXLI are progressing well with exceptional retention and adherence to protocols, potentially leading to a first-ever superiority label in wet AMD.

Strong Financial Position

Ocular Therapeutix ended Q2 2025 with over $390 million in cash, providing financial runway into 2028 beyond anticipated top-line data for both SOL-1 and SOL-R.

Potential Market Expansion

Plans to expand AXPAXLI's application to nonproliferative diabetic retinopathy and diabetic macular edema, with FDA-positive feedback for trial designs in these areas.

Strategic Changes in SOL-R

Modified rescue criteria in SOL-R to better reflect real-world clinical decision-making, increasing flexibility and applicability of the treatment.

Investor Day Announcement

Ocular Therapeutix will host an Investor Day on September 30, 2025, to provide detailed insights into its clinical trials and commercial strategies.

Ocular Therapeutix (OCUL) 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 >

OCUL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	-0.38 / -	-0.22	―	―	―
Aug 05, 2025	2025 (Q2)	-0.36 / -0.39	-0.26	-50.00% (-0.13)	―
May 05, 2025	2025 (Q1)	-0.29 / -0.38	-0.49	22.45% (+0.11)	―	―
Mar 03, 2025	2024 (Q4)	-0.25 / -0.29	-0.35	17.14% (+0.06)	―
Nov 14, 2024	2024 (Q3)	-0.24 / -0.22	-0.006	-3566.67% (-0.21)	―
Aug 07, 2024	2024 (Q2)	-0.22 / -0.26	-0.26	0.00% (0.00)	―
May 07, 2024	2024 (Q1)	-0.19 / -0.49	-0.39	-25.64% (-0.10)	―	―
Mar 11, 2024	2023 (Q4)	-0.30 / -0.35	-0.2	-75.00% (-0.15)	―	―
Nov 07, 2023	2023 (Q3)	-0.29 / >-0.01	-0.31	98.06% (+0.30)	―
Aug 07, 2023	2023 (Q2)	-0.30 / -0.26	-0.25	-4.00% (-0.01)	―

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

OCUL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$12.35	$12.00	-2.83%
May 05, 2025	$8.80	$7.73	-12.16%
Mar 03, 2025	$7.14	$5.92	-17.09%
Nov 14, 2024	$10.60	$9.92	-6.42%

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 Ocular Therapeutix (OCUL) report earnings?

Ocular Therapeutix (OCUL) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).

What is Ocular Therapeutix (OCUL) earnings time?

Ocular Therapeutix (OCUL) earnings time is at Nov 10, 2025, 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 OCUL EPS forecast?

OCUL EPS forecast for the fiscal quarter 2025 (Q3) is -0.38.

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