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Ultragenyx Pharmaceutical, Inc. (RARE)
NASDAQ:RARE
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-1.42Last Year’s EPS
-1.57Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced clear commercial momentum and promising late-stage clinical progress with meaningful near-term challenges. Highlights include 20% revenue growth in 2025, strong product-level growth (Crysvita +17%, Evkeeza +84%), an expanded global commercial footprint, multiple imminent clinical/regulatory catalysts (DTX401 rolling BLA with expected Q3 2026 PDUFA, GTX-102 Phase III readout H2 2026), and a restructuring plan targeting profitability in 2027 (notably R&D and SG&A reductions). Offsetting these positives are a significant FY2025 net loss ($575M), a CRL for UX111 that requires a resubmission and delays potential approval, high combined R&D/SG&A spend (~$1.1B), a 10% workforce reduction, and regulatory uncertainty around biomarker acceptance and reliance on PRVs and approvals to reach profitability. Overall, the call conveys progress and a credible path forward but with substantial execution and regulatory risks that temper near-term optimism.Company Guidance
Strong Full-Year Revenue Growth
Total revenue for 2025 was $673 million, up 20% year-over-year and exceeding the upper end of guidance.
Crysvita Franchise Performance
Crysvita generated $481 million in 2025 (North America $275M, Latin America & Turkey $177M, Europe $29M), representing 17% growth versus 2024 and exceeding guidance.
High Growth Products: Evkeeza and Dojolvi
Evkeeza revenue was $59 million, up 84% year-over-year as demand builds outside the U.S.; Dojolvi generated $96 million, up 9% year-over-year.
Global Commercial Footprint Expansion
Company is bringing treatments to patients in more than 35 countries; Evkeeza has ~350 patients across 20 countries and growing reimbursement coverage in key markets.
Robust Clinical Follow-up and Positive UX111 Data
UX111 (MPS IIIA) program now has >8 years of follow-up with sustained separation in multiple neurologic endpoints (Bayley cognition and communication) and significant, durable reductions in CSF heparan sulfate biomarkers correlated with clinical stabilization or improvement.
Near-Term Regulatory and Clinical Catalysts
Two potential approvals anticipated in 2026 (MPS IIIA/UX111 and GSD Ia/DTX401), a completed rolling BLA for DTX401 with an expected PDUFA action date in Q3 2026, and a pivotal GTX-102 (Angelman) Phase III Aspire data readout expected H2 2026.
Restructuring to Drive Path to Profitability
Strategic restructuring announced to align resources to near-term value drivers: 10% workforce reduction (~130 FTE) and guidance that combined R&D and SG&A will be flat to down low single digits in 2026 versus 2025, with combined R&D and SG&A expected to decrease at least 15% in 2027 versus 2025.
Cash and Balance Sheet Actions
As of Dec 31, 2025 the company reported $738 million in cash, cash equivalents and marketable securities and plans to consider monetizing two potential Priority Review Vouchers (PRVs) as part of its plan to reach profitability.
Concrete 2026 Revenue Guidance
2026 revenue guidance set at $730 million to $760 million (8%–13% growth over 2025), Crysvita guidance $500M–$520M, and Dojolvi guidance $100M–$110M (guidance excludes potential launch revenue).
RARE 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
RARE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 12, 2026 | $23.50 | $20.52 | -12.68% |
Nov 04, 2025 | $32.46 | $31.87 | -1.82% |
Aug 05, 2025 | $28.92 | $28.05 | -3.01% |
May 06, 2025 | $35.06 | $33.42 | -4.68% |
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 Ultragenyx Pharmaceutical, Inc. (RARE) report earnings?
Ultragenyx Pharmaceutical, Inc. (RARE) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is Ultragenyx Pharmaceutical, Inc. (RARE) earnings time?
Ultragenyx Pharmaceutical, Inc. (RARE) earnings time is at Apr 30, 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 RARE EPS forecast?
RARE EPS forecast for the fiscal quarter 2026 (Q1) is -1.42.