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TG Therapeutics (TGTX)
NASDAQ:TGTX
Earnings Data
Report Date
May 11, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.28Last Year’s EPS
0.03Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum and rapid revenue growth for BRIUMVI, reinforced by encouraging long‑term clinical data and a clear pipeline with multiple near‑term catalysts (ENHANCE, subcutaneous pivotal, early CAR‑T activity). Financially, the company is positioned with positive cash flow expectations, share repurchase activity and reaffirmed 2026 guidance. Notable cautionary items include that reported FY2025 net income was materially boosted by a one‑time tax benefit, near‑term margin/headwind items (inventory reserve and gross‑to‑net seasonality), and elevated near‑term R&D/manufacturing investment for subcutaneous rollout. Overall, the highlights (strong growth, pipeline momentum, capital flexibility) outweigh the lowlights (one‑time accounting benefit, short‑term expense impacts and execution risks), supporting an optimistic outlook.Company Guidance
Strong Revenue Growth and Quarterly Acceleration
Total global revenue of ~$616M for FY2025, driven predominantly by U.S. BRIUMVI net sales of ~$594M. Q4 2025 U.S. net sales were $182.7M (total Q4 net product revenue $189.1M), representing ~92% year‑over‑year growth and ~20% sequential growth versus Q3.
Robust Operating Performance and Profitability (Adjusted)
Operating income for FY2025 was $123M. Reported net income was $447.2M ($2.77 diluted EPS) compared to $23.4M ($0.15) in 2024, noting the FY2025 results include a nonrecurring income tax benefit of ~ $340M from release of a deferred tax asset valuation allowance.
Positive Clinical and Long‑Term Data Supporting Uptake
Six‑year open‑label ULTIMATE I/II extension data showed nearly 90% of patients free from 24‑week confirmed disability progression and extremely low relapse rate (equivalent to 1 relapse per ~83 patient‑years); no new safety signals reported — data cited as a key driver of physician confidence and persistence.
Pipeline Momentum with Near‑Term Catalysts
ENHANCE Phase III (single consolidated 600 mg infusion) enrollment complete with topline data expected mid‑2026 and potential 2027 launch. Subcutaneous BRIUMVI Phase III ~75% enrolled with pivotal topline data expected late 2026/early 2027 and potential 2028 launch. Azer‑cel (allogeneic anti‑CD19 CAR‑T) and earlier‑stage programs (e.g., Myasthenia Gravis Phase I) showing early demand/momentum.
Reaffirmed and Growth‑Oriented 2026 Guidance
Reaffirmed FY2026 U.S. BRIUMVI net revenue guidance of $825M–$850M and total global revenue guidance of $875M–$900M. Q1 2026 U.S. revenue expected to be ~$185M–$190M (sequential growth over Q4). Management cites new patient starts tracking to the strongest level since launch.
Strong Balance Sheet & Capital Allocation Actions
Ended year with >$600M in current assets (including ~$200M cash/cash equivalents & investments, ~$300M AR, ~$140M inventory). Completed $100M share repurchase (≈3.5M shares at $28.55 avg) and Board authorized an additional $100M repurchase program. Management expects positive cash flow in 2026 and beyond.
Commercial Execution and Market Share Gains
Broad‑based growth across academic and community settings, expanding prescriber base, record new patient enrollments, strong persistence, and continued share gains within the IV anti‑CD20 segment driven by efficacy, multiyear safety data and operational advantages (1‑hour, twice‑year maintenance).
TGTX 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
TGTX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $29.66 | $30.90 | +4.18% |
Nov 03, 2025 | $34.78 | $33.69 | -3.13% |
Aug 04, 2025 | $35.02 | $28.72 | -17.99% |
May 05, 2025 | $43.44 | $37.68 | -13.26% |
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 TG Therapeutics (TGTX) report earnings?
TG Therapeutics (TGTX) is schdueled to report earning on May 11, 2026, TBA (Confirmed).
What is TG Therapeutics (TGTX) earnings time?
TG Therapeutics (TGTX) earnings time is at May 11, 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 TGTX EPS forecast?
TGTX EPS forecast for the fiscal quarter 2026 (Q1) is 0.28.