Knight Therapeutics demonstrated strong revenue growth and strategic portfolio expansion, significantly enhancing its market position. However, increased operational expenses and a decline in gross margin slightly offset the positive financial performance. The overall sentiment of the call leans towards positive due to the successful business development and increased revenue outlook.

Company Guidance -

Q3 2025

During the second quarter of 2025, Knight Therapeutics provided several key financial metrics and guidance updates. The company reported record high adjusted revenues of CAD 197 million for the first half of 2025, driven by a 15% organic growth in their promoted product portfolio on a constant currency basis. Adjusted EBITDA for the first half was CAD 27.6 million. For the second quarter specifically, revenues reached CAD 108.5 million, a 15% increase compared to the previous year, and adjusted EBITDA was CAD 15.5 million, or CAD 0.16 per share. Knight completed the purchase of 2 million shares at an average price of CAD 5.48 through their Normal Course Issuer Bid (NCIB). Additionally, they secured a $50 million revolving credit facility, with potential expansion up to $150 million, to support further transactions. The company revised its 2025 revenue guidance upward to a range of CAD 410 million to CAD 420 million, maintaining an EBITDA margin expectation of approximately 13%. These updates reflect robust performance and strategic growth initiatives, including acquisitions and product launches in Canada and Latin America.

Record High Adjusted Revenue

Knight Therapeutics achieved a record high adjusted revenue of CAD 197 million for the first half of 2025, driven by a 15% organic growth on a constant currency basis.

Successful Business Development and Portfolio Expansion

Knight added over 50 products to its portfolio through the Paladin and Sumitomo transactions, including five pipeline and early launch assets. The company also expanded agreements with Helsinn and Incyte, adding innovative oncology products for the Latin American market.

Revenue Growth Across Segments

For Q2 2025, Knight reported revenues of CAD 108.5 million, a 15% increase from the previous year. On a constant currency basis, this represented a 21% increase, driven by key promoted products and the Paladin and Sumitomo transactions.

Increased Financial Outlook for Fiscal 2025

Knight increased its revenue outlook for fiscal 2025 to CAD 410 million to CAD 420 million, driven by better performance in the first half of the year and the Sumitomo transaction.

New Credit Facility

Knight secured a CAD 50 million revolving credit facility with National Bank, with plans to increase the facility size up to CAD 100 million with an additional CAD 50 million accordion.

Knight Therapeutics (TSE:GUD) 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 >

TSE:GUD Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	>-0.01 / -	0	―	―	―
Aug 07, 2025	2025 (Q2)	0.02 / -0.13	-0.02	-550.00% (-0.11)	―
May 08, 2025	2025 (Q1)	<0.01 / 0.02	-0.04	150.00% (+0.06)	―
Mar 20, 2025	2024 (Q4)	0.02 / 0.11	-0.23	147.83% (+0.34)	―
Nov 07, 2024	2024 (Q3)	0.02 / 0.00	0.09	―	―
Aug 08, 2024	2024 (Q2)	0.02 / -0.02	0.02	-200.00% (-0.04)	―
May 09, 2024	2024 (Q1)	0.01 / -0.04	-0.04	0.00% (0.00)	―
Mar 21, 2024	2023 (Q4)	-0.01 / -0.23	-0.13	-76.92% (-0.10)	―
Nov 09, 2023	2023 (Q3)	-0.03 / 0.09	0.01	800.00% (+0.08)	―
Aug 10, 2023	2023 (Q2)	>-0.01 / 0.02	0.02	0.00% (0.00)	―

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

TSE:GUD Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 07, 2025	C$6.29	C$6.40	+1.75%
May 08, 2025	C$6.07	C$5.68	-6.43%
Mar 20, 2025	C$6.25	C$6.27	+0.32%
Nov 07, 2024	C$5.74	C$5.15	-10.28%

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 Knight Therapeutics (TSE:GUD) report earnings?

Knight Therapeutics (TSE:GUD) is schdueled to report earning on Nov 06, 2025, Before Open (Confirmed).

What is Knight Therapeutics (TSE:GUD) earnings time?

Knight Therapeutics (TSE:GUD) earnings time is at Nov 06, 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 TSE:GUD EPS forecast?

TSE:GUD EPS forecast for the fiscal quarter 2025 (Q3) is >-0.01.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing