The earnings call reflects a positive outlook for Alkermes, with strong financial results, successful clinical trial outcomes, and a robust cash position. However, increased R&D expenses and variability in cataplexy endpoint results present challenges.

Company Guidance

During the Alkermes second quarter 2025 financial results conference call, the company provided robust guidance reflecting strong commercial and financial performance. Alkermes reported total revenues of $390.7 million, with net sales from proprietary products reaching $307.2 million, marking a 14% year-over-year growth. The company highlighted a one-time gross-to-net benefit of approximately $20 million and projected third-quarter sales for their proprietary product portfolio to be between $280 million and $300 million. Manufacturing and royalty revenues were $83.4 million. The company maintained a strong financial position with $1.05 billion in cash and projected finishing the year at the higher end of revenue and profitability expectations. The call emphasized positive results from the Vibrance 1 Phase II study of alixorexton in narcolepsy type 1, which demonstrated significant improvements in wakefulness and a well-tolerated profile, setting the stage for future Phase III studies.

Strong Financial Performance

Alkermes reported total revenues of $390.7 million for the second quarter, with net sales of proprietary products reaching $307.2 million, reflecting a 14% year-over-year growth. The company also achieved GAAP net income of $87.1 million and adjusted EBITDA of $126.5 million.

Successful Phase II Study for Alixorexton

Positive top-line results were reported from the Vibrance 1 Phase II study of alixorexton in patients with narcolepsy type 1, showing significant effects on wakefulness and improvements in fatigue and cognition.

Strong Cash Position

The company ended the quarter with $1.05 billion in cash and total investments, providing significant optionality for future growth.

Growth in Proprietary Product Portfolio

VIVITROL, ARISTADA, and LYBALVI showed strong year-over-year growth, with VIVITROL net sales reaching $121.7 million and LYBALVI net sales growing 18% year-over-year to $84.3 million.

Alkermes (ALKS) 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 >

ALKS Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.40 / -	0.72	―	―	―
Jul 29, 2025	2025 (Q2)	0.36 / 0.67	0.7	-4.57% (-0.03)
May 01, 2025	2025 (Q1)	0.25 / 0.27	0.43	-38.37% (-0.16)
Feb 12, 2025	2024 (Q4)	0.76 / 1.05	0.22	377.27% (+0.83)
Oct 24, 2024	2024 (Q3)	0.70 / 0.72	0.595	21.01% (+0.13)
Jul 24, 2024	2024 (Q2)	0.70 / 0.70	0.511	36.99% (+0.19)
May 01, 2024	2024 (Q1)	0.58 / 0.43	0.009	4677.78% (+0.42)
Feb 15, 2024	2023 (Q4)	0.45 / 0.22	0.13	69.23% (+0.09)
Oct 25, 2023	2023 (Q3)	0.40 / 0.59	0.019	3031.58% (+0.58)
Jul 26, 2023	2023 (Q2)	0.37 / 0.51	0.056	812.50% (+0.46)

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

ALKS Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 29, 2025	$26.15	$27.00	+3.25%
May 01, 2025	$28.77	$30.58	+6.29%
Feb 12, 2025	$31.96	$33.50	+4.82%
Oct 24, 2024	$27.85	$26.85	-3.59%

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 Alkermes (ALKS) report earnings?

Alkermes (ALKS) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is Alkermes (ALKS) earnings time?

Alkermes (ALKS) earnings time is at Oct 22, 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 ALKS EPS forecast?

ALKS EPS forecast for the fiscal quarter 2025 (Q3) is 0.4.

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