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Amarin Corporation Plc (AMRN)
NASDAQ:AMRN
Earnings Data
Report Date
May 06, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.01Last Year’s EPS
-0.04Same Quarter Last Year
Moderate Sell
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized meaningful operational progress: sizable cost reductions, a narrowed operating loss, positive operating cash flow, a strong cash position and a strategic Recordati partnership with immediate $25 million upfront consideration and substantial milestone potential. These positives were tempered by a notable year-over-year revenue decline (approx. 21% in Q4), a large drop in rest-of-world revenue driven by prior-year stocking orders, ongoing U.S. pricing pressure in a generic environment, and near-term revenue variability as the company transitions to a partnered international model. Management expects full run-rate savings by mid-2026 and reiterated confidence in defending U.S. exclusivity and expanding internationally through partners, making the net tone constructive but cautious.Company Guidance
Significant Operating Expense Reductions
Total operating expenses declined 31% year-over-year in Q4 (a $13.5 million reduction). SG&A fell 46% and represented 41% of total net sales versus 59% in prior-year Q4. Excluding restructuring charges, total OpEx declined 41% year-over-year, reflecting realization of global restructuring savings.
Positive cash flow and strong balance sheet
Generated positive cash flow from operations of $7.0 million for the year. Ended FY2025 with $303 million in cash and investments, no debt, and working capital of $455 million, positioning the company with ample liquidity to support operations.
Recordati partnership delivered immediate value
Exclusive long-term license and supply agreement with Recordati (59 countries, Europe focus) closed in mid-2025, delivering a $25 million upfront cash payment and up to $150 million of future milestone payments (first milestone tied to $100 million of annual net sales). Agreement enables partner-led European commercialization and economies of scale.
Operating loss materially reduced
Q4 operating loss narrowed to $2.3 million versus an operating loss of $16.0 million in prior-year Q4 (comparison excludes restructuring charges in both periods), demonstrating improved operating efficiency and margin progress.
U.S. franchise leadership and evidence base
Vascepa retained market leadership across icosapent ethyl products in the U.S. five years after first generic entry. Company highlighted ~30 million total prescriptions since 2013 and robust clinical evidence (REDUCE-IT shows 25% reduction in major cardiovascular events when added to a statin), supported by 45 abstracts/posters/papers in 2025 and recent publications in AJPC and EJPC.
International regulatory and launch progress
Partners achieved regulatory approvals in South Korea and Singapore with launches being prepared; Recordati advanced commercialization in Italy and secured pricing/reimbursement in Austria and Slovenia. Company expects regulatory reviews to advance in Thailand and the Philippines in 2026 and plans new filings in Vietnam and Malaysia.
Realization of restructuring plan savings on track
As of 12/31/2025, approximately half of the estimated $70 million in total annual operating expense savings were realized, with the company expecting to achieve full savings by 06/30/2026 as planned.
AMRN 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
AMRN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $15.52 | $14.05 | -9.47% |
Oct 29, 2025 | $18.94 | $16.81 | -11.25% |
Jul 30, 2025 | $14.65 | $14.97 | +2.18% |
May 07, 2025 | $10.19 | $10.18 | -0.10% |
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 Amarin Corporation Plc (AMRN) report earnings?
Amarin Corporation Plc (AMRN) is schdueled to report earning on May 06, 2026, Before Open (Confirmed).
What is Amarin Corporation Plc (AMRN) earnings time?
Amarin Corporation Plc (AMRN) earnings time is at May 06, 2026, 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 AMRN EPS forecast?
AMRN EPS forecast for the fiscal quarter 2026 (Q1) is 0.01.