The earnings call reflects a strong performance by Arcutis with significant revenue growth and positive developments in their pipeline and market expansion. However, there are challenges related to increased SG&A expenses and typical first-quarter revenue declines. The overall sentiment is bolstered by the strategic management of IP and positive prescription trends despite seasonal challenges.

Company Guidance -

Q3 2025

During Arcutis Biotherapeutics' Q1 2025 earnings call, the company reported robust financial performance with revenues of $63.8 million, nearly doubling year-over-year, despite a typical Q1 decline due to insurance deductible resets. Prescription demand grew by 10% compared to Q4 2024, reflecting strong commercial execution. The company highlighted significant growth opportunities, particularly through the anticipated approval of ZORYVE foam for scalp and body psoriasis on May 22, 2025, and ZORYVE cream for atopic dermatitis in young children by October 2025. Arcutis also addressed intellectual property protection efforts, noting a stay in litigation with Padagis. The firm maintained an 80% insurance coverage rate for ZORYVE prescriptions and expects to achieve cash breakeven by 2026, supported by its strong balance sheet and continued growth in the dermatology market.

Record Revenue Growth

Arcutis reported first-quarter revenues of $63.8 million, reflecting a 196% growth year-over-year and nearly doubling revenues, excluding a previous non-recurring adjustment.

ZORYVE Demand Growth

Despite typical Q1 headwinds, ZORYVE prescription demand grew 10% compared to Q4 2024, demonstrating robust market presence.

Expansion in Insurance Coverage

Approximately 80% of ZORYVE prescriptions are reimbursed, reflecting strong insurance coverage across the portfolio.

Pipeline Progress

Anticipated upcoming approvals for ZORYVE foam for scalp and body psoriasis and ZORYVE cream for atopic dermatitis, demonstrating ongoing R&D advancements.

Intellectual Property Protection

Arcutis successfully extended the 30-month Hatch-Waxman stay by agreeing to stay patent litigation with Padagis, reinforcing their confidence in their patent portfolio.

Arcutis Biotherapeutics (ARQT) 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 >

ARQT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.09 / -	-0.33	―	―	―
Aug 06, 2025	2025 (Q2)	-0.14 / -0.13	-0.42	69.05% (+0.29)
May 06, 2025	2025 (Q1)	-0.21 / -0.20	-0.32	37.50% (+0.12)
Feb 25, 2025	2024 (Q4)	-0.26 / -0.09	-0.72	87.50% (+0.63)
Nov 06, 2024	2024 (Q3)	-0.42 / -0.33	-0.73	54.79% (+0.40)
Aug 14, 2024	2024 (Q2)	-0.52 / -0.42	-1.16	63.79% (+0.74)
May 14, 2024	2024 (Q1)	-0.69 / -0.32	-1.31	75.57% (+0.99)
Feb 27, 2024	2023 (Q4)	-0.78 / -0.72	-1.18	38.98% (+0.46)
Nov 03, 2023	2023 (Q3)	-0.91 / -0.73	-1.89	61.38% (+1.16)
Aug 08, 2023	2023 (Q2)	-1.25 / -1.16	-1.31	11.45% (+0.15)

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

ARQT Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 06, 2025	$14.32	$13.70	-4.33%
Feb 25, 2025	$12.20	$13.22	+8.36%
Nov 06, 2024	$9.66	$10.40	+7.66%
Aug 14, 2024	$9.58	$8.50	-11.27%

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 Arcutis Biotherapeutics Inc (ARQT) report earnings?

Arcutis Biotherapeutics Inc (ARQT) is schdueled to report earning on Nov 05, 2025, After Close (Confirmed).

What is Arcutis Biotherapeutics Inc (ARQT) earnings time?

Arcutis Biotherapeutics Inc (ARQT) earnings time is at Nov 05, 2025, After Close (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 ARQT EPS forecast?

ARQT EPS forecast for the fiscal quarter 2025 (Q3) is -0.09.

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