The call highlights robust commercial momentum for LUPKYNIS with double-digit top-line growth, materially improved cash generation, a strong balance sheet and share repurchases. Management provided constructive 2026 guidance and disclosed promising early clinical results for aritinercept. Offsetting these positives are a significant one-time tax benefit that materially boosted reported net income, termination of a pediatric study (creating regulatory follow-up risk), emerging competition (Gazyva), limited near-term transparency on quarterly performance, and early-stage development uncertainties (ADAs). Overall, the positives—sustained product revenue growth, strong cash flow, and advancing pipeline—outweigh the headwinds, though some risks remain.

Company Guidance

On the call Aurinia provided 2026 guidance of total revenue of $315–$325 million (up 11%–15% vs. 2025) and net product sales of LUPKYNIS of $305–$315 million (up 12%–16% vs. 2025); that outlook is framed by FY‑2025 results of total revenue $283.1M (up 20% vs. $235.1M in 2024, or +26% excluding a $10M 2024 milestone), LUPKYNIS sales $271.3M (up 25% YoY), net income $287.2M (driven in part by a $173M income tax benefit), diluted EPS $2.07, operating cash flow $135.7M (up 206% YoY), cash and investments of $398M, and recent share repurchases of 12.2M shares for $98.2M that reduced fully diluted shares from 149.8M to 139.7M; Q4 highlights included revenue $77.1M, LUPKYNIS sales $74.2M (both +29% YoY), Q4 net income $210.8M (driven by a $175.1M tax benefit), diluted EPS $1.53, and Q4 operating cash flow $45.7M (up 52% YoY).

Strong LUPKYNIS Commercial Growth

Net product sales of LUPKYNIS for full year 2025 were $271.3M, up 25% year-over-year from $216.2M. Management reported LUPKYNIS sales grew 25% in 2025 and expects 2026 net product sales of $305M–$315M (up 12%–16% vs. 2025).

Quarterly Revenue and Sales Upside

Total revenue for Q4 2025 was $77.1M, up 29% from $59.9M in Q4 2024. Q4 net product sales of LUPKYNIS were $74.2M, up 29% from $57.6M in Q4 2024.

Substantial Improvement in Profitability and EPS

Reported net income for FY2025 was $287.2M (vs. $5.8M in 2024, up 4,852%) and diluted EPS was $2.07 (up 5,075% from $0.04). Q4 2025 diluted EPS was $1.53 (up 15,200% from $0.01).

Strong Cash Generation and Balance Sheet Actions

Cash flows from operating activities for FY2025 were $135.7M, up 206% from $44.4M in 2024; Q4 cash flow from ops was $45.7M, up 52% YoY. Cash, cash equivalents and investments totaled $398M (vs. $358.5M at 12/31/2024). Company repurchased 12.2M common shares for $98.2M, reducing fully diluted shares from 149.8M to 139.7M.

2026 Revenue Guidance Reflects Continued Growth

Company expects total revenue of $315M–$325M for 2026 (up 11%–15% vs. 2025) and net product sales of $305M–$315M (up 12%–16% vs. 2025), reflecting continued commercial momentum.

Promising Early-Stage Clinical Progress for Aritinercept

Aritinercept (dual BAFF–APRIL inhibitor) completed Phase I single-ascending-dose testing with good tolerability. Single doses produced robust, durable reductions in immunoglobulins supportive of once-monthly dosing. Company initiated a clinical study in one autoimmune indication and plans a second study in H1 2026; additional details expected in Q2 2026.

Aurinia Pharmaceuticals (AUPH) Earnings, Revenues Date & History

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AUPH Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 30, 2026	2026 (Q1)	0.20 / -	0.16	―	―	―
Feb 26, 2026	2025 (Q4)	0.22 / 1.53	0.01	15200.00% (+1.52)	―
Nov 04, 2025	2025 (Q3)	0.16 / 0.23	0.1	130.00% (+0.13)	―
Jul 31, 2025	2025 (Q2)	0.15 / 0.16	0.01	1500.00% (+0.15)	―
May 12, 2025	2025 (Q1)	0.10 / 0.16	-0.07	328.57% (+0.23)	―
Feb 27, 2025	2024 (Q4)	-0.02 / 0.01	-0.19	105.26% (+0.20)	―
Nov 07, 2024	2024 (Q3)	0.01 / 0.10	-0.09	211.11% (+0.19)	―
Aug 01, 2024	2024 (Q2)	<0.01 / 0.01	-0.08	112.50% (+0.09)	―
May 02, 2024	2024 (Q1)	-0.14 / -0.07	-0.18	61.11% (+0.11)	―
Feb 15, 2024	2023 (Q4)	-0.16 / -0.19	-0.18	-5.56% (-0.01)	―

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.

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Missed

AUPH Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Feb 26, 2026	$14.43	$13.97	-3.19%
Nov 04, 2025	$13.17	$14.27	+8.35%
Jul 31, 2025	$9.05	$9.24	+2.10%
May 12, 2025	$8.00	$8.12	+1.50%

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 Aurinia Pharmaceuticals (AUPH) report earnings?

Aurinia Pharmaceuticals (AUPH) is schdueled to report earning on Apr 30, 2026, After Close (Confirmed).

What is Aurinia Pharmaceuticals (AUPH) earnings time?

Aurinia Pharmaceuticals (AUPH) earnings time is at Apr 30, 2026, 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 AUPH EPS forecast?

AUPH EPS forecast for the fiscal quarter 2026 (Q1) is 0.2.

Aurinia Pharmaceuticals (AUPH) Earnings News

Aurinia Tanks Upon Low Patient Uptake for Lupkynis and Reduced Outlook

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Aurinia Tanks Upon Low Patient Uptake for Lupkynis and Reduced Outlook

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