Autolus Therapeutics (AUTL)
NASDAQ:AUTL
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Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.26Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but constructive picture: strong commercial launch momentum for AUCATZYL with $74.3M 2025 product sales, robust real-world efficacy and safety (ROCCA), regulatory approvals, and an active, value-creating clinical pipeline and clear guidance for 2026 revenue growth and positive gross margins. Offsetting these positives are materially higher costs in Q4, a large year-over-year increase in net loss, a nearly 49% decline in cash balance to $300.7M, and limited near-term expansion in EU revenues. The company is prioritizing scale and operating efficiencies and expects cash to fund operations into Q4 2027, but execution on margin improvements, enrollment/readouts, and potential financing or revenue realization will be critical.Company Guidance
Successful first full year commercial launch of AUCATZYL
Net product revenue of $74.3M for full year 2025; Q4 2025 net product revenue $23.3M and total Q4 revenue $24.3M (includes $1M license milestone). Company reiterated 2026 net revenue guidance of $120M to $135M (implies ~61.5% to ~81.7% growth vs 2025).
Real-world ROCCA outcomes validate clinical profile
ROCCA Consortium: 96 patients apheresed, 91 infused (94.8% infusion rate), 84 evaluable at day 28 (92.3% of infused). Day-28 overall complete remission ~92% in real-world setting, aligning with FELIX clinical data; median follow-up 137 days.
Favorable safety profile replicated in real-world use
CRS predominantly low grade: 59% Grade 1–2 and no Grade ≥3 CRS; ICANS 17% Grade 1–2 and 3% Grade 3 in ROCCA. These rates compare favorably to FELIX (FELIX had some high-grade CRS ~2% and ICANS 23% overall with ~7% high-grade).
Regulatory and market access progress
Regulatory approvals achieved in the EU and U.K.; market access initiated in the U.K. (no material EU revenue expected in 2026 but approvals provide future expansion pathway).
Commercial footprint expansion targets
67 treatment centers activated by end of 2025; targeting >80 activated centers by end of 2026 (target implies ~19.4% increase vs 67).
Pipeline advancement with multiple pivotal/important studies
Pediatric ALL (CATULUS) expanding to Phase 2 (+30 patients) after Phase 1 data (CR/CRi ~95%, CR ~91%); expected pivotal data by end of 2027. CARLYSLE (advanced SLE) showed 5/6 DORIS responses and 3/6 complete renal remissions at 50M dose with 11.4 months follow-up; LUMINA (lupus nephritis) enrolling (pivotal readout expected 2028). BOBCAT (progressive MS) enrolling — early data expected later in 2026 and fuller data in 2027; AUTO8 (AL amyloidosis) early data expected in 2026 (ALARIC).
Operational plan to achieve positive gross margin in 2026
Company expects shift to positive gross margins in 2026 driven by higher patient volume, improved plant utilization and operating model efficiencies.
Cash runway and accounting refinement
Cash, cash equivalents and marketable securities of $300.7M at Dec 31, 2025; company expects funds sufficient to operate into Q4 2027. Accounting policy refined to recognize product revenue and COGS upon confirmation of second dose administration (aligns timing of revenue and cost recognition).
AUTL 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
AUTL Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 27, 2026 | $1.29 | $1.21 | -6.20% |
Nov 12, 2025 | $1.50 | $1.36 | -9.33% |
Aug 12, 2025 | $2.47 | $2.16 | -12.55% |
May 08, 2025 | $1.23 | $1.35 | +9.76% |
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 Autolus Therapeutics (AUTL) report earnings?
Autolus Therapeutics (AUTL) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Autolus Therapeutics (AUTL) earnings time?
Autolus Therapeutics (AUTL) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is AUTL EPS forecast?
Currently, no data Available