Journey Medical Corp (DERM)
NASDAQ:DERM
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Earnings Data
Report Date
Aug 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.16Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum for Emrosi and meaningful financial improvement: robust revenue growth (total revenue +21% YoY; Emrosi revenue +~200% YoY), rising prescription volumes and prescriber counts, swing to positive adjusted EBITDA, and improved cash balance. Key execution wins include contracts with the three major PBM-affiliated GPOs and expanding clinical validation. Remaining execution items and risks include gross-margin pressure from a one-time API write-down, variability in revenue-per-script/ASP as payer coverage matures, limited current quality coverage (single-step or better ~34% of commercial lives), and an ongoing GAAP net loss. Overall, positive operational and financial trajectory but with clear near-term tasks on payer adoption and margin stability.Company Guidance
Strong Top-Line Growth
Total revenue of $16.0M in Q1 2026, up 21% year-over-year from $13.1M in Q1 2025.
Emrosi Revenue Acceleration
Emrosi net revenue of $6.3M in Q1 2026 versus $2.1M in Q1 2025 (approximately +200% YoY) and ~26% sequential revenue growth from Q4 to Q1.
Prescription Volume Momentum
Emrosi prescriptions ≈30,000 in Q1 2026 vs ~27,000 in Q4 2025 (≈11% sequential prescription volume growth); refill-to-new prescription ratio approaching 1.5:1 (up from 1:1 at end of 2025).
Improving Profitability Metrics
GAAP net loss narrowed to $2.2M ($0.08 per share) in Q1 2026 from $4.1M ($0.18 per share) in Q1 2025; adjusted EBITDA turned positive to $0.6M in Q1 2026 versus negative $0.9M a year ago.
Disciplined Expense Management
Operating expenses rose only ~6% YoY while SG&A decreased to $10.1M from $10.6M in Q1 2025, supporting improving operating leverage as revenue scales.
Stronger Balance Sheet Liquidity
Cash increased to $27.2M at quarter end from $24.1M at December 31, 2025 (increase of $3.1M, ~13%), providing runway for commercial expansion.
Commercial and Payer Progress
Agreements executed with the three largest PBM-owned/affiliated GPOs giving Emrosi access to ~169M of 192M commercial lives (~88% of commercial lives); ~3,700 unique dermatology prescribers have written for Emrosi (up from ~3,200 at end of 2025, ~15.6% increase).
Clinical and Market Validation
Phase III results published in JAMA Dermatology and favorable treatment algorithm citations by the National Rosacea Society; company expects up to three additional journal publications this year to support payer adoption and guideline inclusion.
DERM 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
DERM Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 13, 2026 | $5.19 | $6.35 | +22.35% |
Mar 25, 2026 | $6.83 | $4.78 | -30.01% |
Nov 12, 2025 | $9.08 | $7.69 | -15.31% |
Aug 12, 2025 | $8.54 | $7.25 | -15.11% |
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 Journey Medical Corp (DERM) report earnings?
Journey Medical Corp (DERM) is schdueled to report earning on Aug 11, 2026, Before Open (Confirmed).
What is Journey Medical Corp (DERM) earnings time?
Journey Medical Corp (DERM) earnings time is at Aug 11, 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 DERM EPS forecast?
DERM EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.