Esperion (ESPR)
NASDAQ:ESPR
Earnings Data
Report Date
May 12, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.02Last Year’s EPS
-0.21Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented multiple strong commercial and financial highlights: record revenue growth (Q4 +144%), meaningful U.S. product momentum (U.S. sales +38%; Rx equivalents +34%; prescribers +~25%), expanding international adoption (Daiichi +51% royalties; >700,000 patients treated), a stronger balance sheet ($167.9M cash and $55M debt paid), and a strategic acquisition (Corstasis/Enbumyst) that broadens market opportunity. Lowlights were largely transitional or one-time in nature: a large nonrecurring collaboration payment in 2025 that reduces revenue comparability in 2026, rising SG&A/legal costs tied to litigation, modestly higher R&D and operating expense guidance to fund integration and launches, and near-term uncertainty from guideline timing and competitive entrants. Overall, the positives — robust growth, global rollout, pipeline advancement, and a transformative acquisition — outweigh the manageable near-term challenges and one-time items.Company Guidance
Transformational Acquisition of Corstasis / Enbumyst
Announced planned acquisition of Corstasis Therapeutics to gain global rights to Enbumyst (FDA-approved intranasal diuretic) and a subcutaneous pipeline; transaction expected to close in Q2 2026 and provides entry into a >$4 billion U.S. outpatient heart failure market with immediate cross-selling synergies.
Record Quarterly and Annual Revenue Growth
Fourth quarter 2025 total revenue was $168.4 million, an increase of 144% year-over-year, driven by stronger product sales and collaboration payments.
Strong U.S. Bempedoic Acid Commercial Performance
U.S. net product revenue for Q4 was $43.7 million, up ~38% versus Q4 2024; retail prescription equivalents grew 34% and the number of unique HCPs prescribing NEXLETOL/NEXLIZET increased nearly 25%.
Large Collaboration and Milestone Contribution
Collaboration revenue in Q4 was $124.7 million versus $37.6 million prior-year (+232%), driven partly by a one-time $90 million payment from Otsuka tied to regulatory approval and favorable NHI pricing.
International Expansion Momentum
Daiichi Sankyo Europe increased Q4 royalty revenue by 51% year-over-year, expanded access to 30 countries and, with partners, has treated over 700,000 patients to date; Otsuka launched NEXLETOL in Japan with favorable national health insurance pricing and early reception exceeding expectations.
Stronger Balance Sheet and Debt Reduction
Ended 2025 with $167.9 million in cash and cash equivalents and paid off $55 million of debt by retiring the 2025 convertible note stub, supporting planned integration and launches.
Pipeline Progress and New Development Candidate
Nominated ESP-2001 as next development candidate for primary sclerosing cholangitis (PSC); advancing IND-enabling studies with clinical entry planned by year-end.
Triple Combination Programs Targeting High LDL Reductions
Advancing two triple combination programs (bempedoic acid + ezetimibe + low‑dose statins) with plans to complete clinical/regulatory requirements to commercialize in 2027; published data suggest potential LDL reductions up to ~70%.
Operational Readiness for Guideline and Market Opportunities
Prepared cross-functional plans for anticipated U.S. dyslipidemia guideline inclusion and ACC timing; management reports ~90% commercial and Medicare coverage and readiness to leverage guideline-driven awareness.
Controlled Post-Acquisition Post-Market Requirements
Corstasis Enbumyst has some small post‑marketing (PMR) study obligations that management expects to be minimal and included in updated expense guidance.
ESPR 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
ESPR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Mar 10, 2026 | $3.04 | $2.70 | -11.18% |
Nov 06, 2025 | $2.94 | $2.50 | -14.97% |
Aug 11, 2025 | $1.87 | $1.84 | -1.34% |
May 06, 2025 | $1.05 | $0.97 | -7.14% |
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 Esperion (ESPR) report earnings?
Esperion (ESPR) is schdueled to report earning on May 12, 2026, TBA (Confirmed).
What is Esperion (ESPR) earnings time?
Esperion (ESPR) earnings time is at May 12, 2026, TBA (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 ESPR EPS forecast?
ESPR EPS forecast for the fiscal quarter 2026 (Q1) is -0.02.