Harrow Health (HROW)
NASDAQ:HROW
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
-0.17Last Year’s EPS
0.13Same Quarter Last Year
Strong Buy
Based on 8 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized consistently strong and accelerating demand across Harrow's core commercial products (VEVYE, IHEEZO, TRIESENCE), successful commercial investments (significant salesforce expansion), operational recoveries (Access+), multiple upcoming catalysts (multiunit packaging, clinical data, BYOOVIZ/BYQLOVI launches, IOPIDINE J-code) and reaffirmed full-year guidance. The principal near-term negative was a discrete $8M VEVYE gross-to-net revenue reduction driven by an unexpected high-deductible patient mix and reporting lags, plus a negative adjusted EBITDA in Q1 and some channel inventory timing for IHEEZO. Management identified and implemented corrective actions and expects sequential improvement beginning in Q2 and stronger performance in H2 2026. Overall, positives around demand, market share gains, commercial scale and pipeline progress substantially outweigh the discrete operational and timing headwinds.Company Guidance
Reaffirmed Full-Year Guidance and Q2 Outlook
Company reaffirmed 2026 revenue guidance of $350M to $365M and expects Q2 revenue of $71M to $81M, with the second half of 2026 seen as stronger than the first.
Q1 Consolidated Revenue and Product Mix
Reported Q1 consolidated revenues of $44.2M with product-level contributions: VEVYE ~$20.9M, IHEEZO $1.9M, Specialty & TRIESENCE $7.8M, and Access+ $13.5M.
VEVYE: Strong Prescription Growth and Market Share Gains
VEVYE showed record prescription growth: new prescriptions +~25% sequentially, total prescriptions +~11% sequentially, prescriber base +~12% sequentially, exited March at ~14% branded share and surpassed XIIDRA on monthly TRx; company expects VEVYE to exceed $100M revenue in 2026.
IHEEZO Adoption and Multi-Catalyst Setup
IHEEZO unit demand +18% year-over-year; new ordering accounts +21% in the quarter; total accounts nearly +50% YoY. Company expects ~20–25% net pricing improvement and multiunit packaging plus retina-specific clinical data (ASRS July, QUELL top-line in Q4) to drive a step change in H2 2026.
TRIESENCE Rapid Volume Expansion
TRIESENCE unit volume +136% year-over-year (March +113% YoY), sixth consecutive quarter of growth and ~250% unit growth across six quarters; 44% of Q1 volume from ocular surgery accounts and new account growth ~28% sequentially.
Commercial Buildout — Sales Force Expansion
Hired more than ~90–100 sales professionals: doubled VEVYE reps (from <50 to ~100), tripled TRIESENCE sales team, added retina and specialty reps and bolstered Access+ team — intended to accelerate demand conversion in H2.
Access+ Operational Recovery
Access+ cash-pay business cleared prior inventory constraints, rebuilt safety stock and restored operations; company expanding Access+ sales team to re-enter growth mode (cash pay price example cited at $59).
New and Upcoming Product Commercial Catalysts
BYOOVIZ commercial launch and distributor stocking expected July 1; BYQLOVI samples distributed with trade launch planned in Q3; IOPIDINE 1% permanent J-code effective July 1 at ASP+6%, unlocking >1.5M laser-procedure use-case addressable market and leveraging same in-office call point as IHEEZO.
Pipeline Progress — G-MELT Acquisition Integration
G-MELT (IV, opioid-free procedural sedation candidate) PK and toxicology studies initiated/completed as planned; manufacturing scale-up campaign scheduled; company targeting pre-NDA meeting timing and an NDA submission trajectory around Q1 2027.
HROW 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
HROW Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 11, 2026 | $38.04 | $29.03 | -23.69% |
Mar 02, 2026 | $53.59 | $38.60 | -27.96% |
Nov 10, 2025 | $34.14 | $38.74 | +13.47% |
Aug 11, 2025 | $33.74 | $34.83 | +3.23% |
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 Harrow Health (HROW) report earnings?
Harrow Health (HROW) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Harrow Health (HROW) earnings time?
Harrow Health (HROW) earnings time is at Aug 11, 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 HROW EPS forecast?
HROW EPS forecast for the fiscal quarter 2026 (Q2) is -0.17.
