Immucell Corp. (ICCC)
NASDAQ:ICCC
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Earnings Data
Report Date
Aug 19, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.06Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized a number of meaningful operational and commercial positives including a record $10.4M revenue quarter, strong domestic growth, improved gross margins and net income, significant manufacturing yield gains and market share expansion led by Tri-Shield. Management also highlighted disciplined investments in commercial coverage, international planning, and a $2.0M settlement earmarked for capacity expansion. Key risks remain around international sales weakness, higher operating expenses, and executional manufacturing/capacity challenges (contamination risk and the need for a major processing-plant expansion). Overall, the positives—record revenue, margin and income improvements, visible market-share gains, and capital to invest in capacity—appear to materially outweigh the lowlights in the near term.Company Guidance
Record Quarterly Revenue
Product sales of $10.4M in Q1 FY2026, marking ImmuCell's first-ever $10M+ revenue quarter and a 28.4% increase versus Q1 FY2025.
Strong Domestic Growth
Domestic sales grew 35.7% year-over-year to $9.7M, driving the majority of the quarterly revenue expansion.
Improved Gross Margin
Gross margin increased to 45.0% of product sales in Q1 FY2026 from 41.6% in Q1 FY2025 (net improvement despite a 2.4 percentage point headwind from legacy cost shifts).
Net Income and EBITDA Expansion
Net income rose to $1.9M ($0.21 per share) from $1.4M ($0.16 per share), a 34% increase year-over-year. Adjusted EBITDA improved to $2.6M from $2.3M.
Flagship Product Momentum (Tri-Shield)
Tri-Shield sales grew 38.5% year-over-year, contributing materially to revenue and reflecting successful premium positioning.
Manufacturing Output and Yield Improvements
Manufacturing output reached over 450,000 units per month in Q1 FY2026 versus 380,000 units/month in 2025 (and materially higher than 2024 levels), driven by planning, reduced waste, selective capital investments and controlled overtime.
Market Share Gains and Category Contribution
ImmuCell's share of US category dollar spend expanded from 29.1% to 35.2% and animals treated from 15% to 18.1% (2021 to Q1 2026). Management estimates ImmuCell accounted for nearly 80% of total category dollar expansion in the quarter.
Stronger Balance Sheet and Capital for Expansion
Cash on hand of $6.8M, inventory $8.7M, and working capital increased from $13.0M (YE2025) to $15.0M (03/31/2026). The company also received a $2.0M settlement to be deployed toward capacity expansion.
Commercial Expansion and Talent Investment
Expanded US sales territories (added a third Western territory), increased sales headcount to drive direct customer engagement, and hired an international business development executive to support disciplined global expansion planning.
ICCC 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
ICCC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 14, 2026 | $8.26 | $8.92 | +7.99% |
Mar 04, 2026 | $6.46 | $6.35 | -1.70% |
Nov 13, 2025 | $6.05 | $5.40 | -10.74% |
Aug 14, 2025 | $6.72 | $6.10 | -9.18% |
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 Immucell Corp. (ICCC) report earnings?
Immucell Corp. (ICCC) is schdueled to report earning on Aug 19, 2026, After Close (Confirmed).
What is Immucell Corp. (ICCC) earnings time?
Immucell Corp. (ICCC) earnings time is at Aug 19, 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 ICCC EPS forecast?
Currently, no data Available