The earnings call highlighted strong financial performance and growth in key products like Jakafi and Opzelura. The launch of Niktimvo exceeded expectations. However, the decision to terminate certain programs due to regulatory and strategic priorities presented challenges. Overall, the sentiment was more positive given the revenue growth and successful product launches.
Company Guidance
Incyte's third-quarter 2025 earnings call revealed a robust financial performance and optimistic guidance for the future. Total revenues reached $1.37 billion, with product sales at $1.15 billion, marking a 20% and 19% increase, respectively, from the previous year. Jakafi achieved Q3 sales of $791 million, with a 7% increase driven by a 10% year-over-year demand growth. The company raised its full-year guidance for Jakafi to a range of $3.05 billion to $3.075 billion. Opzelura also showed strong growth, recording $188 million in sales, a 35% year-over-year increase, with international sales for vitiligo growing by 117%. Niktimvo continued to outperform expectations, with Q3 sales totaling $46 million, a 27% increase from the previous quarter. The company plans to focus on strategic investments in high-value R&D projects and anticipates the initiation of pivotal trials for key pipeline products, aiming to drive future growth and maintain financial discipline.
Strong Revenue Growth
Total revenues of $1.37 billion and product sales of $1.15 billion, representing a 20% and 19% increase, respectively, versus prior year.
Jakafi Performance
Jakafi Q3 sales reached $791 million, a 7% increase with strong demand growth of 10% year-over-year.
Opzelura Sales Surge
Opzelura sales reached $188 million, a 35% increase versus prior year. Sales in the U.S. were $144 million, a 21% increase.
Niktimvo Launch Success
Niktimvo sales in the third quarter totaled $46 million, an increase of 27% versus the second quarter.
Pipeline and R&D Focus
Strategic focus on high-value programs and key updates in solid tumor and povorcitinib programs.
Incyte (INCY) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
INCY Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 28, 2025
$93.08
$91.65
-1.54%
Jul 29, 2025
$70.16
$77.38
+10.29%
Apr 29, 2025
$59.52
$60.43
+1.53%
Feb 10, 2025
$74.13
$68.30
-7.86%
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 Incyte (INCY) report earnings?
Incyte (INCY) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
What is Incyte (INCY) earnings time?
Incyte (INCY) earnings time is at Feb 18, 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.