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Kiniksa Pharmaceuticals (KNSA)
NASDAQ:KNSA
Earnings Data
Report Date
May 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.24Last Year’s EPS
0.11Same Quarter Last Year
Strong Buy
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial and financial momentum driven by ARCALYST, with robust revenue growth (+65% Q4, +62% full year), rapidly expanding collaboration profit (+83% Q4, +96% full year), restored profitability, and meaningful cash generation. Management reiterated confident 2026 guidance ($900–$920M) and highlighted advancing pipeline programs (KPL-387 data expected H2 2026, KPL-1161 clinic entry by year-end). Offsetting items include rising operating expenses, seasonal Q1 headwinds, reliance on ARCALYST concentration, and uncertainty on peak market penetration and future product mix. Overall, positives materially outweigh the negatives, reflecting a constructive outlook contingent on continued execution.Company Guidance
Strong ARCALYST Revenue Growth
ARCALYST product revenue grew 65% year-over-year to $202.1 million in Q4 2025 and 62% year-over-year to $677.6 million for full-year 2025, driven by expanding adoption of IL‑1 alpha and beta inhibition in recurrent pericarditis.
Rapid Collaboration Profit Expansion
ARCALYST collaboration profit increased 83% year-over-year to $140 million in Q4 2025 and rose 96% year-over-year to $459 million for the full year, growing faster than sales and materially contributing to overall profitability.
Return to Profitability and Improved Income Statement
Net income was $14.2 million in Q4 2025 versus a net loss of $8.9 million in Q4 2024; full-year 2025 net income was $59.0 million versus a net loss of $43.2 million in 2024, reflecting operational leverage from ARCALYST growth.
Strong Cash Generation and Balance Sheet
Kiniksa ended 2025 with $414.1 million in cash, representing $170.4 million of net cash generation for the year, and expects to remain cash-flow positive on an annual basis under the current plan.
Commercial Momentum and Prescriber Adoption
More than 4,150 prescribers have written ARCALYST prescriptions, with ~29% (over 1,200) having treated 2+ patients; average total duration of therapy is approaching 3 years, demonstrating strong adherence and repeat use.
Increasing Penetration in Target Patient Population
Penetration into the 2+ recurrence target market rose to approximately 18% at year-end 2025, up from ~15% mid-2025 and 13% at the end of 2024, indicating accelerating capture of the multiple-recurrence segment.
Reaffirmed 2026 Revenue Guidance
Company reiterated full-year 2026 net revenue guidance for ARCALYST of $900 million to $920 million, reflecting confidence in continued commercial expansion.
Advancing Pipeline with Clear Clinical Milestones
KPL-387 Phase II/III program achieved planned starts (Phase II initiated mid-2025) and remains on track for Phase II readout in the second half of 2026; company plans to be in clinic with KPL-1161 by year-end 2026. FDA interactions have been productive and the integrated KPL-387 program is designed to support registration.
KNSA 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
KNSA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $47.39 | $43.50 | -8.21% |
Oct 28, 2025 | $40.60 | $39.43 | -2.88% |
Jul 29, 2025 | $27.04 | $30.37 | +12.32% |
Apr 29, 2025 | $21.47 | $25.88 | +20.54% |
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 Kiniksa Pharmaceuticals (KNSA) report earnings?
Kiniksa Pharmaceuticals (KNSA) is schdueled to report earning on May 05, 2026, Before Open (Confirmed).
What is Kiniksa Pharmaceuticals (KNSA) earnings time?
Kiniksa Pharmaceuticals (KNSA) earnings time is at May 05, 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 KNSA EPS forecast?
KNSA EPS forecast for the fiscal quarter 2026 (Q1) is 0.24.