The earnings call reflects a strong positive trajectory for Mesoblast, driven by the successful commercial launch of Ryoncil and significant revenue growth. Despite increased expenses and some regulatory challenges, the company shows robust market potential and financial health.

Company Guidance

During the Mesoblast financial results call for the fiscal year ended June 30, 2025, CEO Dr. Silviu Itescu highlighted significant growth and strategic developments. The company reported a 191% increase in revenue from cell therapy products, with total revenues reaching $17.2 million, largely driven by the successful commercial launch of Ryoncil, which generated $13.2 million in gross sales. Ryoncil, approved for pediatric steroid-refractory acute graft-versus-host disease, has been made available across 32 transplant centers in the U.S., aiming to cover 80% of pediatric bone marrow transplants by the end of the quarter. The company also noted expanding coverage, with over 250 million insured lives in the U.S., including Medicaid coverage in all states. Mesoblast's cash on hand as of June 30 was $162 million, and they maintain a gross margin of 90%. Looking forward, Mesoblast plans to expand Ryoncil's label to include adult acute GvHD and to initiate a pivotal study for inflammatory bowel disease. Additionally, their second-generation product, rexlemestrocel-L, is in a confirmatory Phase III trial for chronic low back pain, with the potential to address a market exceeding $10 billion annually.

Ryoncil Commercial Launch Success

Ryoncil, the first FDA-approved mesenchymal stromal cell therapy, launched with 32 transplant centers onboarded, and aims to reach 45 centers covering 80% of pediatric bone marrow transplants in the U.S. by the end of the quarter. Coverage includes over 250 million insured lives in the U.S.

Revenue Surge

Revenue from cell therapy products reached $17.2 million, up 191% from the prior year, driven by the successful launch of Ryoncil.

High Market Potential

Ryoncil's addressable market is approximately $1 billion, with potential label extensions for adults with acute GvHD and inflammatory bowel disease, adding opportunities of more than $5 billion.

Strong Financial Position

The company's cash on hand as of June 30, 2025, was $162 million.

Promising Trial Outcomes

Pivotal Phase III trial results for Ryoncil showed a 70% day 28 response rate with nearly 50% long-term survival in severe disease patients.

Mesoblast Limited (MEOBF) 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

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MEOBF Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2026 (Q2)	-0.02 / -	-0.042	―	―	―
Aug 28, 2025	2025 (Q4)	-0.04 / -0.04	-0.05	14.00% (<+0.01)
May 28, 2025	2025 (Q3)	-0.01 / -	-0.025	―	―	―
Feb 26, 2025	2025 (Q2)	-0.03 / -0.04	-0.038	-10.53% (>-0.01)
Nov 20, 2024	2025 (Q1)	-0.01 / -	―	―	―	―
Aug 28, 2024	2024 (Q4)	-0.03 / -0.05	-0.027	-85.19% (-0.02)
May 29, 2024	2024 (Q3)	-0.02 / -	-0.016	―	―	―
Feb 28, 2024	2024 (Q2)	-0.03 / -0.04	-0.031	-22.58% (>-0.01)
Nov 22, 2023	2024 (Q1)	-0.03 / -0.03	-0.023	-8.70% (>-0.01)	―	―
Aug 30, 2023	2023 (Q4)	-0.03 / -0.03	-0.032	15.63% (<+0.01)

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

MEOBF Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$1.54	$1.51	-1.95%
May 28, 2025	$1.43	$1.43	0.00%
Feb 26, 2025	$2.68	$2.68	0.00%
Nov 20, 2024	$1.04	$1.02	-1.92%

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 Mesoblast Limited (MEOBF) report earnings?

Mesoblast Limited (MEOBF) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).

What is Mesoblast Limited (MEOBF) earnings time?

Mesoblast Limited (MEOBF) earnings time is at Feb 26, 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 MEOBF EPS forecast?

MEOBF EPS forecast for the fiscal quarter 2026 (Q2) is -0.02.

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