The earnings call illustrated significant growth and successful product launch achievements, particularly with Ryoncil's market penetration and FDA approval. However, increased operational expenses and revaluation-related losses presented financial challenges. Overall, the company's positive strides in market access and regulatory feedback indicate strong potential for future growth.

Company Guidance

During the Mesoblast financial results call for the full year ended June 30, 2025, CEO Dr. Silviu Itescu provided comprehensive guidance on the company's performance and future outlook. The FDA-approved product, Ryoncil, generated $17.2 million in revenue, marking a 191% increase from the previous year, with $13.2 million in gross sales in the final quarter alone. The company onboarded 32 transplant centers and aims to cover the top 45 by the end of the quarter, with coverage extending to over 250 million insured lives in the U.S. Mesoblast's financials showed $162 million in cash on hand, with operating expenses including a $39.3 million increase due to the commercial launch and a $14.9 million non-cash revaluation loss. The company is preparing for further label expansion in adult GvHD and inflammatory bowel disease, with ongoing trials for their second-generation technology, rexlemestrocel-L, targeting heart failure and chronic low back pain, both representing over $10 billion in addressable market opportunities.

Record Revenue Growth

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

Successful Launch of Ryoncil

Ryoncil, the first and only FDA-approved MSC therapy, launched successfully with 32 transplant centers onboarded and coverage for over 250 million lives in the U.S.

Strong Market Access for Ryoncil

Ryoncil is covered by insurance plans representing over 250 million lives, with Medicaid coverage in all states as of July 1.

Promising FDA Feedback for Heart Failure Therapy

FDA indicated support for an accelerated approval pathway for Revascor in heart failure, based on existing data and a planned confirmatory trial.

J-Code Issued for Ryoncil

A specific J-Code for Ryoncil is set to go into effect on October 1, allowing for more efficient billing and reimbursement processes.

Mesoblast (MESO) 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

Daily Earnings Calendar >

MESO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2026 (Q2)	-0.23 / -	-0.42	―	―	―
Aug 28, 2025	2025 (Q4)	-0.37 / -0.44	-0.5	12.00% (+0.06)
May 28, 2025	2025 (Q3)	-0.14 / -	-0.382	―	―	―
Feb 26, 2025	2025 (Q2)	-0.28 / -0.42	-0.382	-9.95% (-0.04)
Nov 20, 2024	2025 (Q1)	-0.14 / -	―	―	―	―
Aug 28, 2024	2024 (Q4)	-0.30 / -0.50	-0.265	-88.68% (-0.23)
May 29, 2024	2024 (Q3)	-0.23 / -	-0.24	―	―	―
Feb 28, 2024	2024 (Q2)	-0.24 / -0.38	-0.315	-21.27% (-0.07)
Nov 22, 2023	2024 (Q1)	-0.12 / -0.12	-0.115	-6.96% (>-0.01)	―	―
Aug 30, 2023	2023 (Q4)	-0.28 / -0.27	-0.322	17.70% (+0.06)

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

MESO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 28, 2025	$15.95	$13.83	-13.29%
May 28, 2025	$10.97	$10.95	-0.18%
Feb 26, 2025	$15.72	$15.54	-1.15%
Nov 20, 2024	$10.82	$10.33	-4.53%

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 Ltd (MESO) report earnings?

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

What is Mesoblast Ltd (MESO) earnings time?

Mesoblast Ltd (MESO) 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 MESO EPS forecast?

MESO EPS forecast for the fiscal quarter 2026 (Q2) is -0.23.

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