BeOne Medicines (ONC)
NASDAQ:ONC
Earnings Data
Report Date
Apr 30, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.03Last Year’s EPS
0Same Quarter Last Year
Strong Buy
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a strongly positive commercial and R&D narrative: robust revenue and margin expansion, GAAP profitability, substantial free cash flow, BRUKINSA’s clear commercial leadership backed by best‑in‑class long‑term data, multiple regulatory wins and rapid pipeline advancement. Notable risks discussed include safety/efficacy concerns with some fixed‑duration competitor regimens, competitive dynamics that require longer follow‑up, one‑time accounting/tax items and elevated operating investment for 2026. On balance the financial strength, clinical momentum and strategic pipeline depth outweigh the operational and competitive uncertainties noted.Company Guidance
Strong Quarterly and Full‑Year Revenue Growth
Q4 product revenue of $1.5B, up 32% year‑over‑year; Q4 BRUKINSA revenue $1.1B, up 38% YoY. Full‑year 2025 BRUKINSA global revenues of $3.9B, up 49% YoY.
Profitability and Cash Generation
GAAP net income of $287M for 2025 (GAAP diluted EPS $2.53); non‑GAAP net income $918M (non‑GAAP diluted EPS $8.09). Free cash flow > $940M for FY2025 and $380M in Q4.
Improved Margins and Operational Leverage
Gross margin improved to 87% from ~84% a year earlier, driven by favorable product mix, pricing and cost efficiencies.
BRUKINSA: Commercial Leadership and Best‑in‑Class Data
BRUKINSA is #1 in the U.S. and globally. Long‑term data presented at ASH 2025 show 6‑year PFS ~74% (77% COVID‑adjusted) and OS ~84% (87% adj). ALPINE head‑to‑head PFS hazard ratio 0.69 (p=0.001) versus ibrutinib.
Ambitious 2026 Financial Guidance
Management projects 2026 revenue of $6.2B–$6.4B, GAAP operating income $700M–$800M, and non‑GAAP operating income $1.4B–$1.5B; GAAP gross margin expected in the high‑80% range.
R&D Momentum and Regulatory Progress
First global approvals for sonro in China for relapsed/refractory MCL and CLL; U.S./EU submissions for relapsed/refractory MCL under review with FDA approval expected in H1. BTK degrader program advanced with 3 Phase III studies initiated (including a head‑to‑head vs pirtobrutinib). TEVEMBRA delivered a positive Phase III readout in HER2+ gastric cancer (with zanidatamab + chemo).
Multiple Proofs‑of‑Concept and Clinic Starts
Five assets achieved clinical proof‑of‑concept in 2025 and ~17 new molecular entities entered the clinic over the past two years, demonstrating sustained pipeline productivity.
Industry‑Leading Clinical Execution Speed
Completed ~200 dose‑escalation cohorts with median 1.5 months per cohort (industry ~3 months). CELESTIAL TN CLL enrolled ~700 patients across 20 countries and 200+ sites in 14 months. NDA filing for sonro completed within 1 month of top‑line data (vs industry 4–6 months).
Geographic and Portfolio Expansion
Strong geographic growth: U.S. Q4 sales ~$850M (38% YoY growth), China Q4 revenue $399M (11% YoY), Europe Q4 $174M (53% YoY), Rest of World up 74% YoY. Early launches for zanidatamab and sonrotoclax expected to contribute modestly in 2026.
ONC 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
ONC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $352.23 | $322.37 | -8.48% |
Nov 06, 2025 | $321.39 | $332.36 | +3.41% |
Aug 06, 2025 | $307.23 | $298.52 | -2.84% |
May 07, 2025 | $241.75 | $232.25 | -3.93% |
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 BeOne Medicines (ONC) report earnings?
BeOne Medicines (ONC) is schdueled to report earning on Apr 30, 2026, TBA (Confirmed).
What is BeOne Medicines (ONC) earnings time?
BeOne Medicines (ONC) earnings time is at Apr 30, 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 ONC EPS forecast?
ONC EPS forecast for the fiscal quarter 2026 (Q1) is 1.03.