The earnings call highlighted strong financial performance and market leadership, particularly with BRUKINSA's success. Significant progress was noted in pipeline developments and global market expansion. Despite facing competition and challenges in fixed duration therapies, the company's achievements and optimistic outlook for future milestones contributed to a broadly positive sentiment.

Company Guidance

During BeOne's Q2 2025 earnings call, the company provided detailed guidance on their financial outlook and strategic initiatives. They reported a substantial revenue of $1.3 billion, marking a 42% year-on-year growth, with BRUKINSA contributing $950 million to this figure, showcasing a 49% increase. The company highlighted their financial guidance for the full year 2025, projecting total revenues between $5 billion and $5.3 billion. They expect a mid- to high-80% range for GAAP gross margins, reflecting favorable pricing dynamics and cost efficiencies. Additionally, they anticipate operating expenses between $4.1 billion and $4.4 billion, aiming to achieve positive GAAP operating income and generate positive free cash flow for the year. BeOne's strategic focus includes expanding their oncology pipeline, with over 20 phase III trials underway and expectations for more than 10 proof-of-concept data readouts by 2026. The company also emphasized their leading position in the U.S. BTK inhibitor market and their commitment to further enhancing BRUKINSA's market leadership through innovative strategies and robust clinical data.

Record Revenue and Growth

BeOne reported a revenue of $1.3 billion for Q2 2025, representing a 42% year-on-year growth. GAAP earnings per ADS increased by $2 from Q2 of the previous year, and the company generated $220 million of free cash flow.

BRUKINSA Market Leadership

BRUKINSA became the #1 BTK inhibitor in the U.S. market, achieving global revenues of $950 million, growing 49% year-over-year. It demonstrated a 34% reduced risk of progression or death and lower cardiac toxicity versus ibrutinib in the ALPINE trial.

Strong Global Product Revenue

The U.S. market generated $685 million with a 43% growth, China revenue was $429 million with a 23% increase, and Europe contributed $152 million, growing 87% year-over-year.

Pipeline Progress and R&D Achievements

The company filed sonro's initial NDAs in China and expects the initial global approval by the end of 2026. Over 60 abstracts were presented at major conferences, and new Phase III studies were initiated for sonro and BTK CDAC.

Improved Financial Outlook

Gross margin improved to approximately 87%, and non-GAAP net income reached $253 million, a significant increase compared to the previous year. The revenue guidance for the full year 2025 was updated to $5 billion to $5.3 billion.

BeOne Medicines (ONC) 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 >

ONC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 06, 2025	2025 (Q3)	0.70 / -	-1.15	―	―	―
Aug 06, 2025	2025 (Q2)	0.39 / 0.91	-1.15	179.13% (+2.06)
May 07, 2025	2025 (Q1)	-0.57 / 0.00	-2.41	―
Mar 27, 2025	2024 (Q4)	-1.01 / -1.43	-3.53	59.49% (+2.10)
Nov 12, 2024	2024 (Q3)	-1.11 / -1.15	2.01	-157.21% (-3.16)		―
Aug 27, 2024	2024 (Q2)	-2.19 / -1.15	-3.64	68.41% (+2.49)	―	―
May 08, 2024	2024 (Q1)	-3.09 / -2.41	-3.34	27.84% (+0.93)		―
Feb 26, 2024	2023 (Q4)	-3.49 / -3.53	-4.29	17.72% (+0.76)	―	―
Nov 09, 2023	2023 (Q3)	-3.38 / 2.01	-5.39	137.29% (+7.40)	―	―
Aug 25, 2023	2023 (Q2)	-3.36 / -3.64	-5.56	34.53% (+1.92)	―	―

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
Aug 06, 2025	$307.23	$298.52	-2.84%
May 07, 2025	$241.75	$232.25	-3.93%
Mar 27, 2025	$250.92	$262.60	+4.65%
Nov 12, 2024	$205.04	$193.64	-5.56%

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 Nov 06, 2025, TBA (Confirmed).

What is BeOne Medicines (ONC) earnings time?

BeOne Medicines (ONC) earnings time is at Nov 06, 2025, 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 2025 (Q3) is 0.7.

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