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Regeneron (REGN)
NASDAQ:REGN
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
9.16Last Year’s EPS
8.22Same Quarter Last Year
Strong Buy
Based on 23 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed substantial commercial strength (notably Dupixent, EYLEA HD, Libtayo), solid financials, strong cash generation, aggressive shareholder returns, and a deep pipeline with multiple near‑term readouts and regulatory objectives. Headwinds were acknowledged — including EYLEA 2 mg biosimilar pressure, short‑term inventory timing, manufacturing/regulatory risk for the prefilled syringe, patient affordability challenges, and higher R&D and SG&A investments. On balance, the positives — large, high‑growth franchises, robust cash flow, and multiple potentially transformative clinical programs — materially outweigh the near‑term challenges and risks discussed.Company Guidance
Overall Financial Performance
Q4 2025 total revenues $3.9B, up 3% year-over-year; Q4 diluted net income per share $11.44 and net income $1.2B; 2025 free cash flow $4.1B; cash and marketable securities less debt $16.2B.
Dupixent Strong Growth and Scale
Global Dupixent net product sales $4.9B in Q4 (+32% YoY) and $17.8B for FY2025; U.S. net sales up 36% YoY to $3.7B; >1.4M patients on therapy; approved in 80 indications, many underpenetrated.
EYLEA HD Rapid Momentum
U.S. EYLEA HD net sales $506M in Q4, up 66% YoY and $1.6B for FY2025 (+36% YoY); EYLEA HD represented ~50% of Regeneron's anti‑VEGF franchise; 18% sequential growth quarter-over-quarter and physician demand +10% vs Q3.
Libtayo Commercial Progress
Global Libtayo net sales $425M in Q4 (+13% YoY at constant currency) and $1.45B for FY2025; U.S. net sales $285M, up 14% YoY; launched in adjuvant CSCC with strong early uptake and added as NCCN category 1 preferred in that setting.
Strong Collaboration and Royalty Streams
Sanofi collaboration revenues ~ $1.6B in Q4 with Regeneron share of profits up 42% YoY; other revenue up 33% in Q4 to $239M (including royalties); Alaris net sales >$1.5B in 2025 achieving top royalty tier (15%).
Capital Deployment and Shareholder Returns
Returned $3.8B to shareholders in 2025 (including $3.4B share repurchases); $1.5B remaining repurchase authorization; initiated quarterly dividend with new quarterly dividend $0.94/share (annualized $3.76).
Robust Pipeline and Near-Term Milestones
Company expects at least four FDA approvals in next 12 months (including 3 NMEs and EYLEA HD prefilled syringe); plans to initiate 18 additional Phase III studies (target enrollment ~35,000); multiple pivotal readouts in 2026 across oncology, ophthalmology, complement, hematology and obesity.
Notable Clinical Data and Program Highlights
Lenazipic (BCMA×CD3) shows high complete response and MRD‑negativity (100% MRD‑negativity in evaluable newly diagnosed/ high‑risk smoldering cohorts cited); cendicia in gMG showed placebo‑adjusted improvement of 2.3 in MG‑ADL at 24 weeks; PNH combination showed 96% control in pivotal cohort; DV gene therapy produced meaningful hearing gain in 11/12 children; FOP program showed >99% reduction in abnormal bone formation at 56 weeks.
REGN 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
REGN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 30, 2026 | $748.54 | $740.56 | -1.07% |
Oct 28, 2025 | $583.87 | $652.88 | +11.82% |
Aug 07, 2025 | $552.93 | $557.58 | +0.84% |
Apr 29, 2025 | $607.54 | $565.82 | -6.87% |
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 Regeneron (REGN) report earnings?
Regeneron (REGN) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Regeneron (REGN) earnings time?
Regeneron (REGN) earnings time is at Apr 30, 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 REGN EPS forecast?
REGN EPS forecast for the fiscal quarter 2026 (Q1) is 9.16.
