The earnings call highlights strong financial performance and shareholder returns, a significant collaboration with Revolution Medicines, and positive clinical outcomes, alongside increased guidance and cost efficiencies. However, it also mentions a notable dispute with Vertex and one-time expense impacts.

Company Guidance

During Royalty Pharma's Second Quarter 2025 Earnings Conference Call, the company reported a strong financial performance, beating previous guidance with a 20% increase in Portfolio Receipts, reaching $727 million, and an 11% rise in Royalty Receipts to $672 million. They also raised their full-year 2025 top-line guidance, now expecting Portfolio Receipts between $3.05 billion and $3.15 billion, reflecting growth of around 9% to 12%. Additionally, the company highlighted its significant capital deployment, including a $1 billion share repurchase and nearly $600 million invested in value-creating royalty transactions. A notable strategic move was the groundbreaking partnership with Revolution Medicines, where Royalty Pharma committed up to $2 billion in funding for the development of daraxonrasib, a promising oncology therapy, with expectations of generating an internal rate of return in the teens and peak annual royalties exceeding $170 million. They also emphasized improvements in operating efficiency, forecasting operating and professional costs to be about 9% to 9.5% of Portfolio Receipts, down from the previous 10%. Overall, Royalty Pharma expressed confidence in their strategy and capacity to execute large-scale transactions, despite a competitive landscape, and highlighted their continued focus on innovation and strategic partnerships in the life sciences sector.

Strong Financial Performance

Royalty Pharma delivered 20% growth in Portfolio Receipts to $727 million and an 11% growth in Royalty Receipts to $672 million, surpassing previous guidance.

Increased Shareholder Returns

The company repurchased 8 million shares in the second quarter, totaling $1 billion in share buybacks this year, and returned $1.26 billion to shareholders in the first 6 months, a record for Royalty Pharma.

Groundbreaking Collaboration

Announced a collaboration with Revolution Medicines, providing up to $2 billion in funding, marking a new paradigm for innovative biotech funding.

Positive Clinical Developments

Received positive Phase III results for Gilead's Trodelvy in first-line metastatic triple-negative breast cancer.

Raised Full Year Guidance

Full year 2025 top line guidance for Portfolio Receipts increased to $3.05 billion to $3.15 billion, representing 9% to 12% growth.

Cost Efficiency Improvements

Operating and professional costs guidance improved to 9% to 9.5% of Portfolio Receipts, down from previous 10%.

Royalty Pharma (RPRX) 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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RPRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	1.05 / -	0.917	―	―	―
Aug 06, 2025	2025 (Q2)	1.03 / 1.14	0.961	18.73% (+0.18)
May 08, 2025	2025 (Q1)	0.95 / 0.75	0.978	-23.42% (-0.23)
Feb 11, 2025	2024 (Q4)	1.05 / 1.15	1.149	0.17% (<+0.01)
Nov 06, 2024	2024 (Q3)	0.93 / 0.92	0.789	16.22% (+0.13)
Aug 08, 2024	2024 (Q2)	0.96 / 0.96	0.845	13.73% (+0.12)
May 09, 2024	2024 (Q1)	0.99 / 0.98	1.603	-38.99% (-0.63)
Feb 15, 2024	2023 (Q4)	1.01 / 1.15	1.558	-26.25% (-0.41)
Nov 08, 2023	2023 (Q3)	0.77 / 0.79	0.727	8.53% (+0.06)
Aug 08, 2023	2023 (Q2)	0.83 / 0.84	0.811	4.19% (+0.03)

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

RPRX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$37.68	$36.90	-2.07%
May 08, 2025	$32.34	$32.68	+1.05%
Feb 11, 2025	$31.11	$31.63	+1.67%
Nov 06, 2024	$26.79	$25.92	-3.25%

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 Royalty Pharma PLC (RPRX) report earnings?

Royalty Pharma PLC (RPRX) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Royalty Pharma PLC (RPRX) earnings time?

Royalty Pharma PLC (RPRX) earnings time is at Nov 05, 2025, 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 RPRX EPS forecast?

RPRX EPS forecast for the fiscal quarter 2025 (Q3) is 1.05.

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