The earnings call presented a largely positive outlook with strong financial performance, strategic partnerships, and positive clinical developments. However, challenges such as the Vertex royalty dispute and operating cost issues were noted.

Company Guidance -

Q3 2025

During Royalty Pharma's second quarter 2025 earnings call, the company reported strong financial performance with a 20% growth in Portfolio Receipts, reaching $727 million, and an 11% increase in Royalty Receipts, totaling $672 million. This exceeded their previously set guidance of $700 million to $725 million for Portfolio Receipts. The company also raised its full-year 2025 guidance, expecting Portfolio Receipts between $3.05 billion and $3.15 billion, representing a 9% to 12% growth. Operating and professional costs are now projected to be 9% to 9.5% of Portfolio Receipts, down from 10% due to cost savings from an internalization transaction. Additionally, Royalty Pharma highlighted a groundbreaking collaboration with Revolution Medicines, providing up to $2 billion in funding, including a $1.25 billion synthetic royalty on the oncology therapy daraxonrasib. They also noted a significant share repurchase, totaling $1 billion for the year, and substantial cash flow generation with a portfolio cash flow of $641 million, reflecting a margin of about 88%.

Strong Financial Performance

Royalty Pharma reported a 20% growth in Portfolio Receipts to $727 million and an 11% growth in Royalty Receipts to $672 million, exceeding prior guidance. Full year 2025 top line guidance was raised to $3.05 billion to $3.15 billion, representing 9% to 12% growth.

Significant Share Repurchase

The company purchased 8 million shares in the second quarter, bringing the total share repurchase to $1 billion for the year.

Revolution Medicines Partnership

A groundbreaking collaboration with Revolution Medicines was announced, providing up to $2 billion in funding. The deal features a synthetic royalty on the Phase III oncology therapy, daraxonrasib.

Positive Clinical Developments

Encouraging clinical news was received on several portfolio therapies, including positive Phase III results for Gilead's Trodelvy in metastatic triple-negative breast cancer.

Efficient Business Model

The company reported an 88% margin in portfolio cash flow due to its efficient business model, reflecting strong cash conversion.

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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