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Sarepta Therapeutics (SRPT)
NASDAQ:SRPT
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.09Last Year’s EPS
-4.6Same Quarter Last Year
Based on 19 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call balanced material near-term challenges (safety-related market uncertainty, substantial inventory/manufacturing charges and reported operating losses) with strong underlying positives: robust revenue growth in 2025, a solid cash position, compelling and durable three‑year ELEVIDYS efficacy data, a stable PMO franchise, a rapidly advancing siRNA pipeline with multiple clinical programs and clear 2026 financial guidance. Management emphasized plans to address information deficits, commercial expansion and pipeline milestones; timing risk for ELEVIDYS uptake and non-ambulatory resumption remains notable.Company Guidance
Strong full-year revenue growth
Total revenues for FY2025 were $2.2 billion, up 16% year-over-year, including $1.86 billion in net product revenue (PMOs $966M; ELEVIDYS $899M) showing continued commercial traction.
Solid cash position and positive core cash generation
Ended 2025 with $954 million in cash and investments (up $89M in Q4); base business (ex-Arrowhead payments) generated more than $330 million of positive cash flow in 2025 and management expects to be cash-flow positive and non-GAAP profitable in 2026 under reasonable scenarios.
ELEVIDYS durable, disease-modifying data (EMBARK 3-year)
Three-year EMBARK Part 1 results show durable, statistically significant efficacy vs external control: 73% slowing in disease progression for time-to-rise, 70% for 10m walk/run, NSAA +4.39 point difference at year 3 (p=0.0002); no new safety signals reported through three years.
PMO franchise stability and compliance
PMO net product revenue totaled $966 million in 2025; Q4 PMO revenue $259 million (EXONDYS $148M, VYONDYS $34M, AMONDYS $77M) with year-after-year compliance rates consistently over 90%.
Pipeline advancement: multiple clinical-stage siRNA programs
Five clinical-stage siRNA programs advancing (DM1 SRP-1003, FSHD, IPF, SCA2, Huntington's SRP-1005 initiated), with additional preclinical programs (SCA1, SCA3) and planned readouts (preliminary DM1/FSHD data end of quarter; further PD/splice data later in 2026).
Regulatory and commercial milestones
ELEVIDYS received traditional approval for ambulatory patients and approval to run a sirolimus pretreatment study for non-ambulatory patients; meeting with FDA scheduled to discuss transitioning AMONDYS and VYONDYS to traditional approval following ESSENCE confirmatory data.
2026 revenue and collaboration visibility
Provided net product revenue guidance for 2026 of $1.2B–$1.4B (management advises modeling toward the low end given timing uncertainty) and expects collaboration, contract manufacturing, and royalty revenues of $450M–$550M in 2026 (including a $40M Roche milestone and ~$325M noncash collaboration revenue).
SRPT 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
SRPT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | $18.97 | ― | ― |
Nov 03, 2025 | $24.45 | $16.20 | -33.74% |
Aug 06, 2025 | $16.26 | $17.96 | +10.46% |
May 06, 2025 | $46.75 | $36.72 | -21.45% |
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 Sarepta Therapeutics (SRPT) report earnings?
Sarepta Therapeutics (SRPT) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Sarepta Therapeutics (SRPT) earnings time?
Sarepta Therapeutics (SRPT) earnings time is at May 06, 2026, After Close (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 SRPT EPS forecast?
SRPT EPS forecast for the fiscal quarter 2026 (Q1) is 1.09.
