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Supernus Pharmaceuticals (SUPN)
NASDAQ:SUPN
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.46Last Year’s EPS
0.44Same Quarter Last Year
Strong Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call shows a predominantly positive commercial and strategic momentum: record FY2025 revenues ($719M), strong growth and market traction across the four growth products (notably Qelbree, ZURZUVAE, GOCOVRI and early ONAPGO uptake), clear pipeline advancement, and constructive 2026 revenue guidance ($840M–$870M). Offsetting these strengths are notable near-term headwinds from acquisition-related costs, higher R&D and SG&A that pushed FY2025 to a GAAP loss, a reduction in cash due to the Sage acquisition, and execution risks tied to ONAPGO supply continuity and gross-to-net pressures (e.g., Qelbree PBM bill). On balance the growth metrics, commercialization wins and forward guidance outweigh the financial/operational challenges.Company Guidance
Record Full-Year Revenue
Total revenues reached a record $719.0M for FY2025, driven by growth products and the Sage acquisition.
Strong Contribution from Growth Portfolio
Revenues from four growth products (Qelbree, GOCOVRI, ZURZUVAE, ONAPGO) grew 40% (company-stated) and accounted for ~76% of total revenues in Q4 2025.
ONAPGO Early Commercial Traction and Supply Progress
ONAPGO Q4 net sales of $8.9M (up from $6.8M in Q3); first-year net sales $17.3M. Prescriptions grew 29.6% and prescribers grew 28% Q4 vs Q3. Current supplier will cover 2026; guidance assumes $45M–$70M of ONAPGO net sales in 2026.
ZURZUVAE Rapid Uptake Post-Acquisition
ZURZUVAE collaboration revenues of $32.8M in Q4 and $53M for the 5-month period since the Sage close (July 31, 2025). Biogen-reported U.S. sales rose ~187% YoY and ~19% QoQ; prescribers doubled YoY and total prescriptions increased >150% YoY.
Qelbree Delivers Strong Growth and Scale
Qelbree exceeded $300M in net sales for 2025, delivering 26% growth vs 2024. Total annual prescriptions grew 21% YoY; adult prescriptions +29% and pediatric +18% in 2025. Q4 prescriptions +18% YoY.
GOCOVRI Continued Growth
GOCOVRI net sales reached $146M for 2025, up 12% YoY; total annual prescriptions reached ~67,000 (+14% YoY); Q4 net sales $38.6M with Q4 prescription growth of 16% YoY.
Non-GAAP Profitability and Adjusted Operating Results
Q4 2025 adjusted (non-GAAP) operating earnings were $48.5M (flat YoY). Full-year 2025 adjusted operating earnings were $158.7M and management provided 2026 non-GAAP guidance of $140M–$170M.
R&D Progress and Pipeline Advancement
Initiated Phase IIb SPN-820 (approx. 200 MDD adults); SPN-817 Phase IIb ongoing (target ~258 TR focal seizure patients); SPN-443 Phase I expected H2 2026. Early-stage Sage assets evaluated with select retention and partnership plans.
Strong Balance Sheet Flexibility
Cash, cash equivalents and marketable securities of ~$309M as of Dec 31, 2025; no debt and stated flexibility to pursue M&A and BD opportunities.
2026 Financial Guidance
Management expects FY2026 total revenues of $840M–$870M, combined R&D+SG&A $620M–$650M, GAAP operating income range breakeven to -$30M, and non-GAAP operating earnings $140M–$170M.
SUPN 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
SUPN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $53.30 | $56.32 | +5.67% |
Nov 04, 2025 | $57.00 | $47.11 | -17.35% |
Aug 05, 2025 | $37.53 | $42.44 | +13.08% |
May 06, 2025 | $32.43 | $30.94 | -4.59% |
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 Supernus Pharmaceuticals (SUPN) report earnings?
Supernus Pharmaceuticals (SUPN) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Supernus Pharmaceuticals (SUPN) earnings time?
Supernus Pharmaceuticals (SUPN) earnings time is at May 12, 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 SUPN EPS forecast?
SUPN EPS forecast for the fiscal quarter 2026 (Q1) is 0.46.