INCY
Incyte·NASDAQ
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INCY fundamentals
Incyte (INCY) released its earnings on Feb 10, 2026: revenue was 1.51B (YoY +27.84%), beat estimates; EPS was 1.8 (YoY +26.24%), missed estimates.
Revenue / YoY
1.51B
+27.84%
EPS / YoY
1.8
+26.24%
Report date
Feb 10, 2026
INCY Earnings Call Summary for Q4,2025
- Revenue Growth: 2025 total revenue $5.14 billion (+21% YoY), core business ex-Jakafi up 53% to $1.26 billion. 2026 guidance $4.77-4.94 billion, core business ex-Jakafi +30%.
- Key Products:
- Jakafi: 2026 sales $3.22-3.27 billion, Jakafi XR launch mid-2026.
- Opzelura: 2026 sales $750-790 million, pediatric AD launch and international expansion.
- Hematology/Oncology: 2026 sales $800-880 million, driven by Monjuvi, Niktimvo, and Zynyz.
- Pipeline Catalysts: 14 pivotal trials in 2026, including povorcitinib (HS/NV/vitiligo), tafasitamab (DLBCL), and KRAS G12D inhibitor for PDAC.
- Financial Discipline: 2026 R&D/S&G expenses $3.495-3.675 billion (+4% YoY), with R&D up 10% for late-stage pipeline.
EPS
Actual | -3.33 | 1.32 | -0.07 | 0.68 | 0.24 | 0.67 | 0.82 | 2.54 | 0.17 | 0.72 | 0.5 | 0.13 | 0.1 | 0.9 | 1.1 | 1.0582 | 0.6431 | -1.8178 | 1.07 | 1.4259 | 1.1595 | 1.5717 | 2.26 | 1.8 | ||||||||||||
Forecast | 0.3475 | 0.482 | 0.5113 | 0.5386 | 0.4517 | 0.5536 | 0.5821 | 0.5611 | 0.456 | 0.5608 | 0.5036 | 0.3 | 0.56 | 0.696 | 0.8338 | 1.1484 | 0.7825 | 0.7478 | 1.0512 | 1.5019 | 0.9939 | 1.4181 | 1.6061 | 1.9054 | ||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | -1058.27% | +173.86% | -113.69% | +26.25% | -46.87% | +21.03% | +40.87% | +352.68% | -62.72% | +28.39% | -0.71% | -56.67% | -82.14% | +29.31% | +31.93% | -7.85% | -17.81% | -343.09% | +1.79% | -5.06% | +16.66% | +10.83% | +40.71% | -5.53% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 568.51M | 688.04M | 620.64M | 789.51M | 604.72M | 705.71M | 812.99M | 862.85M | 733.24M | 911.40M | 823.30M | 926.70M | 808.67M | 954.61M | 919.02M | 1.01B | 880.89M | 1.04B | 1.14B | 1.18B | 1.05B | 1.22B | 1.37B | 1.51B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 556.06M | 608.32M | 622.63M | 660.12M | 659.08M | 685.41M | 746.09M | 812.44M | 749.98M | 818.49M | 842.66M | 878.25M | 859.17M | 909.68M | 963.63M | 1.00B | 921.89M | 1.01B | 1.08B | 1.14B | 985.11M | 1.15B | 1.25B | 1.35B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.24% | +13.11% | -0.32% | +19.60% | -8.25% | +2.96% | +8.97% | +6.20% | -2.23% | +11.35% | -2.30% | +5.52% | -5.88% | +4.94% | -4.63% | +1.06% | -4.45% | +2.85% | +5.53% | +3.39% | +6.88% | +5.36% | +8.91% | +11.29% |
Earnings Call
You can ask Aime
What is Incyte's latest dividend and current dividend yield?What is the market's earnings forecast for Incyte next quarter?What is the revenue and EPS growth rate for Incyte year over year?What guidance did Incyte's management provide for the next earnings period?What were the key takeaways from Incyte’s earnings call?What factors drove the changes in Incyte's revenue and profit?Did Incyte beat or miss consensus estimates last quarter?What were the key takeaways from Incyte's earnings call?
