Symbols

RPRX

Royalty Pharma·NASDAQ

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RPRX fundamentals

RPRX Q4 2025 Earnings

Royalty Pharma (RPRX) released its earnings on Feb 11, 2026: revenue was 874.00M (YoY +17.79%), beat estimates; EPS was 1.4658 (YoY +27.34%), beat estimates.

Revenue / YoY

874.00M

+17.79%

EPS / YoY

1.4658

+27.34%

Report date

Feb 11, 2026

RPRX Earnings Call Summary for Q4,2025

Record Growth & Returns: 16% revenue growth, ROIC 15.8%, ROE 22.8% in 2025. Achieved $4.7B in transactions 1 year ahead of 5-year target.
Synthetic Royalties Surge: 2025 synthetic deals ($2B) exceeded existing royalty deals. 2026 pipeline includes TEV-408 vitiligo therapy and Denali's Hunter syndrome treatment.
China Expansion: Building local team to capitalize on rising China-US licensing deals (e.g., BeOne's Imdelltra deal).
Pipeline Potential: $43B peak sales across 40 assets, including Lp(a) drugs (Novartis pelacarsen, Amgen olpasiran) and Revolution Medicines' pancreatic cancer therapy.
Financial Strength: $3.1B Portfolio Receipts in 2025, 5.5-6.5% operating costs in 2026. $9.2B debt (3.0x leverage) with $3.5B+ deployment capacity.
Dividend Policy: 7% dividend increase in Q1 2026, targeting mid-single-digit growth. Share buybacks balanced with new investments.
Key Pipeline Updates:
- Alyftrek: Slow but steady CF patient conversion.
- Lp(a) Drugs: Novartis pelacarsen Phase III readout Q3 2026.
- Voranigo: On track to $1B+ peak sales.
- Tremfya: Strong IBD launch despite potential IL-23 oral competition.
- Trelegy: GSK's respiratory franchise leader with durable growth.
- China Deals: BeOne Imdelltra deal ($885M upfront) showcases China-US licensing model.
- Cost Savings: Manager internalization saved $100M in 2025, targeting 4-5% operating cost margin by 2030.
- Interest Management: Semi-annual interest payments ($175M Q1, $175M Q3).

Earnings

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Revenue & Expenses

RPRX has released its 2025 Q4 earnings report, with revenue of 621.99M, reflecting a YoY change of 4.78%, and net profit of 355.91M, showing a YoY change of 6.45%. The Sankey diagram below clearly presents RPRX's revenue sources and cost distribution.

Key Indicators

Royalty Pharma (RPRX) key financial stats and ratios, covering profitability, financial health, and leverage.

Income Statement

Royalty Pharma (RPRX)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.

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Balance Sheet

Royalty Pharma (RPRX)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.

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Cash Flow

Royalty Pharma (RPRX)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.

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