ANI Pharmaceuticals 2025 Q3 Earnings Surges to Profitability with 210.1% Net Income Growth

Generated by AI AgentDaily EarningsReviewed byDavid Feng
Saturday, Nov 8, 2025 8:26 am ET1min read
Aime RobotAime Summary

- ANI Pharmaceuticals reported record Q3 2025 results with 53.6% revenue growth to $227.81M and $26.62M net income (EPS $1.19), reversing a prior-year $24.17M loss.

- Rare Disease segment drove 56.6% of revenue ($129.13M), while Generics contributed $98.69M, with Cortrophin Gel showing 93.8% YoY sales growth.

- The company raised 2025 guidance to $854M–$873M revenue (39%–42% growth) and $7.37–$7.64 adjusted EPS, projecting 75%–78% Cortrophin Gel revenue growth to $347M–$352M.

- Post-earnings stock

strategy
yielded 35.2% annualized gains vs. 15% for NASDAQ, with 100% beat rates on EPS and revenue estimates over three years.

ANI Pharmaceuticals (ANIP) reported record Q3 2025 results, with revenue surging 53.6% to $227.81 million and a remarkable turnaround to profitability. The company raised full-year guidance, reflecting strong performance in its Rare Disease segment and robust generics growth.

Revenue

ANI Pharmaceuticals’ total revenue soared to $227.81 million in Q3 2025, a 53.6% increase from $148.33 million in the prior year. The Rare Disease and Brands segment drove 56.6% of total revenue, with $129.13 million in sales, while the Generics and Other segment contributed $98.69 million. This performance underscored the company’s strategic focus on high-growth areas like Cortrophin Gel, which saw a 93.8% year-over-year revenue jump.

Earnings/Net Income

The company returned to profitability, reporting a net income of $26.62 million (EPS $1.19) in Q3 2025, a 210.1% positive swing from the $24.17 million net loss in 2024 Q3. Adjusted EPS reached $2.04, exceeding estimates and reflecting operational efficiency gains. The earnings turnaround highlights ANI’s successful cost management and revenue diversification.

Post-Earnings Price Action Review

The strategy of buying

ANI
shares post-earnings release and holding for 30 days demonstrated strong performance over three years, with an average annualized gain of 35.2% versus 15% for the NASDAQ.

This approach capitalized on ANI’s consistent earnings and guidance surprises, with the stock showing 100% beat rates on both EPS and revenue estimates. The 30-day holding period aligned with market optimism, enabling significant short-term gains.

CEO Commentary

Nikhil Lalwani, CEO, emphasized Rare Disease as a strategic priority, projecting Cortrophin Gel revenue to grow 75%–78% to $347M–$352M in 2025. Investments in clinical evidence and commercial expansion, including a prefilled syringe rollout, underscored the company’s commitment to long-term value creation.

Guidance

ANI raised 2025 guidance to $854M–$873M in revenue (39%–42% YoY growth), with Rare Disease contributing ~50% of total sales. Adjusted EBITDA is projected at $221M–$228M (42%–46% growth), and adjusted EPS at $7.37–$7.64.

Additional News

Recent insider sales by COO Muthusamy Shanmugam and CFO Stephen Carey totaled 413,830 shares, valued at $36.5 million, reflecting a 9.06%–21.66% reduction in ownership. Institutional investors, including Advisors Asset Management and the State of Wyoming, added new stakes in

ANIP
during Q1 and Q2 2025. The company also announced expanded ophthalmology efforts for ILUVIEN, aiming to boost 2026 revenue amid improved market access.

Key Metrics at a Glance

  • Revenue: $227.81M (+53.6% YoY)

  • Net Income: $26.62M (+210.1% swing)

  • Adjusted EPS: $2.04 (15.2% beat)

  • 2025 Guidance: $854M–$873M revenue, $7.37–$7.64 adjusted EPS

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