Aurinia 2025 Q3 Earnings Beats Expectations with 119.9% Net Income Surge

Aurinia Pharmaceuticals (AUPH) reported Q3 2025 earnings that exceeded both revenue and EPS estimates, with the company raising full-year revenue guidance to $275–280 million from $260–270 million. The results reflect strong demand for LUPKYNIS and operational efficiency, while CEO Peter Greenleaf highlighted progress in aritinercept development.

Revenue

Aurinia’s total revenue surged 8.4% year-over-year to $73.47 million in Q3 2025, driven by robust net product sales of LUPKYNIS. Net product sales reached $70.63 million, a 27% increase from the prior year, while license, collaboration, and royalty revenue contributed $2.84 million, rounding out the total revenue figure.

Earnings/Net Income

The company’s diluted EPS skyrocketed 140% to $0.24 in Q3 2025, compared to $0.10 in the same period a year ago. Net income soared 119.9% to $31.55 million, marking a 13-year high for the fiscal Q3. The EPS growth outperformed the net income increase, highlighting strong earnings momentum.

Post-Earnings Price Action Review

The stock surged 7.52% on the earnings release day, closing at $14.16, but dipped slightly to $13.78 the following day. While the immediate reaction was positive, the 30-day performance data is incomplete, limiting a full backtest of the “Buy on Revenue Beat” strategy. The stock’s volatility, with a 52-week range of $11.50–$17.50, underscores the high risk-reward profile.

CEO Commentary

Peter Greenleaf emphasized sustained LUPKYNIS growth driven by updated treatment guidelines and optimism around aritinercept’s Phase 1 results. The CEO outlined plans to initiate clinical trials in two autoimmune diseases by year-end, reflecting a strategic focus on expanding LUPKYNIS adoption and advancing the pipeline.

Guidance

Aurinia raised 2025 total revenue guidance to $275–280 million and net product sales to $265–270 million. The company also plans to launch aritinercept clinical trials in two autoimmune diseases by year-end, with forward-looking statements subject to risks outlined in SEC filings.

Additional News

Aurinia’s stock has surged 46.7% year-to-date, outperforming the S&P 500’s 16.5% gain. The Zacks Industry Rank for Medical - Drugs remains in the top 36%, indicating strong sector positioning. Meanwhile, industry peer Xencor (XNCR) is expected to report a Q3 loss of $0.72 per share, though its revenue is projected to rise 139.6% year-over-year. Investors are advised to monitor evolving earnings estimates and industry trends.