Indivior 2025 Q2 Earnings Strong Recovery as Net Income Reverses 118.6%

Indivior PLC (INDV) reported its fiscal 2025 Q2 earnings on Jul 31st, 2025. Indivior's Q2 2025 results showed a significant improvement, reversing previous losses and achieving profitability. The company raised its full-year guidance, expecting total net revenue between $1,030 million and $1,080 million, reflecting better-than-expected performance. Adjusted EBITDA guidance has also been raised, indicating a positive outlook. Despite facing competitive pressures, Indivior's strategic focus on SUBLOCADE growth and organizational simplification is expected to drive future profitability, aligning with management's confidence in sustaining this growth trajectory.

Revenue
The total revenue of Indivior increased by 1.0% to $302 million in 2025 Q2, up from $299 million in 2024 Q2.

Earnings/Net Income
Indivior returned to profitability with EPS of $0.15 in 2025 Q2, reversing from a loss of $0.72 per share in 2024 Q2 (120.8% positive change). Meanwhile, the company achieved a remarkable turnaround with net income of $18 million in 2025 Q2, representing a 118.6% positive swing from the net loss of $-97 million in 2024 Q2. The Company has sustained profitability for 6 years over the corresponding fiscal quarter, reflecting stable business performance. The EPS shows a substantial recovery.

Post-Earnings Price Action Review
The strategy of buying Indivior (INDV) shares after a revenue raise quarter-over-quarter on the financial report release date and holding for 30 days delivered strong returns over the past three years. This approach resulted in a 152.91% return, substantially outperforming the benchmark return of 89.61%. The excess return of 63.29% illustrates the strategy's effectiveness in leveraging positive earnings announcements. The strategy also demonstrated robust risk-adjusted returns, with a compound annual growth rate (CAGR) of 20.46% and a maximum drawdown of 0.00%, indicating minimal downside risk. This success highlights the potential of capitalizing on earnings momentum, underscoring the benefits of a well-timed investment strategy that effectively captures post-earnings stock movements. Investors following this method have consistently seen substantial gains, reflecting the strategy's reliability in a volatile market environment.

CEO Commentary
"SUBLOCADE net revenue and pricing stability in SUBOXONE Film in the U.S. drove solid results in the second quarter, leading us to raise our 2025 financial guidance," said Joe Ciaffoni, Chief Executive Officer. The company initiated the Indivior Action Agenda focused on U.S. SUBLOCADE growth and simplifying the organization to enhance operational momentum. Ciaffoni expressed commitment to achieving financial guidance for the year while investing in SUBLOCADE growth and implementing organizational changes to position the company for Phase 2 of the Action Agenda in 2026, which aims for immediate bottom line improvements.

Guidance
Indivior raised its full-year 2025 financial guidance, expecting total net revenue to range from $1,030 million to $1,080 million, and SUBLOCADE net revenue to be between $765 million and $785 million. The guidance reflects an increase in total net revenue and adjusted EBITDA by $65 million and $48 million, respectively, from the original projections. The company anticipates no significant changes in exchange rates for key currencies and expects a more moderated decline in SUBOXONE Film net revenue due to pricing stabilization in the U.S. market.

Additional News
In recent weeks, Indivior has made significant strategic moves to enhance its market presence and governance structure. The company completed its delisting from the London Stock Exchange, choosing to focus exclusively on trading on Nasdaq. This decision aligns with its U.S.-centric growth strategy, emphasizing its commitment to expanding SUBLOCADE sales in the American market. Additionally, Indivior strengthened its executive team with the appointment of Patrick Barry as Chief Commercial Officer and Vanessa Procter as Executive Vice President of Corporate Affairs. These leadership changes aim to bolster the company's commercial capabilities and streamline operations. The inclusion in the Russell 2000 and Russell 3000 indices further enhances Indivior's market visibility, supporting its strategic initiatives and growth objectives in the opioid use disorder treatment space.