Indivior 2025 Q3 Earnings Strong Performance with 90.9% Net Income Surge

Indivior (INDV) reported fiscal 2025 Q3 earnings on Oct 31, 2025, with revenue rising 2.3% to $314 million, surpassing Zacks estimates by 20.81%. The company raised full-year revenue guidance to $1.18–$1.22 billion and delivered a 90.9% net income increase to $42 million, reflecting operational improvements and strategic cost reductions.

Revenue

Indivior’s total revenue grew to $314 million in Q3 2025, driven by strong performance in key segments. SUBLOCADE led with $203 million in revenue, while Sublingual & other products contributed $51 million. OPVEE and PERSERIS rounded out the segment performance with $8 million and $6 million, respectively. The results highlight SUBLOCADE’s dominance as the company’s flagship product and underscore the impact of commercial execution improvements.

Earnings/Net Income

Earnings per share (EPS) surged 112.5% to $0.34, with net income reaching $42 million—a 90.9% increase from $22 million in the prior year. The company has maintained profitability for six consecutive years, demonstrating resilience in its core markets. This performance underscores robust operational efficiency and cost management.

Post-Earnings Price Action Review

Following the earnings release, Indivior’s stock surged 21.83% in pre-market trading, hitting an intra-day high of $30.55. By the close of Oct 31, the stock settled at $29.37, reflecting a 15.41% gain. The rally was fueled by the revenue and EPS beats, as well as the raised full-year guidance. However, the stock faces near-term volatility risks, including pricing pressures on Suboxone film and low long-acting injectable (LAI) market penetration (8%). Analysts remain cautious about sustaining momentum amid these challenges.

CEO Commentary

CEO Joseph Ciaffoni highlighted “strong financial performance and improved commercial execution in the U.S.,” emphasizing SUBLOCADE’s 15% year-over-year revenue growth. The company announced $150 million in annual operating expense cuts by 2026 and a $450 million cap on 2026 operating expenses. Ciaffoni also outlined plans to streamline operations, including a 32% headcount reduction and discontinuation of OPVEE sales and marketing efforts.

Guidance

Indivior raised its full-year 2025 revenue guidance to $1.18–$1.22 billion from $1.03–$1.08 billion, citing SUBLOCADE growth and SUBOXONE Film price stability. Adjusted EBITDA guidance was also increased to $400–$420 million, up 15% year-over-year. The company plans to provide 2026 guidance in early January.

Additional News

Recent developments include Indivior’s $150 million annual operating expense reduction plan, driven by a 32% workforce reduction and operational restructuring. The company launched a direct-to-consumer campaign, “Move Forward in Recovery,” to boost awareness of SUBLOCADE. Additionally, Indivior announced plans to shift its corporate domicile from the UK to the U.S., reflecting a strategic focus on U.S. market dominance. These moves aim to enhance profitability and accelerate long-term growth.

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