RPRX
Royalty Pharma·NASDAQ
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RPRX fundamentals
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).
EPS
Actual | 0.7282 | 0.4794 | 0.6969 | 0.6738 | 0.7265 | 0.7265 | 0.8 | 0.6 | 0.8105 | 0.7265 | 1.5585 | 1.603 | 0.8449 | 0.7887 | 1.1488 | 0.9782 | 0.9615 | 0.9174 | 1.1511 | 0.7491 | 1.1406 | 1.1732 | 1.4658 |
Forecast | 0.6088 | 0.5911 | 0.705 | 0.6574 | 0.703 | 0.7005 | 0.7754 | 0.7317 | 0.7811 | 0.7091 | 1.4724 | 1.2737 | 0.83 | 0.7695 | 1.01 | 0.9873 | 0.9653 | 0.9275 | 1.0546 | 0.9531 | 1.0319 | 0.9936 | 1.2856 |
Surprise | +19.61% | -18.90% | -1.15% | +2.49% | +3.34% | +3.71% | +3.17% | -18.00% | +3.76% | +2.45% | +5.85% | +25.85% | +1.80% | +2.50% | +13.74% | -0.92% | -0.39% | -1.09% | +9.15% | -21.40% | +10.53% | +18.08% | +14.02% |
Revenue
Actual | 462.00M | 472.00M | 484.00M | 523.60M | 475.60M | 586.89M | 543.00M | 604.94M | 524.00M | 597.00M | 1.06B | 1.13B | 544.81M | 637.00M | 698.44M | 717.00M | 608.00M | 735.00M | 742.00M | 839.00M | 727.00M | 814.00M | 874.00M |
Forecast | 468.93M | 451.66M | 483.97M | 511.72M | 484.33M | 563.10M | 552.06M | 597.01M | 528.36M | 586.32M | 1.06B | 902.02M | 543.70M | 631.74M | 685.52M | 665.57M | 627.42M | 696.92M | 687.10M | 705.34M | 672.99M | 717.38M | 806.96M |
Surprise | -1.48% | +4.50% | +0.01% | +2.32% | -1.80% | +4.22% | -1.64% | +1.33% | -0.83% | +1.82% | -0.01% | +25.42% | +0.20% | +0.83% | +1.89% | +7.73% | -3.10% | +5.46% | +7.99% | +18.95% | +8.03% | +13.47% | +8.31% |
Earnings Call
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What were the key takeaways from Royalty Pharma's earnings call?What were the key takeaways from Royalty Pharma’s earnings call?Did Royalty Pharma beat or miss consensus estimates last quarter?What guidance did Royalty Pharma's management provide for the next earnings period?What factors drove the changes in Royalty Pharma's revenue and profit?What does Royalty Pharma do and what are its main business segments?What is Royalty Pharma's gross profit margin?What is the market's earnings forecast for Royalty Pharma next quarter?
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