Arcutis Q4 revenue rises 84% on ZORYVE sales, raises FY guidance
Overview
Biopharmaceutical firm's Q4 2025 net product revenue rose 84% yr/yr, driven by ZORYVE sales
Company achieved positive operating cash flow in Q4 2025
Raised 2026 full-year net product sales guidance to $480 mln – $495 mln
Outlook
Company raised 2026 full-year net product sales guidance to $480 mln – $495 mln
Company anticipates maintaining positive operating cash flow quarterly going forward
Arcutis plans sNDA submission for ZORYVE cream in Q2 2026
Result Drivers
DEMAND FOR ZORYVE - Strong demand for ZORYVE drove 84% year-over-year increase in Q4 net product revenue
SALES FORCE EXPANSION - Co expanded dermatology sales force to optimize prescriber targeting and deepen ZORYVE adoption
Company press release: ID:nGNX4YZCxf
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Product Revenue |
| $127.50 mln |
|
Q4 Net Income |
| $17.40 mln |
|
Q4 Operating Expenses |
| $111.12 mln |
|
Q4 Operating Income |
| $18.39 mln |
|
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 7 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the pharmaceuticals peer group is "buy"
Wall Street's median 12-month price target for Arcutis Biotherapeutics Inc is $31.00, about 14.9% above its February 24 closing price of $26.98
The stock recently traded at 69 times the next 12-month earnings vs. a P/E of 95 three months ago
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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