)
Overview
<ul>
<li>Blood safety firm’s Q4 revenue beat analyst expectations</li>
<li>Company entered group purchasing agreement with Blood Centers of America during Q4</li>
</ul>
Outlook
<ul>
<li>Cerus expects 2026 product revenue between $224 mln and $228 mln</li>
<li>Company sees 2026 IFC revenue growing 20% to 30%</li>
<li>Cerus aims to improve global access to INTERCEPT technologies</li>
</ul>
Result Drivers
<ul>
<li>IFC DEMAND - Fourth quarter IFC demand increased over 50% year-over-year, contributing to revenue growth</li>
<li>EMEA PERFORMANCE - Strong EMEA performance in the platelets franchise and rollout of INT200 drove Q4 revenue growth Company press release:</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Beat $64.60 $58.08
Revenue mln mln (4
Analysts
)
<h3>Q4 EPS -$0.01</h3>
Q4 Net $2.20
Income mln
Q4 Miss $3.40 $5.40
Adjusted mln mln (2
EBITDA Analysts
)
Q4 Gross 51.50%
Margin
Q4 Gross $29.70
Profit mln
<h3>Q4 $37.20</h3>
Operatin mln
g
Expenses
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “buy” and the breakdown of recommendations is 3 “strong buy” or “buy”, 1 “hold” and no “sell” or “strong sell”</li>
<li>The average consensus recommendation for the medical equipment, supplies &amp; distribution peer group is “buy”</li>
<li>Wall Street’s median 12-month price target for Cerus Corp is $5.00, about 95.3% above its February 27 closing price of $2.56 For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)</li>
</ul>

Cerus Q4 revenue beats expectations