Q2 FY2026 EarningsQ2 FY26 missed consensus estimates on both top and bottom lines, with revenue of $3.0M vs. $3.1M expected and GAAP EPS of -$0.84 vs. -$1.00 expected. The 90% YoY revenue decline reflects a significant drop in CSL collaboration revenue as KOSTAIVE transitions to commercial stages. A post-quarter termination of the CSL Seqirus vaccine collaboration represents a major structural shift, granting the company strategic control of its vaccine portfolio alongside a $12M cash settlement, while shifting full funding responsibility for future development to the company.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Arcturus Therapeutics(ARCT) the Revenue is 2.959 M (-89.54%), Miss estimate;the EBIT is -25.55 M (-119.9%), Beat estimate;the EPS is -0.84 (-147.1%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.00B89.54%
0.00B88.97%
-0.00B0.57%
EBITExceed expectations
-0.03B119.91%
-0.03B153.93%
+0.00B34.02%
EPSExceed expectations
-0.84147.06%
-0.9958192.89%
+0.155845.83%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf