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ArrowHead Pharma

ARWR

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Q3 FY2026 EarningsQ3 FY26 delivered a significant top-line beat with revenue of $75.3M vs. $44.0M consensus (+71.0%), primarily driven by the $25M Madrigal upfront payment and robust collaboration recognition. Operating loss of -$170.1M was slightly narrower than the -$175.8M expected due to disciplined expense management despite a 33% YoY increase in clinical candidate costs. However, GAAP EPS of -$1.36 missed the -$1.28 consensus, weighed down by non-cash interest expenses related to the Sixth Street credit facility and adjustments in non-controlling interests. Total liquidity remains a primary strength at $1.6B, providing substantial runway for the maturing Phase 3 pipeline.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: ArrowHead Pharma(ARWR) the Revenue is 75.25 M (+171%), Beat estimate;the EBIT is -170.09 M (-2.74%), Beat estimate;the EPS is -1.36 (-7.94%), Miss estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.08B171.02%
0.04B58.49%
+0.03B112.53%
EBITExceed expectations
-0.17B2.74%
-0.18B6.20%
+0.01B3.46%
EPSMiss expectations
-1.367.94%
-1.27881.49%
-0.08126.45%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf