Halozyme Therap

HALO

Q2 FY2026 EarningsQ2 FY26 performance significantly exceeded consensus across all primary financial metrics: revenue reached $481.0M (+19.6% vs. $402.3M expected) and diluted GAAP EPS was $1.90 (+28.7% vs. $1.48 expected). Growth was primarily driven by a 50% YoY surge in royalty revenue to $307.7M, led by the rapid uptake of VYVGART Hytrulo and DARZALEX SC, alongside a 156% increase in bulk enzyme sales. Operating income beat expectations by 17.9%, reaching $287.7M, while a new $1.0B share repurchase authorization through 2028 reinforces a robust capital return profile.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Halozyme Therap(HALO) the Revenue is 481 M (+47.67%), Beat estimate;the EBIT is 287.65 M (+42.09%), Beat estimate;the EPS is 1.9 (+42.86%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.48B47.67%
0.40B23.51%
+0.08B24.16%
EBITExceed expectations
0.29B42.09%
0.24B20.53%
+0.04B21.56%
EPSExceed expectations
1.942.86%
1.476711.03%
+0.423331.83%

Revenue

ActualEstimateUnit: USD
qf

EBIT

ActualEstimateUnit: USD
qf

Net income

ActualEstimateUnit: USD
qf

EPS

ActualEstimateUnit: USD
qf