Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus, with total revenue of $1.67B vs. $1.49B expected and Normalized EPS of $3.09 vs. $2.15 expected. A one-time $246M CMS settlement benefit for Opzelura drove the top-line beat, while core sales excluding this benefit grew 17% YoY. Management raised FY26 net sales guidance to $5.13B-$5.26B, though cautioned that Q3 results will be impacted by a $1.27B IPR&D charge from the Vega Therapeutics acquisition.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Incyte(INCY) the Revenue is 1.674 B (+37.72%), Beat estimate;the EBIT is 773.04 M (+102.1%), Beat estimate;the EPS is 2.81 (+37.75%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
1.67B37.72%
1.49B22.54%
+0.18B15.18%
EBITExceed expectations
0.77B102.06%
0.56B45.69%
+0.22B56.37%
EPSExceed expectations
2.8137.75%
2.21468.56%
+0.595429.19%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf