--- title: "Arcutis Biotherapeutics | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 129.86 M" type: "News" locale: "en" url: "https://longbridge.com/en/news/295011071.md" datetime: "2026-08-05T20:33:31.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/295011071.md) - [en](https://longbridge.com/en/news/295011071.md) - [zh-HK](https://longbridge.com/zh-HK/news/295011071.md) --- # Arcutis Biotherapeutics | 8-K: FY2026 Q2 Revenue Beats Estimate at USD 129.86 M Revenue: As of FY2026 Q2, the actual value is USD 129.86 M, beating the estimate of USD 118.85 M. EPS: As of FY2026 Q2, the actual value is USD 0.11, beating the estimate of USD 0.0283. EBIT: As of FY2026 Q2, the actual value is USD 17.56 M. #### Second Quarter 2026 Financial Results ##### Segment Revenue Arcutis Biotherapeutics, Inc. reported ZORYVE net product sales of $129.9 million for the second quarter of 2026, representing a 59% year-over-year growth compared to the second quarter of 2025 and a 23% sequential increase from the first quarter of 2026. Product revenues for the quarter ended June 30, 2026, were $129.9 million, compared to $81.5 million for the corresponding period in 2025. The breakdown of product revenue for Q2 2026 was: ZORYVE cream 0.3% at $35.3 million, ZORYVE cream 0.15% at $24.2 million, ZORYVE cream 0.05% at $2.9 million, and ZORYVE foam 0.3% at $67.4 million. ##### Operational Metrics - **Operating Costs:** - Cost of sales for the second quarter of 2026 was $10.9 million, up from $7.5 million in the corresponding period of 2025. - Research and development (R&D) expenses were $20.4 million for Q2 2026, compared to $19.5 million for Q2 2025. - Selling, general, and administrative (SG&A) expenses increased to $82.1 million in Q2 2026 from $69.2 million in Q2 2025, primarily due to increased personnel costs and the expansion of the dermatology sales force. - **Net Income (Loss):** Net income for the second quarter of 2026 was $15.0 million, compared to a net loss of - $15.9 million for the corresponding period in 2025. ##### Cash Flow Arcutis Biotherapeutics, Inc. generated $12.6 million of cash flow from operating activities in the second quarter of 2026. ##### Cash, Cash Equivalents, Restricted Cash, and Marketable Securities As of June 30, 2026, cash, cash equivalents, restricted cash, and marketable securities totaled $238.9 million, an increase from $221.3 million as of December 31, 2025. #### Six Months Ended June 30, 2026 Financial Results ##### Segment Revenue Total revenues for the six months ended June 30, 2026, were $235,259 thousand, compared to $147,350 thousand for the corresponding period in 2025. Product revenue, net, was $235,259 thousand for the six months ended June 30, 2026, versus $145,350 thousand for the same period in 2025. ##### Operational Metrics - **Operating Costs:** - Cost of sales for the six months ended June 30, 2026, was $20,723 thousand, compared to $16,322 thousand in the prior year. - Research and development expenses were $50,982 thousand for the six months ended June 30, 2026, up from $36,996 thousand in 2025. - Selling, general, and administrative expenses increased to $156,214 thousand for the six months ended June 30, 2026, from $133,172 thousand in the corresponding period of 2025. - **Income (Loss) from Operations:** Income from operations for the six months ended June 30, 2026, was $7,340 thousand, a significant improvement from a loss from operations of - $39,140 thousand in the same period of 2025. - **Net Income (Loss):** Net income for the six months ended June 30, 2026, was $3,714 thousand, compared to a net loss of - $40,946 thousand for the corresponding period in 2025. #### Key Personnel Compensation and Transition Payments L. Todd Edwards, Chief Commercial Officer, is entitled to receive a transition payment of up to $175,000 upon his resignation, effective August 21, 2026. Robert Lisicki was appointed interim Executive Vice President and interim Chief Commercial Officer with an annual base salary of $555,000 and eligibility for a target annual performance bonus of 50% of his base salary, with a maximum achievement of 75%. He also received an option grant to purchase 145,000 shares of common stock and 55,000 restricted stock units, with specified severance benefits in the event of certain terminations during a change in control period. #### Outlook / Guidance Arcutis Biotherapeutics, Inc. raised its net product sales guidance for the full year 2026. 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