Q2 FY2026 EarningsQ2 FY26 results significantly exceeded consensus on the top and bottom lines, with revenue reaching $268M vs. $190M expected and GAAP EPS of -$0.69 vs. -$1.07 expected. Growth was primarily fueled by commercial momentum in DAWNZERA (up 63% QoQ) and robust R&D collaboration revenue, despite the CARDIO-TTRansform trial failure. Management reaffirmed full-year 2026 guidance, supported by a strong pipeline with three major PDUFA dates upcoming in H2 2026.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Ionis Pharma(IONS) the Revenue is 268 M (-40.71%), Beat estimate;the EBIT is -102 M (-172.9%), Beat estimate;the EPS is -0.69 (-198.6%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.27B40.71%
0.19B57.95%
+0.08B17.24%
EBITExceed expectations
-0.10B172.86%
-0.18B228.71%
+0.08B55.85%
EPSExceed expectations
-0.69198.57%
-1.0746253.51%
+0.384654.94%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf