Q2 FY2026 EarningsQ2 FY2026 significantly beat consensus as total revenue of $40.1M exceeded expectations by 75.2%, driven by strong AVMAPKI FAKZYNJA CO-PACK sales and a $15M milestone payment. GAAP EPS of -$0.35 outperformed the -$0.44 consensus due to higher top-line leverage and effective cost management. Strategic non-dilutive financing of up to $75M and positive clinical updates for VS-7375 further strengthen the company's outlook and extend the cash runway into H2 2027.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Verastem(VSTM) the Revenue is 40.08 M (+1775%), Beat estimate;the EBIT is -32.71 M (+25.26%), Beat estimate;the EPS is -0.35 (+10.26%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.04B1775.43%
0.02B970.65%
+0.02B804.78%
EBITExceed expectations
-0.03B25.26%
-0.04B1.06%
+0.01B26.32%
EPSExceed expectations
-0.3510.26%
-0.437812.25%
+0.087822.51%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf