earnings
confidence high
sentiment positive
materiality 0.75
ANI Pharma Q1 rev $237.5M (+20.5%); raises FY 2026 guidance, authorizes $100M buyback
ANI PHARMACEUTICALS INC
2026-Q1 EPS
reported $1.28
vs consensus $1.33
▼ miss
(-3.8%)
- Q1 net revenue $237.5M (+20.5% YoY); GAAP diluted EPS $1.28; adj non-GAAP diluted EPS $2.05.
- Cortrophin Gel rev $75.1M (+42.1%); ILUVIEN rev $19.3M (+19.5%); Generics rev $105.4M (+6.8%).
- Raised FY 2026 guidance: rev $1,080M-$1,140M; adj EBITDA $285M-$300M; adj diluted EPS $9.19-$9.69.
- Board authorized $100M share repurchase program through May 2029; cash from operations $58.4M in Q1.
- Harmony Agreement contributed $15M upfront + $6.5M royalties; $10M milestone expected in Q2/Q3 2026.