earnings
confidence high
sentiment positive
materiality 0.85
Indivior Q2 revenue $343M (+14% YoY), raises FY2026 guidance; merger with Supernus expected Q4
Indivior Pharmaceuticals, Inc.
- Q2 GAAP net income $122M ($0.98 diluted EPS) vs $18M ($0.14) YoY; Non-GAAP net income $142M ($1.15).
- Record SUBLOCADE net revenue $253M (+21% YoY); new patient starts of 32,816 were a record.
- FY2026 guidance raised: total net revenue $1,295M-$1,365M; adjusted EBITDA $700M-$740M (midpoint +68% YoY).
- Repurchased 4.7M shares for $175M in Q2; year-to-date $300M in buybacks.
- Announced all-stock merger of equals with Supernus; expected close in Q4 2026.