earnings
confidence high
sentiment positive
materiality 0.85
Collegium Q4 net rev $205.4M (+13% YoY); FY 2025 rev $780.6M (+24%); reaffirms 2026 guidance
COLLEGIUM PHARMACEUTICAL, INC
2025-FY EPS
reported $1.73
vs consensus $2.37
▼ miss
(-27.1%)
- Q4 GAAP diluted EPS $0.46 vs $0.36 YoY; adjusted diluted EPS $2.04 vs $1.77.
- Jornay PM Q4 net revenue $45.9M (+57%); full-year $148.9M (+48%).
- Pain portfolio FY 2025 net revenue $631.7M (+6%); Belbuca $221.7M (+5%).
- Full-year adjusted EBITDA $460.5M (+15%); cash & marketable securities $386.7M.
- Closed $980M credit facility in Dec; repurchased $25M shares in 2025.