earnings
confidence high
sentiment neutral
materiality 0.70
Collegium Q2 net revenue $199.9M (+6% YoY); GAAP loss $0.46; guidance cut on total revenue and EBITDA
COLLEGIUM PHARMACEUTICAL, INC
2026-Q2 EPS reported
-$0.02
revenue$393,398,000
- Q2 net revenue $199.9M, up 6% YoY; GAAP net loss $15.1M ($0.46 loss per share) vs prior year net income $12.0M.
- Non-GAAP adjusted net income $75.4M ($1.92 adj EPS); Adjusted EBITDA $113.8M, up 8% YoY.
- JORNAY PM revenue $46.1M (+41% YoY); AZSTARYS revenue $12.9M (partial quarter after May 12 acquisition close).
- Full-year 2026 guidance: Product Revenues $825-855M (down from $865-895M); AZSTARYS raised to $65-75M; Adjusted EBITDA $445-470M (down from $475-500M).
- Completed acquisition of AZSTARYS from Corium Therapeutics; board appointed Michael Donovan; HQ relocation to Boston planned for Q1 2027.