earnings
confidence high
sentiment positive
materiality 0.85
Arcutis Q3 2025 net product revenue $99.2M (+122% YoY); turns profitable; FY2026 guidance $455-470M
Arcutis Biotherapeutics, Inc.
2025-Q3 EPS reported
-$0.26
revenue$246,569,000
- Net product revenue $99.2M (+122% YoY, +22% sequential); driven by ZORYVE cream and foam.
- Net income $7.4M ($0.06 EPS) vs net loss $41.5M ($0.33 loss per share) in Q3 2024.
- FDA approved ZORYVE cream 0.05% for atopic dermatitis in children 2-5; launch by end of October.
- Initial FY2026 net product revenue guidance of $455-$470M; peak ZORYVE sales target $2.6-3.5B.
- Phase 2 trials started for ZORYVE foam 0.3% in vitiligo and hidradenitis suppurativa.