earnings
confidence high
sentiment positive
materiality 0.85
Arcutis Q4 2025 revenue $127.5M, first profitable quarter; 2026 guidance raised to $480-495M
Arcutis Biotherapeutics, Inc.
2025-FY EPS reported
-$0.13
revenue$376,072,000
- Q4 net product revenue $127.5M (+84% YoY, +29% sequential); full year $372.1M (+123% YoY).
- Q4 net income $17.4M ($0.14 diluted EPS) vs net loss of $10.8M in Q4 2024; positive operating cash flow of $26.2M.
- Raised 2026 net product revenue guidance to $480-495M from $455-470M.
- Positive Phase 2 data for ZORYVE cream 0.05% in infants (3-24 months) with atopic dermatitis; sNDA submission expected Q2 2026.
- sNDA accepted for ZORYVE cream 0.3% in plaque psoriasis down to age 2; PDUFA June 29, 2026.