secwatch.observer — SEC 8-K summary
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Issuer:     Arcutis Biotherapeutics, Inc. (ARQT)
CIK:        0001787306
Form:       8-K
Filed at:   2026-02-25T23:59:59+00:00
Accession:  0001787306-26-000017
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

Arcutis Q4 2025 revenue $127.5M, first profitable quarter; 2026 guidance raised to $480-495M
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- 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.

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/1787306/000178730626000017/0001787306-26-000017-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/1787306/000178730626000017/arqt-20260225.htm
  HTML page:      https://secwatch.observer/filing/0001787306-26-000017

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer