earnings
confidence high
sentiment positive
materiality 0.75
Royalty Pharma Q1 Portfolio Receipts +10% to $925M; raises FY 2026 guidance
Royalty Pharma plc
2026-Q1 EPS reported
$0.67
revenue$630,576,000
- Royalty Receipts grew 13% to $887M; driven by Tremfya (+79%), Voranigo (+140%), Evrysdi (+51%).
- Adjusted EBITDA non-GAAP $889M (+21% YoY); Portfolio Cash Flow $722M (+18%).
- Full-year 2026 Portfolio Receipts guidance raised to $3,325M-$3,450M (prev. $3,275M-$3,425M).
- Announced up to $1.25B in royalty transactions; $528M capital deployed in Q1.
- Recorded $69M non-cash impairment on Tazverik; positive Phase 3 data for daraxonrasib and Myqorzo.