XOMA Royalty Corporation (XOMA)
NASDAQ:XOMA
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.18Last Year’s EPS
0.44Same Quarter Last Year
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a predominantly positive operational and financial story: substantial year-over-year revenue and royalty growth, a large and diversified expansion of the royalty portfolio, positive GAAP net income and operating cash flow, meaningful liquidity ($≈83M), and shareholder returns via buybacks. Offsetting risks include recent Phase III clinical setbacks, ongoing litigation with uncertain outcomes and associated costs, some reliance on non-cash GAAP gains, and interest and cash outflows that reduced unrestricted cash modestly. Overall, the company portrays momentum toward an inflection point where royalties may cover operating costs, but execution risks from development-stage assets and litigation remain.Company Guidance
Significant Revenue and Royalty Growth
Full year GAAP income and revenue grew to $52.1M from $28.5M in 2024 (≈+82.8%). Total portfolio cash receipts reached $50.5M (+9% YoY) and royalty receipts were $34M, a 68% increase versus 2024.
Positive GAAP Net Income and Operating Cash Flow
GAAP net income of $31.7M in 2025 compared to a GAAP net loss of $13.8M in 2024, and the company achieved positive cash flow from operations during the year.
Portfolio Expansion and Diversification
Added 22 assets to the portfolio in 2025 plus acquisition of 2 platform technologies. Portfolio expanded from ~60 assets in 2023 to over 120 today (≈+100%), with seven commercially available programs and 14 programs in registrational stage.
Successful Dealmaking and Low Upfront Capital Deployment
Executed 2025 transactions that added 22 assets with only $25M upfront cash; strategic revenue share with Takeda added economic interest across 9 programs and up to $853M in potential milestones.
Capital Return to Shareholders
Returned $16M via opportunistic share repurchases, retiring ~648,000 shares (~>5% of outstanding) at an average price of $24.75, while maintaining share count essentially flat vs 2023 overall.
Strengthened Balance Sheet and Liquidity
Unrestricted cash and cash equivalents ended the year at approximately $83M, providing capital to continue portfolio expansion and business development.
Track Record of Recovering Investments
Prior transactions produced strong returns: Viracta/OJEMDA monetization delivered >$28M in milestones and ~$8M in royalties (>30% IRR); MIPLYFFA investment recovered upfront within ~15 months via milestones and royalties.
Debt Reduction Progress
Reduced Blue Owl loan principal from $123M to $112.5M during 2025; loan is self-amortizing and repaid solely from VABYSMO receipts, with potential full repayment by end of 2030 if trends persist.
XOMA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
XOMA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $40.99 | $40.94 | -0.12% |
Mar 18, 2026 | $27.00 | $27.35 | +1.30% |
Nov 12, 2025 | $34.49 | $33.62 | -2.52% |
Aug 13, 2025 | $28.46 | $30.89 | +8.54% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does XOMA Royalty Corporation (XOMA) report earnings?
XOMA Royalty Corporation (XOMA) is schdueled to report earning on Jul 30, 2026, TBA (Confirmed).
What is XOMA Royalty Corporation (XOMA) earnings time?
XOMA Royalty Corporation (XOMA) earnings time is at Jul 30, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is XOMA EPS forecast?
XOMA EPS forecast for the fiscal quarter 2026 (Q2) is 0.18.