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Vaxcyte, Inc. (DE:5VA)
NASDAQ:5VA
Germany Market

Vaxcyte (5VA) Earnings Dates, Call Summary & Reports

2 Followers

Earnings Data

Report Date
Aug 12, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
-1.81
Last Year’s EPS
-1.07
Same Quarter Last Year
Based on 6 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 24, 2026|
% Change Since:
|
Earnings Call Sentiment|Positive
The call presents a strongly positive operational and clinical momentum story: robust balance sheet extended by a ~$600M financing, completion of a commercial-scale manufacturing facility on time and on budget, initiation of three pivotal/Phase III adult OPUS trials with expected top-line readouts over the next 18 months, completed infant enrollment (900 infants), and resumption of the Group A Strep program. Offsetting risks are mostly predictable near-term impacts from materially higher R&D and manufacturing expenses in 2026, serotype-level regulatory uncertainties (and the idiosyncratic challenge of serotype 3), and a competitive landscape with other PCV developers. Overall, the highlights—particularly cash runway, manufacturing completion, and late-stage clinical progress—materially outweigh the lowlights, which are manageable programmatic and financial execution risks.
Company Guidance
The company guided to a busy, capital-intensive 2026–2027 cadence: as of 12/31/2025 Vaxcyte had $2.4 billion in cash, then raised ~ $600.2 million net proceeds and said this funding provides runway to at least the end of 2028; it expects total expenses—particularly R&D—to increase meaningfully in 2026 while capitalized costs trend down. Key clinical and timing metrics: the OPUS Phase III program will enroll ~6,000 adults (≈3,400 receiving VAX‑31) with OPUS‑1 top‑line safety/tolerability/immunogenicity data expected in Q4 2026 and OPUS‑2 and OPUS‑3 readouts in H1 2027; the VAX‑31 infant Phase II optimized cohort enrollment is complete (900 infants dosed) with primary 3‑dose and booster data due by end H1 2027; VAX‑A1 Phase I in adults is planned to start in 2026. Product and regulatory metrics highlighted include a 31‑valent design with 10–11 incremental serotypes versus comparators, analytical plans that allow noninferiority against one comparator for the 10 shared serotypes, roughly 10 serotypes comparing head‑to‑head with Prevnar‑20 and 8 exclusive serotypes versus Capvaxive, and the expectation to meet conventional safety exposure norms (>3,000 subjects); manufacturing progress includes a dedicated large‑scale facility completed on time/on budget, a North Carolina fill‑finish build‑out as part of up to $1 billion U.S. manufacturing investment, and ongoing plans for a manufacturing consistency study.
Strong Financial Position and Recent Financing
Cash, cash equivalents and investments of $2.4 billion as of Dec 31, 2025, plus a subsequent public equity offering raising approximately $600.2 million in net proceeds; company states cash runway to at least the end of 2028.
Late-Stage Clinical Momentum — OPUS Phase III Program Initiated
Initiated OPUS-1 (pivotal noninferiority) in December, OPUS-2 (concomitant with seasonal influenza vaccine) in January, and OPUS-3 this month; the three OPUS trials will enroll ~6,000 adults total with ~3,400 receiving VAX-31; top-line OPUS-1 safety/tolerability/immunogenicity data expected in Q4 2026, OPUS-2/3 readouts expected in H1 2027.
Positive Phase II Immunogenicity Signals in Adults
Company cites 'unprecedented' Phase II adult results for VAX-31 versus Prevnar 20: directionally higher responses across common serotypes (18 of 20 directionally higher in Phase II) with 7 of 20 statistically significantly higher in Phase II, and 10–11 incremental serotypes over comparators.
Infant Program Enrollment Complete and Broad Pediatric Coverage
VAX-31 infant Phase II modified to include an optimized higher-dose arm; enrollment complete with 900 infants dosed. Company claims VAX-31 is designed to cover over 90% of invasive pneumococcal disease (IPD) and acute otitis media in U.S. children and states coverage of ~95%–98% of circulating disease in the U.S. and Europe, respectively.
Manufacturing and Commercial Readiness Achievements
Completed construction of a dedicated large-scale manufacturing facility on time and on budget; initiated build-out of a high-volume custom fill-finish production line in North Carolina as part of up to $1 billion long-term U.S. manufacturing and services investment; began scaling commercial organization including hiring first Chief Commercial Officer and launching launch planning activities.
Pipeline Re‑acceleration — VAX-A1 (Group A Strep) Resumed
After a prior pause, company plans to initiate a Phase I adult trial of VAX-A1 in 2026 focused on safety, tolerability and immunogenicity (serum and saliva IgG/IgA); program targeting Australia for early proof-of-concept given local disease burden.
Regulatory Engagement and Program Design Aligned with FDA
Pivotal Phase III program and supporting studies were designed in consultation with the FDA; company notes FDA feedback allowing limited serotype misses in totality-based licensure assessments and alignment around post-marketing surveillance approaches consistent with prior PCV approvals.

Vaxcyte (DE:5VA) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

DE:5VA Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Aug 12, 2026
2026 (Q2)
-1.81 / -
-1.071
May 06, 2026
2026 (Q1)
-1.56 / -2.02
-0.913-121.15% (-1.11)
Feb 24, 2026
2025 (Q4)
-1.34 / -1.59
-0.896-77.45% (-0.69)
Nov 04, 2025
2025 (Q3)
-1.09 / -1.37
-0.729-87.95% (-0.64)
Aug 06, 2025
2025 (Q2)
-1.02 / -1.07
-0.966-10.91% (-0.11)
May 07, 2025
2025 (Q1)
-0.93 / -0.91
-0.746-22.35% (-0.17)
Feb 25, 2025
2024 (Q4)
-0.97 / -0.90
-1.60744.26% (+0.71)
Nov 05, 2024
2024 (Q3)
-0.97 / -0.73
-0.7998.79% (+0.07)
Aug 06, 2024
2024 (Q2)
-0.86 / -0.97
-0.615-57.14% (-0.35)
May 08, 2024
2024 (Q1)
-0.99 / -0.75
-0.615-21.43% (-0.13)
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

DE:5VA Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 06, 2026
€45.20€42.80-5.31%
Feb 24, 2026
€48.80€49.60+1.64%
Nov 04, 2025
€34.80€34.20-1.72%
Aug 06, 2025
€27.60€26.80-2.90%
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 Vaxcyte, Inc. (DE:5VA) report earnings?
Vaxcyte, Inc. (DE:5VA) is schdueled to report earning on Aug 12, 2026, After Close (Confirmed).
    What is Vaxcyte, Inc. (DE:5VA) earnings time?
    Vaxcyte, Inc. (DE:5VA) earnings time is at Aug 12, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
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          What is the P/E ratio of Vaxcyte, Inc. stock?
          The P/E ratio of Vaxcyte is N/A.
            What is DE:5VA EPS forecast?
            DE:5VA EPS forecast for the fiscal quarter 2026 (Q2) is -1.81.