Supernus Pharmaceuticals (DE:S49)
NASDAQ:S49
Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.37Last Year’s EPS
0.78Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial momentum across multiple products with robust revenue growth (total revenue +39% YoY; growth products +56% YoY), improving non-GAAP profitability, a healthy cash position (~$384M) and an advancing R&D pipeline. Offsetting these positives are meaningful increases in operating expenses (combined R&D and SG&A up ~40.8% YoY), ongoing GAAP losses (albeit reduced), supply constraints and conversion challenges for Onepco, and timing / regulatory risk related to bringing a second supplier online. Management reiterated full-year guidance ranges and emphasized continued focus on corporate development and supply backups. Overall, the positive top-line growth, improved profitability metrics, strong product-specific trends and solid balance sheet outweigh the near-term expense and supply risks.Company Guidance
Strong Overall Revenue Growth
Total revenue of $207.7 million in Q1 2026, up 39% year-over-year. Combined revenues of growth products increased 56% year-over-year. Revenues from commercial products were $178 million, up 26% year-over-year.
Improved Adjusted Operating Earnings and GAAP Net Loss
Non-GAAP adjusted operating earnings of $28.7 million in Q1 2026 versus $25.9 million in Q1 2025 (+11% year-over-year). GAAP net loss improved to $2.3 million (loss per share $0.04) from a GAAP net loss of $11.8 million ($0.21) in the prior-year quarter.
Onepco Commercial Rebound
Onepco generated net sales of $8.4 million in Q1, reflecting partial benefit from resumption of new patient initiations in February 2026. March prescriptions reached 463 (exceeding Oct 2025 levels) and the single-month number of prescribers with shipments was the highest since launch. Launch-to-date, more than 645 prescribers submitted ~2,200 enrollment forms (through April 2026).
XERJUVEY / Partnered Product Momentum
Reported $27.6 million in collaboration revenues in Q1. Biogen-reported U.S. sales of XERJUVEY increased approximately 100% versus the same period last year. Since launch, ~29,000 patients have been treated and ~85% of prescriptions have come from routine prescribers; management noted strong prescription and prescriber growth.
KELLI (CalRit) Market Share and Prescription Growth
As reported by IQVIA, prescriptions grew 19% year-over-year, outpacing a 10% growth in the total ADHD market. Net sales of $78 million represented a 20% increase versus the prior-year quarter. Adult new prescriptions grew 27% and pediatric prescriptions grew 15%; total prescribers reached ~43,000 with adult prescribers surpassing pediatric for the first time.
GOCOVRI Sales Growth
GOCOVRI net sales of $35.2 million in Q1 2026, up 15% versus the same quarter in 2025. Total prescriptions grew 7% year-over-year.
Strong Balance Sheet and Milestone Cash
As of 03/31/2026, cash, cash equivalents and marketable securities were approximately $384 million and the company reported no debt. Q1 included $29.3 million in royalty, licensing and other revenues, which included a $20 million licensing milestone from Shinobi.
Active R&D Pipeline Progress
Multiple clinical programs advancing: SPN-820 Phase 2b (~200 adults, MDD), SPN-817 Phase 2b (target ~258 adults with treatment-resistant focal seizures), and planned initiation of SPN-443 Phase 1 in 2026.
DE:S49 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
DE:S49 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | €41.20 | €43.20 | +4.85% |
Feb 24, 2026 | €42.80 | €47.20 | +10.28% |
Nov 04, 2025 | €47.80 | €43.00 | -10.04% |
Aug 05, 2025 | €32.20 | €32.40 | +0.62% |
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 Supernus Pharmaceuticals (DE:S49) report earnings?
Supernus Pharmaceuticals (DE:S49) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is Supernus Pharmaceuticals (DE:S49) earnings time?
Supernus Pharmaceuticals (DE:S49) earnings time is at Aug 11, 2026, After Close (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 the P/E ratio of Supernus Pharmaceuticals stock?
The P/E ratio of Supernus Pharmaceuticals is N/A.
What is DE:S49 EPS forecast?
DE:S49 EPS forecast for the fiscal quarter 2026 (Q2) is 0.37.