EarningsQ2 2025 Earnings Report

BeOne Medicines Ltd (6160N) Q2 2025 Earnings Report

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Previous Report: Q1 2025

Next Report: Q3 2025

MX:6160N Q2 2025 EPS Results

Actual EPS$1.29

Consensus EPS$0.59

Beat/MissBeat by +$0.70

One Year Ago EPS-$1.62

MX:6160N Q2 2025 Revenue Results

Actual Revenue$24.03B

Expected Revenue$22.73B

Beat/MissBeat by +$1.30B

YoY Revenue Growth+41.32%

Earnings Announcement Details

QuarterQ2 2025

Date08/28/2025

TimeBefore Open

Conference CallThursday, August 28, 2025

MX:6160N Upcoming Earnings

BeOne Medicines Ltd's next earnings date is estimated for November 10, 2026, based on past reporting schedules.

Q2 2025 Earnings Call Audio

No earnings call audio is available for this earnings event.

Q2 2025 Earnings Slide Deck

No slide deck is available for this earnings event.

Q2 2025 Earnings Call Summary

Q2 2025

Earnings Call Date:Aug 28, 2025|

% Change Since:

Earnings Call Sentiment|Positive

The earnings call reflects a strong performance by BeOne, with significant revenue growth driven by BRUKINSA's market leadership and robust R&D advancements. However, challenges remain due to aggressive competition and potential regulatory impacts. Overall, the positive aspects significantly outweigh the challenges.

Company Guidance

During the Q2 2025 earnings call for BeOne Medicines, the company provided strong financial guidance and updates on their strategic priorities. The company reported a revenue of $1.3 billion for the second quarter, marking a 42% year-over-year increase. BRUKINSA, the leading BTK inhibitor in the U.S. market, contributed $950 million to the global revenue, showcasing a 49% year-over-year growth. The company's gross margin improved to approximately 87%, attributed to favorable product mix and production cost efficiencies. The financial guidance for the full fiscal year 2025 was updated, with total revenue expectations ranging between $5 billion and $5.3 billion. The operating expenses are projected to remain between $4.1 billion and $4.4 billion, with a commitment to achieving positive GAAP operating income and generating positive free cash flow. The company also highlighted several upcoming R&D milestones, including global filings and pivotal data readouts for their key pipeline assets. Overall, BeOne Medicines emphasized their robust execution, strong market positioning, and continued focus on innovation and growth across their oncology portfolio.

Significant Revenue Growth

BeOne's revenue reached $1.3 billion, representing a 42% year-on-year growth.

BRUKINSA's Market Leadership

BRUKINSA cemented itself as the #1 BTK inhibitor in the U.S. market with global revenues growing 49% year-over-year.

Strong Financial Performance

Net income reached $94 million with diluted earnings per ADS of $0.84, and non-GAAP net income was $253 million, reflecting a $230 million increase from the previous year.

R&D and Pipeline Progress

Significant milestones achieved with over 60 abstracts presented and multiple Phase III trials initiated.

Global Expansion and Market Penetration

Revenue growth was seen across all key regions, including 43% year-over-year growth in the U.S. and 87% in Europe.

MX:6160N Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change
Nov 10, 2026	2026 (Q3)	2.66 / -	1.527	―
Aug 05, 2026	2026 (Q2)	2.34 / 2.90	1.285	125.32% (+1.61)
May 06, 2026	2026 (Q1)	1.36 / 2.77	0	―
Mar 25, 2026	2025 (Q4)	1.75 / 0.85	-2.002	142.22% (+2.85)
Nov 06, 2025	2025 (Q3)	1.27 / 1.53	-1.611	194.77% (+3.14)
Aug 28, 2025	2025 (Q2)	0.59 / 1.29	-1.616	179.57% (+2.90)
May 07, 2025	2025 (Q1)	-0.89 / 0.00	-3.393	―
Feb 27, 2025	2024 (Q4)	-1.42 / -2.00	-4.973	59.75% (+2.97)
Nov 12, 2024	2024 (Q3)	-1.56 / -1.61	2.828	-156.95% (-4.44)
Aug 26, 2024	2024 (Q2)	-3.08 / -1.62	-5.116	68.42% (+3.50)

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