Latest Earnings Results: Q3 '26
Estimated EPS
$16.42
Reported EPS
$20.07
Surprise
+22.27%
Estimated Rev
$4.56B
Reported Rev
$5.12B
Surprise
+12.14%
• Reported GAAP EPS of $20.07 up 69.65% YoY • Reported revenue of $5.12B up 36.27% YoY • Regenerons updated 2026 guidance includes GAAP and non-GAAP gross margin on net product sales of approximately 80% and 86%, respectively, and GAAP R&D of $6.6B and non-GAAP R&D of $6.05B.
Bullish Takeaway
Regeneron reported rising Dupixent, EYLEA HD, and Libtayo sales, expanded Sanofi collaboration with $1B upfront and up to $7B in milestones, and received FDA approval for Pasatru.
Bearish Takeaway
Regeneron faced continued competitive pressures and patient transitions affecting EYLEA U.S. sales, lower Bayer collaboration revenue, and higher R&D expense associated with clinical pipeline advancement and manufacturing activity.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $24.25 | -- | -- | N/A |
Q3 '26 | $16.42 | $20.07 | 22.27% | BEAT |
Q2 '26 | $10.16 | $14.29 | 40.69% | BEAT |
Q1 '26 | $8.91 | $9.47 | 6.24% | BEAT |
Q4 '25 | $10.74 | $11.44 | 6.56% | BEAT |