Latest Earnings Results: Q3 '26
Estimated EPS
-$0.59
Reported EPS
-$0.41
Surprise
+30.72%
Estimated Rev
$107.9M
Reported Rev
$108.21M
Surprise
+0.29%
• Reported GAAP EPS of -$0.40 down -33.33% YoY • Reported revenue of $108.21M down -6.79% YoY • Zai Lab expects its commercially profitable China business to return to growth in 2027 and is positioned for a return to meaningful growth as patient access expands for key products.
Bullish Takeaway
Zai Lab reported zocis 81.8% confirmed ORR and 81.9% estimated six-month PFS, advanced its global Phase 3 plan, and cited positive Phase 3 myositis results and ZL-1503 milestones.
Bearish Takeaway
Zai Lab reported lower year-over-year revenue and a larger net loss, including inventory write-downs, while its partner discontinued the Sjgrens disease Phase 3 study for futility.
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 | -$0.54 | -- | -- | N/A |
Q3 '26 | -$0.59 | -$0.41 | 30.72% | BEAT |
Q2 '26 | -$0.64 | -$0.50 | 21.60% | BEAT |
Q1 '26 | -$0.53 | -$0.46 | 12.57% | BEAT |
Q4 '25 | -$0.36 | -$0.46 | -28.15% | MISSED |