Emergent BioSolutions Q3 revenue beats guidance, raises full-year outlook

Emergent BioSolutions

29/10/2025 20:32

Overview

Emergent BioSolutions Q3 2025 revenue beats its guidance by $21 mln

Adjusted EBITDA for Q3 2025 beats analyst expectations, per LSEG data

Company raises full-year 2025 revenue and profitability guidance

Outlook

Emergent raises 2025 revenue guidance to $775 mln - $835 mln

Company revises 2025 net income forecast to $60 mln - $75 mln

Emergent increases 2025 adjusted EBITDA guidance to $195 mln - $210 mln

Result Drivers

NALOXONE SALES - Decrease in Naloxone revenues driven by unfavorable price and volume mix, offset by KLOXXADO sales increase

ANTHRAX MCM SALES - Decline in Anthrax MCM revenues due to timing of USG and international sales

SMALLPOX MCM SALES - Decrease in Smallpox MCM revenues due to lower USG sales, partially offset by increased international sales

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Beat
$231.10 mln
$199 mln (2 Analysts)
Q3 Adjusted EPS
$1.06
Q3 EPS
$0.91
Q3 Adjusted Net Income
Beat
$60.40 mln
$6.40 mln (1 Analyst)
Q3 Net Income
$51.20 mln
Q3 Adjusted EBITDA
Beat
$87.80 mln
$36.90 mln (1 Analyst)
Q3 Gross Margin
54%
Q3 Adjusted Gross Margin
61%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "strong buy" or "buy", no "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy."

Wall Street's median 12-month price target for Emergent BioSolutions Inc is $13.50, about 29.9% above its October 28 closing price of $9.47

Press Release: ID:nGNX3yzNXD

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact RefinitivNewsSupport@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)