Glaukos Q4 revenue rises on glaucoma sales

Glaukos

17/02/2026 21:14

Overview

Ophthalmic tech firm's Q4 revenue grew 36% yr/yr, driven by glaucoma sales

Adjusted net loss for Q4 missed analyst expectations

Company reaffirmed 2026 net sales guidance of $600 mln to $620 mln

Outlook

Glaukos expects 2026 net sales between $600 mln and $620 mln

Company aims to sustain growth with iDose TR and Epioxa

Result Drivers

GLAUCOMA SALES - Record net sales in glaucoma segment, particularly in the U.S., drove overall revenue growth

PRODUCT TRANSITION - Impairment charge due to transition from Photrexa to Epioxa impacted financial results

PIPELINE INVESTMENT - Increased SG&A and R&D expenses reflect investment in pipeline and commercial initiatives

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Adjusted Net Income
Miss
-$16.40 mln
-$12.09 mln (13 Analysts)
Q4 Net Income
-$133.70 mln
Q4 Adjusted Gross Margin
85.00%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 14 "strong buy" or "buy", 1 "hold" and 1 "sell" or "strong sell"

The average consensus recommendation for the medical equipment, supplies & distribution peer group is "buy"

Wall Street's median 12-month price target for Glaukos Corp is $130.50, about 19.2% above its February 13 closing price of $109.47

Press Release: ID:nBw9ZM3x9a

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(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.)