Regeneron Pharma Q4 adjusted EPS beats estimates on demand for Dupixent, EYLEA

Regeneron Pharmaceuticals

30/01/2026 11:42

Overview

Biotechnology firm's Q4 revenue rose 3%, beating analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company announced FDA approvals for EYLEA HD and Libtayo

Outlook

Regeneron expects 2026 GAAP R&D expenses between $6.45 bln and $6.68 bln

Company anticipates FDA decision on EYLEA HD pre-filled syringe in Q2 2026

Regeneron projects 2026 GAAP gross margin on net product sales at 79%-80%

Result Drivers

DUPIXENT SALES - Dupixent global net sales increased 34% in Q4 2025, helped by new approvals in Japan and Europe

EYLEA HD DEMAND - EYLEA HD U.S. net sales rose 66% in Q4 2025 due to increased demand, despite competitive pressures

SANOFI COLLABORATION - Collaboration revenue from Sanofi increased due to higher share of profits from commercialization of antibodies

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$3.88 bln
$3.80 bln (19 Analysts)
Q4 Adjusted EPS
Beat
$11.44
$10.62 (19 Analysts)
Q4 EPS
$7.86


Press Release: ID:nGNXbFdfdZ

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