Spero Therapeutics Q4 revenue nearly triples, swings to profit

Spero Therapeutics

26/03/2026 20:22

Corrects Q4 EPS to $0.53 from $0.56 in Key Details table

Overview

US biopharma firm's Q4 revenue nearly tripled yr/yr, driven by higher collaboration revenue

Q4 net income swung to profit from loss a year earlier

Company expects cash reserves to fund operations into 2028

Outlook

Spero estimates cash and equivalents will fund operations into 2028

Company continues to explore opportunities to expand its clinical-stage portfolio

Result Drivers

COLLABORATION REVENUE - Co said Q4 revenue increase was mainly due to higher collaboration revenue from GSK and Pfizer agreements

MILESTONE PAYMENT - Co received $25 mln milestone payment from GSK in Q1 2026 triggered by tebipenem HBr NDA resubmission

LOWER R&D COSTS - Research and development expenses fell due to decreased clinical trial activity related to the PIVOT-PO trial

Company press release: ID:nGNX41Q7PX

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 EPS
$0.53
Q4 Net Income
$31.52 mln
Q4 Income From Operation
$31.41 mln
Q4 Operating Expenses
$9.89 mln


Analyst Coverage

The one available analyst rating on the shares is "hold"

The average consensus recommendation for the biotechnology & medical research peer group is "buy."

Wall Street's median 12-month price target for Spero Therapeutics Inc is $4.00, about 66% above its March 25 closing price of $2.41

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.)