GKOS
Glaukos Corporation113.76
+2.03+1.82%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
6.53BP/E (TTM)
-Basic EPS (TTM)
-1.54Dividend Yield
0%Recent Filings
8-K
8-K
Record Q3 sales surge 38%
Glaukos Corporation reported record Q3 2025 net sales of $133.5 million, up 38% year-over-year, fueled by 57% U.S. glaucoma growth to $80.8 million from iDose TR adoption. Gross margins hit 78% GAAP and 84% non-GAAP, while narrowing operating losses to $16.4 million. The company raised 2025 sales guidance to $490-$495 million and introduced 2026 preliminary outlook of $600-$620 million. Momentum builds, yet reimbursement headwinds loom.
8-K
Glaukos pipeline update
Glaukos unveiled its August 2025 investor presentation, spotlighting interventional glaucoma advancements like iDose TR, which frees 81% of patients from topical meds at 12 months while dodging side effects like hyperemia. Pipeline catalysts include Epioxa NDA approval by October 20, 2025, for easier keratoconus treatment, and Phase 2 enrollment for Retina XR implants targeting AMD burdens. iDose TR reshapes compliance. Yet, forward-looking risks loom from regulatory hurdles and market adoption.
10-Q
Q2 FY2025 results
Glaukos posted solid Q2 FY2025 results, with net sales climbing 30% year-over-year to $124.1M, fueled by 45% U.S. glaucoma growth from iDose TR uptake despite softer iStent volumes tied to Medicare coverage tweaks. Gross margin edged up to 78% from 76%, thanks to higher production efficiencies, while operating loss narrowed to $22.7M from $30.0M as SG&A and R&D rose but non-operating gains kicked in without last year's convertible note charges. Cash and equivalents stood at $100.8M, with $274.8M total liquidity; free cash flow not disclosed in the 10-Q. The May 2025 Mobius acquisition for $24.5M (cash plus $7.7M contingent) added $17.8M in intangibles amortized over 9 years, bolstering glaucoma adjunct therapies. Yet reimbursement volatility remains a drag on adoption.
8-K
Glaukos Q2 sales surge 30%
Glaukos Corporation reported record Q2 2025 net sales of $124.1 million, up 30% year-over-year, fueled by 45% U.S. glaucoma growth to $72.3 million from iDose TR's $31 million contribution. Gross margins hit 78% GAAP and 83% non-GAAP, while narrowing operating losses to $22.7 million. The company raised full-year sales guidance to $480-$486 million, signaling robust pipeline momentum. Yet reimbursement headwinds loom.
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