Ionis Pharmaceuticals (IONS) reported $452 million in revenue for the quarter ended June 2025, representing a year-over-year increase of 100.9%. EPS of $0.86 for the same period compares to -$0.45 a year ago.
The reported revenue represents a surprise of +66.96% over the Zacks Consensus Estimate of $270.73 million. With the consensus EPS estimate being $0.27, the EPS surprise was +218.52%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Ionis Pharmaceuticals performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenue- Total research and development revenue: $349 million versus $183.06 million estimated by 10 analysts on average.
- Revenue- Total commercial revenue: $103 million versus the 10-analyst average estimate of $87.57 million. The reported number represents a year-over-year change of +43.1%.
- Revenue- Commercial revenue- SPINRAZA royalties: $54 million compared to the $55.23 million average estimate based on nine analysts.
- Revenue- Commercial revenue- WAINUA royalties: $10 million versus $11.11 million estimated by nine analysts on average.
- Revenue- Commercial revenue- Other commercial revenue- TEGSEDI and WAYLIVRA revenue, net: $14 million versus $9.78 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +75% change.
- Commercial revenue-Royalty revenue-Other royalties: $6 million versus the eight-analyst average estimate of $5.86 million.
- Revenue- Research and development revenue- Collaborative agreement revenue: $337 million versus the eight-analyst average estimate of $187.02 million. The reported number represents a year-over-year change of +139%.
View all Key Company Metrics for Ionis Pharmaceuticals here>>>
Shares of Ionis Pharmaceuticals have returned +3.9% over the past month versus the Zacks S&P 500 composite's +3.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Ionis Pharmaceuticals, Inc. (IONS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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