Incyte (INCY) reported $1.37 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 20.1%. EPS of $2.26 for the same period compares to $1.07 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $1.26 billion, representing a surprise of +8.71%. The company delivered an EPS surprise of +36.14%, with the consensus EPS estimate being $1.66.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
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 Incyte performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Product revenues: $1.15 billion versus the eight-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +19.4%.
- Revenues- Product royalty revenues: $171.12 million versus $164.43 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +9.1% change.
- Net product revenues- Iclusig: $37.58 million compared to the $30.63 million average estimate based on eight analysts. The reported number represents a change of +26.4% year over year.
- Net product revenues- Pemazyre: $22.74 million versus $21.99 million estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +10.1% change.
- Net product revenues- Minjuvi/ Monjuvi: $41.99 million versus the eight-analyst average estimate of $37.87 million. The reported number represents a year-over-year change of +33.6%.
- Net product revenues- Opzelura: $187.97 million versus the eight-analyst average estimate of $179.13 million. The reported number represents a year-over-year change of +35%.
- Net product revenues- Jakafi: $791.07 million versus the eight-analyst average estimate of $769.99 million. The reported number represents a year-over-year change of +6.7%.
- Net product revenues - Niktimvo: $45.83 million versus $42.68 million estimated by seven analysts on average.
- Net product revenues- Zynyz: $22.67 million versus the seven-analyst average estimate of $9.46 million. The reported number represents a year-over-year change of +3167.2%.
- Royalty revenues- Olumiant: $37.11 million versus the seven-analyst average estimate of $37.17 million. The reported number represents a year-over-year change of +6.7%.
- Royalty revenues- Tabrecta: $6.51 million versus the seven-analyst average estimate of $7.15 million. The reported number represents a year-over-year change of +9.9%.
- Royalty revenues- Jakavi: $125.65 million versus $119.18 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +8.6% change.
View all Key Company Metrics for Incyte here>>>
Shares of Incyte have returned +11% over the past month versus the Zacks S&P 500 composite's +3.6% 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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Incyte Corporation (INCY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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