Ionis Pharmaceuticals (IONS) reported $157 million in revenue for the quarter ended September 2025, representing a year-over-year increase of 17.2%. EPS of -$0.61 for the same period compares to -$0.95 a year ago.
The reported revenue represents a surprise of +21.23% over the Zacks Consensus Estimate of $129.51 million. With the consensus EPS estimate being -$1.15, the EPS surprise was +46.96%.
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: $41 million compared to the $25.04 million average estimate based on nine analysts.
- Product sales, net: $32 million compared to the $24.47 million average estimate based on eight analysts.
- Revenue- Commercial revenue- SPINRAZA royalties: $56 million versus $55.53 million estimated by eight analysts on average.
- Revenue- Research and development revenue- Collaborative agreement revenue: $31 million versus $17.79 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a -31.1% change.
- Revenue- Commercial revenue- WAINUA royalties: $13 million versus the seven-analyst average estimate of $12.16 million. The reported number represents a year-over-year change of +142%.
- Commercial revenue- Royalty revenue- Other royalties: $7 million compared to the $5.55 million average estimate based on seven analysts.
- Revenue- Total commercial revenue: $116 million compared to the $100.59 million average estimate based on seven analysts. The reported number represents a change of +52.6% year over year.
- Revenue- Commercial revenue- Other commercial revenue: $8 million versus the six-analyst average estimate of $7.93 million. The reported number represents a year-over-year change of -39.2%.
View all Key Company Metrics for Ionis Pharmaceuticals here>>>
Shares of Ionis Pharmaceuticals have returned +12.5% over the past month versus the Zacks S&P 500 composite's +3.8% 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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