Incyte (INCY) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended December 2025, Incyte (INCY) reported revenue of $1.51 billion, up 27.8% over the same period last year. EPS came in at $1.80, compared to $1.43 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.35 billion, representing a surprise of +12.02%. The company delivered an EPS surprise of -7.06%, with the consensus EPS estimate being $1.94.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Incyte performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Net product revenues- Minjuvi/ Monjuvi: $41.91 million versus the eight-analyst average estimate of $41.2 million. The reported number represents a year-over-year change of +27.7%.
• Net product revenues- Pemazyre: $23.35 million compared to the $22.89 million average estimate based on eight analysts. The reported number represents a change of +0.9% year over year.
• Revenues- Product revenues: $1.22 billion versus $1.17 billion estimated by eight analysts on average. Compared to the year-ago quarter, this number represents a +20% change.
• Net product revenues- Jakafi: $828.24 million versus the eight-analyst average estimate of $800.02 million. The reported number represents a year-over-year change of +7.1%.
• Net product revenues- Opzelura: $207.28 million compared to the $195.89 million average estimate based on eight analysts. The reported number represents a change of +28.3% year over year.
• Net product revenues- Iclusig: $34.22 million compared to the $30.66 million average estimate based on eight analysts. The reported number represents a change of +25% year over year.
• Revenues- Product royalty revenues: $184.05 million compared to the $172.23 million average estimate based on seven analysts. The reported number represents a change of +15.5% year over year.
• Net product revenues - Niktimvo: $56.04 million versus the seven-analyst average estimate of $53.89 million.
• Royalty revenues- Tabrecta: $7.14 million versus the seven-analyst average estimate of $8.59 million. The reported number represents a year-over-year change of +13.7%.
• Royalty revenues- Olumiant: $43.21 million versus $40.05 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +12.3% change.
• Net product revenues- Zynyz: $31.75 million compared to the $21.69 million average estimate based on seven analysts. The reported number represents a change of +2212.2% year over year.
• Royalty revenues- Jakavi: $130.23 million versus $123.74 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +14.1% change.

View all Key Company Metrics for Incyte here>>>

Shares of Incyte have returned +2.5% over the past month versus the Zacks S&P 500 composite's no 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.

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report

 
Incyte Corporation (INCY): Free Stock Analysis Report

This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research