Supernus Pharmaceuticals (SUPN) reported $211.57 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 21.5%. EPS of $0.92 for the same period compares to $0.75 a year ago.
The reported revenue represents a surprise of +7.57% over the Zacks Consensus Estimate of $196.69 million. With the consensus EPS estimate being $0.28, the EPS surprise was +228.57%.
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.
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 Supernus performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Net product sales- Trokendi XR: $8.4 million compared to the $5.81 million average estimate based on two analysts. The reported number represents a change of -43.2% year over year.
- Revenues- Net product sales- Oxtellar XR: $6.8 million versus the two-analyst average estimate of $5.75 million. The reported number represents a year-over-year change of -48.5%.
- Revenues- Net product sales- APOKYN: $9.6 million versus the two-analyst average estimate of $9.93 million. The reported number represents a year-over-year change of -52.2%.
- Revenues- Net product sales- Qelbree: $81 million versus the two-analyst average estimate of $87.72 million. The reported number represents a year-over-year change of +8.9%.
- Revenues- Collaboration revenue (ZURZUVAE): $32.8 million versus the two-analyst average estimate of $28.05 million.
- Revenues- Net product sales: $158.1 million versus the two-analyst average estimate of $193.42 million. The reported number represents a year-over-year change of -5%.
- Revenues- Royalty, licensing and other revenues: $20.7 million versus the two-analyst average estimate of $3.25 million. The reported number represents a year-over-year change of +166.6%.
- Revenues- Net Product Sales- ONAPGO: $8.9 million versus $6.1 million estimated by two analysts on average.
- Revenues- Net product sales- GOCOVRI: $38.6 million compared to the $42.64 million average estimate based on two analysts. The reported number represents a change of +4.6% year over year.
View all Key Company Metrics for Supernus here>>>
Shares of Supernus have returned +3.1% over the past month versus the Zacks S&P 500 composite's -1% change. The stock currently has a Zacks Rank #5 (Strong Sell), indicating that it could underperform the broader market in the near term.
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Supernus Pharmaceuticals, Inc. (SUPN): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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