BioMarin Posts 85% Q4 EPS Surprise and $874.6M Revenue Beat
BioMarin delivered Q4 EPS of $0.46, beating the $0.25 estimate by 85%, and reported $874.6M in revenue, up 17% year-over-year and 5.4% above forecasts. Shares have risen 7.8% YTD as analysts project $1.26 EPS on $810.8M next-quarter revenue and $5.36 for FY2026.
1. Q4 Earnings and Revenue
BioMarin reported adjusted Q4 EPS of $0.46, surpassing forecasts by 85%, compared with $0.92 a year earlier. Revenue totaled $874.6 million, marking a 17% year-over-year increase and exceeding analyst estimates by 5.4%.
2. Track Record of Estimate Surprises
This marks the fourth consecutive quarter BioMarin has topped EPS estimates and the third time exceeding revenue forecasts in the last four quarters. Consistent surprises reflect improved execution on commercial and operational fronts.
3. Analyst Outlook and Guidance
Analysts now forecast Q1 2026 EPS of $1.26 on $810.8 million revenue and full-year 2026 EPS of $5.36 on $3.35 billion revenue. Upcoming management commentary will be key to validating these projections.
4. Stock Performance
BioMarin shares have gained 7.8% year-to-date, outpacing the S&P 500’s 0.9% return. Investor sentiment has strengthened on the back of the latest earnings beat and upward estimate revisions.