Glaukos Q4 Revenue Climbs 36% to $143.1M as Adjusted Loss Widens to $0.28

GKOSGKOS

Glaukos posted an adjusted Q4 loss of $0.28 per share, missing estimates of a $0.22 loss, while revenue rose 35.7% year-over-year to $143.1 million, beating forecasts by 0.13%. Full-year 2026 revenue guidance of $600 million to $620 million compares with a consensus estimate of $610.6 million.

1. Q4 Adjusted Loss and Earnings Surprise

Glaukos reported an adjusted Q4 loss of $0.28 per share, compared with analysts’ loss estimate of $0.22 and a year-ago adjusted loss of $0.40, representing a 26.5% negative earnings surprise.

2. Revenue Growth and Beat

The company generated Q4 revenue of $143.12 million, up 35.7% year-over-year from $105.5 million and exceeding the consensus forecast by 0.13%, marking the fourth straight quarter of revenue beats.

3. Full-Year Revenue Guidance

Management provided full-year fiscal 2026 revenue guidance of $600 million to $620 million, aligning with the current consensus estimate of $610.6 million and suggesting mid-single-digit upside potential in guidance.

4. Near-Term Outlook and Performance

Shares have declined 3.1% year-to-date versus a 0.1% drop in the S&P 500, while consensus outlook for the coming quarter calls for a $0.18 per-share loss on $131.98 million in revenue, reflecting mixed analyst expectations.

Sources

FFB