Pacira Q4 Revenue Up 5.1%, EPS Misses Estimates by 32.7%
Pacira reported Q4 revenue of $196.87 million, a 5.1% year-over-year increase, missing the $196.99 million consensus by 0.06%. EPS came in at $0.57 versus the $0.85 estimate, a 32.7% shortfall reflecting softer bupivacaine and ZILRETTA sales.
1. Q4 Financial Results
For the quarter ended December 2025, Pacira generated $196.87 million in revenue, up 5.1% from the prior year but narrowly missing the $196.99 million consensus. Earnings per share declined to $0.57 from $0.91 a year earlier, falling well short of the $0.85 estimate, driven by cost pressures and lower margins.
2. Product-Level Performance
EXPAREL sales reached $155.78 million, a 5.5% year-over-year gain that modestly beat the $154.58 million forecast. Conversely, ZILRETTA revenue dipped 0.4% to $32.98 million versus a $34.39 million estimate, and bupivacaine liposome injectable suspension sales fell to $1.11 million versus $1.82 million expected, offsetting gains.
3. Market Performance And Outlook
Shares have rallied 15.1% over the past month, outperforming the broader market. Investors will watch upcoming guidance closely to see if management adjusts expectations in light of mixed product results and the sizable EPS shortfall.