Alkermes plc, a biopharmaceutical company, engages in the research, development, and commercialization of pharmaceutical products to address unmet medical needs of patients ...
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BPA est. $-0.04 · Ingresos $463.88M · 4 analistas
BPA est. $-0.08
BPA est. $-0.08 · Ingresos $472.11M · 4 analistas
BPA est. $-0.48 · Ingresos $1.82B · 8 analistas
BPA $0.13 · Ingresos $306.51M
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $1.5B | -5.2% | +26.2% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $241.7M | -34.2% | +100.8% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +86.7% | +2.9% | -4.9% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +17.2% | -36.3% | +130.2% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +16.4% | -30.5% | +100.6% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $480.3M | +18.4% | +180.7% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +32.5% | +25.0% | +163.9% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 3.8% | -25.4% | -3.7% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 3.55x | +16.7% | +1.5% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $2.5B | +23.1% | +3.2% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 1.43 vs 1.74 | -17.9% | 0.00 vs -0.03 | +110.9% |
| Revenue Surprise | $1.5B vs $1.5B | +0.4% | $496.0M vs $457.4M | +8.4% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Sep 3, 2026 | Gaffin David Joseph | officer: EVP, CLO, Alkermes, Inc. | Ordinary Shares | D | 2,034 | $48.01 |
| Sep 1, 2026 | Hopkinson Craig C. | officer: EVP R&D, Chief Medical Officer | Ordinary Shares | A | 5,000 | $24.59 |
| Sep 1, 2026 | Hopkinson Craig C. | officer: EVP R&D, Chief Medical Officer | Ordinary Shares | D | 9,000 | $46.99 |
| Sep 1, 2026 | Hopkinson Craig C. | officer: EVP R&D, Chief Medical Officer | Employee Stock Option (Right to Buy) | D | 5,000 | $24.59 |
| Aug 17, 2026 | Nichols Christian Todd | officer: SVP, Chief Commercial Officer | Ordinary Shares | D | 6,912 | $49.19 |
Operator: Greetings. Welcome to Alkermes Second Quarter 2026 Financial Results Conference Call. My name is Sherry, I will be your operator for today's call. Please note, this conference is being recorded. I will now turn the call over to Sandra Coombs, Senior Vice President of Investor Relations and Corporate Affairs. Sandy, you may now begin. Sandra Coombs: Good morning. Welcome to the Alkermes plc conference call to discuss our financial results and business update for the quarter ended June 30, 2026. With me today are Richard Pops, our CEO; Joshua Reed, our Chief Financial Officer; Todd Nichols, our Chief Commercial Officer; and Blair Jackson, our Chief Operating Officer and incoming CEO. A slide presentation, along with our press release, related financial tables and reconciliations of the GAAP to non-GAAP financial measures that we'll discuss today are available on the Investors section of alkermes.com. We believe the non-GAAP financial results in conjunction with the GAAP results are useful in understanding the ongoing economics of our business. Our discussions during this conference call will include forward-looking statements. Actual results could differ materially from these forward-looking statements. Please see Slide 2 of the accompanying presentation, our press release issued this morning and our most recent annual report filed with the SEC for important risk factors that could cause our actual results to differ materially from those expressed or implied in the forward-looking statements. We undertake no obligation to update or revise the information provided on this call or in the accompanying presentation as a result of new information or future results or developments. After our prepared remarks, we'll open the call for Q&A. Now I'll turn the call over to Richard for some opening remarks. Richard F. Pops: That's great. Thank you, and good morning, everyone. So, a few months ago, we announced that I will be handing the CEO reins to Blair while continuing to serve as Chairman. That transition becomes official next week, making this my final earnings call as CEO. When we made that announcement in February, it reflected my confidence in the strength of Alkermes' leadership team and how effective we've been in positioning the company for its next major phase of growth. At the time, we had a strong sense of what the coming months could bring, and I'm pleased to say that many of our most optimistic expectations have become reality. So, what does that mean in practical terms? I think most notably, Alkermes' leadership position in orexin development is now quite clear. While our initial focus is on disorders of hypersomnolence, such as narcolepsy and idiopathic hypersomnia, we increasingly see orexin as a platform with the potential to address a broad range of serious conditions, where this neurocircuitry plays an important role, such as ADHD, fatigue and other potential psychiatric, neurodevelopmental and neurodegenerative diseases. …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Richard F. Pops | Chairman & Chief Executive Officer | USD 2,894,269 | Male | 1962 | Active |
Craig C. Hopkinson | Executive Vice President of Research & Development and Chief Medical Officer | USD 1,424,800 | — | 1969 | Active |
Blair C. Jackson | CEO & Director | USD 1,372,568 | Male | 1973 | Active |
David Joseph Gaffin | Executive Vice President, Chief Legal Officer, Chief Compliance Officer & Secretary | USD 1,276,975 | Male | 1972 | Active |
Christian Todd Nichols | Senior Vice President & Chief Commercial Officer | USD 1,062,777 | Male | 1970 | Active |
Joshua Reed | Senior Vice President & Chief Financial Officer | USD 743,971 | Male | 1973 | Active |
Declan O'Connor | Senior Vice President of Operations and Environment, Health & Safety | — | Male | — | Active |
Peter Norman | SVP of Policy, Government & Community Relations | — | Male | — | Active |
Grace Doyle | Senior Vice President of Quality | — | Female | — | Active |
Tom Skoff | SVP & Chief Information Officer | — | Male | — | Active |
Stephen Schiavo | Senior Vice President & Chief Human Resources Officer | — | Male | — | Active |
Sandra Coombs | Senior Vice President of Corporate Affairs & Investor Relations | — | Female | — | Active |
Samuel J. Parisi | Interim Principal Accounting Officer & Vice President of Finance | — | Male | 1975 | Active |
Bank of America Corp DE decreased its stake in shares of Alkermes plc (NASDAQ: ALKS) by 9.2% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,210,851 shares of the company's stock after selling 122,254 shares during the quarter. Bank
Alkermes gains 26.5% in three months as strong proprietary product sales and pipeline progress fuel momentum into the rest of 2026.
Glenmede Trust Co. NA trimmed its position in shares of Alkermes plc (NASDAQ: ALKS) by 8.4% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 378,090 shares of the company's stock after selling 34,830 shares during the period. Glenmede Trust Co. NA owned about
Alkermes plc (ALKS) Q2 2026 Earnings Call Transcript
ALKS posts break-even Q2 earnings and tops revenue estimates as product sales surge, with Lumryz adding momentum. The company maintains its 2026 revenue view.
