Ligand Pharmaceuticals Incorporated는 생명공학(바이오제약) 기업으로서, 주로 제약 회사들이 전 세계적으로 새로운 치료 솔루션을 발견하고 개발하려는 노력을 지원할 수 있도록 기술을 발굴·진전시키는 데 ...
예상 EPS $2.30 · 매출 $78.09M · 7 명의 애널리스트
예상 EPS $3.01 · 매출 $97.35M · 6 명의 애널리스트
예상 EPS $9.32 · 매출 $290.58M · 7 명의 애널리스트
예상 EPS $2.30 · 매출 $76.14M · 2 명의 애널리스트
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $268.1M | +60.4% | +23.1% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $124.5M | +3186.6% | +463.5% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +97.5% | +4.5% | -1.1% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +17.6% | +230.2% | -59.8% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +46.4% | +2024.3% | +395.2% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $48.9M | -36.8% | -50.5% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +18.2% | -60.6% | -59.8% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 44.4% | +5087.8% | +158.0% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 22.23x | +148.8% | +46.5% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $1.6B | +65.7% | +42.7% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 6.13 vs 7.58 | -19.1% | 2.22 vs 2.01 | +10.5% |
| 매출 서프라이즈 | $268.1M vs $264.0M | +1.5% | $63.7M vs $61.3M | +3.9% |
| 날짜 | 임원 | 직책 | 증권 | 구분 | 주식 수 | 가격 |
|---|---|---|---|---|---|---|
| Aug 12, 2026 | Espinoza Octavio | officer: Chief Financial Officer | Common Stock | A | 3,348 | $68.74 |
| Aug 12, 2026 | Espinoza Octavio | officer: Chief Financial Officer | Common Stock | A | 7,171 | $57.22 |
| Aug 12, 2026 | Espinoza Octavio | officer: Chief Financial Officer | Common Stock | A | 2,869 | $55.75 |
| Aug 12, 2026 | Espinoza Octavio | officer: Chief Financial Officer | Common Stock | A | 2,074 | $70.04 |
| Aug 12, 2026 | Espinoza Octavio | officer: Chief Financial Officer | Common Stock | A | 16,179 | $52.84 |
Operator: Hello, everyone. Thank you for joining us, and welcome to the Ligand Second Quarter 2026 Earnings Call. [Operator Instructions] I will now hand the conference over to Melanie Herman, Head of Investor Relations. Melanie, please go ahead. Melanie Herman: Good morning, everyone, and welcome to Ligand's Second Quarter 2026 Earnings Call. With me on the call today are CEO, Todd Davis; Chief Financial Officer, Octavio Espinoza; and Vice President of Portfolio Strategy and Investments, Lauren Hay. During the call today, we will review the financial results released earlier today and provide commentary on our partner portfolio and business development activity, followed by a question-and-answer session. Before we get started, I would like to point out we will be discussing non-GAAP results, which excludes certain items such as stock-based compensation, amortization of intangible assets, amortization or impairment of financial assets and gains or losses from derivative assets, amongst others. I encourage you to review the reconciliation of these non-GAAP measures to their most directly comparable GAAP measures, which can be found in today's release available on our website. We believe these adjusted measures provide valuable insight into our core operating performance, both historically and moving forward. Our earnings release and a link to today's webcast can be found in the Investor Relations section of our website at ligand.com. This call is being recorded, and the audio portion will be archived in the Investors section of our website. On today's call, we will make forward-looking statements regarding our financial results and other matters related to the company's business. Please refer to the safe harbor statement related to these forward-looking statements, which are subject to risks and uncertainties. We remind you actual events or results may differ materially from those projected or discussed and that all forward-looking statements are based upon current available information. Ligand assumes no obligation to update these statements. To better understand the risks and uncertainties that could cause actual results to differ, we refer you to the documents that Ligand files with the Securities and Exchange Commission, or SEC, that can be found on Ligand's website at ligand.com or on the SEC's website at sec.gov. And with that, I will now turn the call over to our CEO, Todd Davis. Todd Davis: Thank you, Melanie, and good morning, everyone. We appreciate you joining us today. We continue to execute on the financial transformation of Ligand. In the second quarter, we continued to deliver outstanding financial performance while executing on 2 initiatives that significantly strengthen and position our long-term growth platform. First, shortly after the end of the quarter, we closed the acquisition of XOMA Royalty, the largest transaction in our company's history. Second, we successfully completed a $700 million 0 coupon convertible offering. …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Todd C. Davis | Chief Executive Officer & Director | USD 1,510,482 | Male | 1961 | Active |
Octavio Espinoza | Chief Financial Officer | USD 895,518 | Male | 1971 | Active |
Andrew T. Reardon | Chief Legal Officer & Secretary | USD 758,766 | Male | 1975 | Active |
Melanie J. Herman | Executive Director of Investor Relations and Financial Planning & Analysis | USD 275,099 | Female | 1979 | Active |
Marjorie Fackovec | Head of People Operations | — | Female | — | Active |
Keith Marschke | Senior Vice President of Biology & Scientific Affairs | — | — | — | Active |
Vincent D. Antle | Senior Vice President of Technical Operations & QA - Capitsol | — | — | 1969 | Active |
Karen R. Reeves | Senior Vice President of Investments & Head of Clinical Strategy | — | — | 1950 | Active |
Paul J. Hadden | Senior Vice President of Investments & Business Development | — | Male | — | Active |
Richard Baxter | Senior VP of Investment Operations | — | Male | 1963 | Active |
Scott Plesha | Chief Executive Officer of Pelthos Therapeutics | — | Male | 1965 | Active |
Ligand Pharmaceuticals NASDAQ: LGND outlined its royalty-focused growth strategy, recent XOMA acquisition and portfolio catalysts during a company presentation, highlighting a larger commercial-stage asset base and planned investment capacity.
JUPITER, Fla., Aug. 26, 2026 (GLOBE NEWSWIRE) -- Ligand Pharmaceuticals Incorporated (Nasdaq: LGND) today announced its senior management team will participate in the following upcoming investor conferences: Wells Fargo Healthcare Conference 2026 (Boston): Management will participate in a fireside chat at 12:45 p.m.
Handelsbanken Fonder AB boosted its stake in Ligand Pharmaceuticals Incorporated (NASDAQ: LGND) by 22.5% in the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 10,358 shares of the biotechnology company's stock after purchasing an additional 1,900 shares during the quarter.
Ligand Pharmaceuticals NASDAQ: LGND reported second-quarter 2026 results marked by higher royalty revenue and adjusted earnings, while highlighting the post-quarter close of its XOMA Royalty acquisition and a $700 million zero-coupon convertible-note offering.
Ligand Pharmaceuticals Incorporated (LGND) Q2 2026 Earnings Call Transcript
