Alkermes plc, a biopharmaceutical company, engages in the research, development, and commercialization of pharmaceutical products to address unmet medical needs of patients ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $-0.04 · Revenue $463.88M · 4 analysts
Est. EPS $-0.08
Est. EPS $-0.08 · Revenue $472.11M · 4 analysts
Est. EPS $-0.48 · Revenue $1.82B · 8 analysts
EPS $0.13 · Revenue $306.51M
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.5B | -5.2% | +26.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $241.7M | -34.2% | +100.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +86.7% | +2.9% | -4.9% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +17.2% | -36.3% | +130.2% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +16.4% | -30.5% | +100.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $480.3M | +18.4% | +180.7% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +32.5% | +25.0% | +163.9% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 3.8% | -25.4% | -3.7% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.55x | +16.7% | +1.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.5B | +23.1% | +3.2% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| 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% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| 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. …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
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.
