OPKO Health, Inc. operates as a healthcare enterprise with a dual focus on diagnostics and pharmaceuticals. Its operations span the United States, ...
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Est. EPS $-0.07 · Revenue $136.62M · 3 analysts
Est. EPS $-0.07 · Revenue $145.48M · 3 analysts
Est. EPS $-0.22 · Revenue $569.89M · 4 analysts
Est. EPS $-0.07 · Revenue $138.13M · 1 analysts
| 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). | $606.9M | -14.9% | +31.7% |
| 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. | $-225.7M | -324.0% | +84.7% |
| 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. | +21.1% | -51.6% | +126.8% |
| 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). | -36.1% | -69.2% | +89.6% |
| 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. | -37.2% | -398.3% | +88.4% |
| 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. | $-190.8M | +8.5% | -119.9% |
| 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. | -31.4% | -7.5% | -67.0% |
| 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. | 34.2% | -7.4% | +0.5% |
| 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. | 3.97x | +15.7% | -7.2% |
| 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. | $1.9B | -12.2% | -1.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | -0.30 vs -0.35 | +13.6% | -0.01 vs -0.07 | +86.5% |
| Revenue Surprise | $606.9M vs $598.1M | +1.5% | $163.6M vs $131.2M | +24.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 24, 2026 | Logal Adam | officer: Sr. Vice President, CFO | Common Stock | D | 53,266 | $1.22 |
| Jul 24, 2026 | Rubin Steven D | director, officer: Executive VP-Administration | Common Stock | D | 53,266 | $1.22 |
| Jun 18, 2026 | Lachman Prem A | director | Stock Option (Right to Buy) | A | 30,000 | $1.42 |
| Jun 18, 2026 | MEDEL ROGER MD | director | Stock Option (Right to Buy) | A | 30,000 | $1.42 |
| Jun 18, 2026 | PAGANELLI JOHN A | director | Stock Option (Right to Buy) | A | 30,000 | $1.42 |
Operator: Good day, and welcome to the OPKO Health Second Quarter 2026 Business Highlights and Financial Results Conference Call. Please note this event is being recorded. I would now like to turn the conference over to Ms. Vivian Cervantes of Investor Relations. Please go ahead, ma'am. Vivian Cervantes: Thank you. Thank you, operator. Good afternoon, everyone. This is Vivian Cervantes with Alliance Advisors IR. Thank you all for joining us on today's call to discuss OPKO Health's financial results for the second quarter 2026. I'd like to remind you that any statements made during this call by management other than statements of historical fact will be considered forward-looking and as such, are subject to risks and uncertainties that could materially affect the company's results. Those forward-looking statements include, without limitation, the various risks described in the company's SEC filings, including the annual report on Form 10-K for the year ended December 31, 2025. Furthermore, this conference call contains time-sensitive information that is accurate only as of the date of the live broadcast, July 27, 2026. Except as required by law, OPKO undertakes no obligation to revise or update any forward-looking statements to reflect events or circumstances after the date of this call. Regarding the format of today's call, Dr. Phillip Frost, Chairman and Chief Executive Officer, will provide opening remarks. Dr. Elias Zerhouni, Vice Chairman and President, will then provide an overview of OPKO's Therapeutics segment as well as BioReference Health. After that, Adam Logal, OPKO's CFO, will review the company's second quarter financial results and discuss OPKO's financial outlook. And then we will open the call to questions. Now I'd like to turn the call over to Dr. Frost. Phillip Frost: Good afternoon, and thank you for joining us today. During the second quarter, we made meaningful progress in improving operating efficiency and profitability and in advancing our product pipeline. ModeX continues to move forward with its present portfolio of five clinical trial programs in oncology, immunology and vaccines, each with the potential to deliver first and best-in-class medicines. We initiated a Phase I/IIa clinical safety and efficacy study in the U.S. of our GLP-1 glucagon candidate, and we plan to enroll 44 healthy volunteers and presumed MASH patients to assess single-dose tolerability and pharmacokinetics. OPKO Biologics is making progress with its human growth hormone antagonist to treat acromegaly. Its GLP-2 program for patients with short bowel syndrome and its oral PTH to treat hypoparathyroidism. NGENLA, our growth hormone product, partnered with Pfizer continues to increase market penetration as we advance label expansion clinical trials. I'm pleased that we ended the second quarter with a strong cash position and a solid balance sheet that continues to fund our R&D portfolio at a meaningful level, while also returning capital to …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Phillip Frost | Chairman of the Board & CEO | USD 1,454,000 | — | 1936 | Active |
Elias Adam Zerhouni | President & Vice Chairman of the Board | USD 1,364,000 | — | 1951 | Active |
Jane H. Hsiao | Vice Chairman of the Board & Chief Technical Officer | USD 1,364,000 | — | 1947 | Active |
Steven D. Rubin | Executive Vice President of Administration & Director | USD 1,224,000 | Male | 1960 | Active |
Adam E. Logal | Senior Vice President, Chief Financial Officer, Chief Accounting Officer & Treasurer | USD 1,189,000 | Male | 1978 | Active |
John R. Mascola | Chief Scientific Officer of ModeX | — | — | — | Active |
Gene Yau | Head of Business Development | — | Male | — | Active |
Akhtar Ashfaq | Senior Vice President of Clinical Research & Development and Medical Affairs - Opko Renal | — | — | — | Active |
Giovanni Abbadessa | Chief Medical Officer of ModeX | — | Male | — | Active |
Charles W. Bishop | Chief Executive Officer of OPKO Renal | — | — | 1952 | Active |
Gary J. Nabel | Chief Information Officer & Director | — | — | 1954 | Active |
Connor Clark and Lunn Investment Management Ltd. acquired a new stake in OPKO Health, Inc. (NASDAQ: OPK) in the undefined quarter, according to the company in its most recent filing with the SEC. The fund acquired 412,051 shares of the biotechnology company's stock, valued at approximately $618,000. Connor Clark and Lunn Investment Management
OPKO Health (OPK) reported earnings 30 days ago. What's next for the stock?
OPKO Health's growth outlook is supported by RAYALDEE, strategic partnerships, BioReference restructuring and multiple pipeline catalysts.
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OPKO Health pairs a discounted forward sales multiple with narrowing losses and partnership support, but early-stage clinical risk keeps the investment case balanced.
