PTC Therapeutics, Inc. (PTCT) is a biopharmaceutical company committed to the research, development, and commercialization of innovative therapies for patients afflicted with ...
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Est. EPS $0.28 · Revenue $302.31M · 3 analysts
Est. EPS $0.22 · Revenue $319.55M · 3 analysts
Est. EPS $1.25 · Revenue $1.26B · 7 analysts
Est. EPS $0.26 · Revenue $300.44M · 1 analysts
EPS $10.04 · Revenue $1.18B
| 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). | $1.7B | +114.5% | +32.3% |
| 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. | $682.6M | +287.9% | +3072.4% |
| 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. | +95.9% | +3.2% | +5.3% |
| 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). | +49.5% | +232.0% | +145.4% |
| 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. | +39.4% | +187.6% | +2347.2% |
| 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. | $411.2M | +326.0% | +302.0% |
| 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. | +23.8% | +205.4% | +252.7% |
| 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. | -1318.5% | -485.9% | -92.4% |
| 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. | 2.35x | -0.1% | +39.1% |
| 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. | $2.9B | +70.0% | +13.3% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 7.78 vs 9.50 | -18.1% | 0.92 vs 0.24 | +289.3% |
| Revenue Surprise | $1.7B vs $1.8B | -6.3% | $360.5M vs $298.6M | +20.7% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 27, 2026 | SCHMERTZLER MICHAEL | director | Common Stock | D | 11,890 | $71.55 |
| Aug 27, 2026 | SCHMERTZLER MICHAEL | director | Common Stock | D | 610 | $72.22 |
| Aug 26, 2026 | SCHMERTZLER MICHAEL | director | Common Stock | D | 6,874 | $72.74 |
| Aug 26, 2026 | SCHMERTZLER MICHAEL | director | Common Stock | D | 5,626 | $73.18 |
| Aug 20, 2026 | SCHMERTZLER MICHAEL | director | Common Stock | D | 9,419 | $70.78 |
Operator: Ladies and gentlemen, thank you for standing by. Welcome to PTC Therapeutics' First Quarter 2026 Earnings Conference Call. [Operator Instructions] Today's conference is being recorded. I would now like to turn the call over to Ellen Cavaleri, Head of Investor Relations. Please go ahead. Ellen Cavaleri: Good afternoon, and thank you for joining us to discuss PTC Therapeutics' First Quarter 2026 Corporate Update and Financial Results. I'm joined today by our Chief Executive Officer, Dr. Matthew Klein; our Chief Business Officer, Eric Pauwels; and our Chief Financial Officer, Pierre Gravier. Today's call will include forward-looking statements based on our current expectations. These statements are subject to certain risks and uncertainties, and actual results may differ materially. Please review the slide posted on our Investor Relations website in conjunction with the call, which contains information about our forward-looking statements and our most recent Quarterly Report on Form 10-Q and Annual Report on Form 10-K filed with the SEC, as well as our other SEC filings for a detailed description of applicable risks and uncertainties that could cause our actual performance and results to differ materially from those expressed or implied in these forward-looking statements. Additionally, we will disclose certain non-GAAP information during this call. Information regarding our use of GAAP to non-GAAP financial measures and reconciliation of GAAP to non-GAAP are available in today's earnings release. I will now pass the call over to our CEO, Dr. Matthew Klein. Matthew Klein: Thank you all for joining today. We are off to a terrific start to 2026. We had a record quarter of product revenue, led by the continued strong momentum of the Sephience launch as well as contributions from our mature products. First quarter total revenue was $273 million, including $226 million of product revenue. With this revenue performance, we are raising our 2026 full-year product revenue guidance to $750 million to $850 million, with expected total revenue of $1.08 billion to $1.18 billion. I'll begin by providing an update on the Sephience global launch. In the first quarter, the launch continued at a strong pace, with all signs indicating sustained growth and breadth of uptake. First quarter Sephience global revenue was $125 million, representing 36% quarter-over-quarter growth with U.S. revenue of $112 million. As of March 31, we had 1,244 commercial patients globally. And in the U.S., we surpassed the 1,500 patient start or mark in the quarter with a consistent cadence of prescription starts averaging 140 per month over the past few months. We see this robust cadence of U.S. starts continuing for the foreseeable future. In addition to the sustained momentum in the U.S., growth is accelerating internationally through both commercial access and paid early access programs. We had our first Sephience sale in Japan in late March, ahead of schedule and remain on …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Matthew Klein | Chief Executive Officer & Director | USD 2,272,766 | — | 1972 | Active |
Eric Pauwels | Chief Business Officer | USD 1,156,306 | Male | 1962 | Active |
Pierre Gravier | Chief Financial Officer | USD 1,089,427 | Male | 1985 | Active |
Lee Golden | Executive Vice President & Chief Medical Officer | USD 1,081,305 | — | 1968 | Active |
Neil Almstead | Chief Technical Operations Officer | USD 1,080,574 | — | 1967 | Active |
Mark Elliott Boulding | Executive Vice President & Chief Legal Officer | USD 761,936 | Male | 1961 | Active |
Christine Utter | Senior Vice President, Chief Accounting Officer & Head of People Services | USD 595,537 | Female | 1979 | Active |
Allan Steven Jacobson | Co-Founder & Independent Director | USD 140,000 | — | 1946 | Active |
Ellen Cavaleri | Head of Investor Relations | — | Female | — | Active |
Linda Montella Carter | Senior Vice President & Chief Information Officer | — | Female | — | Active |
Jane Baj | Vice President of Corporate Communications | — | Female | — | Active |
PTC Therapeutics (PTCT) is technically in oversold territory now, so the heavy selling pressure might have exhausted. This along with strong agreement among Wall Street analysts in raising earnings estimates could lead to a trend reversal for the stock.
Although the revenue and EPS for PTC Therapeutics (PTCT) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
PTC Therapeutics, Inc. (PTCT) Q2 2026 Earnings Call Transcript
PTC Therapeutics (PTCT) came out with quarterly earnings of $0.92 per share, beating the Zacks Consensus Estimate of a loss of $0.17 per share. This compares to a loss of $0.83 per share a year ago.
– Robust Q2 performance with total revenue of $361 million, including $239 million of product revenue – – Full-year 2026 expected total revenue increased to $1.18 to $1.28 billion, with full-year product revenue guidance raised to $850 to $950 million – – Sephience™ (sepiapterin) Q2 2026 revenue of $151 million, with continued broad uptake and geographical expansion – – Strong cash position of $2.2 billion as of June 30, 2026 – WARREN, N.J., July 30, 2026 /PRNewswire/ -- PTC Therapeutics, Inc., (NASDAQ: PTCT) today announced a corporate update and financial results for the second quarter ended June 30, 2026.
