Q2 FY2026 EarningsQ2 FY2026 delivered a significant beat across top and bottom-line metrics: total revenue of $361M exceeded the $299M consensus by 20.7%, driven by the explosive launch of Sephience™ ($151M) and a $50M milestone from Novartis. GAAP EPS of $0.92 outperformed the $0.21 consensus by over 330%, reflecting strong operating leverage as Non-GAAP R&D and SG&A expenses remained well-controlled. Management raised FY2026 product revenue guidance to $850M-$950M (previously $750M-$850M), signaling sustained commercial momentum for the second half.
Overview: PTC Therap(PTCT) the Revenue is 360.52 M (+101.6%), Beat estimate;the EBIT is 148.98 M (+526.2%), Beat estimate;the EPS is 0.92 (+210.8%), Beat estimate.