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Arcutis Biotherapeutics — Third Quarter 2026 Earnings Summary

  • Net product revenue reached $143.9 million in Q3 2026, marking a 45% year-over-year and 11% sequential increase, while net income rose to $8.8 million ($0.07 basic EPS) from $7.4 million in the prior year period.
  • Full-year 2026 net product sales guidance was raised to $535 million–$545 million, up from the previous range of $525 million–$540 million, driven by increasing unit demand and modest gross-to-net improvements.
  • The company expects to disclose Phase 2 vitiligo trial results and program advancement decisions in Q4 2026, with hidradenitis suppurativa data anticipated in Q1 2027 and potential FDA approval for ZORYVE cream 0.05% in infants (3–24 months) in Q1 2027.
  • Strategic updates include the appointment of Rob Lisicki as Chief Commercial Officer and Rob Scott, MD, to the Board, alongside the initiation of a pivotal Phase 3 trial for ZORYVE cream 0.3% in atopic dermatitis and continued enrollment in ARQ-234 clinical studies.
Company
ARCUTIS BIOTHERAPEUTICS INC
Sector
Healthcare
Industry
Biotechnology