Arcutis Biotherapeutics — Third Quarter 2026 Earnings Summary

Arcutis Biotherapeutics reported third-quarter 2026 net product revenues of $143.9 million, representing a 45% year-over-year increase and an 11% sequential rise driven by strong demand for ZORYVE. The company raised its full-year 2026 net product sales guidance to a range of $535 million to $545 million and maintained positive operating cash flow of $18.9 million for the quarter. Clinical progress includes the initiation of a pivotal Phase 3 trial for ZORYVE cream 0.3% in atopic dermatitis and a scheduled FDA target action date of February 23, 2027, for expanding ZORYVE cream 0.05% to infants aged 3 to 24 months. Additionally, Arcutis appointed Rob Lisicki as chief commercial officer and launched a new awareness campaign with Simone Biles to highlight inflammatory skin conditions.