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Edge14 Aug 2026
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Arcutis Biotherapeutics
Arcutis Biotherapeutics (ARQT) investor relations material
Arcutis Biotherapeutics Q2 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2026 earnings summary5 Aug, 2026
Executive summary
Achieved Q2 2026 net product revenue of $129.9 million, up 59% year-over-year and 23% sequentially, driven by strong demand for ZORYVE across all indications and new product launches.
Net income reached $15.0 million in Q2 2026, reversing a net loss of $15.9 million in Q2 2025.
Raised full-year 2026 net revenue guidance to $525–$540 million, reflecting robust sales momentum and successful commercial initiatives.
Expanded ZORYVE's reach with FDA approval for use in children as young as two for plaque psoriasis and FDA acceptance of a supplemental NDA for atopic dermatitis in infants down to three months.
Launched new patient access initiatives, including a virtual health platform and AI-enabled prescription workflow, and expanded commercial infrastructure.
Financial highlights
Q2 2026 product revenues: $129.9 million, up from $81.5 million in Q2 2025; net income of $15.0 million ($0.11 per share) versus net loss of $15.9 million in Q2 2025.
Cost of sales was $10.9 million, up from $7.5 million in Q2 2025; R&D expenses were $20.4 million; SG&A expenses rose to $82.1 million.
Cash, cash equivalents, and marketable securities totaled $238.9 million as of June 30, 2026; total debt was $101.9 million.
Generated $12.6 million in positive operating cash flow during Q2 2026.
Operating expenses increased due to higher R&D and SG&A, reflecting expanded commercialization and clinical development activities.
Outlook and guidance
Full-year 2026 net revenue guidance increased to $525–$540 million, up from $480–$495 million.
Expect continued quarter-over-quarter net sales growth, primarily driven by demand, commercial initiatives, and expanded indications.
Gross-to-net expected to remain in the 50s, trending toward the low 50s by year-end.
Anticipate positive cash flow from operations for the remainder of 2026.
Existing capital resources are believed sufficient for at least 12 months; may seek additional funding if needed.
ZORYVE foam vs cream revenue contribution
Impact of AI partnership on provider workflows
ARQ-234 safety and tolerability study status
Commercial impact of Kowa agreement termination
Remaining Ducentis contingent payment obligations
Padagis ZORYVE patent litigation stay status
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Latest events from Arcutis Biotherapeutics
- Strong sales growth, new launches, and pediatric expansion drive momentum; cash flow positive by 2026.ARQT
H.C. Wainwright 27th Annual Global Investment Conference - Strong growth, pipeline progress, and expanding market access drive ZORYVE's leadership.ARQTGoldman Sachs 47th Annual Global Healthcare Conference 2026
- All proposals, including director elections and auditor ratification, were approved.ARQTAGM 2026
- Q1 2026 revenue rose 65% to $105.4M, net loss narrowed, and cash reserves remained strong.ARQTQ1 2026
- Board recommends director elections, auditor ratification, and pay approval, with strong governance and ESG focus.ARQTProxy filing
- Key votes include director elections, auditor ratification, and executive compensation approval.ARQTProxy filing
- Q2 revenues surged 547% year-over-year, fueled by ZORYVE launches and improved coverage.ARQTQ2 2024
- FDA approved ZORYVE Cream for atopic dermatitis, expanding access and demonstrating rapid efficacy.ARQTFDA Announcement
- Expanding indications, pipeline progress, and strong financials drive growth outlook.ARQTGoldman Sachs 46th Annual Global Healthcare Conference
Next Arcutis Biotherapeutics earnings date
Q3 20263 Nov, 2026
Arcutis Biotherapeutics
Next Arcutis Biotherapeutics earnings date
Q3 20263 Nov, 2026
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Amina0781App Store
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