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Royalty Pharma
Royalty Pharma (RPRX) investor relations material
Royalty Pharma Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary11 Feb, 2026
Executive summary
Achieved double-digit growth in 2025, with Portfolio Receipts up 16% to $3.254 billion and Royalty Receipts up 13%, surpassing guidance and driven by strong capital deployment and portfolio performance.
Internalized external manager, resulting in significant cost savings, improved alignment, and governance.
Deployed $2.6 billion in royalty transactions, including a record year for synthetic royalty deals and major transactions across multiple therapies.
Returned $1.7 billion to shareholders through $1.2 billion in share repurchases and over $500 million in dividends, with a 7% dividend increase in Q1 2026.
Positive clinical and regulatory updates for key therapies, including FDA approvals and Phase 3 results for Myqorzo, Tremfya, TEV-'749, deucrictibant, and Trodelvy.
Financial highlights
FY 2025 Royalty Receipts were $3.127 billion (+13% YoY), Portfolio Receipts $3.254 billion (+16% YoY), with Q4 Royalty Receipts at $856 million (+17% YoY).
Adjusted EBITDA for FY 2025 was $2.966 billion (91.1% of Portfolio Receipts); Portfolio Cash Flow $2.724 billion (83.7% of Portfolio Receipts).
Return on Invested Capital was 15.8% and Return on Invested Equity was 22.8% for 2025.
Net interest paid was $242 million for 2025; margin remained high at 84%.
Ended 2025 with $619 million in cash and $9.2 billion in total debt.
Outlook and guidance
2026 guidance: Portfolio Receipts of $3.275–$3.425 billion, Royalty Receipts growth of 3%–8%.
Operating and professional costs projected at 5.5%–6.5% of Portfolio Receipts in 2026, with $350–$360 million in interest paid.
Guidance reflects expected loss of exclusivity for Promacta, biosimilar Tysabri launch, and IRA impact.
Milestones and other contractual receipts expected to decrease from $128 million in 2025 to $60 million in 2026.
Equity performance awards expected to be $85 million in 2026.
Quantify 2026 operating cost savings from internalization
What is the potential value of 2026 pivotal readouts?
Describe the strategy for new royalty acquisitions
What is the long-term synthetic royalty strategy?
How to offset 2026 LOE and biosimilar impact?
When will development-stage assets impact growth?
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Next Royalty Pharma earnings date
Q1 20267 May, 2026
Royalty Pharma
Next Royalty Pharma earnings date
Q1 20267 May, 2026
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Frequently asked questions
Royalty Pharma plc operates as a buyer of biopharmaceutical royalties and a funder of innovations in the biopharmaceutical industry in the United States. The company's royalty acquisition segment engages in the acquisition of royalty streams from pharmaceutical companies. Its funding segment provides equity or loan financing to biotechnology companies developing innovative methods for the treatment of cancer, inflammatory disease, obesity, diabetes, and other metabolic disorders.
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