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Vertex Pharmaceuticals
Vertex Pharmaceuticals (VRTX) investor relations material
Vertex Pharmaceuticals Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Achieved 9% full-year 2025 revenue growth to $12.0B, with Q4 revenue up 10% to $3.2B, driven by CF therapies, ALYFTREK, CASGEVY, and JOURNAVX launches.
CASGEVY generated $116M and JOURNAVX $60M in their first year, with over 550,000 JOURNAVX prescriptions and strong payer adoption.
U.S. revenue grew 13% to $7.55B, ex-U.S. revenue rose 3% to $4.45B, reflecting global expansion and new access in multiple countries.
Advanced pipeline with pivotal programs for povetacicept in IgAN, ALYFTREK pediatric studies, and exclusive global license with WuXi Biologics.
2026 focus includes expanding CF leadership, accelerating new product adoption, and advancing the renal franchise.
Financial highlights
FY 2025 total revenue: $12.0B (+9% YoY); Q4 revenue: $3.2B (+10% YoY).
FY 2025 non-GAAP net income: $4.7B; non-GAAP EPS: $18.40; Q4 non-GAAP net income: $1.3B, EPS: $5.03.
Ended 2025 with $12.3B in cash, cash equivalents, and marketable securities.
Repurchased 4.8M shares for ~$2B in 2025; shareholders’ equity rose to $18.7B.
Q4 2025 gross margin: 85.4%–85.7%.
Outlook and guidance
2026 revenue guidance: $12.95B–$13.1B (8–9% growth), with $500M+ from non-CF products.
Q1 2026 revenue expected to grow ~7% YoY, with acceleration through the year.
Non-GAAP operating expenses for 2026 projected at $5.65B–$5.75B; tax rate 19.5–20.5%.
Continued investment in clinical development, commercial capabilities, and pipeline innovation.
Breakdown of 2026 non-CF revenue drivers
Impact of povetacicept IgAN interim data
Details on Zimislecel manufacturing analysis
JOURNAVX gross-to-net impact on 2026 revenue
Povetacicept gMG competitive advantage
AMKD Phase 3 results similarity to Phase 2
Partial view of Summaries dataset, powered by Quartr API
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Next Vertex Pharmaceuticals earnings date
Q1 20264 May, 2026
Vertex Pharmaceuticals
Next Vertex Pharmaceuticals earnings date
Q1 20264 May, 2026
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Frequently asked questions
Vertex Pharmaceuticals Incorporated, a biotechnology company, engages in developing and commercializing therapies for treating cystic fibrosis. Its products include KALYDECO (ivacaftor), ORKAMBI (lumacaftor and ivacaftor), SYMDEKO/SYMKEVI (tezacaftor/ivacaftor and ivacaftor), VX-445, and VX-659, as well as other product candidates at various stages of research, development, and commercialization. The company has collaboration agreements with CRISPR Therapeutics AG; Moderna, Inc.; CRISPR Therapeutics AG; Editas Medicine, Inc.; Frontline BioVentures; Merck & Co., Inc.; Cystic Fibrosis Foundation Therapeutics, Incorporated; Bristol-Myers Squibb Company; Altimmune, Inc.; and Tesaro, Inc. Vertex Pharmaceuticals Incorporated was founded in 1989 and is headquartered in Boston, Massachusetts.
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