이턴 파머슈티컬스(ETON) For the three months ended June 30, 2026 실적 분석

30초 요약

1. 1

   매출은 전년 같은 기간보다 113.4% 늘었어요

2. 2

   조정 EPS는 전년 같은 기간보다 1,333.3% 늘었어요

3. 3

   영업이익은 전년 같은 기간보다 늘었어요

4. 4

   회사는 가이던스를 제시했어요.

회사가 밝힌 숫자

사업 지표

• 매출 성장률99%

  원문: “Record revenue, with Q2 2026 product sales of $37.6 million, representing 99% growth over Q2 2025”

• 조정 매출총이익률73%

  원문: “Adjusted gross profit, which adjusts for the impact of acquired inventory step-up adjustments and intangible amortization, was $27.4 million in the second quarter of 2026, representing an adjusted gross margin of 73%, compared to adjusted gross profit of $14.1 million and adjusted gross margin of 75% in the prior year period.”

• 조정 EBITDA 마진43%

  원문: “Adjusted EBITDA for the second quarter of 2026 was $16.2 million or 43% of revenue, compared to $3.1 million or 16% of revenue in the prior year period.”

그 밖의 발표 수치

매출총이익

2,541만 달러

전년 동기 대비 +113.2%

조정 EBITDA

1,624만 달러

전년 동기 대비 +432.5%

회사가 제시한 전망

가이던스

20262026 연간 매출

1.45억 달러상향

원문: “The Company now expects 2026 revenues to exceed $145 million, an increase from prior guidance of more than $120 million.”

20262026 조정 EBITDA 마진 (조정 기준)

35%상향

원문: “In addition, the Company now expects to report at least a 35% Adjusted EBITDA margin, an increase from prior guidance of at least 30%.”

full year 20262026 연간 R&D 비용

1,000만 달러~1,400만 달러

원문: “The Company expects full year R&D expenses of between $10 and $14 million, with a significant increase in the second half of 2026 due to increased development activity, including the initiation of the INCRELEX label harmonization study, a $3 million expense related to the licensing of ASN-001, and incremental spending related to ASN-001's planned bioavailability study.”

자주 묻는 질문