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Glaukos Corp

GKOS · Health Care

Last earnings Oct 28, 2026

Key results

Revenuequarter

$143.1 million

2 FEBRUARY 17, 2026 Revenue Performance & Commercial Overview Global Consolidated Revenue Performance Glaukos reported record fourth quarter net revenues of $143.1 million that were up 36% on a reported basis, or 34% on a constant currency basis, versus 4Q 2024.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

Revenuefull-year

$507 million

For fiscal year 2025, net revenues were approximately $507 million, up 32% compared to net revenues of approximately $383 million in 2024.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

Glaucoma net revenues were approximately $86.4 million, representing year-over-year growth of 53% versus 4Q 2024 driven by growing contributions from iDose TR , which generated sales of approximately $45 million in the third quarter.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

Glaucoma net revenues were approximately $298.6 million, representing year-over-year growth of 50% versus fiscal year 2024, including iDose TR sales of approximately $136 million.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

International Glaucoma Our record fourth quarter International Glaucoma net revenues were approximately $32.8 million, representing year-over-year growth of 18% on a reported basis, or 13% on a constant currency basis, versus 4Q 2024.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

For fiscal year 2025, International Glaucoma net revenues were approximately $122.5 million, representing year-over-year reported growth of 18%, or 16% on a constant currency basis, versus fiscal year 2024.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

Corneal Health Our record fourth quarter Corneal Health net revenues were approximately $24.0 million, representing year-over-year growth of 12% versus 4Q 2024, including U.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

For fiscal year 2025, Corneal Health net revenues were approximately $86.4 million, representing year-over-year reported growth of 8% versus fiscal year 2024.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

AI analysis

Q3 2025 · reported Feb 17, 2026

Based on: Earnings release + parent 8-K — transcript not held

Revenue · Q3 2025
$143.1M
Full year: $507 million
EX-99 · Feb 17, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Feb 17, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 2025Prior qtrYear ago
Revenue$143.1 million——

EX-99 · Feb 17, 2026

Guidance · company-stated

Direction: Reiterated

Revenue$620 million

“, including 4 of the top 5 commercial insurers Successfully submitted for permanent J-Code; anticipate July 2026 effective date o Deployed various new patient services and support programs o Developing new marketing and DTC campaigns designed to significantly enhance awareness, education, and detection o Introduced new financial co-pay assistance program and operationalized Specialty Pharmacy option available for our customers at launch o Epioxa drug availability expected in late Q1 2026 6 FEBRUARY 17, 2026 2026 Revenue Guidance Reaffirmed Glaukos expects full-year 2026 global consolidated net sales of $600 - $620 million.”

Midpoint vs latest-quarter revenue+333.3%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +333.3% computed from stated figures

Company-stated claims

Oct 28, 2026

Historical · increased 154% · revenue

“• Corneal Health record net sales of $59.0 million in Q3 2026 increased 154% year-over-year.”

EX-99 · Oct 28, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Glaukos Corp Q3 2025 — 2 FEBRUARY 17, 2026 Revenue Performance & Commercial Overview Global Consolidated Revenue Performance Glaukos reported record fourth quarter net revenues of $143.1 million that were up 36% on a report…

Based on: Earnings release + parent 8-K — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue: “, including 4 of the top 5 commercial insurers Successfully submitted for permanent J-Code; anticipate July 2026 effective date o Deployed various new patient services and support programs o Developing new marketing and DTC campaigns designed to significantly enhance awareness, education, and detection o Introduced new financial co-pay assistance program and operationalized Specialty Pharmacy option available for our customers at launch o Epioxa drug availability expected in late Q1 2026 6 FEBRUARY 17, 2026 2026 Revenue Guidance Reaffirmed Glaukos expects full-year 2026 global consolidated net sales of $600 - $620 million.”

Revenue — Reiterated (“Reaffirmed”)
“, including 4 of the top 5 commercial insurers Successfully submitted for permanent J-Code; anticipate July 2026 effective date o Deployed various new patient services and support programs o Developing new marketing and DTC campaigns designed to significantly enhance awareness, education, and detection o Introduced new financial co-pay assistance program and operationalized Specialty Pharmacy option available for our customers at launch o Epioxa drug availability expected in late Q1 2026 6 FEBRUARY 17, 2026 2026 Revenue Guidance Reaffirmed Glaukos expects full-year 2026 global consolidated net sales of $600 - $620 million.”

Classified from the release's primary full-year outlook statement.

Strategy & priorities

Our fourth quarter record results reflect a sustained growth acceleration in our business with the strong performance driven by growing iDose TR adoption and utilization, along with our broader Interventional Glaucoma, or IG, initiatives globally.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

We remain in the early stages of expanding our IG and product portfolio initiatives globally ahead of anticipated new product approvals and expanding market access in the years to come.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

We will continue to focus on expanding access for keratoconus patients suffering from this rarely diagnosed disease.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

This guidance attempts to take into consideration: Potential growing contributions from iDose TR as reimbursement confidence grows and broader IG initiatives take hold over the course of the year Potential growing contributions from iStent infinite as broader IG initiatives take hold Potential growing contributions from Epioxa as commercial launch plans advance Potential transient headwinds within our U.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

2025 was an important year for Glaukos as we successfully executed on our core business key strategic objectives while achieving notable pipeline advancements and milestones that leave us excited about our prospects and well-positioned for the next phase of our pioneering journey.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

Risks & headwinds

This guidance attempts to take into consideration: Potential growing contributions from iDose TR as reimbursement confidence grows and broader IG initiatives take hold over the course of the year Potential growing contributions from iStent infinite as broader IG initiatives take hold Potential growing contributions from Epioxa as commercial launch plans advance Potential transient headwinds within our U.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

Given the ongoing conversations around tariff and geopolitical issues, we wanted to highlight that we manufacture and source our products primarily within the U.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

, and as such, expect minimal direct exposure to the most recently implemented tariff-related policies.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

That said, the tariff dynamics obviously remain highly fluid.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

As such, we will continue to closely monitor the situation given the overall instability in the marketplace and global macroeconomic uncertainties.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

With the launch of Epioxa, we plan to make substantial investments in patient awareness and access while addressing the longstanding challenges of underdiagnosis and undertreatment that have affected this rare disease patient community.

SEC original ↗Glaukos Corp — Earnings release (8-K exhibit)EX-99Feb 17, 2026

Documents

Earnings deck slides

0 decks with slide view

Glaukos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Glaukos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Glaukos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Glaukos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Glaukos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Glaukos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Glaukos Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Gilead Sciences (GILD) Health CareGenmab (GMAB) Health CareAlcon (ALC) Health CareArgenx (ARGX) Health CareSanofi (SNY) Health CareMerck & Co. (MRK) Health CareXencor Inc (XNCR) Health CareIllumina, Inc. (ILMN) Health Care

Filings

32 documents

Earnings releases

28 documents

Presentations

7 documents

Transcripts

0 documents

No transcripts for Glaukos Corp are held in this edition of the library.

Mentioned by

5 companies

Other tracked companies whose held documents mention Glaukos Corp by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.