Inferra AI / Company / REGN

Regeneron Pharmaceuticals

REGN · Health Care

Last earnings Oct 30, 2026

Key results

Revenuequarter

36%

htm EX-99.1 Document Exhibit 99.1 Press Release Regeneron Reports Third Quarter 2026 Financial and Operating Results Third quarter 2026 revenues increased 36% to $5.1 billion versus third quarter 2025 Dupixent global net sales (recorded by Sanofi) increased 35% to $6.5 billion EYLEA HD U.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

revenues increased 36% to $5.1 billion versus third quarter 2025 Dupixent global net sales (recorded by Sanofi) increased 35% to $6.5 billion EYLEA HD U.S. net sales increased 62% to $699 million Libtayo global net sales increased 51% to $550 million GAAP EPS increased 35% to $18.45 non-GAAP EPS (a) increased 70% to $2

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

EPSquarter

35%

net sales increased 62% to $699 million Libtayo global net sales increased 51% to $550 million GAAP EPS increased 35% to $18.45 non-GAAP EPS (a) increased 70% to $20.07 Expanded collaboration with Sanofi, adding multiple next-generation, long-acting immunology antibodies $1.0 billion up-front to be recognized as collaboration revenue in fourth quarter 2026 with potential to receive up to an additional $7.0 billion in future milestones Pasatru (garetosmab) approved by FDA for fibrodysplasia ossificans progressiva (FOP) Tarrytown, New York (October 30, 2026) -- Regeneron Pharmaceuticals, Inc.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

3 Third Quarter 2026 Financial Results Revenues ($ in millions) Q3 2026 Q3 2025 % Change Net product sales EYLEA HD - U.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Collaboration revenuequarter

68 %

55 43 28 % Lynozyfic - Global 19 1 ** Other products - Global 1 ** Total net product sales 1,805 1,588 14 % Collaboration revenue Sanofi 2,724 1,617 68 % Bayer 267 345 (23 %) Other 10 6 67 % Other revenue 310 198 57 % Total revenues $ 5,116 $ 3,754 36 % * Rest of world (ROW) ** Percentage not meaningful or greater than 100% EYLEA HD U.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Other revenuequarter

57 %

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

* Percentage not meaningful or greater than 100% (a) Sanofi records global net product sales of Dupixent and Kevzara, and the Company records its share of profits in connection with global sales of such products within Collaboration revenue (b) The Company records net product sales of EYLEA HD and EYLEA in the United States, and Bayer records net product sales outside the United States.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

AI analysis

Q4 2026 · reported Oct 30, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Headline figures

Metric	Q4 2026	Prior qtr	Year ago
Revenue	36%	$40 billion	4%
EPS	35%	—	—
Collaboration revenue	68 %	—	26 %
Other revenue	57 %	—	77 %

EX-99 · Oct 30, 2026

Guidance · company-stated

No guidance located in the held release

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Dividend$0.94

Capital Allocation During the nine months ended September 30, 2026, the Company repurchased $2.3 billion of its common stock.

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

Regeneron Pharmaceuticals — Earnings release (2026-10-30)

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

No guidance located in the held release

Capital allocation

Capital Allocation During the nine months ended September 30, 2026, the Company repurchased $2.3 billion of its common stock.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

As of September 30, 2026, $2.2 billion remained available for share repurchases under the Company's share repurchase programs.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

In October 2026, the Company declared a cash dividend of $0.94 per share on the Company's common stock and Class A stock, payable on December 3, 2026 to shareholders of record as of November 20, 2026.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Marketable Securities Marketable securities as of September 30, 2026 and December 31, 2025 consist of both available-for-sale debt securities of investment grade issuers (see below and Note 6) as well as equity securities of publicly traded companies (see Note 6).

SEC original ↗Regeneron Pharmaceuticals — 10-Q Quarterly report10-QOct 30, 2026

government and government agency obligations 4,352.2 15.2 ( 0.1 ) 4,367.3 Commercial paper 540.8 0.3 541.1 Certificates of deposit 265.7 0.2 265.9 Asset-backed securities 241.4 1.4 242.8 Sovereign bonds 76.3 0.5 76.8 $ 15,617.4 $ 98.5 $ ( 2.5 ) $ 15,713.4 The Company classifies its investments in available-for-sale debt securities based on their contractual maturity dates.

SEC original ↗Regeneron Pharmaceuticals — 10-Q Quarterly report10-QOct 30, 2026

The available-for-sale debt securities as of September 30, 2026 mature at various dates through December 2032.

SEC original ↗Regeneron Pharmaceuticals — 10-Q Quarterly report10-QOct 30, 2026

Risks & headwinds

Attorney's Office for the District of Massachusetts), risks associated with intellectual property of the Company or other parties and pending or future litigation or patent office proceedings relating thereto (including without limitation patent litigation and other related proceedings relating to Regeneron's Products), the ultimate outcome of any such proceedings and investigations, and the impact any of the foregoing may have on Regeneron s business, 10 prospects, operating results, and financial condition.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Forward-Looking Statements and Use of Digital Media This press release includes forward-looking statements that involve risks and uncertainties relating to future events and the future performance of Regeneron Pharmaceuticals, Inc.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Legal Proceedings 46 Item 1A.

SEC original ↗Regeneron Pharmaceuticals — 10-Q Quarterly report10-QOct 30, 2026

Legal Matters The Company is a party to legal proceedings that arise in the ordinary course of its business.

SEC original ↗Regeneron Pharmaceuticals — 10-Q Quarterly report10-QOct 30, 2026

Costs associated with the Company's involvement in legal proceedings are expensed as incurred.

SEC original ↗Regeneron Pharmaceuticals — 10-Q Quarterly report10-QOct 30, 2026

16 Table of Contents On January 10, 2024, the Company filed a patent infringement lawsuit (as amended on January 7, 2026) against Amgen Inc.

SEC original ↗Regeneron Pharmaceuticals — 10-Q Quarterly report10-QOct 30, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Collaboration revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Regeneron Pharmaceuticals — Earnings release (8-K exhibit)EX-99Oct 30, 2026

Documents

Earnings deck slides

0 decks with slide view

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

Competitors