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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Incyte (INCY) is 9/10.
Incyte delivered Q1 total revenue of $1.27 billion, up 21% year-over-year, with net sales growing 20% and the core business excluding Jakafi surging 63%. The FDA accepted the Povo HS NDA and positive Phase III vitiligo data expanded the dermatology pipeline, while KRAS G12D Phase III was initiated in first-line PDAC. Niktimvo achieved 32% market capture in its second year, and all FY2026 guidance was reaffirmed with multiple catalysts ahead.
Scored from Incyte’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $1.18B | +16.3% | $1.02 | +14.6% | 25.2% | 17.1% | $364M |
| FY2025 Q1 | $1.05B | +19.5% | $0.80 | +6.7% | 20.6% | 15.0% | $263M |
| FY2025 Q2 | $1.22B | +16.5% | $2.04 | +200.0% | 25.6% |
| 33.3% |
| $26M |
| FY2025 Q3 | $1.37B | +20.0% | $2.11 | +290.7% | 31.6% | 31.1% | $545M |
| FY2025 Q4 | $1.51B | +27.8% | $1.46 | +43.1% | 25.5% | 19.9% | $521M |
| FY2026 Q1 | $1.27B | +20.9% | $1.47 | +83.8% | 25.5% | 23.8% | $359M |
| FY2026 Q2 | $1.67B | +37.7% | $2.81 | +37.7% | 41.7% | 35.0% | $495M |