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Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Jessica Fye | JPMorgan | 8 questions · 0% challenging |
| Michael Schmidt | Guggenheim | 7 questions · 14% challenging |
| Tazeen Ahmad | Bank of America | 7 questions · 0% challenging |
| Salveen Richter | Goldman Sachs | 6 questions · 17% challenging |
| Jay Olson | Oppenheimer | 6 questions · 0% challenging |
| Evan Seigerman | BMO Capital Markets | 6 questions · 0% challenging |
| Kripa Devarakonda | Truist Securities | 5 questions · 0% challenging |
| Marc Frahm | TD Cowen | 5 questions · 0% challenging |
| Brian Abrahams | RBC Capital Markets | 4 questions · 0% challenging |
| Stephen Willey | Stifel | 4 questions · 0% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 8 questions · 0% challenging |
| Guggenheim | 1 analyst | 7 questions · 14% challenging |
| Bank of America | 1 analyst | 7 questions · 0% challenging |
| BMO Capital Markets | 1 analyst | 6 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 6 questions · 17% challenging |
| Oppenheimer | 1 analyst | 6 questions · 0% challenging |
| TD Cowen | 1 analyst | 5 questions · 0% challenging |
| Truist Securities | 1 analyst | 5 questions · 0% challenging |
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.
Innovation & R&D | Competitive Dynamics | Product Launch | Revenue Growth | Regulation Policy | Capital Allocation | Demand | M&A | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 13 | 4 | 3 | 2 | 4 | 2 | ||
| 2025Q1 | 10 | 3 | 3 | 3 | 1 | 1 | 1 | |
| 2025Q2 | 7 | 2 | 3 | 4 | 1 | 3 | 2 | |
| 2025Q3 | 14 | 3 | 2 | 1 | 3 | |||
| 2025Q4 | 10 | 4 | 4 | 2 | 3 | 1 | ||
| 2026Q1 | 11 | 5 | 3 | 1 | 2 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 13 | 10 | 7 | 14 | 10 | 11 |
| Competitive Dynamics | 4 | 3 | 2 | 3 | 4 | 5 |
| Product Launch | 3 | 3 | 3 | 2 | 4 | 3 |
| Revenue Growth | 2 | 3 | 4 | 2 | 1 | |
| Regulation Policy | 4 | 1 | 1 | 3 | 2 | |
| Capital Allocation | 1 | 3 | 3 | 1 | ||
| Demand | 2 | 1 | 1 | |||
| M&A | 1 | 2 |
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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 Q1Selected | $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 |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
No 8-K events recorded for this window.
Calendar quarter Q1 2026Earnings call Apr 28, 2026
FY2026 Q1 in brief
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%.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Incyte (INCY), FY2026 Q1: 9/10. Scores: Incyte’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: INCY daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +20.9% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
What INCY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“Now when it comes to Prelude, we see that as a next-generation program potentially for us.”
Incyte holds a time-based option on a Prelude Therapeutics next-generation JAK2 V617F molecule, which it will weigh against its internal 058 program before exercising.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
INCY Incyte | 9 | +20.9% | |
| ALNY Alnylam Pharmaceuticals | 9 | +96.4% | |
| INSM Insmed Incorporated | 8 | +229.6% | |
| MRNA Moderna | 8 | +263.6% | |
| REGN Regeneron Pharmaceuticals | 7 | +19.0% | |
| TECH Bio-Techne | Newest quarter — available with Pro | Newest quarter — available with Pro | |
| VRTX Vertex Pharmaceuticals | 6 | +7.8% |
Newest-quarter details for 1 peer (score, revenue, headline, themes and macro signals) are available with Pro.