Feb. 26 at 7:18 PM
$ONC Earnings beat on revenues, but guidance disappoints.
•Q4 revenue grew 33% YoY to
$1.5B, almost entirely driven by market share expansion of its flagship BTK inhibitor, BRUKINSA, which accounted for
$1.1B in sales. Total global sales for the drug hit
$3.9B for the entire year.
•2026 revenue guidance came in below Wall Street expectations. Consensus is
$6.44B, but BeOne projected total 2026 revenue between
$6.2 to
$6.4B.
•Management cautioned investors to expect Q1 2026 seasonality similar to 2025, which often includes slower shipping weeks and could lead to a softer start to the current fiscal year.
