Ironwood Q1 revenue jumps 159%, beats analyst expectations

Ironwood Pharmaceuticals, Inc. Class A

Ironwood Pharmaceuticals, Inc. Class A

IRWD

0.00


Overview

  • U.S. GI drugmaker's Q1 revenue rose sharply, beating analyst expectations

  • Adjusted net income for Q1 beat analyst expectations

  • Company maintained 2026 financial guidance and advanced Phase 3 apraglutide trial plans


Outlook

  • Ironwood maintains 2026 guidance for LINZESS U.S. net sales at $1.125-$1.175 bln

  • Company expects 2026 total revenue of $450-$475 mln

  • Ironwood projects 2026 adjusted EBITDA above $300 mln


Result Drivers

  • LINZESS NET PRICE - Co said significantly improved net price, due to elimination of inflationary rebates and favorable time-phasing of gross-to-net rebate reserves, was a primary driver of Q1 LINZESS U.S. net sales growth

  • PRESCRIPTION DEMAND - 5% year-over-year growth in LINZESS prescription demand contributed to higher sales

  • LOWER OPERATING EXPENSES - Decline in total costs and expenses, including lower SG&A and restructuring costs, supported improved profitability


Company press release: ID:nBw99z8W3a


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q1 Revenue

Beat

$106.51 mln

$92.09 mln (4 Analysts)

Q1 EPS

$0.24

Q1 Adjusted Net Income

Beat

$40.95 mln

$38.20 mln (3 Analysts)

Q1 Net Income

$40.77 mln

Q1 Adjusted EBITDA

Beat

$76.67 mln

$49.35 mln (2 Analysts)

Q1 Basic EPS

$0.25


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