Neurocrine Biosciences Inc (NBIX) · Nov 2, 2026 · Earnings

Neurocrine earnings beat as Ingrezza guide rises, Vykat ramps

Beat — Non-GAAP EPS $3.29 vs ~$1.91 consensus; revenue $1.123B vs ~$1.04B

Neurocrine’s Q3 earnings beat published expectations, with product sales topping $1 billion and Ingrezza guidance raised as Vykat gains traction.

Neurocrine is moving from a one-product growth story toward a broader commercial platform: INGREZZA remains the anchor, CRENESSITY is scaling, and the Soleno acquisition added VYKAT XR plus a new rare-disease franchise. The acquisition was already known; this quarter tests whether the expanded portfolio is translating into durable growth.

The quarter beat the market’s bar by a wide margin. Revenue reached $1.123 billion versus published expectations around $1.04 billion, while non-GAAP diluted EPS was $3.29 versus roughly $1.91 consensus. Product sales crossed $1 billion for the first time, led by INGREZZA at $801 million, CRENESSITY at $211 million, and VYKAT XR at $107 million.

Metric	Q3 2026 / Updated	Q3 2025 / Prior	Consensus / Comparison
Total revenue (Financial Highlights)	$1,123M (+41%)	$795M	~$1,040M
INGREZZA sales (Revenue table)	$801M (+17%)	$687M	—
CRENESSITY sales (Revenue table)	$211M (+115%)	$98M	—
VYKAT XR sales (Revenue table)	$107M	—	—
Non-GAAP diluted EPS (Non-GAAP reconciliation)	$3.29	$2.17	~$1.91
GAAP diluted EPS (Income Statement)	$1.96	$2.04	—
INGREZZA FY26 sales guide (Guidance)	$2.900B–$2.925B	$2.825B–$2.875B	—
FY26 non-GAAP SG&A guide (Guidance)	$1.290B–$1.310B	$1.325B–$1.350B	—
Cash, equivalents and securities (Balance Sheet)	$790M	$2.543B	—

The most important operational signal is that the new portfolio is contributing, not merely being acquired. INGREZZA delivered double-digit volume growth, while VYKAT generated $107 million in its first reported quarter inside Neurocrine. CRENESSITY also more than doubled year over year. The company raised its INGREZZA sales range by $50 million at the midpoint, reinforcing that its core product is still outperforming rather than being diluted by the Soleno integration.

The earnings quality is better on an underlying basis, but GAAP profitability is noisier. Non-GAAP EPS rose sharply, while GAAP EPS fell slightly because of acquisition-related compensation, inventory step-up amortization, acquired-intangible amortization, and a $52.3 million unrealized loss on equity investments. Those charges are tied partly to the Soleno transaction, which closed in May 2026, rather than a deterioration in the commercial business. 〔0〕

The raised sales outlook comes with disciplined expense guidance, not a broad spending reset. INGREZZA guidance increased and SG&A guidance fell, while R&D guidance was unchanged despite heavier investment in Phase 3 programs for osavampator and direclidine. That combination suggests management is funding the pipeline and commercial expansion without allowing the Soleno integration to push the operating plan higher across the board. The main offset is the balance-sheet decline after the acquisition and the newly acquired asset base, including approximately $2.2 billion of VYKAT-related intellectual property. 〔1〕

Bottom line: This was a clear earnings beat that validates the early diversification strategy: INGREZZA is still accelerating, while CRENESSITY and VYKAT are adding meaningful scale. The filing strengthens the current growth story rather than rewriting it, because the acquisition thesis was already known but the commercial delivery is ahead of the expected bar.

What to watch next

Phase 3 readouts for osavampator and direclidine in 2027

Original filing on SEC EDGAR

More Neurocrine Biosciences Inc news

Neurocrine replaces CMO Keswani with former chief Roberts amid pipeline expansion

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

Community sentiment · 612 votes

58% bullish

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Neurocrine earnings beat as Ingrezza guide rises, Vykat ramps

What to watch next

More Neurocrine Biosciences Inc news

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