Alkermes (ALKS) Reports Q4 Earnings: What Key Metrics Have to Say

Core Insights - Alkermes reported revenue of $384.55 million for the quarter ended December 2025, reflecting a year-over-year decline of 10.6% and an EPS of $0.46, down from $1.04 in the same quarter last year. The revenue exceeded the Zacks Consensus Estimate by 1.21% while the EPS surpassed the consensus estimate by 7.8% [1] Revenue Breakdown - Manufacturing and Royalty revenues were reported at $69.06 million, falling short of the average estimate of $71.23 million by six analysts, representing a year-over-year decline of 43.5% [4] - Product sales, net, amounted to $315.49 million, slightly above the average estimate of $310.64 million, showing a year-over-year increase of 2.5% [4] - Proprietary Sales for VIVITROL reached $124.1 million, exceeding the estimated $122.43 million, but reflecting a decline of 7.5% compared to the previous year [4] - Manufacturing and Royalty Revenues for VUMERITY were reported at $27.62 million, significantly lower than the average estimate of $34.83 million, marking a year-over-year decrease of 21.1% [4] - Proprietary Sales for ARISTADA were $97.2 million, surpassing the average estimate of $93.77 million, with a year-over-year change of 0.6% [4] - Proprietary Sales for LYBALVI reached $94.1 million, slightly above the average estimate of $93.91 million, indicating a year-over-year increase of 22.2% [4] Stock Performance - Alkermes shares have returned -0.4% over the past month, compared to a -0.3% change in the Zacks S&P 500 composite, with the stock currently holding a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]