Arcutis Biotherapeutics Inc. (NASDAQ: ARQT) Surpasses Earnings Expectations and Shows Strong Revenue Growth
Arcutis BiotherapeuticsArcutis Biotherapeutics(US:ARQT) Financial Modeling Prep·2026-02-26 18:05

Core Insights - Arcutis Biotherapeutics Inc. is a prominent biopharmaceutical company focused on innovative dermatological treatments, particularly its leading product ZORYVE® (roflumilast), which has shown significant revenue growth [1] Financial Performance - In Q4 2025, Arcutis reported earnings of $0.13 per share, exceeding the Zacks Consensus Estimate of $0.03 per share, resulting in an earnings surprise of +290.39% [2][6] - The company's revenue for Q4 2025 reached $129.5 million, surpassing the Zacks Consensus Estimate by 11.93%, and marking an 84% increase from $71.36 million in Q4 2024 [3][6] - ZORYVE® generated net product revenue of $127.5 million in Q4 2025, reflecting an 84% increase from Q4 2024 and a 29% rise from Q3 2025 [3][6] Growth Prospects - Arcutis is expanding its product portfolio, with positive topline data from the INTEGUMENT-INFANT Phase 2 trial of ZORYVE cream 0.05% for children with mild to moderate atopic dermatitis, and plans to submit a Supplemental New Drug Application (sNDA) in Q2 2026 [4] - The company is enhancing its dermatology sales force and implementing a targeted commercialization strategy aimed at primary care and pediatric healthcare providers [5] - Arcutis raised its 2026 full-year net product sales guidance to between $480 million and $495 million, indicating strong confidence in its growth trajectory [5][6]