Krystal Biotech Q4 Earnings Exceed Expectations
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy KRYS?
Source: seekingalpha
- Earnings Highlights: Krystal Biotech reported a Q4 GAAP EPS of $1.70, beating expectations by $0.29, which reflects a significant improvement in profitability and boosts investor confidence.
- Revenue Growth: The company achieved revenues of $107.1 million, a 17.6% year-over-year increase, exceeding market expectations by $1.97 million, indicating strong demand for its products and driving overall performance growth.
- Financial Guidance: For FY 2026, Krystal Biotech projects non-GAAP R&D and SG&A expenses to range between $175 million and $195 million, reflecting the company's confidence in future investments aimed at supporting the expansion of its R&D pipeline.
- FDA Recognition: Krystal Biotech received FDA RMAT (Regenerative Medicine Advanced Therapy) designation for its KB707 program targeting lung cancer, with an update expected in the second half of 2026, further solidifying its competitive edge in the biopharmaceutical sector.
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Analyst Views on KRYS
Wall Street analysts forecast KRYS stock price to fall
9 Analyst Rating
8 Buy
1 Hold
0 Sell
Strong Buy
Current: 283.290
Low
198.00
Averages
229.25
High
278.00
Current: 283.290
Low
198.00
Averages
229.25
High
278.00
About KRYS
Krystal Biotech, Inc. is an integrated, commercial-stage biotechnology company. The Company is focused on the discovery, development, and commercialization of genetic medicines to treat diseases with high unmet medical needs. Its product candidates in various stages of clinical and preclinical development include KB407, KB408, KB707, KB105, KB801, KB803, KB304 and KB301. Its commercial product, VYJUVEK, is a redosable gene therapy, and a genetic medicine approved in the United States and Europe for the treatment of dystrophic epidermolysis bullosa. KB407 is being developed for the treatment of Cystic Fibrosis. KB408 is being developed for the treatment of Alpha-1 Antitrypsin Deficiency, a rare lung disease. KB707 is being developed for the treatment of solid tumors. KB105 is being developed for TGM1-Deficient Autosomal Recessive Congenital Ichthyosis. KB803 is a redosable eye drop formulation of B-VEC, designed for the treatment of ocular complications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, suggesting a cautious outlook from the market regarding these companies, which could affect their short-term investment appeal.
- Increased Industry Divergence: The overall market divergence has intensified, with some tech stocks performing well while others face pressure, potentially leading investors to be more selective in their stock choices, impacting overall market liquidity.
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- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, reflecting market concerns about the semiconductor industry, which could impact investor confidence and future investment decisions in this sector.
- Divergent Investor Sentiment: While Nvidia performed strongly, the overall market sentiment remains divided, prompting investors to closely monitor industry dynamics and company fundamentals to make more informed investment choices.
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Krystal Biotech Q4 2025 Earnings Call Highlights
- Significant Sales Growth: Krystal Biotech reported net revenue of $107.1 million for Q4 2025, marking nearly a 10% increase from the previous quarter and an 18% rise year-over-year, indicating strong market demand and enhanced sales capacity.
- International Expansion Plans: The company signed distributor agreements covering over 20 countries and aims to expand to more than 40 countries in 2026, reflecting its proactive global market strategy and commitment to international growth.
- High Gross Margin Maintenance: The gross margin for Q4 was 94%, with expectations to remain in the 90% to 95% range moving forward, demonstrating the company's strong performance in cost control and profitability despite rising costs.
- Investment in R&D and Marketing: The guidance for 2026 non-GAAP operating expenses is set at approximately $175 million to $195 million, reflecting ongoing investments in global launches and pipeline development, aimed at supporting future growth and innovation.
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- Revenue Continues to Climb: Vyjuvek's net product revenue reached $107.1 million in Q4, up from $91.1 million in the corresponding quarter of 2024, demonstrating strong market demand for the gene therapy and suggesting future revenue growth potential.
- Market Penetration Increases: Vyjuvek has achieved approximately 60% market penetration in the U.S., with strong demand in Germany, France, and Japan, indicating the company's potential for global market expansion, which is expected to drive growth in 2026.
- Analyst Rating Upgrade: Jefferies raised its price target for Krystal Biotech from $310 to $371 while maintaining a 'Buy' rating, reflecting confidence in the company's future growth prospects and suggesting about a 34% upside potential in the stock price.
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Krystal Biotech Q4 Earnings Exceed Expectations
- Earnings Highlights: Krystal Biotech reported a Q4 GAAP EPS of $1.70, beating expectations by $0.29, which reflects a significant improvement in profitability and boosts investor confidence.
- Revenue Growth: The company achieved revenues of $107.1 million, a 17.6% year-over-year increase, exceeding market expectations by $1.97 million, indicating strong demand for its products and driving overall performance growth.
- Financial Guidance: For FY 2026, Krystal Biotech projects non-GAAP R&D and SG&A expenses to range between $175 million and $195 million, reflecting the company's confidence in future investments aimed at supporting the expansion of its R&D pipeline.
- FDA Recognition: Krystal Biotech received FDA RMAT (Regenerative Medicine Advanced Therapy) designation for its KB707 program targeting lung cancer, with an update expected in the second half of 2026, further solidifying its competitive edge in the biopharmaceutical sector.
See More
Breakthroughs in Gene Therapy and Needle-Free Treatment
- Pioneering Gene Therapy: Krystal Biotech's Vyjuvek, the first FDA-approved topical gene therapy, is projected to generate sales of $388 million to $389 million in 2023, reflecting a 34% increase year-over-year, indicating strong demand and potential profitability in the rare skin disease market.
- Needle-Free Treatment Innovation: ARS Pharmaceuticals' Neffy has received FDA approval as the first needle-free epinephrine nasal spray, and despite facing advertising controversies, it holds significant market potential, with the global epinephrine market expected to reach $2.48 billion by 2025.
- Strong Financial Performance: Krystal Biotech anticipates earnings per share between $6.46 and $8.92, representing a 156% increase from the previous year, which will support the development of its other gene therapies and further solidify its market position.
- Risks and Opportunities: Although ARS Pharma's stock has declined over 24% year-to-date, its revenue reached $51.8 million in the first nine months of 2025, demonstrating strong market demand and potential for future profitability.
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Stock Market Rebounds Slightly, Nvidia Gains from Meta AI Deal
- Market Rebound: The stock market experienced a slight rebound on Tuesday, despite remaining divided, indicating cautious optimism among investors that could provide some support for future trading.
- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, reflecting ongoing market confidence in its capabilities, which may drive future earnings growth.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, suggesting a cautious outlook from the market regarding these companies, which could affect their short-term investment appeal.
- Increased Industry Divergence: The overall market divergence has intensified, with some tech stocks performing well while others face pressure, potentially leading investors to be more selective in their stock choices, impacting overall market liquidity.
See More
Stock Market Rebounds Slightly, Nvidia Gains from Meta AI Deal
- Market Rebound: The stock market experienced a slight rebound on Tuesday, despite remaining divided, indicating cautious optimism among investors that may provide some support for future trading.
- Nvidia Gains: Nvidia's stock rose late in the session due to a deal with Meta in the AI sector, highlighting its ongoing leadership in AI and potential new growth opportunities for the company.
- AMD and Broadcom Decline: In contrast, AMD and Broadcom saw their stock prices slump, reflecting market concerns about the semiconductor industry, which could impact investor confidence and future investment decisions in this sector.
- Divergent Investor Sentiment: While Nvidia performed strongly, the overall market sentiment remains divided, prompting investors to closely monitor industry dynamics and company fundamentals to make more informed investment choices.
See More
Krystal Biotech Q4 2025 Earnings Call Highlights
- Significant Sales Growth: Krystal Biotech reported net revenue of $107.1 million for Q4 2025, marking nearly a 10% increase from the previous quarter and an 18% rise year-over-year, indicating strong market demand and enhanced sales capacity.
- International Expansion Plans: The company signed distributor agreements covering over 20 countries and aims to expand to more than 40 countries in 2026, reflecting its proactive global market strategy and commitment to international growth.
- High Gross Margin Maintenance: The gross margin for Q4 was 94%, with expectations to remain in the 90% to 95% range moving forward, demonstrating the company's strong performance in cost control and profitability despite rising costs.
- Investment in R&D and Marketing: The guidance for 2026 non-GAAP operating expenses is set at approximately $175 million to $195 million, reflecting ongoing investments in global launches and pipeline development, aimed at supporting future growth and innovation.
See More
Krystal Biotech Reports Strong Q4 Earnings Growth
- Significant Earnings Growth: Krystal Biotech reported a diluted earnings per share of $1.70 for Q4, up from $1.52 in the same quarter of 2024, exceeding analyst expectations of $1.47, indicating sustained profitability improvements for the company.
- Revenue Continues to Climb: Vyjuvek's net product revenue reached $107.1 million in Q4, up from $91.1 million in the corresponding quarter of 2024, demonstrating strong market demand for the gene therapy and suggesting future revenue growth potential.
- Market Penetration Increases: Vyjuvek has achieved approximately 60% market penetration in the U.S., with strong demand in Germany, France, and Japan, indicating the company's potential for global market expansion, which is expected to drive growth in 2026.
- Analyst Rating Upgrade: Jefferies raised its price target for Krystal Biotech from $310 to $371 while maintaining a 'Buy' rating, reflecting confidence in the company's future growth prospects and suggesting about a 34% upside potential in the stock price.
See More
Krystal Biotech Q4 Earnings Exceed Expectations
- Earnings Highlights: Krystal Biotech reported a Q4 GAAP EPS of $1.70, beating expectations by $0.29, which reflects a significant improvement in profitability and boosts investor confidence.
- Revenue Growth: The company achieved revenues of $107.1 million, a 17.6% year-over-year increase, exceeding market expectations by $1.97 million, indicating strong demand for its products and driving overall performance growth.
- Financial Guidance: For FY 2026, Krystal Biotech projects non-GAAP R&D and SG&A expenses to range between $175 million and $195 million, reflecting the company's confidence in future investments aimed at supporting the expansion of its R&D pipeline.
- FDA Recognition: Krystal Biotech received FDA RMAT (Regenerative Medicine Advanced Therapy) designation for its KB707 program targeting lung cancer, with an update expected in the second half of 2026, further solidifying its competitive edge in the biopharmaceutical sector.
See More
Breakthroughs in Gene Therapy and Needle-Free Treatment
- Pioneering Gene Therapy: Krystal Biotech's Vyjuvek, the first FDA-approved topical gene therapy, is projected to generate sales of $388 million to $389 million in 2023, reflecting a 34% increase year-over-year, indicating strong demand and potential profitability in the rare skin disease market.
- Needle-Free Treatment Innovation: ARS Pharmaceuticals' Neffy has received FDA approval as the first needle-free epinephrine nasal spray, and despite facing advertising controversies, it holds significant market potential, with the global epinephrine market expected to reach $2.48 billion by 2025.
- Strong Financial Performance: Krystal Biotech anticipates earnings per share between $6.46 and $8.92, representing a 156% increase from the previous year, which will support the development of its other gene therapies and further solidify its market position.
- Risks and Opportunities: Although ARS Pharma's stock has declined over 24% year-to-date, its revenue reached $51.8 million in the first nine months of 2025, demonstrating strong market demand and potential for future profitability.
See More
