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INCY Earnings

Incyte Corp
$
81.610
+2.42(3.056%)1D
  • Overview
  • Forecast
  • Valuation
  • Earnings

Earning Analysis

Welcome to our in-depth analysis of Incyte Corp(INCY) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Incyte Corp earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.

Earnings Forecast

Revenue
EPS
Currency: USD
Actual
Estimate

Surprise Analysis

Name
EPS
Revenue
Price Reaction
Fiscal QuarterEarning DateTimeEstimateActualSurprise%EstimateActualSurprise%1D5D
FY2025Q22025-07-29Pre-Market1.471.57+6.801.15B1.22B+5.65+10.28+7.74
FY2025Q12025-04-29Pre-Market0.741.16+56.76997.62M1.05B+5.54+1.53+5.06
FY2024Q42025-02-10Pre-Market1.541.43-7.141.15B1.18B+2.92-7.86-5.00
FY2024Q32024-10-29Pre-Market1.111.07-3.601.08B1.14B+5.64+12.04+15.31
FY2024Q22024-07-30-0.59-2.03-444.071.01B1.04B+2.86-1.17-9.61
FY2024Q12024-04-30-0.690.38-44.93924.64M880.89M-4.73-0.97+2.89
FY2023Q42024-02-13-1.040.82-21.151.00B1.01B+0.99+2.59+1.69
FY2023Q22023-08-01-0.690.77+11.59910.41M954.61M+4.86-0.05+1.87
-2023-05-02-0.680.18-73.53----7.14-12.68
-2023-02-07-0.430.44+2.33----4.03-5.07

INCY Earnings Analysis

Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Incyte Corp reported performance for FY2025Q2, announced on 2025-07-29. The company achieved an EPS of 1.57, compared to analyst estimates of 1.47 by 6.80% . Revenue for the quarter reached 1.22B compared to expectations of 1.15B by 5.65% .
The stock price reacted with a 10.28% one-day change and a 7.74% five-day change following the earnings release. These movements reflect market reaction in Incyte Corp growth trajectory and strategic initiatives.

INCY Earnings Forecast

Looking ahead, Incyte Corp(INCY) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q3 project quarter revenue of 1.25B and an EPS of 1.67.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 2.84%, while EPS estimates have been Revise Upward by 4.33%. For the upcoming Q3 2025, revenue estimates have been adjusted Revise Upward by 3.18% . These revisions correlate with a 34.20% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Incyte Corp long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.

Estimate Revision

The chart shows the correlation between INCY's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
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+2.84%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
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+4.33%
In Past 3 Month
Revenue Estimates for Q3 2025
Revise Upward
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+3.18%
In Past 3 Month
Stock Price
Go Up
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+34.20%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
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Revenue Estimate-Annual FY 2025:4.84B
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EPS Estimate-Annual FY 2025:6.08
Stock Price81.61

INCY Revenue and EPS Performance: A Historical Perspective

Incyte Corp revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q2 (2025-07-29,Pre-Market):
EPS: 1.57 (Actual) vs.1.47 (Estimate) (6.80%)
Revenue: 1.22B (Actual) vs. 1.15B (Estimate) (5.65%)
Price Reaction: 10.28%(1-Day), 7.74%(5-Day)
FY2025Q1 (2025-04-29,Pre-Market):
EPS: 1.16 (Actual) vs.0.74 (Estimate) (56.76%)
Revenue: 1.05B (Actual) vs. 997.62M (Estimate) (5.54%)
Price Reaction: 1.53%(1-Day), 5.06%(5-Day)
FY2024Q4 (2025-02-10,Pre-Market):
EPS: 1.43 (Actual) vs.1.54 (Estimate) (-7.14%)
Revenue: 1.18B (Actual) vs. 1.15B (Estimate) (2.92%)
Price Reaction: -7.86%(1-Day), -5.00%(5-Day)
Earnings Reaction
The chart below shows how INCY performed 10 days before and after its earnings report, based on data from the past quarters. Typically, INCY sees a -1.52% change in stock price 10 days leading up to the earnings, and a +1.88% change 10 days following the report. On the earnings day itself, the stock moves by +0.52%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in JUN/2025, the stock changed 0.23% on the day following the earnings release and then changed by 5.47% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.

Transcript Summary

Incyte Corp (INCY) Q2 2025 Earnings Call Summary
Positive
2025-07-29
The earnings call highlights strong financial performance, with a 20% YoY revenue increase and improved operating leverage. Product launches and R&D progress, particularly for Niktimvo and Povorcitinib, are promising. The raised guidance for Jakafi and strategic focus on key therapeutic areas add to the positive outlook. Despite some delays in data releases, the overall sentiment is positive, supported by strong product performance and strategic growth plans. The Q&A section did not reveal significant concerns, further supporting a positive sentiment.
Incyte Corp (INCY) Q1 2025 Earnings Call Summary
Positive
2025-04-29
The earnings call indicates strong financial performance with a 20% increase in total revenues and 26% growth in product revenues, driven by Jakafi and Opzelura. The company shows improved operating leverage and margins, and positive guidance for future revenue growth. Despite no shareholder return plan, the absence of major negative factors, coupled with a promising product pipeline and strategic market positioning, suggests a positive sentiment. The Q&A session did not reveal significant concerns, supporting the overall positive outlook for the stock price in the short term.
Incyte Corp (INCY) Q4 2024 Earnings Call Summary
Positive
2025-02-11
The earnings call summary indicates strong financial performance with increased revenues, a solid cash position, and significant share repurchases. The guidance has been raised, showing confidence in future growth. Despite some concerns in the Q&A about clinical trial specifics, overall sentiment is positive with plans for new product launches and market expansion. The market is likely to react positively to the raised guidance and strong financial health.
Incyte Corporation (INCY) Q3 2024 Earnings Call Summary
Positive
2024-10-29
The earnings call highlights strong financial performance with a 24% revenue increase and robust demand for key products like Jakafi and Opzelura. The raised revenue guidance and successful acquisition indicate positive growth prospects. While there are regulatory and competitive risks, the optimistic guidance and strategic focus on high-potential programs outweigh these concerns. The Q&A section reveals confidence in product efficacy and development strategies, further supporting a positive sentiment. The absence of share repurchase news is a minor negative, but overall, the sentiment leans towards a positive stock price reaction.
Incyte Corporation (INCY) Q2 2024 Earnings Call Summary
Positive
2024-07-30
The earnings call summary reflects a positive sentiment overall. The financial performance showed revenue growth, particularly in Opzelura and Jakafi. The acquisition of Escient Pharmaceuticals and the share repurchase program are strategic moves. The Q&A section revealed confidence in pipeline restructuring and growth in Jakafi's market share. Although there are some risks like supply chain challenges and integration risks, the strong financial metrics and optimistic guidance outweigh these concerns, leading to a positive outlook for the stock price.

FAQ

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What were the key highlights of INCY’s latest earnings report for FY2025Q2?

INCY reported its FY2025Q2 earnings on 2025-07-29, showcasing a revenue of 1.22B against an estimate of 1.15B, resulting in a 5.65% surprise. The EPS was 1.57, surpassing the expected 1.47 by 6.8% . The stock experienced a 10.28% price change on the earnings day and a 7.74% change over the next five days, reflecting market reactions to the results.
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How did INCY’s stock price react after the FY2025Q2 earnings release?

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What are the revenue and EPS estimates for INCY for 2025/Q3?

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How does INCY’s stock price correlate with earnings forecast revisions?

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What should investors expect from INCY’s next earnings report?

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What is the sentiment in Incyte Corp (INCY) Q2 2025 Earnings Call Summary?