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Collegium Pharmaceutical Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $1.52 |
| EPS actual | $1.76 |
| EPS Surprise | 15.79% |
| Revenue estimate | 184.47M |
| Revenue actual | 193.52M |
| Revenue Surprise | 4.91% |
| Release date | Feb 26, 2026 |
| EPS estimate | $2.14 |
| EPS actual | $2.04 |
| EPS Surprise | -4.67% |
| Revenue estimate | 206.362M |
| Revenue actual | 205.449M |
| Revenue Surprise | -0.443% |
| Release date | Nov 06, 2025 |
| EPS estimate | $1.86 |
| EPS actual | $2.25 |
| EPS Surprise | 20.97% |
| Revenue estimate | 206.162M |
| Revenue actual | 209.361M |
| Revenue Surprise | 1.55% |
| Release date | Aug 07, 2025 |
| EPS estimate | $1.62 |
| EPS actual | $1.68 |
| EPS Surprise | 3.70% |
| Revenue estimate | 191.31M |
| Revenue actual | 188M |
| Revenue Surprise | -1.73% |
Last 4 Quarters for Collegium Pharmaceutical
Below you can see how COLL performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 07, 2025 |
| Price on release | $32.94 |
| EPS estimate | $1.62 |
| EPS actual | $1.68 |
| EPS surprise | 3.70% |
| Date | Price |
|---|---|
| Aug 01, 2025 | $30.07 |
| Aug 04, 2025 | $31.09 |
| Aug 05, 2025 | $31.10 |
| Aug 06, 2025 | $29.75 |
| Aug 07, 2025 | $32.94 |
| Aug 08, 2025 | $34.93 |
| Aug 11, 2025 | $36.14 |
| Aug 12, 2025 | $37.87 |
| Aug 13, 2025 | $37.86 |
| 4 days before | 9.54% |
| 4 days after | 14.94% |
| On release day | 6.04% |
| Change in period | 25.91% |
| Release date | Nov 06, 2025 |
| Price on release | $40.66 |
| EPS estimate | $1.86 |
| EPS actual | $2.25 |
| EPS surprise | 20.97% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $36.00 |
| Nov 03, 2025 | $36.10 |
| Nov 04, 2025 | $35.76 |
| Nov 05, 2025 | $35.85 |
| Nov 06, 2025 | $40.66 |
| Nov 07, 2025 | $42.30 |
| Nov 10, 2025 | $43.53 |
| Nov 11, 2025 | $44.84 |
| Nov 12, 2025 | $47.35 |
| 4 days before | 12.94% |
| 4 days after | 16.45% |
| On release day | 4.03% |
| Change in period | 31.53% |
| Release date | Feb 26, 2026 |
| Price on release | $44.22 |
| EPS estimate | $2.14 |
| EPS actual | $2.04 |
| EPS surprise | -4.67% |
| Date | Price |
|---|---|
| Feb 20, 2026 | $45.00 |
| Feb 23, 2026 | $44.85 |
| Feb 24, 2026 | $45.17 |
| Feb 25, 2026 | $45.75 |
| Feb 26, 2026 | $44.22 |
| Feb 27, 2026 | $41.67 |
| Mar 02, 2026 | $41.60 |
| Mar 03, 2026 | $39.99 |
| Mar 04, 2026 | $39.61 |
| 4 days before | -1.73% |
| 4 days after | -10.43% |
| On release day | -5.77% |
| Change in period | -11.98% |
| Release date | May 07, 2026 |
| Price on release | $39.32 |
| EPS estimate | $1.52 |
| EPS actual | $1.76 |
| EPS surprise | 15.79% |
| Date | Price |
|---|---|
| May 01, 2026 | $34.32 |
| May 04, 2026 | $34.58 |
| May 05, 2026 | $35.32 |
| May 06, 2026 | $36.51 |
| May 07, 2026 | $39.32 |
| May 08, 2026 | $37.80 |
| May 11, 2026 | $35.81 |
| May 12, 2026 | $35.69 |
| May 13, 2026 | $34.87 |
| 4 days before | 14.58% |
| 4 days after | -11.33% |
| On release day | -3.88% |
| Change in period | 1.60% |
Collegium Pharmaceutical Earnings Call Transcript Summary of Q1 2026
Collegium reported a solid start to 2026 with total net product revenues of $193.5M (up 9% YoY) driven by strong JORNAY PM growth (Q1 net revenue $38.9M, +36% YoY; prescriptions +14% YoY) and a stable pain portfolio (total pain revenue $154.6M, +4% YoY). Management highlighted commercial momentum for JORNAY—rising prescriber counts (~30,000), improved HCP awareness and favorability, and expanding pediatric and adult uptake—and reiterated 2026 JORNAY guidance of $190M–$200M. The company announced a proposed acquisition of AZSTARYS for $650M cash (with up to $135M contingent milestones), expects the deal to close in Q2, anticipates AZSTARYS to add >$50M pro forma net revenue in H2 2026, generate >$50M of cost synergies within 12 months, and extend ADHD revenues into 2037. Collegium plans to fund the deal with $350M cash on hand plus a $300M delayed draw term loan, expects net debt / adjusted EBITDA of ~2x post-close, and reaffirmed full-year 2026 guidance (total product revenues $805M–$825M; adjusted EBITDA $455M–$475M) excluding AZSTARYS contribution. Capital deployment priorities remain business development, debt repayment and opportunistic buybacks (about $150M remaining on current repurchase authorization). Management emphasized continued investments in sales/marketing to grow JORNAY and to rapidly integrate AZSTARYS while maintaining durable cash generation from its pain portfolio.
