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Ipsen S.A Earnings Calls
| Release date | Feb 12, 2026 |
| EPS estimate | $6.49 |
| EPS actual | $7.07 |
| EPS Surprise | 8.94% |
| Revenue estimate | 1.124B |
| Revenue actual | 2.34B |
| Revenue Surprise | 108.24% |
| Release date | Jul 31, 2025 |
| EPS estimate | $6.56 |
| EPS actual | $7.15 |
| EPS Surprise | 8.99% |
| Revenue estimate | 2.206B |
| Revenue actual | 2.144B |
| Revenue Surprise | -2.81% |
| Release date | May 28, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | - |
| EPS actual | $2.85 |
| Revenue estimate | - |
| Revenue actual | 2.794B |
Last 4 Quarters for Ipsen S.A
Below you can see how IPSEF 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 | Dec 31, 2024 |
| Price on release | $125.37 |
| EPS estimate | - |
| EPS actual | $2.85 |
| Date | Price |
|---|---|
| Dec 24, 2024 | $125.37 |
| Dec 26, 2024 | $125.37 |
| Dec 27, 2024 | $125.37 |
| Dec 30, 2024 | $125.37 |
| Dec 31, 2024 | $125.37 |
| Jan 01, 2025 | $125.37 |
| Jan 02, 2025 | $125.37 |
| Jan 03, 2025 | $117.60 |
| Jan 06, 2025 | $125.37 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | May 28, 2025 |
| Price on release | $125.37 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 05, 2025 | $125.37 |
| May 06, 2025 | $125.37 |
| May 07, 2025 | $125.37 |
| May 08, 2025 | $125.37 |
| May 09, 2025 | $125.37 |
| Jun 13, 2025 | $117.60 |
| Jun 19, 2025 | $113.13 |
| Jun 20, 2025 | $113.13 |
| Jun 23, 2025 | $113.13 |
| 4 days before | 0% |
| 4 days after | -9.76% |
| On release day | -6.20% |
| Change in period | -9.76% |
| Release date | Jul 31, 2025 |
| Price on release | $113.13 |
| EPS estimate | $6.56 |
| EPS actual | $7.15 |
| EPS surprise | 8.99% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $117.60 |
| Jul 28, 2025 | $113.13 |
| Jul 29, 2025 | $113.13 |
| Jul 30, 2025 | $113.13 |
| Jul 31, 2025 | $113.13 |
| Aug 01, 2025 | $117.60 |
| Aug 04, 2025 | $113.13 |
| Aug 05, 2025 | $113.13 |
| Aug 06, 2025 | $113.13 |
| 4 days before | -3.80% |
| 4 days after | 0% |
| On release day | 3.95% |
| Change in period | -3.80% |
| Release date | Feb 12, 2026 |
| Price on release | $113.13 |
| EPS estimate | $6.49 |
| EPS actual | $7.07 |
| EPS surprise | 8.94% |
| Date | Price |
|---|---|
| Feb 06, 2026 | $113.13 |
| Feb 09, 2026 | $113.13 |
| Feb 10, 2026 | $113.13 |
| Feb 11, 2026 | $113.13 |
| Feb 12, 2026 | $113.13 |
| Feb 13, 2026 | $113.13 |
| Feb 17, 2026 | $113.13 |
| Feb 18, 2026 | $113.13 |
| Feb 19, 2026 | $113.13 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
Ipsen S.A Earnings Call Transcript Summary of Q4 2025
Key points for investors:
- Strong 2025 commercial performance: total sales +10.9% (CER), portfolio ex-Somatuline +14.2%. Dysport, Iqirvo and Bylvay drove acceleration; oncology up modestly with Somatuline benefiting from limited generic supply.
- Profitability and cash generation: core operating margin 35.2%; core operating income +16.7% to €1.3bn; free cash flow €1.0bn (+29%); net cash position €560m and available firepower ~€3.2bn for external innovation.
- 2026 guidance: management expects another year of double-digit sales growth (>13% at constant exchange rates) and a core operating margin >35% (currency headwinds ~2% assumed); guidance assumes limited generic lanreotide supply in 2026.
- Portfolio / product notes: Iqirvo and Bylvay are strong growth drivers (Iqirvo tracking well after Ocaliva switches; Bylvay €180m, +36%); Onivyde growing but company now ‘‘unlikely to reach €500m peak sales’’; Somatuline dynamics depend on generic manufacturing constraints and contracting.
- Financial cleanup and impairments: ~€350m pre-tax impairments recognized (notably Tazverik and fidrisertib after negative readout), yet IFRS operating income and net profit increased due to underlying operating performance.
- R&D and pipeline momentum: significant activity across oncology, rare disease and neuroscience. Key items: EMA submission for tovorafenib (pediatric LGG), EU approval of Cabometyx in NET, addition of ImCheck assets (IPN60340 awarded FDA Breakthrough designation), Phase III program opened for elafibranor in PSC, and the Phase II/Phase III path for long-acting neurotoxin IPN10200 with upcoming full Phase II data and planned Phase III trials.
- Near-term catalysts (2026): 5 key milestones highlighted including three pivotal readouts, EU decision for tovorafenib (H1), multiple Phase III unblindings (Bylvay in biliary atresia, Iqirvo in certain PBC patients, Dysport in migraine) and broader IPN10200 data presentations. These underpin the optimistic 2026 outlook.
- M&A focus and balance-sheet discipline: management is actively pursuing external innovation, prioritizing oncology and late-stage opportunities while maintaining an investment-grade posture (target max ~2x net debt/EBITDA); Board may consider stretching for exceptional opportunities but it is not the current priority.
