EURONEXT-AMS$PHAR

Pharming Group NV · Q2 2026 earnings

Q2 2026 earnings · · Investor relations

Briefing

Pharming Group NV reported Q2 2026 total revenues of $90.2 million, down 3% year-over-year, with net profit of $1.6 million.

Pharming Group NV delivered Q2 2026 revenues of $90.2 million, a 3% decline from the prior year, driven by a 10% drop in RUCONEST offset by 40% growth in Joenja. Operating profit was $1.3 million and net profit reached $1.6 million. The company revised full-year 2026 revenue guidance downward to $375-395 million while improving operating expense guidance.

  • Total revenues $90.2M (-3% YoY); RUCONEST $72.3M (-10%), Joenja $17.9M (+40%)
  • Operating profit $1.3M and net profit $1.6M; adjusted operating profit $7.9M
  • 132 APDS patients on paid Joenja therapy in the US (+16% YoY); cash position $159.5M
  • 2026 revenue guidance lowered to $375-395M; opex guidance improved to $315-320M

Headline financials

Total Revenue

$90.2M

No prior period
EPS (adj)

$0.00

No prior period
APDS patients on paid therapy (US)

132

No prior period
Net Income

$1.6M

No prior period
Operating Income

$1.3M

No prior period
Gross Profit

$75.7M

No prior period
Cash & Equivalents

$160M

No prior period

Revenue & EPS history

Pharming Group NV · Revenue · Quarterly

$90.2M

Q2 2026
Beat estimate in 1 of 1 quarters(100%)
ActualEstimate

Revenue by segment

Pharming Group NV · $90.2M total across 4 segments · Q2 2026

  • RUCONEST US
    $72M
  • Joenja US
    $15.4M
  • Joenja EU & RoW
    $2.5M
  • RUCONEST EU & RoW
    $300K

Forward guidance

Updated 2026 total revenue guidance to $375-395 million (0-5% growth) and operating expenses to $315-320 million.

Tailwinds

  • Strong Joenja momentum with 40% revenue growth and geographic expansion
  • RUCONEST patient base resilient at 93% of prior year with new enrollments increasing
  • Improved operating expense guidance reflecting disciplined cost management

Headwinds

  • Lowered full-year revenue guidance by $30 million due to market dynamics
  • Q2 operating profit impacted by inventory impairments and site closure costs

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 16 quarterly earnings reports

Historical avg

-3.1%

Avg return

Earnings day

-3.3%

Avg return

5 days after

-1.0%

Avg return

30 days after

38%

6 / 16 earnings

Positive

+12.5%

Q2 2022

Best reaction

-26.8%

Q4 2026

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2026
Q4 2026-26.8%-93.2%-93.1%
Q3 2025+11.5%+19.8%+27.1%
Q2 2024-8.4%-2.9%-7.7%
Q1 2024-1.7%-3.3%-12.6%
Q4 2023-1.7%-1.0%-5.2%
Q3 2023+5.0%+14.0%+12.0%
Q2 2023+4.2%-0.5%-1.4%
Q1 2023-20.4%-7.7%-4.8%
Q4 2022-1.6%-14.2%-6.2%
Q3 2022+0.0%+24.3%+28.2%
Q2 2022+12.5%+29.6%+59.2%
Q1 2022+3.8%+7.7%+7.9%
Q4 2021+1.3%-2.7%+5.8%
Q3 2021-12.6%-7.5%-13.6%
Q2 2021-6.8%-8.8%-4.0%
Q1 2021-8.4%-6.9%-7.0%

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