EURONEXT-BRU$NYXH

Nyxoah SA · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Nyxoah Q1 2026: U.S. Genio revenue up 25% sequentially to €4.3M as global net revenue reaches €6.4M

Nyxoah SA reported Q1 2026 financial and operating results for the three months ended March 31, 2026, reflecting accelerating U.S. commercialization of its Genio neurostimulation system for obstructive sleep apnea. Global net revenue was €6.4 million versus €1.1 million in Q1 2025, with U.S. net revenue of €4.3 million representing 25% sequential growth over Q4 2025. Gross margin was 57% on cost of goods sold of €2.7 million. Operating loss was €20.5 million, roughly flat versus €20.6 million a year ago, as higher revenue was offset by increased U.S. commercial build-out. Loss for the period was €15.9 million, or €(0.37) per diluted share, compared with €(22.4) million, or €(0.60) per share, in Q1 2025. The company trained 62 new U.S. surgeons in the quarter, activated 34 new accounts, and reported 100% prior-authorization approval on reviewed U.S. submissions. Cash, cash equivalents and financial assets totaled €25.9 million at quarter end.

  • Global net revenue was €6.4M (+13% q/q), with U.S. net revenue of €4.3M up 25% sequentially following the August 2025 FDA approval.
  • Gross margin was 57%; operating loss was €20.5M as SG&A rose to €15.4M to support U.S. commercial expansion.
  • Loss for the period narrowed to €15.9M, or €(0.37) diluted EPS, from €(22.4)M, or €(0.60) per share, in Q1 2025.
  • 62 new U.S. surgeons trained and 34 new accounts activated; 100% prior-auth approval on reviewed commercial payer submissions.
  • Cash and financial assets were €25.9M; company expects to draw €13.8M from the second EIB tranche in Q2 2026.

Headline financials

Total Revenue

€6.4M

No prior period
EPS (adj)

-€0.37

No prior period
U.S. surgeons trained (cumulative)

207

No prior period
Active high-volume U.S. accounts

91

No prior period
R&D expenses

€8.8M

No prior period
Gross margin

57.0%

No prior period
Net Income

-€15.9M

No prior period
Operating Income

-€20.5M

No prior period
Cash & Equivalents

€25.9M

No prior period

Revenue & EPS history

Nyxoah SA · Revenue · Quarterly

€6.4M

Q1 2026
Beat estimate in 3 of 11 quarters(27%)
ActualEstimate

Revenue by segment

Nyxoah SA · €6.4M total across 2 segments · Q1 2026

  • United States
    €4.3M
  • International
    €2.1M

Forward guidance

For Q2 2026, Nyxoah expects U.S. net revenue to grow sequentially by approximately 25-30% over Q1. Full-year 2026 worldwide net revenue is expected in the range of €35-38 million, gross margin of 60-62%, and total operating expenses of €97-99 million (non-GAAP cash operating expenses €88-90 million).

Tailwinds

  • Strong U.S. launch momentum with sequential revenue growth and 100% prior-auth approval on reviewed submissions.
  • Medicare issued new C-Codes for Genio and clarified facility and physician payments.

Headwinds

  • Operating losses persist as commercial and R&D investments continue.
  • Gross margin dipped to 57% in Q1 due to lower yield, though management says the issue has been addressed.

Historical earnings impact

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

Avg. return before/after earnings

Based on 13 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.7%

Avg return

Earnings day

+0.6%

Avg return

5 days after

-6.0%

Avg return

30 days after

36%

5 / 14 earnings

Positive

+16.0%

Q1 2024

Best reaction

-13.1%

Q4 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.4%-9.0%-50.4%
Q2 2024+3.8%+7.6%-5.6%
Q1 2024+16.0%+14.1%-9.3%
Q4 2023-13.1%+1.2%-22.8%
Q3 2023-11.6%-7.2%-15.7%
Q2 2023-1.2%+2.1%+7.0%
Q1 2023-3.3%-4.9%+0.6%
Q4 2022+4.2%+1.6%+54.6%
Q3 2022+0.8%+1.7%-9.2%
Q2 2022+1.5%+0.8%-22.5%
Q1 2022-3.2%-9.5%-4.4%
Q4 2021-2.9%-5.7%-12.5%
Q3 2021+0.0%+4.3%-13.5%
Q2 2021+0.0%+11.5%+20.1%
Q1 2021
Q4 2020
Q3 2020
Q2 2020
Q1 2020
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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