NASDAQ$HRMY

Harmony Biosciences Holdings Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Harmony Biosciences reported Q4 2025 net product revenue of $243.8M with diluted EPS of $0.38.

Q4 net product revenue rose 21% to $243.8 million on WAKIX demand; GAAP net income was $22.5 million ($0.38 diluted EPS) versus $49.5 million a year ago. Adjusted diluted EPS was $0.57. Full-year 2025 WAKIX net product revenue reached $868.5 million (+22%).

  • Q4 WAKIX net product revenue $243.8M (+21% YoY).
  • GAAP net income $22.5M; adjusted diluted EPS $0.57.
  • 2026 WAKIX net revenue guidance $1.0B–$1.04B.
  • Pediatric cataplexy approval and ANDA settlements support franchise durability.

Headline financials

Total Revenue

$244M

Previous: $201M+21.1%
EPS (adj)

$0.57

Previous: $1.08-47.2%
Patients on WAKIX

8.5K

No prior period
Net Income

$22.5M

Previous: $49.5M-54.5%
Operating Income

$38.6M

Previous: $55.7M-30.8%
Gross Profit

$175M

No prior period

Revenue & EPS history

Harmony Biosciences · Revenue · Quarterly

$244M

Q4 2025+21.1%vs Q4 2024
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Harmony Biosciences · $160M total across 1 segment · Q3 2023

  • WAKIX Net Product Revenue
    $160M+36.8%

Forward guidance

The release discusses Harmony Biosciences's outlook for upcoming periods, including capital allocation, operating priorities, and market risks, without relying solely on numeric EPS bridges.

Tailwinds

  • Harmony Biosciences cites operational execution and demand trends supporting the outlook.
  • Balance sheet and liquidity actions aim to fund growth and returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+1.3%

Avg return

Earnings day

+3.0%

Avg return

5 days after

+6.0%

Avg return

30 days after

54%

14 / 26 earnings

Positive

+24.4%

Q3 2023

Best reaction

-15.1%

Q1 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.1%-8.0%-1.8%
Q4 2025+2.6%+6.2%+2.1%
Q3 2025-1.6%-5.1%+18.1%
Q1 2025+7.0%+13.7%+16.9%
Q4 2024+8.2%-1.0%-2.4%
Q3 2024-5.5%-7.5%+0.0%
Q2 2024+8.5%+9.4%+15.0%
Q1 2024+3.5%+7.9%-1.3%
Q4 2023-1.5%+1.5%+0.9%
Q3 2023+24.4%+31.5%+47.4%
Q2 2023-7.9%-5.0%+2.5%
Q1 2023+9.9%+9.5%+5.0%
Q4 2022-6.1%-8.0%-15.2%
Q3 2022+12.5%+13.2%+15.4%
Q2 2022+6.3%+6.6%-7.8%
Q1 2022-15.1%-21.9%-5.0%
Q4 2021+5.6%+6.1%+31.5%
Q3 2021+0.1%-0.1%-9.3%
Q2 2021+13.9%+20.1%+41.4%
Q1 2021+1.2%+4.0%+21.8%
Q1 2020+1.2%+4.0%+21.8%
Q2 2020-4.1%+11.4%-2.1%
Q4 2020-4.1%+11.4%-2.1%
Q3 2020-6.8%-7.4%-12.0%
Q4 2019-6.8%-7.4%-12.0%
Q3 2019-6.8%-7.4%-12.0%
Q2 2019
Q1 2019

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