NASDAQ$JAGX

Jaguar Health Inc · Q1 2026 earnings

Q1 2026 earnings · · After market close · Investor relations

Briefing

Jaguar Health Inc reported significant revenue growth in Q1 2026 primarily from a major licensing agreement.

The company achieved total revenue of $20.3 million for the quarter, driven by a $19.0 million license deal with Woodward. Net income reached $8.7 million, though net loss attributable to common stockholders was $7.0 million after preferred dividends. Operating income was $10.2 million as the company advanced its crofelemer development programs.

  • Total revenue surged to $20.3 million, up over 800% year-over-year due to the Woodward licensing agreement.
  • Net income of $8.7 million contrasted with a $7.0 million net loss to common stockholders after $15.9 million in preferred dividends and returns.
  • Human health segment generated $19.9 million in revenue while animal health contributed $0.3 million.
  • The company maintained focus on MVID and SBS-IF clinical programs with ongoing proof-of-concept trials for crofelemer.

Headline financials

Total Revenue

$20.3M

Previous: $2.21M+815.6%
EPS (adj)

-$13.60

Previous: -$16.70+18.6%
License Revenue

$19M

No prior period
Mytesi Gross Product Sales

$1.01M

No prior period
Free Cash Flow

$8.83M

No prior period
Net Income

$8.72M

Previous: -$10.5M+183.4%
Operating Income

$10.2M

Previous: -$9.42M+208.1%
Gross Profit

$19.1M

No prior period
Cash & Equivalents

$7.28M

No prior period
Total Assets

$37.4M

No prior period

Revenue & EPS history

Jaguar Health · Revenue · Quarterly

$20.3M

Q1 2026+815.6%vs Q1 2025
Beat estimate in 4 of 13 quarters(31%)
ActualEstimate

Revenue by segment

Jaguar Health · $20.3M total across 2 segments · Q1 2026

  • Human Health
    $19.9M
  • Animal Health
    $345K

Forward guidance

The company plans to submit additional Phase 3 protocol for metastatic breast cancer CTD indication and continue MVID/SBS-IF pivotal trials.

Tailwinds

  • Major non-dilutive capital from licensing deal improves liquidity
  • Statistically significant breast cancer subgroup data supports further development
  • Orphan drug designations secured for key rare disease indications

Headwinds

  • Continued operating losses and accumulated deficit raise going concern considerations
  • Need for additional financing to complete clinical programs
  • Dependence on successful regulatory outcomes for new indications

Historical earnings impact

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

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-6.2%

Avg return

Earnings day

-10.0%

Avg return

5 days after

-12.3%

Avg return

30 days after

24%

11 / 45 earnings

Positive

+23.1%

Q3 2023

Best reaction

-36.4%

Q3 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2025-2.4%-9.6%
Q1 2026-5.0%-13.6%-37.9%
Q3 2025+2.9%-32.0%-33.1%
Q2 2025-17.9%-25.9%-24.3%
Q1 2025+4.8%-22.5%-36.5%
Q4 2024+8.8%-12.6%+144.8%
Q3 2024-4.6%-10.2%-11.1%
Q2 2024-10.8%+5.8%-7.5%
Q1 2024-12.2%-10.7%-78.7%
Q4 2023-17.8%-6.7%+150.0%
Q3 2023+23.1%+31.3%-46.1%
Q2 2023-10.8%-12.6%-44.9%
Q1 2023-31.7%-32.2%-28.6%
Q4 2022-31.0%-44.4%-51.3%
Q3 2022-6.7%-13.3%-25.3%
Q2 2022-8.8%-8.6%-32.6%
Q1 2022-7.1%-1.4%-15.5%
Q4 2021-7.4%+12.8%+42.5%
Q3 2021-16.7%-20.7%-35.1%
Q2 2021-12.8%-15.0%-34.8%
Q1 2021-2.4%+4.7%+37.8%
Q4 2020+13.8%+14.4%-13.2%
Q3 2020-5.9%+2.0%+108.4%
Q2 2020-21.3%-15.3%-36.5%
Q1 2020-1.4%-0.4%-1.4%
Q4 2019-5.9%-6.5%+2.0%
Q3 2019-36.4%-37.9%-45.0%
Q2 2019-23.9%-27.7%-16.4%
Q1 2019+0.6%+4.1%-60.4%
Q4 2018-9.8%-23.9%-38.6%
Q3 2018-4.3%-8.5%-33.2%
Q2 2018-12.4%-19.9%-50.3%
Q1 2018-4.4%-5.7%-26.6%
Q4 2017+4.6%-1.1%-9.3%
Q3 2017-2.4%-5.0%-32.2%
Q2 2017-6.3%-15.4%-19.7%
Q1 2017-1.2%-0.4%-16.4%
Q4 2016-1.1%+10.3%+16.1%
Q3 2016-1.9%-18.8%-15.8%
Q2 2016+3.4%-6.1%-23.1%
Q1 2016+0.6%
Q4 2015+5.6%
Q3 2015+8.0%
Q2 2015-1.7%
Q1 2015-7.4%
Q4 2014
Q3 2014
Q2 2014
Q1 2014

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