NASDAQ$KNSA

Kiniksa Pharmaceuticals Ltd · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Kiniksa reported Q4 2025, revenue of $202.1M, net income of $14.2M.

For Q4 2025, Kiniksa reported revenue of $202.1M, net income of $14.2M. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $202.1M.
  • Net income $14.2M.
  • Kiniksa highlights liquidity, operations, and 2026 priorities.

Headline financials

Total Revenue

$202M

Previous: $123M+64.9%
EPS (adj)

$0.19

Previous: -$0.12+258.3%
Total Operating Expenses

$182M

Previous: $142M+28.6%
Collaboration Expenses

$70M

Previous: $48.2M+45.3%
Research and Development

$34.6M

Previous: $35.2M-1.7%
Selling, General and Administrative

$56.8M

Previous: $40.5M+40.1%
Non-cash Share-based Compensation

$10.2M

Previous: $8.3M+22.9%
Other Income, Net

$3.5M

Previous: $2.32M+50.9%
Provision for Income Taxes

-$9.07M

Previous: $8.09M-212.1%
Weighted Avg Shares Basic

76.0M

Previous: 72.3M+5.0%
Weighted Avg Shares Diluted

81.6M

Previous: 72.3M+12.8%
Working Capital

$388M

Previous: $231M+67.8%
Total Shareholders' Equity

$568M

Previous: $438M+29.5%
Accumulated Deficit

-$462M

Previous: -$521M+11.3%
ARCALYST YoY Revenue Growth

62.0%

No prior period
Prescribers Since Launch

4.2K

No prior period
Avg Duration of Therapy (Years)

3

No prior period
Net Income

$14.2M

Previous: -$8.89M+259.8%
Operating Income

$19.8M

Previous: -$19.3M+202.4%
Gross Profit

$181M

Previous: $56.4M+221.5%

Revenue & EPS history

Kiniksa · Revenue · Quarterly

$202M

Q4 2025+64.9%vs Q4 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Kiniksa · $64.8M total across 1 segment · Q3 2023

  • ARCALYST
    $64.8M+94.0%

Forward guidance

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

Tailwinds

  • Kiniksa 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

+5.3%

Avg return

Earnings day

+5.2%

Avg return

5 days after

+7.8%

Avg return

30 days after

55%

17 / 31 earnings

Positive

+45.8%

Q3 2021

Best reaction

-16.6%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+23.5%+26.7%+16.6%
Q4 2025-4.7%-6.1%-1.3%
Q3 2025-2.9%-8.8%+4.8%
Q1 2025+20.5%+28.8%+26.6%
Q4 2024+0.5%+3.3%+19.0%
Q3 2024-16.6%-18.5%-19.1%
Q2 2024+17.8%+22.1%+22.5%
Q1 2024+4.4%+4.6%+12.1%
Q4 2023+1.2%-3.4%-5.6%
Q3 2023-3.4%+3.3%+3.1%
Q2 2023+35.2%+26.8%+18.1%
Q1 2023+24.2%+24.7%+29.0%
Q4 2022-5.6%-7.8%-19.7%
Q3 2022+8.6%+21.7%+49.3%
Q2 2022+17.3%+29.9%+14.7%
Q1 2022+5.1%-6.8%-18.4%
Q4 2021-6.8%-3.4%-7.2%
Q3 2021+45.8%+41.8%+8.8%
Q2 2021-1.4%-5.4%-10.0%
Q1 2021-9.0%-11.4%-19.4%
Q4 2020-6.3%-11.9%-28.5%
Q3 2020-5.9%-7.2%+9.6%
Q2 2020+0.8%-1.2%-14.7%
Q1 2020-7.0%-9.2%-0.6%
Q4 2019-0.7%+6.1%-29.5%
Q3 2019+15.7%+24.5%+80.8%
Q2 2019-2.4%-12.1%-9.4%
Q1 2019+8.2%+2.6%+6.5%
Q4 2018-6.1%-0.2%+20.2%
Q3 2018+11.9%+5.1%+6.2%
Q2 2018+1.7%+3.5%+78.2%
Q1 2018
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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