NASDAQ$KROS

Keros Therapeutics Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Keros Therapeutics reported Q1 2026 total revenue of $367K and a net loss of $23.7M as R&D spending resumed.

For the three months ended March 31, 2026, Keros reported total revenue of $367 thousand versus $211.2 million in Q1 2025 when a large license payment inflated the prior period. The company had a net loss of $23.7 million ($1.21 basic and diluted loss per share) compared with net income of $148.5 million a year ago. Research and development expense was $16.1 million as clinical programs advanced; the company remains pre-commercial with no product sales.

  • Total revenue $0.4M vs $211.2M prior year on absence of large prior license revenue.
  • Net loss $23.7M; R&D expense $16.1M vs $48.7M prior quarter (prior year included one-time items).
  • No product sales; cash runway depends on capital raises per going-concern disclosure.
  • Loss per share $1.21 basic and diluted on higher share count.
  • Management continues development of protein therapeutics for hematology indications.

Headline financials

Total Revenue

$32K

Previous: $211M-100.0%
EPS (adj)

-$1.21

Previous: -$3.62+66.6%
Capital Expenditures

-$73K

Previous: -$565K+87.1%
Net Income

-$23.7M

Previous: $148M-116.0%
Operating Income

-$25.9M

Previous: $152M-117.0%

Revenue & EPS history

Keros · Revenue · Quarterly

$32K

Q1 2026-100%vs Q1 2025
Beat estimate in 2 of 5 quarters(40%)
ActualEstimate

Forward guidance

Pre-revenue biotech; no EPS or revenue guidance. MD&A focuses on clinical trial timelines, financing needs, and regulatory milestones.

Tailwinds

  • Prior-year balance sheet benefited from significant license inflows.
  • R&D spend reflects active pipeline progression.

Headwinds

  • Ongoing net losses until product approval and launch.
  • Revenue highly volatile quarter to quarter on collaboration timing.
  • Macro and rate environment may affect future financing costs.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+0.4%

Avg return

Earnings day

+0.1%

Avg return

5 days after

+5.0%

Avg return

30 days after

42%

10 / 24 earnings

Positive

+34.0%

Q3 2021

Best reaction

-15.0%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-8.5%-17.4%-15.4%
Q4 2025-15.0%-15.9%-12.9%
Q3 2025+3.4%+8.0%+38.6%
Q1 2025+0.7%+0.1%-3.3%
Q4 2024+0.6%+5.9%-1.4%
Q3 2024+7.3%+8.9%+11.9%
Q2 2024-8.9%-8.0%+7.7%
Q1 2024-1.8%-8.0%-17.0%
Q4 2023-3.6%-1.4%-5.4%
Q3 2023-0.3%-7.4%+4.8%
Q2 2023-10.3%-12.9%-12.9%
Q1 2023-2.6%-2.3%+8.6%
Q4 2022-6.4%-3.6%-23.4%
Q3 2022-2.0%-9.2%+3.2%
Q2 2022+14.7%+13.5%+10.6%
Q1 2022-12.5%-15.5%-36.5%
Q4 2021+8.7%-3.5%+29.9%
Q3 2021+34.0%+43.0%+30.3%
Q2 2021+5.5%+2.6%-3.7%
Q1 2021-2.4%-6.9%-13.5%
Q4 2020+4.4%+6.6%+14.0%
Q3 2020-0.9%+8.1%+41.4%
Q2 2020+7.1%+12.8%+23.6%
Q1 2020-2.0%+4.0%+41.0%
Q4 2019
Q3 2019
Q2 2019
Q1 2019

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