NASDAQ$LGND

Ligand Pharmaceuticals Incorporated · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Ligand Pharmaceuticals reported total revenue of $47.6 million and net income of $4.8 million for Q2 2025.

Ligand Pharmaceuticals delivered revenue growth in Q2 2025, driven primarily by higher royalty income from partnered products including Qarziba and Filspari. The company recorded operating income of $8.4 million and net income of $4.8 million, reversing a prior-year loss. Cash and cash equivalents stood at $67.7 million at quarter end.

  • Total revenues and other income rose 15% year-over-year to $47.6 million, led by a 57% increase in royalties to $36.4 million.
  • Net income reached $4.8 million ($0.24 diluted EPS) compared to a $51.9 million loss in Q2 2024.
  • Operating income was $8.4 million after $39.2 million in operating expenses, including R&D and G&A costs tied to Pelthos preparation.
  • Total assets were $948.6 million with cash and short-term investments of $245.0 million supporting ongoing royalty acquisitions.

Headline financials

Total Revenue

$47.6M

Previous: $41.5M+14.7%
EPS (adj)

$0.24

Previous: -$2.88+108.3%
Capital Expenditures

-$428K

Previous: -$513K+16.6%
Net Income

$4.85M

Previous: -$51.9M+109.3%
Operating Income

$8.44M

Previous: -$19.1M+144.2%
Cash & Equivalents

$67.7M

Previous: $18.1M+273.1%
Total Assets

$949M

Previous: $866M+9.5%

Revenue & EPS history

Ligand · Revenue · Quarterly

$47.6M

Q2 2025+14.7%vs Q2 2024
Beat estimate in 14 of 16 quarters(88%)
ActualEstimate

Revenue by segment

Ligand · $47.6M total across 3 segments · Q2 2025

  • Royalties
    $36.4M
  • Captisol
    $8.29M
  • Contract revenue and other income
    $2.94M

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

+0.1%

Avg return

Earnings day

+2.0%

Avg return

5 days after

-0.5%

Avg return

30 days after

52%

33 / 64 earnings

Positive

+18.7%

Q4 2013

Best reaction

-21.6%

Q3 2011

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+5.5%+5.2%+12.9%
Q4 2025+2.6%+6.7%+2.1%
Q3 2025+9.3%+9.6%-2.9%
Q1 2025-3.2%+0.0%+0.4%
Q4 2024+0.6%+0.2%-6.4%
Q3 2024+3.7%+3.3%+6.8%
Q2 2024-4.9%+2.1%+5.1%
Q1 2024+10.3%+19.8%+13.1%
Q4 2023+13.3%+5.8%-1.8%
Q3 2023+2.8%+3.8%+16.3%
Q2 2023+6.7%+1.4%-4.2%
Q1 2023+5.2%+3.2%-0.2%
Q4 2022+5.9%+3.0%-2.1%
Q3 2022+12.8%+31.3%+6.0%
Q2 2022+5.7%+9.5%-3.5%
Q1 2022-2.9%-13.0%-9.1%
Q4 2021-16.3%-19.7%-8.7%
Q3 2021+7.8%+4.9%-6.9%
Q2 2021-8.1%-10.0%-7.4%
Q1 2021-9.5%-10.5%-22.3%
Q4 2020+1.7%+17.6%-18.5%
Q3 2020-0.2%+5.4%+3.4%
Q2 2020+0.6%+0.4%-11.9%
Q1 2020+3.2%+6.8%+22.1%
Q4 2019+3.3%+2.8%+16.7%
Q3 2019-7.4%-1.4%-4.9%
Q2 2019-14.8%-11.5%-14.7%
Q1 2019-3.3%-4.1%-14.6%
Q4 2018-2.7%+1.8%-10.0%
Q3 2018-2.7%-8.9%-10.7%
Q2 2018+9.8%+7.7%+13.0%
Q1 2018+7.3%+13.2%+26.4%
Q4 2017+0.0%-1.9%+3.7%
Q3 2017-4.9%-1.3%-8.4%
Q2 2017+5.7%+2.5%+9.4%
Q1 2017-2.9%+0.2%+1.2%
Q4 2016-2.8%+1.3%+1.5%
Q3 2016-2.7%+3.1%+10.8%
Q2 2016-7.4%-13.2%-20.2%
Q1 2016-1.4%
Q4 2015-4.2%
Q3 2015+5.1%
Q2 2015+2.3%
Q1 2015+4.5%
Q4 2014+2.3%
Q3 2014-3.9%
Q2 2014+7.7%
Q1 2014-2.9%
Q4 2013+18.7%
Q3 2013-10.7%
Q2 2013-1.7%
Q1 2013+1.7%
Q4 2012+7.4%
Q3 2012+10.8%
Q2 2012-8.8%
Q4 2011-8.8%
Q1 2012+1.3%
Q3 2011-21.6%
Q2 2011-6.5%
Q1 2011+0.9%
Q4 2010-0.3%
Q3 2010-2.4%
Q2 2010-3.6%
Q1 2010-9.6%

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