NASDAQ$ONC
BeiGene Ltd-ADR · Q2 2025 earnings
Q2 2025 earnings · · Before market open · Investor relations
Briefing
BeiGene Ltd-ADR reported strong Q2 2025 results with total revenue of $1.3 billion, up 42% year-over-year, and net income of $94.3 million compared to a loss in the prior year.
Total revenues reached $1.315 billion for the three months ended June 30, 2025, driven by 49% growth in BRUKINSA sales to $950 million and continued expansion in TEVIMBRA and Amgen products. The company achieved GAAP net income of $94.3 million and diluted EPS of $0.06, reflecting improved operating leverage and gross margins of 87.4%. BRUKINSA maintained leading market share in the BTKi class across key regions including the U.S. and Europe.
- Total revenue grew 42% to $1.315 billion, with BRUKINSA contributing $950 million (49% YoY growth) and maintaining leading new patient share in the BTKi class.
- Achieved GAAP net income of $94.3 million and diluted EPS of $0.06, a significant improvement from a $120.4 million loss in Q2 2024.
- Gross margin expanded to 87.4% due to favorable product mix and cost efficiencies in BRUKINSA and TEVIMBRA manufacturing.
- U.S. revenue reached $694 million while Europe grew 85% to $152 million, supported by strong BRUKINSA uptake across major markets.
Headline financials
Revenue & EPS history
BeiGene · Revenue · Quarterly
$1.32B
Revenue by segment
BeiGene · $1.28B total across 3 segments · Q2 2025
- BRUKINSA$950M—74.1%
- TEVIMBRA$194M—15.1%
- Amgen in-licensed products$138M—10.7%
Forward guidance
The company anticipates over 20 R&D milestones in the next 18 months across hematology and solid tumor pipeline, including pivotal data readouts for sonrotoclax and BGB-16673.
Tailwinds
- BRUKINSA continues as BTK inhibitor market leader in the U.S. across five indications
- Phase 3 assets sonrotoclax and BGB-16673 positioned for near-term data readouts
- TEVIMBRA received positive CHMP opinion for resectable NSCLC
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports
-0.1%
Avg return
Earnings day
+0.1%
Avg return
5 days after
-2.0%
Avg return
30 days after
40%
16 / 40 earnings
Positive
+15.9%
Q4 2023
Best reaction
-9.6%
Q1 2022
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q2 2025 | — | — | — | |
| Q1 2026 | +5.3% | +4.3% | -9.4% | |
| Q4 2025 | -8.5% | -15.7% | -19.6% | |
| Q3 2025 | +3.4% | +6.9% | +0.5% | |
| Q1 2025 | -3.9% | -3.5% | +5.8% | |
| Q4 2024 | +7.5% | -0.7% | +3.2% | |
| Q3 2024 | +1.4% | -4.5% | +1.4% | |
| Q2 2024 | +6.8% | +10.9% | +11.7% | |
| Q1 2024 | -2.0% | -2.2% | -4.9% | |
| Q4 2023 | +15.9% | +6.4% | -0.0% | |
| Q3 2023 | -0.5% | +0.7% | -12.6% | |
| Q2 2023 | -0.3% | -9.2% | +1.2% | |
| Q1 2023 | -5.7% | -7.3% | -14.2% | |
| Q4 2022 | +4.2% | +11.9% | +2.9% | |
| Q3 2022 | -0.2% | +7.3% | +4.2% | |
| Q2 2022 | +14.6% | +16.4% | -1.7% | |
| Q1 2022 | -9.6% | -11.9% | -12.9% | |
| Q4 2021 | -2.5% | -0.8% | -10.8% | |
| Q3 2021 | -2.3% | -1.1% | -15.9% | |
| Q2 2021 | -6.3% | -8.1% | -2.0% | |
| Q1 2021 | +2.2% | +5.4% | +15.7% | |
| Q4 2020 | -4.4% | -8.5% | -3.0% | |
| Q3 2020 | -3.6% | -7.2% | -26.8% | |
| Q2 2020 | -2.9% | -7.7% | +5.8% | |
| Q1 2020 | +1.0% | +6.0% | +9.6% | |
| Q4 2019 | -2.3% | -3.2% | -21.8% | |
| Q3 2019 | +2.9% | +3.4% | -6.5% | |
| Q2 2019 | +1.6% | +3.9% | -7.8% | |
| Q1 2019 | +14.2% | +13.6% | +4.3% | |
| Q4 2018 | -2.1% | +8.4% | -5.7% | |
| Q3 2018 | +1.4% | -11.2% | +10.4% | |
| Q2 2018 | -3.7% | -4.4% | -4.7% | |
| Q1 2018 | -5.2% | +4.3% | +20.9% | |
| Q4 2017 | -4.8% | +0.3% | +11.3% | |
| Q3 2017 | -5.5% | -0.0% | +10.4% | |
| Q2 2017 | -7.3% | -9.0% | -7.4% | |
| Q1 2017 | -1.3% | +0.7% | +3.9% | |
| Q4 2016 | -2.8% | -4.1% | -3.1% | |
| Q3 2016 | -4.7% | +7.4% | -19.5% | |
| Q2 2016 | +0.8% | +6.0% | +11.0% | |
| Q4 2015 | +5.9% | — | — | |
| Q3 2015 | — | — | — | |
| Q2 2015 | — | — | — | |
| Q1 2015 | — | — | — | |
| Q4 2014 | — | — | — | |
| Q3 2014 | — | — | — | |
| Q2 2014 | — | — | — | |
| Q1 2014 | — | — | — |
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