NASDAQ$PROK

ProKidney Corp · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

ProKidney Corp reported a net loss of $42.6 million for Q1 2026 as it advanced its Phase 3 PROACT 1 trial for rilparencel.

ProKidney Corp, a late-clinical-stage biotech developing autologous cell therapies for chronic kidney disease, posted revenue of $226 thousand from facility leasing and a net loss of $42.6 million for the three months ended March 31, 2026. Operating expenses rose to $45.2 million, driven by increased clinical trial and manufacturing costs for the ongoing Phase 3 study, while cash and marketable securities totaled $225 million at quarter end. The company continues to focus on enrollment in PROACT 1 with topline surrogate endpoint data expected in Q2 2027.

  • Revenue remained minimal at $226 thousand, consisting solely of lease income from Winston-Salem facilities.
  • Net loss widened to $42.6 million from $38.0 million in Q1 2025, reflecting higher R&D spend of $33.8 million on the Phase 3 PROACT 1 trial.
  • Cash, cash equivalents and marketable securities totaled $224.9 million, providing runway into mid-2027.
  • Weighted average Class A shares outstanding were 141.9 million, resulting in basic and diluted EPS of $(0.14).

Headline financials

Total Revenue

$226K

Previous: $230K-1.7%
EPS (adj)

-$0.14

Previous: -$0.13-7.7%
Weighted avg Class A shares

141.9M

Previous: 129.0M+10.0%
Capital Expenditures

-$3.79M

Previous: -$1.14M-233.5%
Free Cash Flow

-$45.5M

No prior period
Net Income

-$20M

Previous: -$16.7M-19.7%
Operating Income

-$44.9M

Previous: -$41.4M-8.6%
Cash & Equivalents

$102M

No prior period
Total Assets

$293M

No prior period

Revenue & EPS history

ProKidney · Revenue · Quarterly

$226K

Q1 2026-1.7%vs Q1 2025
Beat estimate in 2 of 2 quarters(100%)
ActualEstimate

Forward guidance

No quantitative financial guidance provided; company highlighted clinical timelines for PROACT 1.

Tailwinds

  • RMAT designation maintained for rilparencel
  • Phase 3 enrollment ongoing with amended protocol focusing on Stage 4 and late Stage 3b CKD patients

Headwinds

  • Topline surrogate endpoint data not expected until Q2 2027
  • Confirmatory endpoint data anticipated only in H2 2029

Historical earnings impact

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

Avg. return before/after earnings

Based on 15 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-2.4%

Avg return

Earnings day

-3.0%

Avg return

5 days after

+2.6%

Avg return

30 days after

25%

4 / 16 earnings

Positive

+18.0%

Q1 2024

Best reaction

-13.1%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%-1.2%-4.7%
Q4 2025-4.0%-8.9%+2.3%
Q3 2025-8.8%-16.6%-24.9%
Q2 2025-0.9%+4.7%+32.2%
Q1 2025-6.0%-9.3%-1.4%
Q4 2024-6.8%-7.7%-23.9%
Q3 2024-3.7%-21.2%-12.6%
Q2 2024-0.5%+9.1%+11.5%
Q1 2024+18.0%+50.2%+22.2%
Q4 2023-4.1%+8.9%+39.7%
Q3 2023-13.1%-24.4%+20.0%
Q2 2023+0.4%-14.5%-37.5%
Q1 2023+1.2%+8.1%+34.0%
Q4 2022-9.8%-12.9%-24.6%
Q3 2022-4.7%-14.8%-23.6%
Q2 2022+7.3%+2.7%+32.6%

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