NASDAQ$SPRY

ARS Pharmaceuticals Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

SPRY reported Q4 2025, revenue of $28.1M, net loss of $41.3M, diluted EPS of $-0.42.

For Q4 2025, SPRY reported revenue of $28.1M, a net loss of $41.3M, diluted EPS was $-0.42. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $28.1M.
  • Net loss $41.3M.
  • Diluted EPS $-0.42.

Headline financials

Total Revenue

$28.1M

Previous: $86.6M-67.6%
EPS (adj)

-$0.42

Previous: $0.48-187.5%
Prescribing HCPs

22.5K

No prior period
Target Gross-to-Net

50.0%

No prior period
Selling, general and administrative

$60M

Previous: $35.5M+69.0%
Research and development

$3.4M

Previous: $3M+13.3%
Net Income

-$41.3M

Previous: $49.9M-182.8%
Operating Income

-$49.3M

Previous: -$3.08M-1500.6%

Revenue & EPS history

ARS Pharmaceuticals · Revenue · Quarterly

$28.1M

Q4 2025-67.6%vs Q4 2024
Beat estimate in 6 of 10 quarters(60%)
ActualEstimate

Revenue by segment

ARS Pharmaceuticals · $22.7M total across 3 segments · Q1 2026

  • Product revenue, net
    $17.5M
  • Revenue under supply agreements
    $2.74M
  • Revenue under collaboration agreements
    $2.49M

Forward guidance

Focus on neffy renewals, payer access, and path to cash-flow break-even.

Tailwinds

  • FY25 U.S. neffy net revenue $72.2M.
  • Cash $245M at year-end.

Headwinds

  • FY25 net loss $171.3M on commercial investment.
  • Remaining major payor negotiations.

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 Q4 2025

Historical avgQ4 2025

-1.2%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+2.4%

Avg return

30 days after

41%

9 / 22 earnings

Positive

+22.8%

Q4 2024

Best reaction

-15.1%

Q3 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-6.2%-1.5%+23.1%
Q4 2025-0.1%-7.4%-9.6%
Q3 2025+0.8%-7.2%+18.0%
Q2 2025-5.2%-15.8%-39.8%
Q1 2025-9.4%+6.8%+15.3%
Q4 2024+22.8%+12.9%+27.7%
Q3 2024-15.1%-17.0%-28.4%
Q2 2024+2.7%+16.7%+26.1%
Q1 2024-3.5%-0.9%-2.8%
Q4 2023-0.6%+14.9%-2.6%
Q3 2023+4.2%+18.2%+48.6%
Q2 2023-0.9%+2.2%+7.0%
Q1 2023+1.6%+6.6%-23.6%
Q4 2022-5.0%-17.0%-18.1%
Q3 2022-1.5%-5.5%+13.5%
Q2 2022+1.0%+7.2%+3.2%
Q4 2021-8.8%+11.7%+44.1%
Q1 2022-8.8%-4.5%-11.6%
Q3 2021+0.2%+3.5%-17.1%
Q2 2021+2.6%-1.0%-4.0%
Q1 2021+9.1%+3.2%-21.0%
Q4 2020-5.9%-9.6%+4.5%
Q2 2020
Q1 2020
Q4 2019

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