NASDAQ$SRPT
Sarepta Therapeutics Inc · Q1 2026 earnings
Q1 2026 earnings · · Investor relations
Briefing
Sarepta Therapeutics reported Q1 2026 revenue of $730.8M with net income of $331.0M and diluted EPS of $2.88.
Total revenues were $730.8 million versus $744.9 million as collaboration revenue recognition shifted with Roche option exercises. Net income was $331.0 million, or $2.88 per diluted share, compared with a $447.5 million loss and $(4.60) per share in Q1 2025 when R&D was elevated.
- Revenue $730.8M; $365M Roche collaboration revenue recognized.
- Operating income $358.4M.
- Net income $331.0M; diluted EPS $2.88.
- ELEVIDYS gene therapy commercial trajectory key driver.
Headline financials
Revenue & EPS history
Sarepta · Revenue · Quarterly
$731M
Revenue by segment
Sarepta · $179M total across 2 segments · Q4 2023
- ELEVIDYS$147M—82.2%
- Collaboration and Other$31.7M+41.0%17.8%
Forward guidance
Management discusses gene therapy uptake, manufacturing capacity, and ex-U.S. partnership economics.
Tailwinds
- Swing to large GAAP profit on collaboration revenue.
- Operating income positive on reduced R&D burn.
Headwinds
- Revenue recognition lumpy from Roche agreement.
- Regulatory and safety monitoring for gene therapies.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q1 2026
-1.4%
Avg return
Earnings day
+0.4%
Avg return
5 days after
+0.4%
Avg return
30 days after
46%
30 / 65 earnings
Positive
+23.3%
Q4 2022
Best reaction
-64.7%
Q3 2013
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | +5.7% | -11.0% | -27.8% | |
| Q4 2025 | -8.0% | -16.3% | +5.3% | |
| Q3 2025 | -33.8% | -27.9% | -6.7% | |
| Q1 2025 | -21.2% | -22.2% | -8.0% | |
| Q4 2024 | -3.6% | -3.7% | -34.1% | |
| Q3 2024 | -3.7% | -5.7% | +2.5% | |
| Q2 2024 | -4.5% | -9.9% | -9.8% | |
| Q1 2024 | +3.1% | +6.6% | +2.5% | |
| Q4 2023 | -9.6% | -12.5% | -8.5% | |
| Q3 2023 | +15.5% | +19.0% | +25.4% | |
| Q2 2023 | -0.2% | -4.7% | +13.9% | |
| Q1 2023 | +0.3% | +4.7% | -0.7% | |
| Q4 2022 | +23.3% | +31.7% | +15.2% | |
| Q3 2022 | -8.0% | -12.0% | +10.7% | |
| Q2 2022 | +5.0% | +15.8% | +20.2% | |
| Q1 2022 | -2.2% | -11.1% | -0.5% | |
| Q4 2021 | +3.9% | +3.6% | +2.0% | |
| Q3 2021 | +6.7% | +9.4% | -3.7% | |
| Q2 2021 | +13.8% | +13.6% | +16.6% | |
| Q1 2021 | +0.8% | -5.4% | -1.4% | |
| Q4 2020 | +2.1% | -2.6% | -14.4% | |
| Q3 2020 | -17.3% | -15.5% | +4.1% | |
| Q2 2020 | -1.5% | +1.4% | -15.3% | |
| Q1 2020 | +3.5% | +13.7% | +23.9% | |
| Q4 2019 | -5.4% | +5.3% | -17.0% | |
| Q3 2019 | +4.3% | +8.3% | +18.6% | |
| Q2 2019 | -7.3% | -13.5% | -40.3% | |
| Q1 2019 | +2.4% | -3.4% | +6.6% | |
| Q4 2018 | +3.0% | +3.9% | -14.9% | |
| Q3 2018 | -6.6% | -13.0% | -11.1% | |
| Q2 2018 | +9.5% | +4.7% | +17.5% | |
| Q1 2018 | +14.5% | +9.2% | +22.2% | |
| Q4 2017 | +8.3% | +13.7% | +18.0% | |
| Q3 2017 | -2.7% | -2.1% | +15.6% | |
| Q2 2017 | +20.8% | +29.7% | +8.3% | |
| Q1 2017 | +4.0% | +2.9% | -13.9% | |
| Q4 2016 | -7.1% | +5.1% | -11.3% | |
| Q3 2016 | -8.2% | -10.0% | -16.3% | |
| Q2 2016 | +7.2% | +14.0% | +21.4% | |
| Q1 2016 | +2.8% | — | — | |
| Q4 2015 | -8.0% | — | — | |
| Q3 2015 | -0.8% | — | — | |
| Q2 2015 | -0.8% | — | — | |
| Q1 2015 | -0.3% | — | — | |
| Q4 2014 | -7.3% | — | — | |
| Q3 2014 | +6.3% | — | — | |
| Q2 2014 | -3.3% | — | — | |
| Q1 2014 | -6.4% | — | — | |
| Q4 2013 | -1.4% | — | — | |
| Q3 2013 | -64.7% | — | — | |
| Q2 2013 | -5.2% | — | — | |
| Q1 2013 | +7.6% | — | — | |
| Q4 2012 | -2.8% | — | — | |
| Q3 2012 | -6.8% | — | — | |
| Q2 2012 | -5.8% | — | — | |
| Q1 2011 | -2.5% | — | — | |
| Q1 2012 | -27.9% | — | — | |
| Q4 2011 | +20.0% | — | — | |
| Q3 2011 | -5.7% | — | — | |
| Q2 2010 | +2.5% | — | — | |
| Q2 2011 | +2.5% | — | — | |
| Q4 2009 | +2.5% | — | — | |
| Q4 2010 | +2.5% | — | — | |
| Q3 2010 | -3.1% | — | — | |
| Q1 2010 | +11.3% | — | — |
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