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Regeneron (REGN) Reports Q4 Earnings: What Key Metrics Have to Say

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Regeneron (REGN - Free Report) reported $3.88 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 2.5%. EPS of $11.44 for the same period compares to $12.07 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $3.82 billion, representing a surprise of +1.77%. The company delivered an EPS surprise of +8.32%, with the consensus EPS estimate being $10.56.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Regeneron performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- EYLEA- United States: $576.9 million versus the four-analyst average estimate of $592.01 million.
  • Revenues- EYLEA HD- United States: $506.3 million compared to the $477.28 million average estimate based on four analysts.
  • Revenues- Praluent (alirocumab)- US: $72.2 million versus the four-analyst average estimate of $51.2 million. The reported number represents a year-over-year change of +15.2%.
  • Revenues- Eylea (Aflibercept)(EYLEA HD and EYLEA)- US: $1.08 billion versus $1.07 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -27.6% change.
  • Revenues- Collaboration: $1.97 billion versus $1.95 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +22.7% change.
  • Revenues- Other Revenue: $238.6 million compared to the $173.28 million average estimate based on five analysts. The reported number represents a change of +33% year over year.
  • Revenues- Net product sales: $1.67 billion compared to the $1.7 billion average estimate based on five analysts. The reported number represents a change of -16.4% year over year.
  • Revenues- Libtayo- Total: $425.4 million versus the four-analyst average estimate of $482.37 million. The reported number represents a year-over-year change of +15.9%.
  • Revenues- Total Bayer collaboration revenue: $319 million versus $401.38 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -15.4% change.
  • Revenues- Eylea (Aflibercept)(EYLEA HD and EYLEA)- Total: $1.9 billion compared to the $1.61 billion average estimate based on three analysts. The reported number represents a change of -20.3% year over year.
  • Revenues- Dupixent (dupilumab)- Total: $4.94 billion versus the three-analyst average estimate of $4.84 billion. The reported number represents a year-over-year change of +33.6%.
  • Revenues- Kevzara (sarilumab)- Total: $152 million versus the three-analyst average estimate of $120.6 million. The reported number represents a year-over-year change of +12.8%.

View all Key Company Metrics for Regeneron here>>>

Shares of Regeneron have returned -2.9% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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