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Incyte (INCY) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Incyte (INCY - Free Report) reported revenue of $1.56 billion, up 14% over the same period last year. EPS came in at -$3.60, compared to $2.26 in the year-ago quarter.

The reported revenue represents a surprise of +5.06% over the Zacks Consensus Estimate of $1.48 billion. With the consensus EPS estimate being -$3.99, the EPS surprise was +9.77%.

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.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Incyte performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Net sales: $1.32 billion versus the seven-analyst average estimate of $1.28 billion. The reported number represents a year-over-year change of +14.5%.
  • Revenues- Product royalty revenues: $190.99 million versus the seven-analyst average estimate of $181.06 million. The reported number represents a year-over-year change of +11.6%.
  • Net sales- Iclusig: $33.53 million versus the seven-analyst average estimate of $35.24 million. The reported number represents a year-over-year change of -10.8%.
  • Net sales- Pemazyre: $21.18 million versus the seven-analyst average estimate of $23.54 million. The reported number represents a year-over-year change of -6.9%.
  • Net sales- Minjuvi/ Monjuvi: $54.63 million versus $55.27 million estimated by seven analysts on average. Compared to the year-ago quarter, this number represents a +30.1% change.
  • Net sales- Opzelura: $254.88 million versus the seven-analyst average estimate of $229.54 million. The reported number represents a year-over-year change of +35.6%.
  • Net sales- Jakafi: $826.5 million versus the seven-analyst average estimate of $827.43 million. The reported number represents a year-over-year change of +4.5%.
  • Net sales- Niktimvo: $67.37 million compared to the $64.47 million average estimate based on six analysts. The reported number represents a change of +47% year over year.
  • Net sales- Zynyz: $58.33 million versus the six-analyst average estimate of $49.74 million. The reported number represents a year-over-year change of +157.3%.
  • Royalty revenues- Olumiant: $39.05 million compared to the $39.88 million average estimate based on six analysts. The reported number represents a change of +5.2% year over year.
  • Royalty revenues- Tabrecta: $6.83 million versus $7.69 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +4.9% change.
  • Royalty revenues- Jakavi: $132.46 million versus the six-analyst average estimate of $131.25 million. The reported number represents a year-over-year change of +5.4%.

View all Key Company Metrics for Incyte here>>>

Shares of Incyte have returned -3.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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