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Regeneron (REGN) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Regeneron (REGN - Free Report) reported revenue of $5.12 billion, up 36.3% over the same period last year. EPS came in at $20.07, compared to $11.83 in the year-ago quarter.

The reported revenue represents a surprise of +12.43% over the Zacks Consensus Estimate of $4.55 billion. With the consensus EPS estimate being $16.08, the EPS surprise was +24.81%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

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 Regeneron performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenues- Praluent (alirocumab)- ROW: $179.4 million versus the three-analyst average estimate of $160.47 million. The reported number represents a year-over-year change of +21.2%.
  • Revenues- Praluent (alirocumab)- U.S.: $81.5 million versus $80.66 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +20.4% change.
  • Revenues- Kevzara (sarilumab)- ROW: $62.9 million versus the three-analyst average estimate of $66.25 million. The reported number represents a year-over-year change of +23.1%.
  • Revenues- Kevzara (sarilumab)- U.S.: $192.7 million compared to the $125.93 million average estimate based on three analysts. The reported number represents a change of +87.3% year over year.
  • Revenues- Net product sales: $1.81 billion versus the four-analyst average estimate of $1.62 billion. The reported number represents a year-over-year change of +13.7%.
  • Revenues- Other revenue: $310 million compared to the $219.31 million average estimate based on four analysts. The reported number represents a change of +56.4% year over year.
  • Revenues- Collaboration revenue: $3 billion versus the four-analyst average estimate of $2.75 billion. The reported number represents a year-over-year change of +52.4%.
  • Revenues- Collaboration revenue- Sanofi: $2.72 billion compared to the $2.51 billion average estimate based on three analysts. The reported number represents a change of +68.5% year over year.
  • Revenues- Collaboration revenue- Bayer: $267 million compared to the $261.48 million average estimate based on three analysts. The reported number represents a change of -22.6% year over year.
  • Revenues- Dupixent (dupilumab)- Total: $6.54 billion versus $6.09 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +34.7% change.
  • Revenues- Kevzara (sarilumab)- Total: $255.6 million versus the three-analyst average estimate of $192.17 million. The reported number represents a year-over-year change of +66%.
  • Revenues- Praluent (alirocumab)- Total: $260.9 million versus $241.12 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +21% change.

View all Key Company Metrics for Regeneron here>>>

Shares of Regeneron have returned +11.4% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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