| INCY |
Report |
2Q26 GAAP diluted EPS |
BEAT |
pred ~$2.66 vs. cons $2.43 |
HIGH |
| INCY |
Report |
2Q26 Opzelura net sales |
BEAT |
pred ~$421M vs. cons $407M |
MEDIUM |
| INCY |
Report |
2Q26 Jakafi net sales |
BEAT |
pred ~$815M vs. cons $802M |
MEDIUM |
| INCY |
Guide |
FY2026 total net-sales guidance |
BETTER |
guide ~$5.03B vs. cons $4.96B (FY2026) |
MEDIUM |
| INCY |
Guide |
FY2026 Opzelura net-sales guidance |
BETTER |
guide ~$870M vs. cons $845M (FY2026) |
HIGH |
| INCY |
Guide |
FY2026 Jakafi net-sales guidance |
UNCHANGED |
guide ~$3.25B vs. cons $3.25B (FY2026) |
MEDIUM |
| INCY |
Guide |
FY2026 Hematology and Oncology net-sales guidance |
UNCHANGED |
guide ~$840M vs. cons $842M (FY2026) |
MEDIUM |
| INCY |
Guide |
FY2026 non-GAAP R&D plus SG&A guidance |
UNCHANGED |
guide ~$3.29B vs. cons $3.30B (FY2026) |
MEDIUM |
| INCY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| INCY |
Return |
5-day cumulative residual |
+5.5% (FOLLOW-THROUGH) |
A ~$25M FY2026 Opzelura-guide lift versus consensus and a ~$0.23B one-time 2Q26 earnings benefit should drive FY2026-FY2027 EPS revisions higher; durable gross-to-net relief, rather than the ~$246M accounting reversal alone, supports follow-through. |
MEDIUM |