| VRTX |
Report |
Q2 2026 total revenue |
IN-LINE |
pred ~$3.25B vs. cons $3.23B |
MEDIUM |
| VRTX |
Report |
Q2 2026 non-GAAP EPS |
BEAT |
pred ~$4.93 vs. cons $4.85 |
MEDIUM |
| VRTX |
Report |
Q2 2026 JOURNAVX revenue |
MISS |
pred ~$51M vs. cons $55M |
MEDIUM |
| VRTX |
Guide |
FY2026 total revenue |
UNCHANGED |
guide ~$13.03B midpoint vs. cons $13.05B (FY2026) |
HIGH |
| VRTX |
Guide |
FY2026 non-CF product revenue |
LOWER |
guide ~$500M floor vs. cons $540M (FY2026) |
MEDIUM |
| VRTX |
Guide |
FY2026 non-GAAP R&D, acquired IPR&D and SG&A |
UNCHANGED |
guide ~$5.70B midpoint vs. cons $5.70B (FY2026) |
HIGH |
| VRTX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.3% |
— |
MEDIUM |
| VRTX |
Return |
5-day cumulative residual |
-3.4% (FOLLOW-THROUGH) |
Predicted day-5 residual of -3.4% vs. day-1 residual of -2.3%: an EPS beat is likely to be outweighed by soft JOURNAVX monetization, a non-CF guide below the ~$540M consensus, demanding second-half revenue math, and Crinetics-related dilution that pressures out-period estimates. |
MEDIUM |