| VRTX |
Report |
Total revenue |
BEAT |
pred ~$3.27B vs. cons $3.23B |
MEDIUM |
| VRTX |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$4.48 vs. cons $4.30 |
MEDIUM |
| VRTX |
Report |
Non-CF product revenue (CASGEVY + JOURNAVX) |
BEAT |
pred ~$0.120B vs. cons $0.110B |
LOW |
| VRTX |
Guide |
FY26 total revenue guidance |
UNCHANGED |
guide ~$13.03B midpoint vs. cons $12.97B (FY26) |
HIGH |
| VRTX |
Guide |
FY26 non-CF product revenue guidance |
UNCHANGED |
guide ~$0.50B minimum vs. cons $0.50B (FY26) |
MEDIUM |
| VRTX |
Guide |
Povetacicept IgAN regulatory timing |
UNCHANGED |
guide ~November 30, 2026 PDUFA vs. cons November 30, 2026 (2H26) |
HIGH |
| VRTX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| VRTX |
Return |
5-day cumulative residual |
+1.0% (FADE) |
The initial ~+2.8% residual reaction to a modest revenue/EPS and non-CF-sales beat should fade toward ~+1.0% over five days because reiterated ~$0.50B FY26 non-CF guidance still requires an approximately ~$0.154B average quarterly non-CF run-rate in 3Q–4Q after an estimated ~$0.120B 2Q result, leaving out-period revenue and EPS estimates vulnerable to modest cuts. |
MEDIUM |