VRTX Earnings Predictions — 2026-08-03

Ticker Report or Guide KPI Prediction Answer Confidence
VRTX Report JOURNAVX Revenue (Q2 2026) BEAT pred ~$55M vs. cons $49.1M MEDIUM
VRTX Report ALYFTREK Revenue (Q2 2026) MISS pred ~$510M vs. cons $521M MEDIUM
VRTX Report Total Revenue (Q2 2026) IN-LINE pred ~$3.22B vs. cons $3.221B MEDIUM
VRTX Guide FY 2026 Revenue (Crinetics raise) BETTER guide ~$13.175B midpoint vs. cons $13.053B MEDIUM
VRTX Guide FY 2026 Non-GAAP EPS (Crinetics opex dilution) LOWER guide ~$17.90 midpoint vs. cons $18.23 MEDIUM
VRTX Guide JOURNAVX FY 2026 Revenue (qualitative) BETTER guide ~$250M vs. cons $239.8M MEDIUM
VRTX Return Day-1 residual (stock − beta × S&P 500) -2.5% MEDIUM
VRTX Return 5-day cumulative residual -4.0% (FADE) FADE — sell-side EPS cuts from Crinetics opex raise weigh on the stock over the following days; JOURNAVX beat provides partial offset but does not reverse the EPS dilution narrative MEDIUM