Glaukos Corporation · GKOS · FY2026 Q3 · Calendar Q4 2026
Glaukos raises 2026 guidance after strong Epioxa and iDose growth
Glaukos entered the quarter with strong momentum across Epioxa and iDose TR. Management’s raised 2026 outlook and preliminary 2027 revenue target support a constructive growth case, while reimbursement and execution remain important tests.
Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
Q3 net sales reached $211 million, up 58% year over year. Epioxa generated $53 million in its launch quarter, iDose TR contributed $76 million, and management raised full-year 2026 sales guidance to $775-$785 million.
Guidance delta
Management raised full-year 2026 sales guidance to $775-$785 million and provided preliminary 2027 revenue guidance of $1 billion.
Key takeaways
- Epioxa generated $53 million in its launch quarter, with access secured for about 90% of commercial lives and 80% of Medicaid lives.
- iDose TR contributed $76 million, supported by positive Phase IV results showing additive IOP reduction.
- Gross margin expanded to about 88%, and the company generated more than $50 million in cash flow.
Management priorities
- Expand Epioxa adoption and specialty-pharmacy infrastructure.
- Scale the O2N site-of-care network beyond 300 locations.
- Advance iDose, retinal, and other pipeline programs toward future regulatory milestones.
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Try FN2 freeCompany context
Snapshot as of publicationGlaukos Corporation operates as an ophthalmic medical technology and pharmaceutical enterprise, primarily focused on pioneering novel therapies for glaucoma, corneal disorders, and retinal diseases. The company offers a range of micro-bypass stents, including iStent, iStent inject, and iStent inject W. These devices are designed to enhance aqueous humor outflow, being inserted during cataract surgery to treat mild-to-moderate open-angle glaucoma. Its promising product pipeline features iStent Infinite, a three-stent system intended for standalone use in patients with refractory glaucoma, as well as iDose TR, a targeted injectable implant that utilizes Glaukos's micro-scale device platform to deliver therapeutic levels of medication. The company distributes its products through a direct sales organization and a network of distributors, serving markets across the United States and internationally. Glaukos Corporation, founded in 1998, is headquartered in San Clemente, California.
Healthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| ALGN Align Technology, Inc. | FY2026 Q3 · Calendar Q4 2026 | +1.1% | +1.1% | Align lowers 2026 guidance as consumer demand softens |
| GEHC GE HealthCare Technologies Inc. | FY2026 Q3 · Calendar Q4 2026 | +11.7% | +6.6% | GE HealthCare raises 2026 outlook as margins expand |
| LH Labcorp Holdings Inc. | FY2026 Q3 · Calendar Q4 2026 | +3.0% | +8.8% | Labcorp raises 2026 outlook as specialty testing drives Q3 growth |
| BIIB Biogen Inc. | FY2026 Q3 · Calendar Q4 2026 | +31.7% | -3.4% | Biogen’s Q3 growth broadened beyond legacy MS franchise |
| GSK GSK plc | FY2026 Q3 · Calendar Q4 2026 | +10.5% | -4.3% | GSK Q3 2026: Specialty Medicines Drive Growth as Guidance Holds |
| BSX Boston Scientific Corporation | FY2026 Q3 · Calendar Q4 2026 | +2.0% | -5.8% | Boston Scientific: Cyber Incident Weighs on Q3; 2027 Outlook Softens |
Latest beats and misses
Who reports nextBeat on EPS
- F-PBFY2026 Q3 · October 28, 2026+19.5% EPS— move
- ALGNFY2026 Q3 · October 28, 2026+1.1% EPS+1.1% move
- GEHCFY2026 Q3 · October 28, 2026+11.7% EPS+6.6% move
- IEXFY2026 Q3 · October 28, 2026+4.0% EPS+2.3% move
- AONFY2026 Q3 · October 28, 2026+1.8% EPS+4.4% move
- LHFY2026 Q3 · October 28, 2026+3.0% EPS+8.8% move
Missed on EPS
- LIIFY2026 Q3 · October 28, 2026-7.1% EPS-10.6% move
- EXRFY2026 Q3 · October 27, 2026-1.7% EPS+0.1% move
- NOWFY2026 Q3 · October 28, 2026-2.0% EPS-3.0% move
- CMGFY2026 Q3 · October 28, 2026-7.1% EPS+2.7% move
- GOOGFY2026 Q3 · October 28, 2026-11.3% EPS+1.6% move
- MGMFY2026 Q3 · October 28, 2026-405.6% EPS-2.6% move
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Sources
- Earnings call transcript and parsed analysis · 2026-10-29T04:06:26.338302+00:00
- FN2 earnings calendar · 2026-10-29T01:23:20.584741+00:00
- Polygon adjusted daily market bars · 2026-10-29T13:00:44.273248+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-10-29T13:00:44.270507+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated · As of 2026-10-29. For educational purposes only; not investment advice.