Genmab A/S · GMAB · FY2026 Q3 · Calendar Q4 2026
Genmab pairs nine-month growth with a heavier launch agenda
Genmab's 22% nine-month revenue growth and late-stage pipeline progress support a growth case, but delivery depends on regulatory execution, launch readiness and durable treatment benefits.
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Earnings scorecard
Reported versus consensusMarket reaction
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Transcript intelligence
What changed
Management highlighted three Phase III readouts announced in October and ongoing preparations for potential launches, including first-line EPKINLY. The company maintained 2026 guidance and said it expects revenue to finish at the upper end of its range. The call analysis reports 22% revenue growth for the first nine months and 9% growth in adjusted operating profit.
Guidance delta
No change to 2026 guidance; management expects revenue to finish at the upper end of the range.
Key takeaways
- Revenue grew 22% year over year for the first nine months, according to the call analysis.
- Adjusted operating profit increased 9% despite higher investment in launch readiness.
- Management described Phase III progress across EPKINLY, Rina-S and petosemtamab, with regulatory and launch preparation ahead.
- Quarterly reported EPS exceeded consensus, while revenue was slightly below consensus.
Management priorities
- Prepare for potential first-line EPKINLY launch and combination use with R-CHOP.
- Advance regulatory filing plans for Rina-S and petosemtamab based on Phase III data.
- Continue commercial rollout, including development of a subcutaneous petosemtamab formulation.
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Try FN2 freeCompany context
Snapshot as of publicationGenmab A/S, a biopharmaceutical company founded in 1999 and headquartered in Copenhagen, Denmark, specializes in the discovery and development of innovative antibody therapies primarily for treating cancer and various other serious illnesses. The company's commercialized portfolio includes several key products: DARZALEX (daratumumab), a human monoclonal antibody for multiple myeloma (MM), non-MM blood cancers, and AL amyloidosis; teprotumumab, indicated for thyroid eye disease; ofatumumab, another human monoclonal antibody used in chronic lymphocytic leukemia (CLL) and multiple sclerosis; Amivantamab, for advanced or metastatic gastric or esophageal cancer and non-small cell lung cancer (NSCLC); and tisotumab vedotin, which targets cervical, ovarian, and solid tumors. Genmab maintains a robust pipeline of investigational medicines.…
Healthcare peers this season
Latest reports in the same sector| Company | Quarter | EPS surprise | Market move | Headline |
|---|---|---|---|---|
| NTRA Natera, Inc. | FY2026 Q3 · Calendar Q4 2026 | -49.3% | -15.2% | Natera raises 2026 revenue outlook as Signatera drives Q3 growth |
| STE STERIS plc | FY2027 Q2 · Calendar Q4 2026 | +9.7% | +2.5% | STERIS raises FY2027 EPS outlook after 9% revenue growth |
| BDX Becton, Dickinson and Company | FY2026 Q4 · Calendar Q4 2026 | +2.0% | +2.1% | BD FY2026: Broad Growth, With FY2027 Margin and Alaris Risks |
| SOLV Solventum Corporation | FY2026 Q3 · Calendar Q4 2026 | +8.2% | -2.4% | Solventum lifts outlook after ERP cutover and Q3 execution |
| GH Guardant Health, Inc. | FY2026 Q3 · Calendar Q4 2026 | +61.3% | -9.0% | Guardant Health raises 2026 outlook as Shield growth accelerates |
| VTRS Viatris Inc. | FY2026 Q3 · Calendar Q4 2026 | +11.5% | -1.3% | Viatris raises 2026 outlook as complex generics and patches drive growth |
Latest beats and misses
Who reports nextBeat on EPS
- IAGFY2026 Q3 · November 5, 2026+16.7% EPS+4.6% move
- STEFY2027 Q2 · November 4, 2026+9.7% EPS+2.5% move
- IRMFY2026 Q3 · November 5, 2026+4.6% EPS-11.1% move
- AFRMFY2027 Q1 · November 5, 2026+23.8% EPS+1.9% move
- VRSKFY2026 Q3 · November 5, 2026+2.1% EPS+6.9% move
- APDFY2026 Q4 · November 5, 20260.0% EPS-2.9% move
Missed on EPS
- VMRKFY2026 Q3 · November 4, 2026-425.6% EPS+2.4% move
- NTRAFY2026 Q3 · November 5, 2026-49.3% EPS-15.2% move
- TIGOFY2026 Q3 · November 5, 2026-40.8% EPS+2.6% move
- UHALFY2027 Q2 · November 4, 2026-15.4% EPS-3.2% move
- LAMRFY2026 Q3 · November 5, 2026-3.6% EPS-0.8% move
- CMIFY2026 Q3 · November 5, 2026-6.0% EPS-4.9% move
Get the GMAB recap when the next report posts
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Sources
- Earnings call transcript and parsed analysis · 2026-11-06T16:06:59.370485+00:00
- FN2 earnings calendar · 2026-11-06T01:23:16.275024+00:00
- Polygon adjusted daily market bars · 2026-11-06T16:20:49.202753+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-06T16:20:49.199944+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 2026-11-06. For educational purposes only; not investment advice.