Alex R. Thurman, SVP & Chief Financial Officer of Glaukos Corporation (GKOS 0.18%), sold 10,000 shares of common stock on July 9, 2026, according to an SEC Form 4 filing.
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152.45
Transaction summaryMetricValueShares sold10,000Transaction value~$1.6 millionPost-transaction shares (directly held)43,681Post-transaction value~$6.77 millionTransaction value based on SEC Form 4 weighted average sale price ($155.00); post-transaction value based on July 9 market close ($155.07).
Key questionsWhat was the structural nature of this transaction?
The transaction was a conversion-for-sale event in which Alex R. Thurman exercised 10,000 stock options at an exercise price of $38.68 and immediately sold the underlying common stock at a weighted average price of $155.Does this sale reflect a discretionary change in sentiment?
This disposal was non-discretionary, as it was conducted pursuant to a Rule 10b5-1 trading plan established more than six months prior, on Dec. 15, 2025, which removes the insider's immediate control over the timing of the trade.What is the insider's remaining direct exposure?
Following this transaction, Alex R. Thurman holds 43,681 shares directly, representing a 0.07% interest in the company. The insider also holds 10,000 derivative securities in the form of stock options.How does the current market valuation compare to the transaction price?
The 10,000 shares were sold at $155.00 per share, while the stock closed at $152.72 as of the July 10 market close, following a 48% total return over the 12 months ending on the transaction date.Company OverviewMetricValueShare Price (as of market close 2026-07-10)$152.72Market Capitalization$9.0 billionRevenue (TTM)$551.3 millionNet Income (TTM)-$189.3 millionCompany SnapshotGlaukos Corporation develops and commercializes innovative ophthalmic medical devices and pharmaceuticals, with primary revenue derived from its micro-bypass stent portfolio, including iStent, iStent inject, and iStent inject W, which are designed to enhance aqueous humor outflow in glaucoma treatment.The company generates revenue from the sale of minimally invasive surgical devices implanted during cataract surgery to treat mild-to-moderate open-angle glaucoma, leveraging a capital-efficient model that combines device sales with an expanding pharmaceutical pipeline.Glaukos primarily serves ophthalmologists and ophthalmic surgical centers globally, targeting patients with glaucoma, corneal disorders, and retinal diseases, with particular focus on the large and growing market for combined cataract and glaucoma treatment procedures.Glaukos Corporation is a specialized ophthalmic medical technology company with a $9 billion market capitalization, generating $551 million in trailing-12-month revenue while investing substantially in research and development to expand its product pipeline. The company maintains a competitive advantage through its proprietary micro-bypass stent technology and established relationships with ophthalmologists, positioning it as a leader in the minimally invasive glaucoma surgery market. With 995 employees and headquarters in Aliso Viejo, California, Glaukos is focused on addressing significant unmet medical needs in ophthalmic care through both device innovation and pharmaceutical development.
What this transaction means for investorsInvestors rarely want to see insiders selling shares of their company. Yet there are multiple reasons an insider may sell that have nothing to do with the executive’s outlook for the stock price. These reasons could include having to pay a large personal expense or performing reasonable portfolio diversification.
In the case of Glaukos CFO Alex Thurman, intentions aren’t perfectly clear, although the fact that the sale took place under a Rule 10b5-1 trading plan does mitigate the bearishness somewhat. That said, investors should know that such a trading plan doesn’t compel the executive to sell; they can still cancel a planned sale as long as they are not doing so on the basis of inside information.
Still, studies show that an insider sale predicts a price decline within 30 days less than half of the time.
And overall, the outlook is bullish for Glaukos. For fiscal 2026, Glaukos projects revenue to increase nearly 25% to $630 million. Analysts expect the business to post a $56 million net loss, but Wall Street sees a swing to profitability in 2027 on continued robust revenue growth.
Investors are especially excited about a new product named Epioxa. It’s an incision-free alternative to treating keratoconus, a rare, sight-threatening disease. Epioxa’s potential is significant. By 2030, Glaukos believes it could be bringing in more than $1 billion in revenue.
Taken altogether, Thurman’s sale doesn’t appear predictive of trouble at Glaukos.
Should you stick with a diversified healthcare titan or a specialized high-growth challenger? Here is how Abbott Laboratories (ABT 0.70%) and Glaukos (GKOS +1.53%) stack up for investors looking ahead into 2026.
Abbott operates as a global leader across diagnostics, nutrition, and medical devices, offering stability through its massive scale. Glaukos focuses on ophthalmic solutions, aiming to disrupt the way doctors treat glaucoma and corneal diseases. Both compete for space among medical device stocks but offer very different risk and reward profiles.
The case for Abbott LaboratoriesAbbott is a diversified healthcare leader selling medical devices, diagnostic tools, nutritional products, and generic medicines. Its portfolio includes high-growth areas like diabetes care and cardiovascular solutions. As of March 2026, the company expanded its presence in oncology by acquiring Exact Sciences for $23 billion. This acquisition integrated new cancer diagnostics technology into the existing Diagnostic Products segment. Abbott does not rely on any single customer for a material portion of its revenue, which helps reduce the risk of a sudden loss of business.
In FY 2025, revenue reached $44.3 billion, representing growth of roughly 5.5% compared to the previous year. The company reported net income of close to $6.5 billion for the same period. This resulted in a net margin of 14.7%. While revenue has grown steadily, this net margin was lower than the 31.9% recorded in 2024, reflecting the costs associated with its large-scale business shifts and recent acquisitions.
Its current, the debt-to-equity ratio is approximately 0.65x. This ratio measures total debt relative to shareholders’ equity, with lower ratios indicating less reliance on borrowed money. Free cash flow, which is the cash left after paying for capital expenditures, was nearly $7.4 billion for the fiscal 2025.
The case for GlaukosGlaukos is a specialist in the ophthalmic medical technology market, focusing on therapies for glaucoma and retinal diseases. The company generates revenue primarily from ophthalmic surgeons and surgical centers rather than a few large distributors. No single customer accounts for more than 10% of total net sales. While it operates globally, roughly 75% of its 2025 sales came from the United States. The company is betting heavily on its iStent and iDose platforms to capture a larger share of the vision care market.
For FY 2025, Glaukos reported revenue of $507.4 million, representing a 32% year-over-year increase. Despite this rapid top-line expansion, the company reported a net loss of approximately $187.7 million The company continues to prioritize growth and research over immediate profitability.
The current debt-to-equity ratio was roughly 0.16x. Free cash flow was negative at approximately $22.5 million, as the company spent more on operations and capital investments than it generated in cash.
Risk profile comparisonAbbott faces persistent legal exposure, including securities class actions regarding FDA compliance failures. It also deals with civil litigation related to infant formula facilities and product liability lawsuits involving spinal cord stimulators. Integrating the $23 billion Exact Sciences acquisition adds operational complexity and increased debt. Furthermore, the company must invest heavily in cybersecurity following previous data breaches to protect its sensitive customer information.
Glaukos relies heavily on its San Clemente, California, campus to manufacture its main product lines. Any disruption at this single location could severely impair its ability to supply customers. The company also depends on reimbursement levels from Medicare and private payers, making it vulnerable to changes in government coding or payment rates. Finally, Glaukos faces stiff competition from much larger and better-capitalized firms such as AbbVie (ABBV 0.75%) and Alcon Inc (ALC 0.46%).
Valuation comparisonAbbott looks significantly cheaper on a Forward P/E basis, while Glaukos maintains a much higher P/S ratio as investors price in its rapid growth potential.
MetricAbbott LaboratoriesGlaukosSector BenchmarkForward P/E17.4x2,000x389.1xP/S ratio3.7x15.5xSector benchmark uses the SPDR XLV sector ETF.
Valuation metrics sourced from Financial Modeling Prep (FMP) and may differ from other data providers.
Abbott Labs's recent quarterly results and its guidance for fiscal 2026 presented investors with a mixed bag. The Medical Device segment, led by cardiovascular devices, brought solid growth, but Abbott is seeing a slowdown in new users for its glucose monitoring system FreeStyle Libre CGM. The Nutrition business continues to show weakness as Abbott discounts prices to increase volume.
Abbott’s strengths are that Exact Sciences adds a cancer screening arm, and folds in the popular Cologuard product to its portfolio. Abbott should be able to power sales outside the U.S. for Cologuard. For 2026, Abbott should get company-wide sales over $50 billion, which would be about 13% year-over-year growth.
Glaukos has been pioneering treatment for glaucoma and other eye disorders, developing micro-invasive glaucoma surgery (MIGS) early in this decade. MIGS is now a standard globally. Investors are especially excited about a new product that just came to market this year called Epioxa. It’s an incision-free alternative to treating keratoconus, a rare, sight-threatening disease. The potential is huge—by 2030, Glaukos believes it could be used on 18,000 eyes, bringing in more than $1 billion in revenue.
For 2026, iDose continues to power the business with excellent U.S. growth. Analysts see sales rising almost 25% to $630 million, with a narrowing of the net loss to about $56 million.
The choice here is between a health care giant hoping to buy its way to growth and a diagnostic startup that has revolutionized one area of treatment and looks set to do the same for a second. Glaukos comes at a premium. But its fast growth means long-term investors should be getting good value in the long run.
Key Takeaways GKOS rallied after positive iDose TR commentary eased concerns over proposed Medicare coverage restrictions.GKOS reported $54M in first-quarter iDose TR sales and expects sequential growth in the second quarter.Glaukos is expanding with Epioxa adoption and a broad ophthalmology pipeline supporting long-term growth. Shares of Glaukos (GKOS - Free Report) have surged 45.7% since the end of May. The stock has outpaced the industry’s 4% gain and the S&P 500 Index’s 0.9% decline.
GKOS stock witnessed a sharp rally after the company announced better-than-expected first-quarter top and bottom-line figures on April 29. However, the stock pared all its gains in May amid uncertainty surrounding the proposed Local Coverage Determination (LCD) for its glaucoma therapy, iDose TR, by Medicare Administrative Contractors (MACs).
The MACs have proposed providing coverage for iDose only to patients who have failed both selective laser trabeculoplasty (SLT) and two topical medications. The proposal also restricts the concurrent use of iDose TR with minimally invasive glaucoma surgery (MIGS) procedures and limits re-administration of iDose TR to once every two years. These proposed restrictions could hurt the drug's commercial prospects.
However, Glaukos management seemed confident about receiving an exclusion or modification on some or all of these restrictions in the final LCD draft, while presenting at several investor conferences held during the end of May or early June. The company is focusing on promoting iDose TR as first-line treatment for ocular hypertension.
One-Month Performance
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GKOS management also stated that the market opportunity for iDose TR remains significant despite the proposed restrictions, driven by the rising number of glaucoma cases, and reaffirmed its guidance for 2026 and 2027. The company also believes that many patients are ineligible for SLTs or topical medications or both. GKOS is conducting a phase 4 study to evaluate the use of iDose TR with MIGS procedure, which has demonstrated promising results so far.
Several analysts also believe that the proposed restrictions for iDose TR in the proposed LCDs will have a minimal impact on its sales going forward. They expect a sizable pool of patients who have undergone selective laser trabeculoplasty (SLT) over the past decade to remain eligible for iDose TR.
The recent rally in Glaukos shares can be primarily attributed to investor enthusiasm following the positive commentary on iDose TR. The company recorded $54 million in iDose TR sales during the first quarter of 2026. GKOS expects sales of the therapy to grow sequentially in the second quarter as well.
Other Factors Supporting the Rally
Rising Epioxa Adoption:Apart from iDose TR, Epioxa is emerging as Glaukos' next major growth engine, with management reporting an encouraging commercial launch despite being in its earliest phase. The company has rapidly built a treatment network covering nearly 65% of the U.S. population, with visibility to expand coverage to roughly 95%.
Reimbursement momentum is strengthening, supported by access pathways covering more than 100 million commercial lives. The drug is covered by four of the five largest U.S. payers and received a permanent J-code effective July 2026. Combined with direct-to-consumer awareness campaigns and physician education initiatives, these developments position Epioxa to meaningfully expand the underpenetrated keratoconus treatment market over time.
Strong Pipeline:Glaukos continues to differentiate itself through one of ophthalmology's broadest innovation pipelines, with 13 publicly disclosed programs spanning glaucoma, corneal disorders, retinal diseases and ocular surface therapies. Beyond commercial products like iDose TR and Epioxa, the company is advancing iDose TREX, iStent infinite for earlier-stage glaucoma, and PRESERFLO MicroShunt, iLution for Demodex blepharitis.
The company plans to initiate studies on next-generation iLink technologies and a keratoconus screening device later this year. Management also highlighted promising early-stage retinal assets and multiple Phase 4 studies that could expand reimbursement, strengthen clinical evidence and create additional label-expansion opportunities, supporting sustainable long-term growth beyond its current revenue drivers.
Key Challenges
Despite strong execution, Glaukos faces several operational challenges that could moderate near-term growth. Apart from uncertainty surrounding iDose TR LCDs, Epioxa's launch remains constrained by reimbursement complexity until the permanent J-code becomes fully operational, resulting in temporary claims-processing delays and slower physician adoption.
The company also expects international glaucoma growth to decelerate due to increasing competitive product launches and fading foreign-exchange tailwinds. Furthermore, management plans to accelerate investments in commercial infrastructure, patient awareness and direct-to-consumer initiatives, which will keep operating expenses elevated and delay margin expansion.
In addition, successful commercialization depends on increasing keratoconus diagnosis rates and expanding physician adoption, requiring sustained investment in education, payer engagement and market development before Epioxa can fully realize its long-term billion-dollar revenue potential.
A Glance at GKOS’ Estimates
The Zacks Consensus Estimate for GKOS’ 2026 loss per share is pinned at 57 cents, implying a year-over-year improvement of 36.7%. The Zacks Consensus Estimate for 2027 earnings per share is pegged at 47 cents, implying growth of 181% year over year. In the past 60 days, the consensus mark for the company's earnings has remained stable.
Revenues for 2026 are projected to grow 23.7% to $627.6 million and another 26.6% to $794.3 million in 2027.
Image Source: Zacks Investment Research
GKOS’ Zacks Rank and Stocks to Consider
Currently, Glaukos has a Zacks Rank #3 (Hold).
Some better-ranked stocks from the broader medical space are Veracyte (VCYT - Free Report) , West Pharmaceutical (WST - Free Report) and Intuitive Surgical (ISRG - Free Report) .
Veracyte, currently sporting a Zacks Rank #1 (Strong Buy), reported a first-quarter 2026 adjusted earnings per share (EPS) of 52 cents, which surpassed the Zacks Consensus Estimate by 52.94%. Revenues of $139 million beat the Zacks Consensus Estimate by 6.6%. You can see the complete list of today’s Zacks #1 Rank stocks here.
VCYT has an estimated earnings growth rate of 5.1% for 2026 compared with the industry’s 14% growth. The company’s earnings beat estimates in each of the trailing four quarters, the average surprise being 45.88%.
West Pharmaceutical, currently carrying a Zacks Rank #2 (Buy), reported first-quarter 2026 EPS of $2.13, which beat the Zacks Consensus Estimate by 26.8%. Revenues of $844.9 million surpassed the Zacks Consensus Estimate by 8.5%.
WST has an estimated long-term earnings growth rate of 13.9% compared with the industry’s 9.6% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 19.37%.
Intuitive Surgical, carrying a Zacks Rank of 2 at present, reported first-quarter 2026 adjusted EPS of $2.50, which beat the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion surpassed the Zacks Consensus Estimate by 6.2%.
ISRG has a long-term estimated growth rate of 14.3% compared with the industry’s 12.5% growth. The company’s earnings surpassed estimates in each of the trailing four quarters, the average surprise being 16.8%
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Conference Call and Webcast Scheduled for 1:30 p.m. PT
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, plans to release second quarter 2026 financial results after the market close on Wednesday, July 29, 2026. The company’s management will discuss the results during a conference call and simultaneous webcast at 1:30 p.m. PT (4:30 p.m. ET) on July 29, 2026.
A link to the live webcast will be available on the company’s website at http://investors.glaukos.com. To participate in the conference call, please dial 833-461-5787 (U.S.) or 585-542-9983 (International) and enter Conference ID 626961391. A replay will be archived on the company’s website following completion of the call.
About Glaukos
Glaukos (www.glaukos.com) is an ophthalmic pharmaceutical and medical technology company focused on developing and commercializing novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. Glaukos first developed Micro-Invasive Glaucoma Surgery (MIGS) as an alternative to the traditional glaucoma treatment paradigm, launching its first MIGS device commercially in 2012. In 2024, Glaukos commenced commercial launch activities for iDose® TR, a first-of-its-kind, long-duration, intracameral procedural pharmaceutical designed to deliver 24/7 glaucoma drug therapy inside the eye for extended periods of time. Glaukos also markets the only FDA-approved corneal cross-linking therapy utilizing a proprietary bio-activated pharmaceutical for the treatment of keratoconus, a rarely diagnosed corneal disorder. Glaukos continues to successfully develop and advance a robust pipeline of novel, dropless platform technologies designed to meaningfully advance the standard of care and improve outcomes for patients suffering from chronic eye diseases.
Pre-Market Stock Futures: Futures are trading mixed as we get ready to start the first full week of trading for the third quarter, as traders and investors return from the long 4th of July holiday. With second-quarter earnings starting this week, and with all of the major indices trading at or near all-time highs, you can bet that any company that reports earnings that miss the mark or gives guidance less than expected could get hit hard. The Dow Jones Industrials hit yet another all-time high last Thursday, closing the session at 52,900, up 1.14%, while the S&P 500 closed essientially flat at 7,482, up 0.01%. The Nasdaq took another hit Thursday as sellers returned for the rotation trade, with chip stocks tagged again, and closed the day at 25,832, down 0.80%. The small-cap heavy Russell 2000 also closed lower to end the week, down 0.55% at 2,996.
Treasury Bonds: Yields were mixed across the Treasury curve on Thursday as buyers continued to load up on the short end and belly of the curve, while some selling came in on the long end. The non-farm payroll report came in much lower than anticipated, at 57,000 versus expectations of 110,000, and unemployment ticked lower to 4.2%. Worries about rate hikes later this year finally took a back seat, at least for the time being. The 30-year-long bond closed the session at 4.99%, while the 10-year note closed at 4.49%.
Oil and Gas: Oil prices closed mixed on Thursday as ships continue to pass through the Strait of Hormuz unimpeded and supplies worldwide are finally returning closer to normal. When the final trades came in on Thursday, Brent Crude was basically unchanged at $71.59, while West Texas Intermediate closed lower at $68.46, down 0.17%. Natural gas, which has been strong recently, closed down 0.34% at $3.21.
Gold: After a dreadful month of June and the second quarter, Gold continues to show signs of life. Thursday, the precious metal closed higher by 2.27% at $4,121, while Silver also continued to run higher, closing the session up 3.15% at $60.83. The declining chances of a rate hike gave the precious metals complex a tailwind on Thursday, and it is likely to continue this week.
Crypto: Cryptocurrencies surged on Thursday, with Bitcoin reclaiming the $61,000 level and clawing back some of its losses from the previous week. The broader market got a lift after a softer-than-expected U.S. jobs report and comments signaling easing inflation have helped calm rate-hike concerns, reigniting investor appetite for digital assets. At 8 AM EDT, Bitcoin traded at $62,840, while Ethereum traded at $1,770.
24/7 Wall St. reviews dozens of analyst research reports every day to identify fresh investment ideas for investors and traders alike. These daily analyst notes include recommendations on stocks to buy, sell, or avoid, as well as new coverage initiations. Important reminder: No single analyst report should ever be the sole basis for buying or selling a stock.
Here are some of the best Wall Street analyst upgrades, downgrades, and initiations seen on Monday, July 6, 2026.
Upgrades: Agnico Eagle Mines (NYSE: AEM | AEM Price Prediction) was upgraded to Buy from Hold at Jefferies. which moved the price target for the shares up to $200 from $187. Gilead Sciences (NASDAQ: GILD) was upgraded to Buy from Hold at HSBC, which lifted the target price for the shares to $155 from $133. Okta (NASDAQ: OKTA) was upgraded to Putperform from Sector Perform at Scotiabank, with a $165 target price. T-Mobile US (NASDAQ: TMUS) was upgraded to Buy from Hold at Bank of America, with a $220 target price. U.S. Bancorp (NYSE: USB) was raised to Buy from Hold at Jefferies, and boosted the target price for the stock to $75 from $60. Downgrades: Datadog (NASDAQ: DDOG) was downgraded to Market Perform from Outperform at Bernstein, which raised the price target to $226 from $180. Delta Air Lines (NYSE: DAL) was cut to Outperform from Strong Buy at Raymond James, which lifted the target price for the stock to $104 from $80. JetBlue Airways (NASDAQ: JBLU) was downgraded to Underperform from Market Perform at Raymond James, without a price target. Pfizer (NYSE: PFE) was cut to Hold from Buy at HSBC, which trimmed the target price for the pharmaceutical giant to $28 from $32. Regions Financial (NYSE: RF) was cut to Underperform from Neutral at Baird, with a $28 target price. Initiations: ERock (NYSE: EROC) was initiated with an Outperform rating at Evercore ISI, with a $28 target price. JPMorgan started the shares with an Overweight rating and a $28 target, while Morgan Stanley initiated the stock with an Overweight rating and a $21 target price. The company was a recent IPO. Glaukos (NYSE: GKOS) was started with a Buy rating at H.C. Wainwright, with a $168 target price. NRG Energy (NYSE: NRG) was initiated with a Buy rating at Siebert Williams, with a $184 target price.
Parabilis Medicines (NASDAQ: PBLS) was initiated with a Buy rating at Bank of America, with a $45 target price. Whitehawk Minerals (NYSE: WHK) was initiated with a Buy rating at Stifel, with a $30 target price for the shares. Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and T-Mobile US didn't make the cut. Grab the names FREE today.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, today announced completion of patient enrollment in its Phase 2 clinical study evaluating GLK-321 for the treatment of Demodex blepharitis. GLK-321 is an investigational drug candidate using Glaukos' proprietary iLution platform, a novel ophthalmic drug-delivery syste.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, announced today the commercial availability of Epioxa™ HD / Epioxa™ (“Epioxa”), a groundbreaking advancement in corneal cross-linking for the treatment of keratoconus, a rare, sight-threatening corneal disease that is currently far too often undiagnosed and untreated.
It has been about a month since the last earnings report for Glaukos (GKOS - Free Report) . Shares have lost about 14.7% in that time frame, underperforming the S&P 500.
Will the recent negative trend continue leading up to its next earnings release, or is Glaukos due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers.
Glaukos Misses Q4 Earnings Estimates, Raises 2026 Revenue OutlookGlaukos Corporation reported fourth-quarter 2025 adjusted loss of 28 cents per share, which missed the Zacks Consensus Estimate of a loss of 22 cents by 0.06%. The figure improved from the year-ago quarter’s adjusted loss of 40 cents per share.
For the full year, adjusted loss per share was 90 cents, up 51.6% from the comparable 2024 period.
The GAAP loss per share was $2.32 compared with the prior-year quarter’s reported loss of 60 cents.
Revenue DetailsGlaukos registered revenues of $143.1 million in the fourth quarter, up 36% year over year on a reported basis and 34% at constant currency (cc). The figure also surpassed the Zacks Consensus Estimate by 6%.
Total revenues for 2025 were $507.4 million, up 32% year over year on a reported basis and at cc from the year-ago period’s levels.
Quarter in DetailThe company recorded net sales of $119.2 million for Glaucoma, up 42% year over year. Sales at Corneal Health totaled $24 million.
GKOS’ Margin AnalysisAdjusted gross profit increased 40.3% year over year to $121.8 million. The adjusted gross margin was 85.1% compared with 82.3% in the year-ago period.
Selling, general and administrative expenses rose 37.2% year over year to $94.7 million. Research and development expenses totaled $43.7 million, up 19.5% year over year. Total operating expenses were $138.4 million, up 31% from the prior-year period’s level.
The operating loss increased to $139.9 million from $28.7 million in the year-ago period. The adjusted operating loss was $16.4 million, narrower than the year-ago quarter’s reported loss of $18.3 million.
Financial UpdateGlaukos exited the fourth quarter of 2025 with cash and cash equivalents and short-term investments of $282.6 million compared with $277.5 million at the end of third-quarter 2025.
2026 GuidanceThe company raised its guidance for 2026 revenues. It expects net sales in the range of $600-$620 million. The Zacks Consensus Estimate for the same is pegged at $610.6 million. The loss per share estimate is pinned at 33 cents, implying 60.9% improvement year over year.
How Have Estimates Been Moving Since Then?In the past month, investors have witnessed a downward trend in estimates review.
The consensus estimate has shifted -54.45% due to these changes.
VGM ScoresCurrently, Glaukos has a great Growth Score of A, though it is lagging a lot on the Momentum Score front with an F. Following the exact same course, the stock was allocated a grade of F on the value side, putting it in the lowest quintile for this investment strategy.
Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in.
OutlookEstimates have been broadly trending downward for the stock, and the magnitude of these revisions indicates a downward shift. It's no surprise Glaukos has a Zacks Rank #4 (Sell). We expect a below average return from the stock in the next few months.
Performance of an Industry PlayerGlaukos belongs to the Zacks Medical - Instruments industry. Another stock from the same industry, Edwards Lifesciences (EW - Free Report) , has gained 4.6% over the past month. More than a month has passed since the company reported results for the quarter ended December 2025.
Edwards Lifesciences reported revenues of $1.57 billion in the last reported quarter, representing a year-over-year change of +13.3%. EPS of $0.58 for the same period compares with $0.59 a year ago.
Edwards Lifesciences is expected to post earnings of $0.72 per share for the current quarter, representing a year-over-year change of +12.5%. Over the last 30 days, the Zacks Consensus Estimate remained unchanged.
The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Edwards Lifesciences. Also, the stock has a VGM Score of F.
Glaukos Corporation (NYSE: GKOS - Get Free Report) has been given a consensus recommendation of "Moderate Buy" by the sixteen brokerages that are currently covering the stock, Marketbeat Ratings reports. Two research analysts have rated the stock with a sell recommendation, one has assigned a hold recommendation, twelve have issued a buy recommendation and one has
Key Takeaways Glaukos launches Epioxa, the first FDA-approved incision-free topical therapy for keratoconus.Epioxa uses oxygen and light, avoiding epithelium removal to improve comfort and recovery.GKOS backs rollout with awareness, screening and access programs to boost diagnosis and uptake. Glaukos Corporation (GKOS - Free Report) recently announced the commercial availability of Epioxa, marking a significant milestone in its corneal health portfolio. The therapy stands out as the first FDA-approved, incision-free, topical drug treatment for keratoconus, offering a less invasive alternative to traditional corneal cross-linking procedures.
From an investor’s perspective, the launch of Epioxa represents a meaningful growth catalyst for Glaukos as it expands into a largely underpenetrated keratoconus market. The company’s focus on increasing disease awareness, improving diagnosis rates and supporting patient access could drive stronger procedure volumes over time.
Likely Trend of GKOS Stock Following the NewsFollowing the announcement, shares of the company lost 1.1% in yesterday’s trading session. However, in the last six-month period, GKOS’s shares have gained 20.6% against the industry’s 7% decline. The S&P 500 decreased 0.2% in the same time frame.
Over the long term, Epioxa is likely to meaningfully strengthen Glaukos’ growth trajectory by unlocking a largely underdiagnosed and underserved keratoconus market with a more patient-friendly, non-invasive treatment option. Its differentiated profile should drive higher adoption among physicians and earlier intervention among patients, expanding the overall treated population rather than just taking share.
Meanwhile, GKOS currently has a market capitalization of $5.9 billion.
Image Source: Zacks Investment Research
More on the NewsEpioxa represents a meaningful step forward in keratoconus treatment, primarily due to its incision-free, topical drug approach that eliminates the need for corneal epithelium removal. Unlike traditional corneal cross-linking procedures, which can be painful and require longer recovery periods, Epioxa is designed to improve patient comfort while streamlining the overall procedure. The therapy leverages a combination of enriched oxygen and light to deliver clinically effective outcomes, positioning it as a more convenient and patient-friendly alternative that could encourage broader adoption among both patients and eye care professionals.
From a business standpoint, Epioxa has the potential to significantly expand Glaukos’ addressable market by tapping into a large pool of undiagnosed and untreated keratoconus patients. By lowering procedural barriers and improving the overall treatment experience, the therapy could drive earlier intervention and increase procedure volumes over time. Importantly, Glaukos is not solely relying on the product’s clinical differentiation; the company is also actively investing in awareness campaigns, screening initiatives and physician education to improve diagnosis rates, which should further support demand generation and long-term market expansion.
In addition, Glaukos is building a comprehensive support ecosystem around Epioxa to facilitate adoption and improve patient access. This includes co-pay assistance programs, patient support initiatives for the uninsured and a dedicated patient access liaison team to guide individuals through diagnosis and treatment.
These efforts are aimed at reducing financial and logistical barriers, which have historically limited treatment uptake in this rare disease category. Taken together, the combination of product innovation, market development initiatives and access support programs positions Epioxa as a strategic growth driver that could deliver sustained revenue contribution and strengthen Glaukos’ leadership in corneal therapies over time.
Favorable Industry Prospects for GKOSPer a report by Straits Research, the global keratoconus treatment market size was valued at $578.57 million in 2024 and is projected to grow from $608.59 million in 2025 to $849.64 million by 2033, expanding at a CAGR of 4.26%.
The market is experiencing significant growth, driven by several key factors, including the rising prevalence of keratoconus, increased awareness of advanced treatment options and the continuous advancement of diagnostic technologies.
Other Recent Developments by GKOSRecently, Glaukos delivered robust fourth-quarter 2025 revenues, reflecting growth and continued momentum across its glaucoma and corneal health portfolios. The U.S. glaucoma growth was fueled by rapid adoption of iDose TR, broader physician utilization, surgeon training and strong clinical confidence in the therapy’s long-term outcomes. The FDA approval for the company’s NDA labeling supplement permits unlimited re-administration of iDose TR in eligible patients and supports sustained procedure growth over time.
GKOS’s Zacks Rank & Stocks to ConsiderGKOS carries a Zacks Rank #4 (Sell) at present.
Some better-ranked stocks from the broader medical space are Intuitive Surgical (ISRG - Free Report) , Phibro Animal Health (PAHC - Free Report) and Cardinal Health (CAH - Free Report) .
Intuitive Surgical, sporting a Zacks Rank #1 (Strong Buy) at present, reported fourth-quarter 2025 adjusted earnings per share (EPS) of $2.53, beating the Zacks Consensus Estimate by 12.4%. Revenues of $2.87 billion surpassed the Zacks Consensus Estimate by 4.7%. You can see the complete list of today’s Zacks #1 Rank stocks here.
ISRG has an estimated long-term earnings growth rate of 15.7% compared with the industry’s 14% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 13.2%.
Phibro Animal Health, currently sporting a Zacks Rank #1, reported fiscal second-quarter 2025 adjusted EPS of 87 cents, which surpassed the Zacks Consensus Estimate by 26.1%. Revenues of $373.9 million beat the Zacks Consensus Estimate by 4.7%.
PAHC has an estimated long-term earnings growth rate of 21.5% compared with the industry’s 12.6% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 20.1%.
Cardinal Health, currently carrying a Zacks Rank #2 (Buy), reported second-quarter fiscal 2026 adjusted EPS of $2.63, which surpassed the Zacks Consensus Estimate by 10%. Revenues of $65.6 billion beat the Zacks Consensus Estimate by 0.9%.
CAH has an estimated long-term earnings growth rate of 15% compared with the industry’s 9.1% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 9.3%.
Glaukos Corporation (NYSE: GKOS - Get Free Report) CFO Alex Thurman sold 2,511 shares of the firm's stock in a transaction that occurred on Wednesday, March 25th. The shares were sold at an average price of $106.46, for a total value of $267,321.06. Following the completion of the sale, the chief financial officer directly owned 41,967
Allspring Global Investments Holdings LLC lifted its position in shares of Glaukos Corporation (NYSE: GKOS) by 32.8% during the undefined quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 355,279 shares of the medical instruments supplier's stock after acquiring an additional 87,781 shares during
Glaukos (NYSE: GKOS - Get Free Report) and Anteris Technologies Global (NASDAQ: AVR - Get Free Report) are both medical companies, but which is the superior investment? We will compare the two businesses based on the strength of their institutional ownership, risk, analyst recommendations, dividends, profitability, valuation and earnings. Volatility and Risk Glaukos has a beta of
Capricorn Fund Managers Ltd bought a new stake in shares of Glaukos Corporation (NYSE: GKOS) during the undefined quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm bought 60,000 shares of the medical instruments supplier's stock, valued at approximately $6,775,000. Glaukos accounts
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, announced today that its technologies will be featured in various scientific programming at the American Society of Cataract and Refractive Surgery (ASCRS) annual meeting, being held April 10-13, 2026 in Washington, D.C. Glaukos will be exhibiting onsite at booth #407.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, plans to release first quarter 2026 financial results after the market close on Wednesday, April 29, 2026. The company's management will discuss the results during a conference call and simultaneous webcast at 1:30 p.m. PT (4:30 p.m. ET) on April 29, 2026. A link to t.
New J-code for Epioxa™, J2789, set to become effective July 1, 2026
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, announced today the U.S. Centers for Medicare and Medicaid Services (CMS) has assigned a unique, permanent Healthcare Common Procedure Coding System (HCPCS) J-code for Epioxa™ HD / Epioxa™ (“Epioxa”) for the treatment of keratoconus, a rare, sight-threatening disease that is currently far too often undiagnosed and untreated.
The new J-code for Epioxa, J2789, is set to become effective July 1, 2026. It is expected to streamline the reporting and payment of Epioxa by U.S. payers over time, and has been published here on the CMS website.
“The assignment of a product-specific J-code for Epioxa represents an important milestone, supporting our market access initiatives to increase access and expand coverage for patients suffering from keratoconus,” said Thomas Burns, Glaukos chairman and chief executive officer. “Once effective, this new J-code is expected to enable more streamlined and consistent coverage and payment for Epioxa over time, strengthening the foundation for our commercial launch and enabling broader patient access.”
J-codes are reported by U.S. healthcare providers and used by U.S. government and commercial payers to streamline the billing and reimbursement process for pharmaceuticals, such as Epioxa, administered by a healthcare professional.
Epioxa represents a transformative innovation in keratoconus care, offering an incision-free alternative to traditional corneal cross-linking procedures as it does not require the removal of the corneal epithelium, the outermost layer of the front of the eye. This novel, oxygen-enriched topical therapeutic, bioactivated by UV light, is designed to eliminate the pain associated with removal of the epithelium, streamline the procedure, and minimize recovery, all while delivering clinically meaningful outcomes and exceptional value to patients, providers, and the healthcare system.
About Glaukos
Glaukos (www.glaukos.com) is an ophthalmic pharmaceutical and medical technology company focused on developing and commercializing novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. Glaukos first developed Micro-Invasive Glaucoma Surgery (MIGS) as an alternative to the traditional glaucoma treatment paradigm, launching its first MIGS device commercially in 2012. In 2024, Glaukos commenced commercial launch activities for iDose® TR, a first-of-its-kind, long-duration, intracameral procedural pharmaceutical designed to deliver 24/7 glaucoma drug therapy inside the eye for extended periods of time. Glaukos also markets the only FDA-approved corneal cross-linking therapy utilizing a proprietary bio-activated pharmaceutical for the treatment of keratoconus, a rare corneal disorder. Glaukos continues to successfully develop and advance a robust pipeline of novel, dropless platform technologies designed to meaningfully advance the standard of care and improve outcomes for patients suffering from chronic eye diseases.
About Epioxa HD / Epioxa
Indication: EPIOXA™ HD (riboflavin 5’-phosphate ophthalmic solution) 0.239% and EPIOXA™ (riboflavin 5’-phosphate ophthalmic solution) 0.177% are photoenhancers indicated for use in epithelium-on corneal collagen cross-linking for the treatment of keratoconus in adults and pediatric patients aged 13 years and older, in conjunction with the O2n™ System and the Boost Goggles®.
Dosage and Administration: EPIOXA HD and EPIOXA are for topical ophthalmic use. NOT for injection or intraocular use. EPIOXA HD and EPIOXA are supplied in single-dose syringes. Discard opened syringes after use. EPIOXA HD and EPIOXA are for use with the O2n System and Boost Goggles only. Refer to the O2n System Operator’s Manual and Boost Goggles User Guide for device instructions.
Contraindications: EPIOXA HD and EPIOXA are contraindicated in patients with known hypersensitivity to benzalkonium chloride or any ingredients in EPIOXA HD and EPIOXA. Epithelium-on corneal collagen cross-linking is contraindicated in aphakic and pseudophakic patients without a UV-blocking intraocular lens.
Warnings and Precautions: Corneal collagen cross-linking should be used with caution in patients with a history of herpetic keratitis due to the potential for reactivation of herpes keratitis.
Adverse Reactions: The most common adverse reaction was conjunctival hyperaemia (31%). Other adverse reactions, occurring in 5% to 25% of eyes included: corneal opacity (haze), photophobia, punctate keratitis, eye pain, eye irritation, increased lacrimation, corneal epithelium defect, eyelid oedema, corneal striae, visual acuity reduced, dry eye, and anterior chamber flare.
For more information, visit www.glaukos.com.
Forward-Looking Statements
All statements other than statements of historical facts included in this press release that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe that we have a reasonable basis for forward-looking statements contained herein, we caution you that they are based on current expectations about future events affecting us and are subject to risks, uncertainties and factors relating to our operations and business environment, all of which are difficult to predict and many of which are beyond our control, that may cause our actual results to differ materially from those expressed or implied by forward-looking statements in this press release. These potential risks and uncertainties include, without limitation, the timing and extent to which we obtain regulatory approval for investigational products, our ability to successfully commercialize such products, the ability to obtain and maintain adequate financial coverage and reimbursement for our products, the continued efficacy and safety profile of our products, and the extent to which this new J-code will enable more streamlined and consistent coverage and payment for Epioxa over time. These and other risks, uncertainties and factors related to Glaukos, and our business are described in detail under the caption “Risk Factors” and elsewhere in our Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the SEC on February 23, 2026. Our filings with the SEC are available in the Investor Section of our website at www.glaukos.com or at www.sec.gov. In addition, information about the risks and benefits of our products is available on our website at www.glaukos.com. All forward-looking statements included in this press release are expressly qualified in their entirety by the foregoing cautionary statements. You are cautioned not to place undue reliance on the forward-looking statements in this press release, which speak only as of the date hereof. We do not undertake any obligation to update, amend or clarify these forward-looking statements whether as a result of new information, future events or otherwise, except as may be required under applicable securities law.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, today announced that it has published its 2025 Sustainability Report. The report highlights the company’s continued commitment and progress on its key corporate sustainability priorities. The Sustainability Report can be found on the company’s website here.
“I am proud to issue our seventh annual Sustainability Report, which highlights the meaningful progress we continue to make in advancing our core corporate sustainability initiatives that are aligned with our mission and key strategic plans,” said Thomas Burns, Glaukos chairman and chief executive officer. “Innovation is at the core of everything we do, and it informs not only our product strategy, but also how we approach sustainability, governance, and our responsibilities as a global healthcare leader. We believe the programs, policies, and achievements detailed in this report provide compelling examples of our dedication to sustainability, an important pillar of both our culture and brand.”
Throughout 2025, Glaukos continued to advance its corporate sustainability strategy, achieving several key milestones, including:
Provided more than $22 million in product donations to date, helping expand access to essential vision care in underserved regions globally. Logged approximately 870 employee volunteer hours across 61 community service events, with an additional 321 families supported during the holiday season. Launched an updated Code of Conduct and associated employee training programs and online tools, reinforcing a strong culture of ethics and compliance across the organization. Achieved 100% company-wide completion of annual cybersecurity awareness training. Broke ground on a new R&D and manufacturing facility in Huntsville, Alabama, supporting long-term innovation and operational growth. Received FDA approval for Epioxa™ and advanced preparations for 2026 commercial launch, alongside expanded patient awareness and support initiatives. Collaborated with patient advocacy organizations to conduct awareness-building outreach, educating nearly 15,000 glaucoma and keratoconus patients. Reached approximately 14,000 keratoconus patients served since the inception of Glaukos Patient Services. Launched the Glaukos Culture Leaders program, focused on strengthening employee engagement and fostering a high-performance culture. Completed a climate risk assessment aligned with Task Force on Climate-Related Financial Disclosures (TCFD) recommendations. Received external limited assurance of greenhouse gas (GHG) emissions calculations and disclosures, enhancing transparency and accountability. Increased 401(k) company match, enhancing employee financial wellness benefits. Achieved strong participation in the company’s Employee Stock Purchase Plan (ESPP). For additional information and highlights, please see Glaukos’ 2025 Sustainability Report, which can be found on the company’s website here.
Glaukos’ sustainability initiatives are overseen by the company’s board of directors.
About Glaukos
Glaukos (www.glaukos.com) is an ophthalmic pharmaceutical and medical technology company focused on developing and commercializing novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. Glaukos first developed Micro-Invasive Glaucoma Surgery (MIGS) as an alternative to the traditional glaucoma treatment paradigm, launching its first MIGS device commercially in 2012. In 2024, Glaukos commenced commercial launch activities for iDose® TR, a first-of-its-kind, long-duration, intracameral procedural pharmaceutical designed to deliver 24/7 glaucoma drug therapy inside the eye for extended periods of time. Glaukos also markets the only FDA-approved corneal cross-linking therapy utilizing a proprietary bio-activated pharmaceutical for the treatment of keratoconus, a rare corneal disorder. Glaukos continues to successfully develop and advance a robust pipeline of novel, dropless platform technologies designed to meaningfully advance the standard of care and improve outcomes for patients suffering from chronic eye diseases.
Forward-Looking Statements
All statements other than statements of historical facts included in this press release that address activities, events or developments that we expect, believe or anticipate will or may occur in the future are forward-looking statements. Although we believe that we have a reasonable basis for forward-looking statements contained herein, we caution you that they are based on current expectations about future events affecting us and are subject to risks, uncertainties and factors relating to our operations and business environment, all of which are difficult to predict and many of which are beyond our control, that may cause our actual results to differ materially from those expressed or implied by forward-looking statements in this press release. These potential risks and uncertainties include, without limitation, our ability to achieve the sustainability goals and targets identified in the sustainability report. Historical, current and forward-looking sustainability-related statements may be based on standards for measuring progress that are still developing, internal controls and processes that continue to evolve, and assumptions that are subject to change in the future. The information included in, and any issues identified as material for purposes of this document may not be considered material for Securities and Exchange Commission (SEC) reporting purposes. In the context of this disclosure, the term “material” is distinct from, and should not be confused with, such term as defined for SEC reporting purposes. These and other risks, uncertainties and factors related to Glaukos, and our business are described in detail under the caption “Risk Factors” and elsewhere in our Annual Report on Form 10-K for the year ended December 31, 2025, which was filed with the SEC on February 23, 2026. Our filings with the SEC are available in the Investor Section of our website at www.glaukos.com or at www.sec.gov. In addition, information about the risks and benefits of our products is available on our website at www.glaukos.com. All forward-looking statements included in this press release are expressly qualified in their entirety by the foregoing cautionary statements. You are cautioned not to place undue reliance on the forward-looking statements in this press release, which speak only as of the date hereof. We do not undertake any obligation to update, amend or clarify these forward-looking statements whether as a result of new information, future events or otherwise, except as may be required under applicable securities law.
Key Takeaways Glaukos gains CMS J-code J2789 for Epioxa, effective July 1, 2026, boosting reimbursement clarity.GKOS expects improved market access, simplified billing and broader payer coverage over time.Epioxa offers a non-invasive, oxygen-enriched therapy designed to reduce pain and recovery time. Glaukos (GKOS - Free Report) announced that its innovative keratoconus treatment, Epioxa (Epioxa HD / Epioxa), was assigned a permanent HCPCS J-code — J2789 — by the U.S. Centers for Medicare and Medicaid Services (“CMS”).
The J-code becomes effective from July 1, 2026, and is expected to streamline how Epioxa is reported and reimbursed by U.S. payers over time.
Per management, the new product-specific J-code for Epioxa is an important step in improving market access, helping expand coverage for keratoconus patients. Once active, this new J-code should simplify reimbursement, strengthen the foundation of commercial launch and improve patient access over time.
Likely Trend of GKOS Stock Following the NewsFollowing the announcement, GKOS shares gained 0.4% at yesterday’s closing. In the year-to-date period, shares of the company have climbed 7.1% against the industry’s 11.6% decline. However, the S&P 500 has risen 1.9% during the same time frame.
In the long run, the J-code assignment for Epioxa positions Glaukos for a scalable growth trajectory. With streamlined reimbursement and improved payer clarity, the company can drive broader physician adoption and patient access. This milestone reduces administrative friction, enhances commercial execution and supports predictable revenue expansion. Coupled with Epioxa’s differentiated, non-invasive profile, Glaukos is well-positioned to strengthen its leadership in corneal therapies and deliver sustained growth in the keratoconus treatment landscape.
GKOS currently has a market capitalization of $7 billion.
Image Source: Zacks Investment Research
More on the NewsEpioxa itself represents a breakthrough in keratoconus treatment, providing an incision-free alternative to traditional corneal cross-linking by preserving the corneal epithelium. This oxygen-enriched, UV-activated topical therapy is designed to reduce pain, streamline the procedure and shorten recovery time, while delivering strong clinical results and value.
J-codes are used by U.S. healthcare providers to report treatments, and by government and commercial payers to simplify billing and reimbursement for physician-administered drugs like Epioxa. With the assignment of J2789, Glaukos is well-positioned to improve coverage consistency and reduce administrative friction for providers treating keratoconus.
Industry Prospects Favoring the MarketGoing by the data provided by Research Nester, the keratoconus treatment market is valued at $584.6 million in 2026 and is expected to witness a CAGR of 4.2% through 2035.
Factors like the rising prevalence of keratoconus, increased awareness of advanced non-invasive treatment, rising geriatric population and the continuous advancement of diagnostic technologies are boosting the market’s growth.
Other NewsIn January, Glaukos announced the FDA approval for the company’s NDA labeling supplement, permitting unlimited re-administration of iDose TR in eligible patients. This approval expands the product’s treatment flexibility and reinforces confidence in its long-term therapeutic profile.
GKOS’ Zacks Rank & Stocks to ConsiderCurrently, GKOS has a Zacks Rank #4 (Sell).
Some better-ranked stocks from the broader medical space are Pacific Biosciences of California (PACB - Free Report) , Phibro Animal Health (PAHC - Free Report) and GE HealthCare Technologies (GEHC - Free Report) .
Pacific Biosciences of California, currently sporting a Zacks Rank #1 (Strong Buy), reported a fourth-quarter 2025 adjusted loss of 12 cents per share, 36.8% narrower than the Zacks Consensus Estimate. Revenues of $44.6 million beat the Zacks Consensus Estimate by 9.4%. You can see the complete list of today’s Zacks #1 Rankstocks here.
PACB has an estimated earnings recession rate of 1.9% compared with the industry’s 12.9% rise. The company’s earnings beat estimates in the trailing four quarters, the average surprise being 27.7%.
Phibro Animal Health, currently carrying a Zacks Rank #2 (Buy), reported second-quarter fiscal 2026 adjusted earnings per share (EPS) of 87 cents, which surpassed the Zacks Consensus Estimate by 27.1%. Revenues of $373.9 million beat the Zacks Consensus Estimate by 4.7%.
PAHC has an estimated long-term earnings growth rate of 21.5% compared with the industry’s 12.1% rise. The company’s earnings beat estimates in the trailing four quarters, the average surprise being 20.1%.
GE HealthCare Technologies, currently carrying a Zacks Rank #2, reported fourth-quarter 2025 adjusted EPS of $1.44, which surpassed the Zacks Consensus Estimate by 0.7%. Revenues of $5.7 billion beat the Zacks Consensus Estimate by 1.9%.
GEHC has an estimated long-term earnings growth rate of 9.1% compared with the industry’s 12.1% rise. The company beat earnings estimates in the trailing four quarters, the average surprise being 7.5%.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, today announced financial results for the first quarter ended March 31, 2026. Key highlights include: Record net sales of $150.6 million in Q1 2026 increased 41% year-over-year on a reported basis and 39% year-over-year on a constant currency basis. Glaucoma record ne.
Glaukos (GKOS) came out with a quarterly loss of $0.18 per share versus the Zacks Consensus Estimate of a loss of $0.3. This compares to a loss of $0.22 per share a year ago.
Glaukos (GKOS - Free Report) reported $150.57 million in revenue for the quarter ended March 2026, representing a year-over-year increase of 41.2%. EPS of -$0.18 for the same period compares to -$0.22 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $136.88 million, representing a surprise of +10%. The company delivered an EPS surprise of +39.6%, with the consensus EPS estimate being -$0.30.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Glaukos performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues by product category- International- Glaucoma: $35.81 million versus $33.38 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +23.4% change.Revenues by product category- United States- Glaucoma: $93.5 million versus $84.57 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +58.1% change.Net Sales- Corneal Health: $21.3 million compared to the $18.83 million average estimate based on four analysts. The reported number represents a change of +15% year over year.Net Sales- Glaucoma: $129.3 million versus the four-analyst average estimate of $117.95 million. The reported number represents a year-over-year change of +46.7%.View all Key Company Metrics for Glaukos here>>>
Shares of Glaukos have returned +11.1% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, today announced that its management is scheduled to participate in the following upcoming investor conferences: Stifel Virtual Ophthalmology Forum on Tuesday, May 26, 2026, at 1:30 p.m. ET William Blair 46th Annual Growth Stock Conference on Tuesday, June 2, 2026, at.
