Esperion Therapeutics, Inc. (ESPR) Earnings
Esperion Therapeutics, Inc. is expected to report next earnings on August 4, 2026 (in NaN days), with a consensus EPS estimate of $-0.02. ESPR has beaten EPS estimates in 7 of its last 12 reported quarters (average surprise -51.2% over the last four).
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| May 7, 2026 | $-0.04 | $-0.10 | -150.0% | $80M | -5.2% |
| Mar 10, 2026 | $0.23 | $0.22 | -5.5% | $168M | +1.4% |
| Nov 6, 2025 | $-0.09 | $-0.16 | -77.8% | $87M | -47.1% |
| Mar 4, 2025 | $-0.14 | $-0.10 | +28.6% | $69M | +33.7% |
| Nov 7, 2024 | $-0.14 | $-0.15 | -7.1% | $52M | -16.1% |
| Feb 27, 2024 | $-0.53 | $-0.50 | +5.7% | $32M | +12.4% |
| Feb 21, 2023 | $-0.87 | $-0.76 | +12.6% | $19M | -8.7% |
| Nov 1, 2022 | $-0.93 | $-0.81 | +12.9% | $19M | -3.6% |
| Aug 2, 2022 | $-0.95 | $-1.05 | -10.5% | $19M | +1.2% |
| May 3, 2022 | $-0.96 | $-0.93 | +3.1% | $19M | +22.3% |
| Feb 22, 2022 | $-2.32 | $-1.77 | +23.7% | $15M | +6.4% |
| Nov 2, 2021 | $-2.86 | $-2.62 | +8.4% | $14M | -12.8% |
Source: company filings + earnings calendar. For informational purposes only — not investment advice.
Earnings call summary
Q4 FY2025 · March 10, 2026
AI summary of management’s prepared remarks and analyst Q&A. For informational purposes only — not investment advice.
Management highlights
2025 was a defining and transformative year. The company introduced Vision 2040 and planned acquisition of Corsatius Therapeutics which enhances the company and aligns with cardiology footprint. Progress in building U.S. Bempatoic Acid franchise with strong prescription growth, broadened payer coverage. International expansion with global partners showing substantial growth. Pipeline progress with advancing ACLY inhibitors. Acquisition of Corstasis Therapeutics expands into cardiometabolic market.
Guidance
Full year 2026 operating expenses projected to be in the range of $225 million to $255 million, including $15 million in non-cash expenses related to stock compensation. Anticipate 2026 to continue momentum driven by strong reimbursement and favorable positioning in U.S. dyslipidemia guidelines.
Segment performance
Fourth quarter 2025 total revenue was $168.4 million, an increase of 144%. U.S. net product revenue was $43.7 million compared to $31.6 million for the comparable period in 2024, an increase of approximately 38%. Collaboration revenue was $124.7 million compared to $37.6 million for the comparable period in 2024, an increase of approximately 232% driven by a one-time payment of $90 million received from Otsuka related to regulatory approval and favorable NHI price listing, increases in royalty sales within our partner territories, and product sales to our collaboration partners from our supply agreements. Research and development expenses were $13.9 million compared to $11 million for the comparable period in 2024, an increase of approximately 26%. Selling, general, and administrative expenses were $41.4 million compared to $36.9 million for the comparable period in 2024, an increase of 12%.
Analyst Q&A
Q: Joe Pingenis asked about capacity and next steps of auto injector.
A: Capacity is fine, waiting for deal close in early April and will update on pipeline after close.
Q: Kristen Kluska asked about ACC guidelines.
A: Best intelligence is guidelines will come before ACC, team has prepared plan.
Q: Georgia Bank asked about impact of EU guidelines on U.S. and sales force.
A: European guidelines have positive impact, will expand sales team modestly.
Q: Serge Bellinger asked about triple combo label and collaboration revenue.
A: Triple combo label will speak to efficacy, collaboration revenue has moving parts with royalties increasing.
Q: Jason Zeminski asked about risks of concessions.
A: No concessions needed as company has strong contracts and competition may need concessions.
Q: David Amselem asked about triple combo and sales force.
A: Triple combo has high excitement, doesn't muddy statin intolerance message, sales force will evaluate products.
Q: Paul Choi asked about triple combo NDA filing and course basis obligations.
A: Triple combo NDA filing in 2027, course basis has minimal clinical obligations.