SUPERNUS PHARMACEUTICALS, INC. (SUPN) Form 8-K — Oct 29, 2026
Supernus Pharmaceuticals posted record Q3 2026 revenue of $226.8 million, up 18% year over year, and swung to a GAAP operating profit of $21.2 million versus a $60.2 million loss a year ago. Diluted EPS was $0.35 versus a $(0.80) loss in Q3 2025. The four growth products — Qelbree, ONAPGO, GOCOVRI, and ZURZUVAE — generated $192.2 million combined, up 29%, with ONAPGO sales more than doubling to $17.1 million and earning seven years of FDA orphan-drug exclusivity. The company raised full-year 2026 revenue guidance to $875-$900 million.
Key figures
- Eps
- 0.35
- Revenue
- 226800000
- Guidance
- Raised FY2026 total revenues to $875-$900M (from $860-$890M); GAAP operating earnings (loss) of $(5)-$(40)M; adjusted (non-GAAP) operating earnings of $160-$180M
- Net Income
- 20900000
- Revenue Yoy
- 18%
- Cash Position
- 359500000
- Merger close date
- November 2, 2026
- Onapgo net sales q3
- $17.1 million (+151% YoY)
- Gocovri net sales q3
- $42.6 million (+4% YoY, all-time high)
- Qelbree net sales q3
- $90.8 million (+12% YoY)
- Operating earnings q3
- $21.2 million vs. $(60.2)M loss prior year
- Growth products revenue q3
- $192.2 million (+29% YoY)
- Adjusted operating earnings q3
- $55.2 million vs. $41.9 million prior year
- Impairment charges nine months
- $56.5 million
- Expected indivior cost synergies
- $125 million annually
- Zurzuvae collaboration revenue q3
- $41.7 million (+107% YoY)
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