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Arcutis reported Q3 2026 net product revenue of $143.9 million, up 45% from Q3 2025, and raised 2026 guidance to $535 million to $545 million. Its vitiligo trial met its 20-patient enrollment target, with results expected in the fourth quarter.
Arcutis reported nine-month ZORYVE product revenue of $379,178 thousand, up 55%, and net income of $12.5 million versus a $33.5 million net loss in 2025.
Arcutis Biotherapeutics raised 2026 net product sales guidance to $535 million–$545 million from $525 million–$540 million, as third-quarter ZORYVE net product revenue reached $143.9 million, up 45% year over year. Operating cash flow was $18.9 million.
Arcutis Biotherapeutics appointed Dr. Robert Scott as an independent Class II director, increasing its board from ten to eleven directors effective October 23, 2026. His initial stock option covers 20,507 shares; prorated annual equity is valued at approximately $350,000.
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* Q4 derived as the full year minus Q1 to Q3.
TL;DR. Q3 net product sales grew 45% year over year on increasing demand, and the company raised 2026 guidance to $535 million–$545 million. Pipeline progress included a moderate-to-severe atopic dermatitis Phase 3 trial, a February 23, 2027 infant PDUFA date, and an on-track vitiligo readout, while SG&A, R&D, and cost of sales increased and Q4 expenses were expected to remain at the current level; the striking vitiligo case report may not represent a typical response, and the population has heterogeneity the company still needs to characterize.
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| Metric | Latest | Period | YoY |
|---|---|---|---|
| ZORYVE net product sales | $143.92M | FY2026 Q3 | +45.1% |
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| Cash flow from operating activities | $12.6M | the second quarter of 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
ARQT
this stock
Arcutis Biotherapeutics, Inc.
|
$3.57B | -2.7% | +91.3% | — | 14.4% |
|
VRTX
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|
$136.56B | +18.8% | +46.2% | 34.7 | 1.9% |
|
REGN
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|
$98.84B | +23.8% | +20.8% | 21.1 | 2.1% |
|
MRNA
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|
$90.38B | +657.4% | +4.3% | — | 8.2% |
|
CSLLY
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|
$66.05B | — | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
Arcutis Biotherapeutics raised 2026 net product sales guidance to $535 million–$545 million from $525 million–$540 million, as third-quarter ZORYVE net product revenue reached $143.9 million, up 45% year over year. Operating cash flow was $18.9 million.
View| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| ARQT | +10.6% | -1.9% | +33.9% | -11.9% | -2.7% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +8.0% | -0.8% | +33.4% | -11.7% | -13.3% |
