Glaucos said Epioxa payer progress exceeded internal expectations and estimates 50,000 to 100,000 eyes are diagnosed with severe or progressive keratoconus.
GKOS · GLAUKOS Corp
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Glaukos presented sales guidance for 2026 with a $1,000 million midpoint after 30 % topline growth in 2025, highlighting 14 disclosed pipeline programs and 12 currently commercialized products.
GLAUKOS Corp reported record third-quarter net sales of $211 million, up 58%, raised 2026 sales guidance to $775 to $785 million, and introduced preliminary 2027 revenue guidance of $1 billion. Non-GAAP gross margin reached approximately 88%.
GLAUKOS reported third-quarter net sales of $211.0 million, up 58%, and net income of $2.0 million. Nine-month net sales rose 50% to $547.2 million, while gross margin improved to 82% from 78%.
Glaukos reported record Q3 2026 net sales of $211.0 million, up 58%, raised 2026 net sales guidance to $775 million to $785 million from $680 million to $700 million, and introduced preliminary 2027 net sales guidance of $1 billion.
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Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q3 FY26 earnings call · Oct 28, 2026TL;DR. Glaukos reported record Q3 2026 net sales of $211.0 million, up 58%, raised 2026 sales guidance to $775 million-$785 million, introduced preliminary 2027 guidance of $1 billion, expanded gross margin, and strengthened profitability and cash generation as iDose TR and Epioxa scaled. Key risks include higher operating expenses, a year-to-date GAAP loss, potential iDose TR coverage restrictions, proposed ophthalmology fee reductions, and the time required to streamline Epioxa access and fund pipeline expansion.
- − Management expects major retinal pipeline programs to require significant capital and described each cited project as exceeding $100 million in investment.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
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Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Medical Devices — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
GKOS
this stock
GLAUKOS Corp
|
$14.55B | +117.6% | +32.3% | — | 7.6% |
|
ABT
Abbott Laboratories
|
$187.95B | -13.4% | +5.7% | 40.5 | 1.1% |
|
MDT
Medtronic plc
|
$131.57B | +7.1% | +8.4% | 25.3 | 1.8% |
|
SYK
Stryker Corp
|
$117.88B | -11.9% | +11.2% | 33.0 | 1.7% |
|
BSX
Boston Scientific Corp
|
$64.27B | -53.5% | +12.5% | 18.8 | 2.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 10, 2026
- This year
- 23
Glaucos said Epioxa payer progress exceeded internal expectations and estimates 50,000 to 100,000 eyes are diagnosed with severe or progressive keratoconus.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| GKOS | +9.5% | +49.1% | +113.7% | +3.4% | +117.6% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +6.9% | +50.2% | +113.2% | +3.6% | +107.0% |