GKOS shares surge 36.8% in six months, fueled by strong sales, iDose TR and Epioxa expansion, higher guidance and promising clinical developments.
Glaukos is transitioning from a single-product reimbursement story to a diversified ophthalmic pharmaceutical platform with two J-coded drugs and strong operating leverage. Q2 net sales grew 50% YoY to $185.6M, driven by iDose TR and the Epioxa launch, with non-GAAP gross margin reaching 85% and breakeven P&L. Management raised 2026 net sales guidance to $680–700M, with iDose TR sales expected at $275–280M and corneal health growth of 20%+.
GKOS expands its retinal pipeline with a licensing deal for RO-104 and exclusive RevMod platform rights, even as shares decline 6.3% following the news.
Glaukos (GKOS) reported earnings 30 days ago. What's next for the stock?
Glaukos' iDose TR momentum and Epioxa launch are driving record growth, higher 2026 guidance and a broader ophthalmology platform.
Glaukos' iDose TR and Epioxa are driving rapid growth, while margin expansion and a broad pipeline strengthen its long-term prospects.
GKOS' Q2 loss narrows as revenues jump 50% on iDose TR and Epioxa growth, lifting its 2026 sales outlook and shares by 9.8%.
Glaukos NYSE: GKOS reported record second-quarter 2026 consolidated net sales of $185.6 million, up 50% from the prior-year period on a reported basis and 49% on a constant-currency basis, as growth in its U.S. glaucoma, international glaucoma and corneal health businesses exceeded management's expectations.
Although the revenue and EPS for Glaukos (GKOS) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Glaukos (GKOS) came out with a quarterly loss of $0.14 per share versus the Zacks Consensus Estimate of a loss of $0.28. This compares to a loss of $0.24 per share a year ago.
GKOS has surged nearly 45% since May-end as upbeat iDose TR commentary, strong sales and growth expectations lift investor confidence.
Glaukos is riding strong on iDose TR growth and launching Epioxa into a large underpenetrated market, but reimbursement and competition risks persist.