Glaukos Q2 Earnings Call Highlights

Impact · against what's priced in

Glaukos is seeing a strong fundamental catalyst driven by a significant upward revision in 2026 net sales guidance to $680M-$700M and rapid commercial adoption of iDose TR. While short-term billing volatility for Epioxa is expected in Q3, the overall growth trajectory across glaucoma and corneal health portfolios exceeds prior expectations.

GKOS+0.80

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In context

The company raised full-year 2026 net sales guidance to $680 million - $700 million from $620 million - $635 million, backed by iDose TR contributing $74 million in Q2 and projected full-year revenue of $275 million - $280 million.

Read from the article alone

• reimbursementNew
• guidance▲17%
• earnings▲4%
• healthcare
• GKOS
• corneal health
• fda