Glaukos

GKOS

Market cap $6.99B

GKOS posts 36% Q4 revenue jump, raises 2026 sales outlook to $600-$620M as iDose TR and Epioxa fuel growth despite wider loss.

Glaukos Corp (NYSE: GKOS) reported mixed results for the fourth quarter on Tuesday.

Glaukos Corporation (GKOS) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Glaukos (GKOS) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Glaukos (GKOS) came out with a quarterly loss of $0.28 per share versus the Zacks Consensus Estimate of a loss of $0.22. This compares to a loss of $0.4 per share a year ago.

ALISO VIEJO, Calif.--(BUSINESS WIRE)--Glaukos Corporation (NYSE: GKOS), an ophthalmic pharmaceutical and medical technology company focused on novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases, today announced financial results for the fourth quarter and full year ended December 31, 2025. Key highlights include: Record net sales of $143.1 million in Q4 2025 increased 36% year-over-year on a reported basis and 34% year-over-year on a constant currency basis.

Glaukos (GKOS) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Class A shares of the Alger Weatherbie Specialized Growth Fund outperformed the Russell 2500 Growth Index during the fourth quarter of 2025. Natera, Inc., ACADIA Pharmaceuticals Inc., and Glaukos Corp were among the top contributors to performance. FirstService Corp, AAR CORP., and Kratos Defense & Security Solutions, Inc. were among the top detractors from performance.

15,000 shares were exercised as options and immediately sold in the open market for a total of ~$1.9 million at around $127.71 per share on Jan. 22, 2026. This transaction represented 28.60% of Stapley's direct holdings, reducing his direct stake from 52,449 to 37,449 shares, with post-trade direct holdings valued at ~$4.7 million.

From a sector perspective, strength within Industrials and Information Technology offset relative weakness in Health Care. The October earnings report reinforced confidence in Comfort Systems' ability to convert a strong backlog and increasingly sophisticated project mix into sustained earnings growth. We did not make any adjustments to the position and continue to believe that the market opportunity remains robust.