Earnings Brief

Regeneron Q2 Revenue Hits $4.3 Billion, Up 17% YoY — EPS Beats Estimates

Regeneron posted second-quarter 2026 revenue of $4.3 billion, up 17% year-over-year. Non-GAAP EPS of $14.29 beat estimates by $3.71, while Dupixent sales hit a record $6.0 billion.

Justin Jeon·July 30, 2026 at 21:07·4 min

regeneron-q2-revenue-4-3-billion-eps-beats-estimates

AIKey Summary

Regeneron's Q2 2026 revenue rose 17% YoY to $4.3 billion
Non-GAAP EPS of $14.29 beat estimates by $3.71

Regeneron announced in an SEC Form 8-K filing that its second-quarter 2026 revenue reached $4.3 billion, up 17% year-over-year.

Quarter at a Glance

Regeneron's second-quarter revenue of $4.3 billion topped market estimates. Dupixent, Eylea HD, and Libtayo all posted record sales, driving the results.

Revenue: $4.3 billion, up 17% year-over-year
GAAP EPS: $12.23, down 5% from $12.81 a year earlier
Non-GAAP EPS: $14.29, beating estimates by $3.71, up 11% year-over-year
GAAP net income: $1.3 billion, down 7% year-over-year
Non-GAAP net income: $1.5 billion, up 8% year-over-year

Outlook for Next Quarter

Regeneron CFO Christopher Fenimore said the company fully repaid its Sanofi development balance by the end of the second quarter. The balance reflected amounts owed to Sanofi for shared research and development costs. Fenimore said the repayment would meaningfully improve collaboration profitability starting in the third quarter. The company deployed nearly $3.0 billion in the first half of the year on share buybacks, dividends, capital expenditures, and business development.

Market Reaction

Foreign media outlets noted that the results beat market estimates on both revenue and earnings per share. Financial outlet ChartMill reported that shares rose following the earnings release. Investing.com reported that non-GAAP EPS exceeded estimates by $3.71. Ahead of the release, the key question was whether Dupixent's growth could offset a slowdown in Eylea sales.

By Business Segment

Dupixent (as recorded by Sanofi) global sales: $6.0 billion, a record, up 38% year-over-year
Eylea HD U.S. sales: $596 million, a record, up 52% year-over-year
Eylea U.S. sales: $412 million, down 45% year-over-year
Libtayo global sales: $489 million, a record, up 30% year-over-year
Sanofi collaboration revenue: $2.17 billion, up 51% year-over-year

This article was automatically generated based on the original SEC Form 8-K filing and foreign media reports, with the goal of quickly delivering key data right after the announcement. Readers are advised to review the company's official filing before making trading decisions. Prices reflect the time of writing and may differ from current levels.

Related Assets

Gurus Holding This Stock

Mason HawkinsREGN 5.7%

Thomas GaynerHD 2.5%

Ken FisherHD 1.5%

David E. ShawHD 0.8%

National Pension ServiceHD 0.7%

MORE — EARNINGS BRIEF

ICE Q2 2026 Revenue Hits $2.7B, Adjusted EPS of $1.90 Beats Estimates

ICE posted second-quarter 2026 revenue of $2.7 billion and GAAP earnings per share of $1.69 (up 14% year-over-year). Adjusted EPS of $1.90 topped the Street's estimate of $1.84, and the company also raised its share buyback authorization.

ICE

Jul 30, 21:13

Altria Q2 Revenue Flat at $6.1B, Adjusted EPS Misses by 2 Cents

Altria's Q2 2026 net revenue came in at $6.1 billion, roughly flat year-over-year. Adjusted EPS rose 2.8% to $1.48, missing the consensus estimate by 2 cents. The company narrowed its full-year adjusted EPS guidance to $5.61-$5.72.

Jul 30, 21:02

Lam Research, L3Harris, Fair Isaac Among 25 US Firms Reporting Earnings Today — FICO Slides Despite Beat

The SEC received 25 Form 8-K Item 2.02 earnings filings on July 29. Lam Research posted record revenue, and FICO's stock plunged despite beating estimates. Robinhood also logged its best-ever Q2 revenue.

LHX

VRT+22

Jul 30, 08:04

Robinhood Q2 Revenue Hits Record $1.31B, Up 32% YoY — Net Income Jumps 48%

Robinhood posted Q2 2026 revenue of $1.31 billion, up 32% year-over-year. Net income rose 48% to $573 million, but shares fell more than 3% after the announcement.

HOOD

Jul 30, 07:10

Nvidia's 85% Revenue Surge Still Couldn't Lift the Stock — A Textbook 'Sell the News' Event

Nvidia posted $81.6B in Q1 revenue (+85% YoY) and guided Q2 to $91B — demolishing every estimate. Yet the stock fell. A textbook buy-the-rumor, sell-the-news moment driven by 30x forward earnings valuation.

Nokia Surges 140% YTD — Nvidia's $1B Bet Rebrands It as an AI Infrastructure Play

Nokia started as a paper mill in 1865. In 2026, it's one of the market's hottest AI infrastructure stocks — up 140% YTD after Nvidia's $1B strategic investment and a surge in AI data center optical network orders.

eBay's 176% Three-Year Rally Decoded — Is the Buyback Engine Built to Last?

eBay stock surged 176% over three years on a dual engine of earnings growth and buybacks. But with 40% of shareholder returns funded by debt and TikTok Shop looming, the machine faces real stress tests.