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Incyte (INCY) Q3 2026 Earnings: Guidance Raised

Q3 2026 (quarter ended Sep 30, 2026): revenue, EPS and full-year guidance from the SEC filing

Published Nov 5, 2026

TL;DR

  • Incyte raised its full-year guidance; revenue +14.0% vs a year earlier.

Incyte's results for Q3 2026 (quarter ended Sep 30, 2026) come from the company's own earnings release, filed with the SEC on 2026-10-29. Everything below is taken from that filing; quotes are copied exactly. Company outlooks are the company's own.

At a glance

ItemValue
Revenue (GAAP)$1,557 million (+14.0% vs a year earlier)
Diluted EPS (GAAP)$-3.86
Adjusted per-share figure (company's non-GAAP measure; FFO/AFFO for REITs)$-3.60
Full-year guidanceRaised

Guidance

Incyte raised 2026 total net sales guidance to $5,210–$5,300 million, with higher Opzelura and Hematology/Oncology ranges; Jakafi and expense guidance unchanged.

Why this label: 'raising its full year 2026 net sales guidance' for total net sales to $5,210-5,300M (from $5,130-5,260M); 'reaffirming' all other categories; no EPS guide.

MetricPeriodNewPrior (as stated in the release)
total net salesFY2026$5,210–$5,300 million$5,130–$5,260 million
Opzelura net salesFY2026$1,100–$1,120 million$1,050–$1,100 million
Hematology and Oncology net salesFY2026$890–$910 million$860–$890 million
Jakafi net salesFY2026$3,220–$3,270 million (unchanged)$3,220–$3,270 million
total GAAP R&D and SG&A operating expensesFY2026$4,915–$4,995 million (unchanged)$4,915–$4,995 million

From the release

Revenue: "Total GAAP revenues · $ · 1,557,204 · $ · 1,365,980"

Earnings per share: "GAAP diluted EPS 1 · $ · (3.86) · $ · 2.11 · $ · 0.50 · $ · 4.95 · Non-GAAP diluted EPS 1 · $ · (3.60)"

total net sales: "Total net sales · $5,210 - $5,300 million · $5,130 - $5,260 million"

Opzelura net sales: "Opzelura net sales (2) · $1,100 - $1,120 million · $1,050 - $1,100 million"

Hematology and Oncology net sales: "Hematology and Oncology net sales (3) · $890 - $910 million · $860 - $890 million"

Quotes are copied from the filing; in table rows, cell borders are shown as “·”.

Key fact: Raised 2026 total net sales guidance to $5.21–$5.30 billion; Q3 revenue rose 14%.

Source

Incyte earnings release (SEC filing), accession 0000879169-26-000063, filed 2026-10-29.

Part of the Q3 2026 Guidance Tracker. Educational only, not advice. Free weekly recap every Sunday: yieldterminalpro.com/newsletter.

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