HighGravityDataCurrent guidance
22 items
Incyte
Guidance from Incyte’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Releases tracked
8
Latest release
Jul 28, 2026
Data checked
Jul 28, 2026
What changed in the Jul 28, 2026 release
Each item compared with the same item in the previous release (Apr 28, 2026). Values in quotation marks are the company’s words.
New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| New | Estimated impact on third and fourth quarters of 2026 net sales from improved GTN | for Q4 FY2026 | — | “$40 - $50 million” | Filing ↗ |
| New | Hematology and Oncology net sales | for FY2026 | — | “$860 - $890 million” | Filing ↗ |
| New | Opzelura net sales | for FY2026 | — | “$1,050 - $1,100 million” | Filing ↗ |
| New | Total estimated incremental impact on Opzelura net sales for the full year 2026 | for FY2026 | — | “$300 - $310 million” | Filing ↗ |
| New | Total net sales | for FY2026 | — | “$5,130 - $5,260 million” | Filing ↗ |
| New | IPR&D expense | for Q3 FY2026 | — | “approximately $1,270 million” | Filing ↗ |
| New | IPR&D expense associated with Vega Therapeutics acquisition | for Q3 FY2026 | — | “approximately $1,270 million” | Filing ↗ |
| Raised | Total GAAP R&D and SG&A operating expense | for FY2026 | “$3,495 to $3,675 million” | “$4,915 - $4,995 million” | Filing ↗ |
| New | Total non-GAAP R&D and SG&A operating expense | for FY2026 | — | “$4,625 - $4,695 million” | Filing ↗ |
Current guidance
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
Current fiscal year
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Estimated impact on third and fourth quarters of 2026 net sales from improved GTN | “$40 - $50 million” | for Q4 FY2026 | GAAP-tied | Jul 28, 2026 | 1 | Filing ↗ |
| Hematology and Oncology net product revenue (1) | “$800 - $880 million” | for FY2026 | GAAP-tied | Feb 10, 2026 | 1 | Filing ↗ |
| Hematology and Oncology net sales | “$860 - $890 million” | for FY2026 | GAAP-tied | Jul 28, 2026 | 1 | Filing ↗ |
| Hematology and Oncology net sales (3) | “$800 - $880 million” | for FY2026 | GAAP-tied | Apr 28, 2026 | 1 | Filing ↗ |
| Jakafi net product revenue | “$3,220 to $3,270 million” | for FY2026 | GAAP-tied | Feb 10, 2026 | 1 | Filing ↗ |
| Jakafi net sales (1) | “$3,220 - $3,270 million” | for FY2026 | GAAP-tied | Apr 28, 2026 | 1 | Filing ↗ |
| Opzelura net product revenue | “$750 to $790 million” | for FY2026 | GAAP-tied | Feb 10, 2026 | 1 | Filing ↗ |
| Opzelura net sales | “$1,050 - $1,100 million” | for FY2026 | GAAP-tied | Jul 28, 2026 | 1 | Filing ↗ |
| Opzelura net sales (2) | “$750 - $790 million” | for FY2026 | GAAP-tied | Apr 28, 2026 | 1 | Filing ↗ |
| Total estimated incremental impact on Opzelura net sales for the full year 2026 | “$300 - $310 million” | for FY2026 | GAAP-tied | Jul 28, 2026 | 1 | Filing ↗ |
| Total net product revenue | “$4,770 to $4,940 million” | for FY2026 | GAAP-tied | Feb 10, 2026 | 1 | Filing ↗ |
| Total net sales | “$5,130 - $5,260 million” | for FY2026 | GAAP-tied | Jul 28, 2026 | 1 | Filing ↗ |
| Total net sales | “$4,770 - $4,940 million” | for FY2026 | GAAP-tied | Apr 28, 2026 | 1 | Filing ↗ |
| IPR&D expense | “approximately $1,270 million” | for Q3 FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| IPR&D expense associated with Vega Therapeutics acquisition | “approximately $1,270 million” | for Q3 FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Total GAAP R&D and SG&A operating expense | “$4,915 - $4,995 million” | for FY2026 | Company-defined | Feb 10, 2026 | 2 | Filing ↗ |
| Total GAAP R&D and SG&A operating expenses | “$3,495 - $3,675 million” | for FY2026 | Company-defined | Apr 28, 2026 | 1 | Filing ↗ |
| Total non-GAAP R&D and SG&A operating expense | “$4,625 - $4,695 million” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Total non-GAAP R&D and SG&A operating expenses (2) | “$3,205 - $3,375 million” | for FY2026 | Company-defined | Feb 10, 2026 | 1 | Filing ↗ |
| Total Non-GAAP R&D and SG&A operating expenses (4) | “$3,205 - $3,375 million” | for FY2026 | Company-defined | Apr 28, 2026 | 1 | Filing ↗ |
How one item moved
Total GAAP R&D and SG&A operating expense, for FY2026 — every statement across the year, each linked to its filing.
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Get this for your own peer set — Peer Guidance Briefing, $3,000.
Full history
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2030 | FY2026 | FY2025 | FY2024 | No period |
|---|---|---|---|---|---|
| Estimated impact on third and fourth quarters of 2026 net sales from improved GTN | — | 1 statement | — | — | — |
| GAAP Cost of product revenues | — | — | 4 statements | — | — |
| Hematology and Oncology net product revenue (1) | — | 1 statement | — | — | — |
| Hematology and Oncology net sales | — | 2 statements | — | — | — |
| Jakafi net product revenue | — | 1 statement | 4 statements | 1 statement | — |
The full record for Incyte and its Biopharma peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.
Filings
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 28, 2026 | FY2026 Q2 | 0000879169-26-000053 | 10 | Open filing ↗ |
| Apr 28, 2026 | FY2026 Q1 | 0000879169-26-000023 | 6 | Open filing ↗ |
| Feb 10, 2026 | FY2025 Q4 | 0000879169-26-000006 | 6 | Open filing ↗ |
| Oct 28, 2025 | FY2025 Q3 | 0000879169-25-000115 | 14 | Open filing ↗ |
| Jul 29, 2025 | FY2025 Q2 | 0000879169-25-000100 | 8 | Open filing ↗ |
| Apr 29, 2025 | FY2025 Q1 | 0000879169-25-000053 | 10 | Open filing ↗ |
| Feb 10, 2025 | FY2024 Q4 | 0001628280-25-004514 | 10 | Open filing ↗ |
| Oct 29, 2024 | FY2024 Q3 | 0000879169-24-000169 | 8 | Open filing ↗ |
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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