The Q3 2026 revenue growth decelerated sharply to +2% YoY from +31% in Q1 and +19% in the nine-month period, suggesting the record full-year outlook of >$90M depends heavily on an exceptionally strong Q4. Monitor the 10-Q filing for actual margins, cash flow, and profitability data.
Price Chart
Executive Summary
Cosmos Health reported record preliminary Q3 2026 revenue of ~$17.4M (+2% YoY) and record nine-month revenue of ~$54.3M (+19% YoY), reaffirming its full-year 2026 revenue outlook of over $90M. The filing is a preliminary revenue update with no EPS or profitability data, and the stock has historically not responded positively to similar positive updates.
Key Financial Metrics
Key Facts
- Record preliminary Q3 2026 revenue of approximately $17.4 million, up 2% from $17.1 million in Q3 2025
- Record preliminary nine-month 2026 revenue of approximately $54.3 million, up 19% from $45.6 million in the same period of 2025
- Full-year 2026 revenue outlook reaffirmed at over $90 million, representing ~38% growth over 2025
- Growth across all core segments: contract manufacturing, pharmaceutical distribution, and proprietary brands
- Contract manufacturing at Cana Laboratories reached a record production pipeline of more than 32.7 million units
- Pharmaceutical distribution at CosmoFarm delivered record volumes across a network of more than 1,500 pharmacies
Financial Impact
Preliminary Q3 2026 revenue ~$17.4M; nine-month 2026 revenue ~$54.3M; FY 2026 outlook >$90M
Risk Factors
- Revenue figures are preliminary and unaudited, subject to revision upon completion of quarter-end closing procedures
- Q3 2026 revenue growth decelerated to just +2% YoY from a 38% growth rate in Q3 2025, raising questions about momentum sustainability
- The full-year >$90M outlook implies Q4 2026 revenue of ~$35.7M, more than double the Q3 run rate, which appears aggressive
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001477932-26-006158 |
| Document: cosm_8k.htm | 0001477932-26-006158 |
| Document: 0001477932-26-006158-index-headers.html | 0001477932-26-006158 |
| Document: 0001477932-26-006158-index.html | 0001477932-26-006158 |
| Document: 0001477932-26-006158.txt | 0001477932-26-006158 |
| 8-K Data (Synthetic) | 0001477932-26-006158 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $0.2530 | awaiting T+20 | — | $0.2471 (−2.33%) |
Oct 16, 2026 9d ago | SC 13G/A | $0.3250 | awaiting T+20 | — | $0.2471 (−23.97%) |
Oct 9, 2026 16d ago | 8-K | $0.3496 | awaiting T+20 | — | $0.2471 (−29.32%) |
Sep 3, 2026 7w ago | Press Release | $0.2660 $0.4300 | ▼ −61.65% | ▼ −62.77% | $0.2471 (+7.11%) |
Aug 19, 2026 9w ago | Press Release | $0.1930 | awaiting T+20 | — | $0.2471 (−28.03%) |
Jul 20, 2026 13w ago | Press Release | $0.2303 $0.2050 | ▼ −10.99% | ▼ −15.11% | $0.2471 (+7.29%) |
Jul 17, 2026 14w ago | Press Release | $0.2348 $0.2179 | ▼ −7.20% | ▼ −11.64% | $0.2471 (+5.24%) |
Jul 16, 2026 14w ago | Press Release | $0.2807 $0.2065 | ▼ −26.43% | ▼ −30.05% | $0.2471 (−11.97%) |
Jul 15, 2026 14w ago | Press Release | $0.2785 $0.2071 | ▼ −25.64% | ▼ −27.98% | $0.2471 (−11.27%) |
Jul 14, 2026 14w ago | Press Release | $0.3071 $0.2198 | ▼ −28.43% | ▼ −30.92% | $0.2471 (−19.54%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Create a free account Live analysis, Telegram alerts, watchlists and the MCP server for subscribers