Monitor upcoming quarterly results for execution against $690M revenue guidance and adoption trends of iDose TR and Epioxa. No immediate trading catalyst from this filing.
Price Chart
Executive Summary
Glaukos filed an 8-K furnishing an August 2026 investor presentation. The presentation reiterates previously disclosed 2026 revenue guidance of $690M, highlights 85% non-GAAP gross margin, $289M cash with no debt, and a strong pipeline including iDose TR and Epioxa. No new material financial information or guidance changes are introduced.
Key Facts
- 2026 revenue guidance midpoint of $690M, unchanged from 2Q 2026 earnings call on 7/29/2026
- 2Q 2026 non-GAAP gross margin of 85%
- Cash and equivalents of $289M with no debt as of 6/30/2026
- $900M invested in R&D since 2018
- 30% topline growth in 2025 and 20% 10-year revenue CAGR
- iDose TR approved for re-administration (Jan 2026) and Epioxa commercially available (March 2026)
- Multiple late-stage pipeline programs: iDose TRIO (Phase 3b), iDose TREX (Phase 2b/3), Retina XR (Phase 2a)
Financial Impact
No new financial impact; presentation repeats prior guidance and operating metrics
Risk Factors
- Commercial adoption of iDose TR and Epioxa may underperform expectations
- Pipeline clinical trial delays or regulatory setbacks
- Competitive pressure in interventional glaucoma and keratoconus markets
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001192448-26-000002 |
| Document: gkos-ex99_1.htm | 0001192448-26-000002 |
| Document: 0001192448-26-000002-index-headers.html | 0001192448-26-000002 |
| Document: 0001192448-26-000002-index.html | 0001192448-26-000002 |
| Document: 0001192448-26-000002.txt | 0001192448-26-000002 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 7w ago | Insider Cluster | $184.53 $171.09 | ▼ −7.28% | ▼ −5.29% | $165.29 (−10.43%) |
Aug 11, 2026 7w ago | Insider Cluster | $186.63 $170.38 | ▼ −8.71% | ▼ −6.81% | $165.29 (−11.43%) |
Aug 3, 2026 8w ago | 8-K | $170.87 $179.56 | ▲ +5.09% | ▲ +3.85% | $165.29 (−3.26%) |
Jul 9, 2026 12w ago | Insider Cluster | $155.07 $170.99 | ▲ +10.27% | ▲ +8.02% | $165.29 (+6.59%) |
May 4, 2026 21w ago | 8-K | $135.85 $103.12 | ▼ −24.09% | ▼ −29.74% | $165.29 (+21.67%) |
May 1, 2026 22w ago | Insider Cluster | $140.22 $103.12 | ▼ −26.46% | ▼ −31.74% | $165.29 (+17.88%) |
Mar 16, 2026 28w ago | Insider Cluster | $98.94 $120.52 | ▲ +21.81% | ▲ +18.03% | $165.29 (+67.06%) |
Mar 16, 2026 28w ago | Insider Cluster | $98.94 $120.52 | ▲ +21.81% | ▲ +18.03% | $165.29 (+67.06%) |
US Market Status
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