The strong revenue growth and raised guidance suggest continued momentum in BRUKINSA's global expansion. Traders should monitor upcoming regulatory milestones for Sonrotoclax and TEVIMBRA, which could provide additional catalysts. The significant improvement in profitability and cash flow generation indicates strong operating leverage.
Price Chart
Executive Summary
BeOne Medicines reported strong Q4 and full-year 2025 financial results, with total global revenues of $1.5 billion and $5.3 billion, representing 33% and 40% year-over-year growth, respectively. Diluted GAAP earnings per ADS were $0.58 for Q4 and $2.53 for the full year. The company raised its full-year 2026 revenue guidance to $6.2-$6.4 billion, driven by BRUKINSA's global leadership and continued expansion.
Key Financial Metrics
Key Facts
- Total global revenues of $1.5 billion for Q4 2025, up 33% YoY
- Total global revenues of $5.3 billion for full year 2025, up 40% YoY
- Diluted GAAP EPS of $0.58 for Q4 2025 and $2.53 for full year 2025
- Full year 2026 revenue guidance of $6.2-$6.4 billion
- BRUKINSA global sales of $1.1 billion in Q4 2025, up 38% YoY
- Free cash flow of $941.7 million for full year 2025
Financial Impact
Revenue growth of 33-40% YoY, with 2026 guidance of $6.2-$6.4 billion
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| BRUKINSA | $3.9B | +49.0% |
| TEVIMBRA | $737.0M | +19.0% |
| Amgen in-licensed products | $486.0M | +33.0% |
Risk Factors
- Forward-looking statements about 2026 guidance are subject to significant uncertainties
- Dependence on continued success and market acceptance of BRUKINSA
- Potential regulatory delays for new drug approvals
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001628280-26-011941 |
| Document: bgne-20260226.htm | 0001628280-26-011941 |
| Document: 0001628280-26-011941-index-headers.html | 0001628280-26-011941 |
| Document: 0001628280-26-011941-index.html | 0001628280-26-011941 |
| Document: 0001628280-26-011941.txt | 0001628280-26-011941 |
| CONTEXT: Previous Earnings (2026-02-26) | 0001628280-26-011941 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 10, 2026 21d ago | Insider Cluster | $346.51 $350.84 | ▲ +1.25% | ▲ +1.47% | $358.07 (+3.34%) |
Sep 3, 2026 29d ago | Insider Cluster | $362.68 $346.51 | ▼ −4.46% | ▼ −3.31% | $358.07 (−1.27%) |
Aug 26, 2026 5w ago | 8-K | $375.80 $361.78 | ▼ −3.73% | ▼ −3.61% | $358.07 (−4.72%) |
Aug 14, 2026 7w ago | Insider Cluster | $347.48 $374.47 | ▲ +7.77% | ▲ +9.14% | $358.07 (+3.05%) |
Aug 12, 2026 7w ago | Insider Cluster | $356.01 $369.16 | ▲ +3.69% | ▲ +5.66% | $358.07 (+0.58%) |
Aug 10, 2026 7w ago | 144 | $359.27 $369.15 | ▼ −2.75% | ▼ −3.15% | $358.07 (+0.33%) |
Aug 5, 2026 8w ago | Insider Cluster | $329.80 $356.01 | ▲ +7.95% | ▲ +6.73% | $358.07 (+8.57%) |
Aug 5, 2026 8w ago | 8-K | $327.53 $359.05 | ▲ +9.62% | ▲ +9.27% | $358.07 (+9.32%) |
Jul 24, 2026 10w ago | Insider Cluster | $325.90 $322.08 | ▼ −1.17% | ▼ −1.55% | $358.07 (+9.87%) |
Jul 17, 2026 11w ago | Insider Cluster | $312.02 $326.77 | ▼ −4.73% | ▼ −5.41% | $358.07 (−14.76%) |
US Market Status
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