The strong revenue growth and pipeline advancements suggest positive momentum. The reaffirmed guidance indicates confidence in meeting annual targets. Pipeline progress, particularly regulatory milestones, could drive future valuation.
Price Chart
Executive Summary
Telix Pharmaceuticals reported strong Q1 2026 revenue growth of 11% quarter-over-quarter to $230 million, reaffirmed its FY 2026 revenue guidance of $950-$970 million, and made significant progress in its therapeutics pipeline, including FDA acceptance of key drug applications.
Key Facts
- Q1 2026 unaudited Group revenue was $230 million, up 11% from Q4 2025 and 24% from Q1 2025
- FY 2026 revenue guidance reaffirmed at $950-$970 million
- Precision Medicine revenue reached $186 million, up 16% quarter-over-quarter
- TLX591-Px NDA accepted in China by NMPA
- TLX101-Px NDA resubmitted to FDA and MAA filed in Europe
- Appointment of David Gill as Non-Executive Director effective May 11, 2026
Financial Impact
Q1 2026 revenue of $230 million with full year guidance of $950-$970 million
Risk Factors
- Forward-looking statements include risks related to regulatory approvals, competition, and manufacturing
- Guidance is subject to risks including regulatory decisions, competitive developments, and manufacturing difficulties
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001628280-26-023982 |
| Document: telix-6kforq1businessrelea.htm | 0001628280-26-023982 |
| Document: 0001628280-26-023982-index-headers.html | 0001628280-26-023982 |
| Document: 0001628280-26-023982-index.html | 0001628280-26-023982 |
| Document: 0001628280-26-023982.txt | 0001628280-26-023982 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
May 21, 2026 22w ago | 6-K | $9.75 $11.50 | ▲ +17.95% | ▲ +14.76% | $8.82 (−9.54%) |
May 18, 2026 23w ago | 3 | $9.75 $11.69 | ▲ +19.94% | ▲ +13.65% | $8.82 (−9.54%) |
May 18, 2026 23w ago | 3 | $9.75 $11.69 | ▲ +19.94% | ▲ +13.65% | $8.82 (−9.54%) |
May 18, 2026 23w ago | 3 | $9.75 $11.69 | ▲ +19.94% | ▲ +13.65% | $8.82 (−9.54%) |
Apr 21, 2026 27w ago | 6-K | $10.50 $10.50 | · 0.00% | ▼ −4.78% | $8.82 (−16.00%) |
Apr 14, 2026 28w ago | 6-K | $10.57 $11.50 | ▲ +8.80% | ▲ +0.28% | $8.82 (−16.56%) |
Apr 13, 2026 28w ago | 6-K | $10.57 $11.50 | ▲ +8.80% | ▲ +0.28% | $8.82 (−16.56%) |
Apr 9, 2026 28w ago | 6-K | $9.70 $11.45 | ▲ +18.04% | ▲ +7.71% | $8.82 (−9.08%) |
Apr 8, 2026 28w ago | 6-K | $9.70 $12.30 | ▲ +26.80% | ▲ +16.02% | $8.82 (−9.08%) |
Apr 7, 2026 29w ago | 6-K | $9.00 $11.88 | ▲ +31.94% | ▲ +18.67% | $8.82 (−2.01%) |
US Market Status
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