Every material Form 8-K Arcutis Biotherapeutics, Inc. has filed with the SEC since August 05, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Arcutis reported third-quarter 2026 product revenue of $143.9 million, up 45% from $99.2 million a year earlier, and raised its full-year 2026 net product sales guidance to $535 million–$545 million from $525 million–$540 million. Net income was $8.8 million, or $0.06 diluted earnings per share, compared with $7.4 million and $0.06 a year earlier, while selling, general, and administrative expenses rose to $99.6 million from $62.4 million.
Q3 2026 product revenue of $143.9 million, up 45% year over year and 11% sequentially
Full-year 2026 net product sales guidance raised to $535 million–$545 million from $525 million–$540 million
Net income of $8.8 million, or $0.06 diluted EPS, versus $7.4 million, or $0.06, in Q3 2025
SG&A expenses of $99.6 million versus $62.4 million, driven by the Skin to Believe In campaign and sales force expansion; operating cash flow of $18.9 million
Arcutis Biotherapeutics increased its board from ten to eleven directors and appointed Dr. Robert Scott, a former chief medical officer at AbbVie, effective October 23, 2026. The filing describes him as independent and he joins the Nominating and Corporate Governance Committee, and the company said the appointment was announced in a press release on October 28, 2026.
Dr. Robert Scott, age 73, appointed as a Class II director with a term expiring at the 2028 annual meeting
Initial stock option award for 20,507 shares; annual equity award fair valued at approximately $350,000
Annual cash retainer of $50,000 for board service and $5,000 for Nominating and Corporate Governance Committee service, prorated
Arcutis reported second-quarter 2026 product revenue of $129.9 million, up 59% from a year earlier, and net income of $15.0 million, or $0.11 per diluted share, compared with a net loss of $15.9 million a year earlier. The company raised its full-year 2026 net product sales guidance to $525 million–$540 million, while chief commercial officer L. Todd Edwards resigned effective August 21, 2026. Shareholders get higher sales and a profit alongside a commercial leadership transition.
Q2 2026 product revenue was $129.9 million, up 59% year over year and 23% from Q1 2026.
Net income was $15.0 million, or $0.11 per diluted share, versus a net loss of $15.9 million, or $0.13 per share, in Q2 2025.
Full-year 2026 net product sales guidance raised to $525 million–$540 million from $480 million–$495 million.
L. Todd Edwards resigned as chief commercial officer effective August 21, 2026; Robert Lisicki named interim chief commercial officer.
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