Glaukos furnished a November 2026 investor presentation as Exhibit 99.1 under Item 7.01, which it intends to use in investor meetings and post on its website. The filing is informational and does not set out a new earnings result or guidance change; it includes 3Q 2026 gross margin of 88% and cash of $340 million with no debt as of 9/30/2026.
Presentation dated November 2026, furnished as Exhibit 99.1 and not deemed filed under the Exchange Act
3Q 2026 gross margin of 88%, adjusted for certain accounting and other items per the appendix
Cash and equivalents of $340 million and no debt as of 9/30/2026
Epioxa, described as the first and only FDA-approved epithelium-on keratoconus treatment, commercially available since March 2026
Glaukos reported third-quarter 2026 net sales of $211.0 million, up 58% from $133.5 million a year earlier, and GAAP net income of $2.0 million, or $0.03 per diluted share, compared with a net loss of $16.2 million in the prior-year quarter. The company raised its 2026 net sales guidance to $775 million to $785 million from $680 million to $700 million and gave preliminary 2027 net sales guidance of $1 billion.
Q3 2026 net sales were $211.0 million, up 58% year over year; U.S. Glaucoma sales were $118.6 million and Corneal Health sales were $59.0 million.
GAAP net income was $2.0 million, or $0.03 per diluted share; non-GAAP net income was $28.5 million, or $0.47 per diluted share.
2026 net sales guidance was raised to $775 million to $785 million from $680 million to $700 million.
Cash, short-term investments and restricted cash were $339.8 million at September 30, 2026, up $50.5 million from June 30, 2026, with no debt.
Glaukos reported record second-quarter 2026 net sales of $185.6 million, up 50% from a year earlier, and narrowed its net loss. The company raised its full-year 2026 net sales guidance to $680 million to $700 million, up from $620 million to $635 million.
Q2 2026 net sales of $185.6 million, up 50% from $124.1 million in Q2 2025 (49% on a constant currency basis)
Q2 2026 net loss of $18.4 million, or $0.31 per diluted share, versus $19.7 million, or $0.34, a year earlier
2026 net sales guidance raised to $680 million to $700 million from $620 million to $635 million
Cash, short-term investments and restricted cash of $289.3 million at June 30, 2026, with no debt
Glaukos reported record first-quarter 2026 net sales of $150.6 million, up 41% from a year earlier, while its GAAP net loss widened slightly to $19.8 million. The company raised its full-year 2026 net sales guidance to $620 million to $635 million from $600 million to $620 million.
Q1 2026 net sales were $150.6 million, up from $106.7 million in Q1 2025 (41% reported, 39% constant currency).
GAAP net loss was $19.8 million, or $0.34 per diluted share, versus $18.1 million, or $0.32 per diluted share, a year earlier.
2026 net sales guidance raised to $620 million to $635 million, from $600 million to $620 million previously.
Cash, cash equivalents, short-term investments and restricted cash totaled $280.5 million as of March 31, 2026, with no debt.
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