GLAUKOS Corp — Form 8-K
Filed October 28, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 72/100
What the filing says
Glaukos reported Q3 2026 net sales of $211.0 million, up 58% YoY, driven by iDose TR (≈$76M in Q3) and Epioxa (≈$53M in Q3). Non-GAAP gross margin 88% (up 4pp YoY); non-GAAP diluted EPS $0.47 vs. ($0.16) loss in Q3 2025. Company raised full-year 2026 guidance to $775–785M (from $680–700M) and introduced preliminary 2027 guidance of $1 billion. Cash increased $50.5M to $339.8M; no debt.
Why this rating
Strong revenue beat and growth acceleration materially above prior guidance; two new commercial products (iDose TR, Epioxa) proving successful; profitability inflection. Relative to $5.9B market cap, Q3 annual run-rate ≈$844M is meaningful. Guidance raise of $75–85M midpoint (11% uplift) and $1B 2027 target signal confidence. Offset: MAC LCD uncertainties, margins still depend on acquisition amortization.
Price action (we called it positive)
before filing · preread $198.62 | at our read pending | +10 min pending | +30 min pending | +1 hr pending | +4 hrs pending |
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