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Geron GERN Q2 2026 earnings

Reported August 5, 2026 · Before market open

Revenue$57.5MBeat by $2.2M
EPS-$0.02Miss by $0.01
Revenue estimate$55.3M
EPS estimate-$0.01
We are executing a focused strategy to build a leading hematology company, which starts with bringing RYTELO to more eligible patients impacted by LR-MDS in the U.S. Our team delivered a third consecutive quarter of RYTELO demand growth, and in the first half of 2026, grew net revenue by 24% while decreasing total operating expenses by 4% compared to the same period last year. With an estimated 8,000 second-line LR-MDS patients in the U.S., we see a meaningful opportunity to continue growing demand for RYTELO in 2026 and beyond. We also have the opportunity to create additional long-term value by expanding access to RYTELO in other geographies, advancing our Phase 3 IMpactMF trial in relapsed/refractory myelofibrosis and pursuing strategic innovation to develop and commercialize new therapies for people living with blood cancers.
Harout Semerjian

Next report

Nov 4, 2026 (in 2 months)
Revenue estimate$60.7M
EPS estimate-$0.01

Financials

Q2 2026

Income statement

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Revenue$57.5M+17.2%
Operating income-$12.5M-0.3%
Net income-$16.7M-1.9%
EPS (diluted)-$0.020.0%

Balance sheet

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Cash & equivalents$64.5M-18.9%
Total debt$134.1M-0.3%
Total equity$218.6M-15.8%
Total assets$519.0M-6.5%

Cash flow

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Operating cash flow-$15.8M+42.3%

Valuation & ratios

Valuation

as of 09/17/26
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Market cap$828.79M+2.3%
Enterprise value$898.37M+3.8%
P/S

Returns & leverage

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Return on equity-28.3%-2.3pp
Debt / equity0.6×+0.1×
Current ratio6.9×-1.0×

Segments

By product

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Gross product revenue$72.4M+25.2%
Sales returns and allowances-$1.4M-177%
Government rebates-$2.0M-329%
Distributor service fees-$2.4M
Chargebacks-$9.2M

By segment

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Reportable Segment$57.5M+17.3%

FAQ

When did Geron report Q2 2026 earnings?
Geron (GERN) reported Q2 2026 earnings on August 5, 2026 before market open.
What were Geron's Q2 2026 revenue and EPS?
Geron reported revenue of $57.5M and eps of $-0.02 for Q2 2026.
Did Geron beat estimates in Q2 2026?
Revenue beat the consensus estimate of $55.3M by $2.2M. EPS missed the consensus estimate of $-0.01 by $0.01.
How did Geron's Q2 2026 results compare year-over-year?
Compared to the same quarter a year prior, revenue grew 17.2% from $49.0M a year earlier and eps grew 0.0% from $-0.02.
Where can I find Geron's Q2 2026 SEC filings?
You can read the 8-K earnings release (0001193125-26-336508) and the 10-Q periodic report (0000886744-26-000037) directly on SEC EDGAR. The filing index links above go to sec.gov.