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Supernus Pharmaceuticals SUPN License — Revenue recognized

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Other financials

Income statement

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Revenue$207.7M+38.6%
Gross profit$184.3M+37.5%
Operating income-$8.3M+18.8%
Net income-$2.3M+80.6%
EPS (diluted)-$0.04+81.0%

Balance sheet

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Cash & equivalents$186.3M+60.8%
Total debt$40.9M+26.6%
Total equity$1.1B+4.5%
Total assets$1.5B+11.4%

Cash flow

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Operating cash flow$66.5M+117%
CapEx--100%
Free cash flow$66.5M+120%

Valuation

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Market cap$2.72B+14.3%
Enterprise value$2.57B+13.6%
P/S3.5×-0.1×

Profitability

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Gross margin89.4%+1.0pp
Operating margin-7.8%-18.9pp
Net margin-3.7%-13.0pp
FCF margin27.9%+3.4pp

Returns & leverage

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Return on equity-2.8%-9.1pp
Debt / equity0.0×
Current ratio-0.5×

Where this comes from

Reported directly by Supernus Pharmaceuticals in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityRevenueRecognized.

The source filing: Supernus Pharmaceuticals’s 10-Q, filed May 5, 2026.

Filed
May 5, 2026, 4:15 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0001356576-26-000022

The Company recognized $20.0 million of licensing revenue as of March 31, 2026 related to the achievement of a commercial milestone under our collaboration agreement with Shionogi.

Item 1. Unaudited Condensed Consolidated Financial Statements

FAQ

What is Supernus Pharmaceuticals's license — revenue recognized?
Supernus Pharmaceuticals (SUPN) reported license — revenue recognized of $20M in Q1 2026.
How has Supernus Pharmaceuticals's license — revenue recognized changed year-over-year?
Supernus Pharmaceuticals's license — revenue recognized increased by 433.3% year-over-year, from $3.75M to $20M.
What does license — revenue recognized mean?
This metric represents the total revenue recognized during the reporting period specifically derived from licensing agreements, intellectual property rights, or technology transfer arrangements. It reflects the successful achievement of performance obligations within these contracts, such as the delivery of rights or milestone completions. This figure is a key indicator of the company's ability to monetize its research and development pipeline through strategic partnerships.

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