VRTX · News · 20261104N

Revenue Performance and Mix

VERTEX PHARMACEUTICALS INC / MA · 2026-11-04 · Importance 54 · Surprise 40 · No source text

Q3 2026 total revenue was $3.44 billion, up 12% year over year; U.S. revenue rose 10% and international revenue rose 16%, with about a 1 percentage-point favorable FX impact and $10 million from Crinetics. Cystic fibrosis revenue was $3.3 billion, up 8% year over year, with U.S. growth of 5% and ex-U.S. growth of 12% (10% at constant currency). ALYFTREK generated $706 million in worldwide Q3 sales; CASGEVY revenue was $99 million, up 30% sequentially, and JOURNAVX revenue was $58 million, up 18% sequentially. PALSONIFY generated approximately $24 million in Q3 and approximately $60 million in the first three quarters of 2026.

Key facts

• Vertex reported Q3 fiscal 2027 revenue of $3.44 billion, a 12% year-over-year increase. source
• Vertex cystic fibrosis revenue was $3.3 billion in Q3 2026, up 8% year over year; US revenue was up 5%, ex-US revenue was up 12%, or 10% in constant currency. source
• Vertex's Q3 fiscal 2027 adjusted operating income was $1.41 billion, up 2%. source
• Vertex PALSONIFY generated $10 million in September following the close, approximately $24 million for full Q3, and approximately $60 million for the first three quarters of 2026. source
• Vertex's Q3 2026 revenue included $10 million from Crinetics. source
• Vertex Q3 2026 US revenue was up 10% and international revenue was up 16%. source
• Vertex's Q3 fiscal 2027 non-GAAP per-share earnings were $4.76, down 0.8%. source
• A favorable foreign-exchange impact of approximately 1 percentage point contributed to Vertex's Q3 2026 revenue growth. source

Impact estimates