VRTX · Earnings call · 2026Q3T · Full report

Revenue Performance and Mix

VERTEX PHARMACEUTICALS INC / MA · 2026-11-02 · Importance 48 · Surprise 40 · No source text

Third-quarter 2026 total revenue grew 12% year over year, with growth of 10% in the U.S. and 16% internationally; foreign exchange contributed approximately 1 percentage point. CF revenue was $3.3 billion, up 8% year over year, while CASGEVY generated $99 million, up 30% sequentially, and JOURNAVX generated $58 million, up 18% quarter over quarter. Palsonify contributed $24 million for the quarter, including $10 million in September after the Crinetics acquisition closed. For the first nine months, ALYFTREK, CASGEVY, and JOURNAVX generated more than $2 billion in revenue, including over $1.7 billion from ALYFTREK and more than $350 million combined from CASGEVY and JOURNAVX.

Key facts

• Q3 2026 total revenue grew 12% year over year, with growth of 10% in the U.S. and 16% internationally.
• Q3 2026 non-GAAP net income was $1.21 billion and non-GAAP EPS was $4.76.
• Vertex reported third-quarter revenue growth was balanced between U.S. and international markets and included contributions from CF, CASGEVY, JOURNAVX, and one month of PALSONIFY after the Crinetics close.

Impact estimates