VRTX · 10-Q · 2026Q3 · Full report

Revenue Performance and Mix

VERTEX PHARMACEUTICALS INC / MA · 2026-11-03 · Importance 54 · Surprise 40 · No source text

Third-quarter 2026 total revenue was $3,440.8 million, up 12% from $3,076.4 million, while nine-month revenue rose 11% to $9,761.6 million from $8,811.3 million.,Nine-month CF product revenue increased 8% to $9,396.1 million; ALYFTREK revenue grew 272% to $1,703.8 million, offsetting a 6% decline in TRIKAFTA/KAFTRIO to $7,288.8 million and a 17% decline in other CF products to $403.5 million.,Nine-month CASGEVY revenue increased 255% to $218.5 million and JOURNAVX revenue increased 316% to $136.9 million, while PALSONIFY contributed $10.1 million following the September 1, 2026 Crinetics acquisition.,U.S. revenue increased 9% to $6,001.4 million in the first nine months, and ex-U.S. revenue increased 13% to $3,760.2 million, with ex-U.S. growth also benefiting from favorable foreign exchange.

Key facts

• Vertex’s net product revenues increased 12% in the third quarter and 11% in the first nine months compared with the corresponding periods, primarily due to CF therapy performance and growth from diversification into additional disease areas. source
• CASGEVY generated $99.2 million of product revenues in the third quarter of 2026, up 30% from the second quarter of 2026 and more than 400% from the third quarter of 2025. source
• Vertex’s 2026 third-quarter total revenues increased to $3.4 billion from $3.1 billion, primarily due to CF therapy performance and growth from diversification into additional disease areas. source

Impact estimates