Q2 25 EPS
$-0.98
BEAT +2.51%
Est. $-1.01
Q2 25 Revenue
$14.2M
BEAT +17.12%
Est. $12.2M
vs S&P Since Q2 25
+31.5%
BEATING MARKET
NTLA +48.7% vs S&P +17.2%
Market Reaction
Did NTLA Beat Earnings? Q2 2025 Results
Intellia Therapeutics delivered a stronger-than-expected second quarter, beating both the top and bottom lines as collaboration revenue more than doubled year-over-year. The gene-editing company posted a loss of $0.98 per share, coming in ahead of th… Read more Intellia Therapeutics delivered a stronger-than-expected second quarter, beating both the top and bottom lines as collaboration revenue more than doubled year-over-year. The gene-editing company posted a loss of $0.98 per share, coming in ahead of the $1.01 consensus estimate by 2.51%, while revenue of $14.24 million topped expectations by 17.12% and surged 104.8% from a year ago. The primary driver was higher cost reimbursements from Regeneron Pharmaceuticals under their ATTR amyloidosis partnership, which fueled the collaboration revenue jump. Simultaneously, R&D expenses fell to $97.03 million from $114.21 million a year ago, helping narrow the net loss to $101.25 million compared to $146.97 million in Q2 2024. Looking ahead, management's $630.51 million cash position is expected to fund operations into the first half of 2027 and through its anticipated first commercial launch, with enrollment in the Phase 3 MAGNITUDE trial tracking ahead of schedule and BLA submission for lonvo-z in hereditary angioedema targeted for the second half of 2026.
Key Takeaways
- • Increased collaboration revenue from Regeneron cost reimbursements
- • Reduced R&D expenses from lower employee-related costs and stock-based compensation
- • Lower G&A expenses from reduced stock-based compensation
- • Higher interest income partially offset by lower fair value of investments
NTLA YoY Financials
Q2 2025 vs Q2 2024, source: SEC Filings
NTLA Revenue by Segment
With YoY comparisons, source: SEC Filings
“We are exceeding many of our internal expectations. The enthusiasm from both patients and physicians for Intellia's late-stage programs has resulted in strong enrollment numbers that allow us to plan to enhance the Phase 3 MAGNITUDE trial in ATTR-CM and accelerate completion of the Phase 3 HAELO study in HAE ahead of our original plans. We are full steam ahead in achieving our mission of getting one-time therapies to more patients.”
— John Leonard, Q2 2025 Earnings Press Release
NTLA Earnings Trends
NTLA vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
NTLA EPS Trend
Earnings per share: estimate vs actual
NTLA Revenue Trend
Quarterly revenue: estimate vs actual
NTLA Quarterly Results
7 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 BEAT | $-0.90 | $-0.81 | +9.81% | $15.0M | +8.99% |
| Q1 26 BEAT | $-0.90 | $-0.81 | +9.81% | $15.0M | +8.99% |
| Q4 25 BEAT FY | $-0.96 | $-0.83 | +13.71% | $23.0M | +89.08% |
| FY Full Year | $-4.00 | $-3.81 | +4.75% | $67.7M | +18.53% |
| Q3 25 BEAT | $-0.98 | $-0.92 | +6.49% | $13.8M | -2.41% |
| Q2 25 BEAT | $-1.01 | $-0.98 | +2.51% | $14.2M | +17.12% |
| Q1 25 BEAT | $-1.27 | $-1.10 | +13.46% | $16.6M | +38.72% |
| Q4 24 BEAT FY | $-1.32 | $-1.27 | +3.52% | $12.9M | +58.94% |
| FY Full Year | — | $-5.25 | — | $57.9M | — |