Q4 25 EPS
$-0.83
BEAT +13.71%
Est. $-0.96
Q4 25 Revenue
$23.0M
BEAT +89.08%
Est. $12.2M
vs S&P Since Q4 25
+12.3%
BEATING MARKET
NTLA +20.4% vs S&P +8.0%
Full Year 2025 Results
FY 25 EPS
$-3.81
BEAT +4.75%
Est. $-4.00
FY 25 Revenue
$67.7M
BEAT +18.53%
Est. $57.1M
Market Reaction
Did NTLA Beat Earnings? Q4 2025 Results
Intellia Therapeutics delivered a notably strong fourth quarter, with shares climbing more than 10% after the gene-editing company posted an adjusted loss of $0.83 per share, well ahead of the consensus estimate of $0.96 and representing a 13.71% bea… Read more Intellia Therapeutics delivered a notably strong fourth quarter, with shares climbing more than 10% after the gene-editing company posted an adjusted loss of $0.83 per share, well ahead of the consensus estimate of $0.96 and representing a 13.71% beat, while collaboration revenue of $23.02 million nearly doubled year-over-year, coming in 89.08% above the $12.17 million analysts had expected. The primary driver behind the revenue outperformance was a $9.00 million recognition tied to the termination of the SparingVision license agreement, combined with higher cost reimbursements from the Regeneron collaboration, pushing full-year revenue growth to 78.8%. Net loss also narrowed sharply to $95.79 million from $128.90 million a year ago, aided by a meaningful pullback in R&D spending. Looking ahead, Intellia expects topline data from its fully enrolled HAELO Phase 3 trial for lonvo-z in hereditary angioedema by mid-2026, with a BLA submission planned for the second half of 2026 and a U.S. Commercial launch targeted for early 2027, supported by approximately $605 million in cash the company says will fund operations into the second half of 2027.
Key Takeaways
- • Recognition of $9.0 million in revenue from termination of SparingVision license and collaboration agreement
- • Increased cost reimbursements from Regeneron collaboration
- • Reduction in R&D expenses by $28.2 million year-over-year in Q4 driven by lower employee-related costs, stock-based compensation, and contracted services
NTLA YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
NTLA Revenue by Segment
With YoY comparisons, source: SEC Filings
“2025 was a time of accomplishment and resiliency for Intellia as we presented encouraging longer term Phase 1/2 clinical data for both lonvo-z and nex-z, rapidly enrolled patients in our three Phase 3 trials, commenced activities to prepare for a potential lonvo-z launch in HAE and responded to the clinical holds on our nex-z Phase 3 trials late in the year.”
— John Leonard, Q4 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 | — |