Glaukos (GKOS) Q1 FY26 earnings call

Glaukos delivered a strong first quarter, exceeding expectations across all franchises, primarily driven by the robust performance of iDose TR and the initial commercial availability of Epioxa. The company raised its full-year net sales guidance, reflecting confidence in its diversified ophthalmic leadership and transformational growth drivers. Management emphasized continued investment in its clinical pipeline and commercial infrastructure while maintaining discipline in capital allocation towards operating leverage and cash flow breakeven.