AL
ALKS
ALKS What Alkermes plc. promised, and what happened
Guidance
What management said, and what became of it
34 of 40 judged targets kept · 46 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| Adjusted EBITDA | $100 million to $120 million | Mar 2026 | Adjusted EBITDA was $139.2 million, which we believe is more representative of cash generated by the business during the quarter. | Achieved |
| Cost of goods sold | $85 million to $95 million | Mar 2026 | Cost of goods sold in the second quarter were $98.1 million, which includes the purchase price fair value accounting of LUMRYZ inventory that we described last quarter. | Missed |
| EBITDA | $60 million to $90 million | Dec 2025 | We now expect GAAP net loss in the range of $95 million to $115 million and positive EBITDA in the range of $75 million to $95 million. | Revised Down |
The full ledger
Open Alkermes plc.’s full ledger
A free account opens 5 company ledgers a month. All 86 tracked commitments, with each call’s wording and source.
The rest of the ledger
Pro opens all 86 tracked commitments for Alkermes plc.
Above is what the last two calls moved. Pro adds every quarter's revision, the source quote behind each one, and the topics management has stopped answering.