Jun 2026 (Q2 FY26) — Aug 4, 2026
ACADIA Q2 FY26 — Strong DAYBUE and NUPLAZID Performance, Remlifanserin ADP Readout Expected
Read the full callACADIA (ACAD) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
ACADIA earnings: last reported Tue, 4 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 308 | +16.4% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 12.3 | +0.0 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 31.5 | +18.1% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
18 of 29 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| DAYBUE global net sales | $460 million to $490 million | Dec 2025 | Based on these strong results, we are raising our 2026 guidance range for DAYBUE to $480 million to $510 million. | Revised Up |
| ACP-271 first-in-human study start | Initiate study | Dec 2025 | Most recently, we successfully initiated our first-in-human study of ACP-271 in healthy volunteers, and I'm pleased to report that the study is going well to date. | Achieved |
| ACP-204 (ADP) Phase II enrollment | Complete Phase II enrollment | Dec 2024 | The Alzheimer's study is still enrolling, and the enrollment dynamics continue to support our expectation for top line results in the August through October 2026 time frame. | Missed |
11 of ACADIA PHARMACEUTICALS INC's 50 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 47 more targets are in the full ledger.
Claimed
- Total revenues reached $308 million, representing 17% year-over-year growth on an adjusted basis.
- DAYBUE net sales were $125 million, up 30% year-over-year, driven by strong uptake of DAYBUE STIX.
- DAYBUE full-year 2026 net sales guidance raised to $480 million to $510 million.
- NUPLAZID net sales were $183 million, up 10% year-over-year on an adjusted basis, with new patient prescriptions increasing 20% year-over-year.
- Received positive CHMP opinion for DAYBUE in Europe, enabling planned launch in Germany in early Q4.
Qualified
- R&D expense guidance lowered to $355 million to $380 million from $385 million to $410 million, primarily due to a BD milestone shift to 2027 and portfolio prioritization.
Price
$19.8 +3.56% · +$0.68
Performance −5.2% 1Y
1Y: $20.89 on 17 Oct 2025 → $19.8. High $30.57 (25 Aug 2026), low $18.62 (13 Oct 2026).
- Previous close
- $19.12
- 52-week range
- $18.62 – $30.57
- One year
- −5.44%
Overview
- Symbol
- ACAD
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
18 of 29 judged targets kept · 21 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| DAYBUE global net sales | $460 million to $490 million | Dec 2025 | Based on these strong results, we are raising our 2026 guidance range for DAYBUE to $480 million to $510 million. | Revised Up |
| ACP-271 first-in-human study start | Initiate study | Dec 2025 | Most recently, we successfully initiated our first-in-human study of ACP-271 in healthy volunteers, and I'm pleased to report that the study is going well to date. | Achieved |
| ACP-204 (ADP) Phase II enrollment | Complete Phase II enrollment | Dec 2024 | The Alzheimer's study is still enrolling, and the enrollment dynamics continue to support our expectation for top line results in the August through October 2026 time frame. | Missed |
Claimed
- Total revenues reached $308 million, representing 17% year-over-year growth on an adjusted basis.
- DAYBUE net sales were $125 million, up 30% year-over-year, driven by strong uptake of DAYBUE STIX.
- DAYBUE full-year 2026 net sales guidance raised to $480 million to $510 million.
- NUPLAZID net sales were $183 million, up 10% year-over-year on an adjusted basis, with new patient prescriptions increasing 20% year-over-year.
- Received positive CHMP opinion for DAYBUE in Europe, enabling planned launch in Germany in early Q4.
Qualified
- R&D expense guidance lowered to $355 million to $380 million from $385 million to $410 million, primarily due to a BD milestone shift to 2027 and portfolio prioritization.
The full ledger
Open ACADIA PHARMACEUTICALS INC’s full ledger
A free account opens 5 company ledgers a month. All 50 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q1 FY26) — May 6, 2026
ACADIA Q1 FY26 — Strong DAYBUE Growth and Reaffirmed FY26 Guidance
Read the full callDec 2025 (Q4 FY25) — Feb 25, 2026
ACADIA Q4 FY25 — Strong Commercial Performance and Pipeline Progress
Read the full callEvery analysed call
ACADIA earnings calls (ACAD)
Financials
What the filings say
Net profit, year on year: +18% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 250 | 260 | 244 | 265 | 279 | 284 | 268 | 308 |
| Expenses | 219 | 106 | 225 | 232 | 243 | 267 | 273 | 270 |
| Operating profit | 32 | 154 | 19 | 32 | 36 | 17 | -5 | 38 |
| Operating margin | 12.6% | 59.1% | 7.9% | 12.2% | 12.8% | 6.1% | −1.7% | 12.3% |
| Profit before tax | 39 | 161 | 28 | 40 | 45 | 26 | 4 | 46 |
| Tax rate | 15.6% | 10.8% | 31.6% | 33.7% | −61.0% | −939.4% | 8.6% | 32.2% |
| Net profit | 33 | 144 | 19 | 27 | 72 | 274 | 4 | 32 |
| EPS ($ per share) | 0.20 | — | 0.11 | 0.16 | 0.43 | — | 0.02 | 0.18 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -1,469 | -1,704 | -1,986 | -2,154 | -2,370 | -2,431 | -2,204 | -1,813 |
| Total liabilities | 61 | 84 | 156 | 159 | 187 | 317 | 455 | 337 |
| Fixed assets | 3 | 3 | 9 | 8 | 6 | 5 | 4 | 8 |
| Total assets | 540 | 783 | 783 | 700 | 588 | 749 | 1,188 | 1,564 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | -167 | -151 | -136 | -126 | -114 | 17 | 158 | 110 |
| Cash from investing | -71 | -166 | 193 | -71 | 73 | 32 | -31 | -303 |
| Cash from financing | 307 | 372 | 81 | 18 | 8 | 25 | 7 | 50 |
| Net cash flow | 68 | 55 | 137 | -179 | -33 | 74 | 134 | -143 |
| Capital expenditure | -2 | -1 | -8 | -1 | 0 | -0 | -1 | -5 |
| Free cash flow | -170 | -152 | -144 | -127 | -114 | 17 | 157 | 105 |
ACAD revenue by segment
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|
| Reportable Segment Aggregation Before Other Operating | 100% | 100% | 100% | 100% | 100% | 100% | +16.4% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q1 FY2024 · share of revenue
- North America 121%
As ACAD cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
51 filings between Nov 10, 2025 and Aug 6, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$3.40M
24 sales by 6 insiders
17% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 2
- Award — granted as compensation
- 25
- Option exercise — converted options into shares
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Schneyer Mark C. | — | $1.13M | Aug 6, 2026 |
| Daly James M | — | $671.0K | Nov 10, 2025 |
| Kihara James | — | $602.8K | Jun 26, 2026 |
| Thompson Elizabeth H.Z. | — | $506.4K | Jul 30, 2026 |
| Adams Catherine Owen | — | $249.9K | Mar 25, 2026 |
| Rhodes Jennifer J | — | $245.0K | Mar 25, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 6, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise 10b5-1 plan | 14,292 | $255.0K |
| Aug 6, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 5,000 | $145.0K |
| Aug 6, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 9,292 | $272.6K |
| Aug 5, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise 10b5-1 plan | 5,849 | $104.3K |
| Aug 5, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale 10b5-1 plan | 5,849 | $169.6K |
| Jul 30, 2026 | Thompson Elizabeth H.Z. EVP, Head of Research & Dev | Sale | 50 | $1.3K |
| Jul 30, 2026 | Thompson Elizabeth H.Z. EVP, Head of Research & Dev | Sale | 16,508 | $431.4K |
| Jul 29, 2026 | Thompson Elizabeth H.Z. EVP, Head of Research & Dev | Option exercise | 32,272 | — |
| Jun 26, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale 10b5-1 plan | 11,421 | $297.9K |
| May 29, 2026 | BAKER BROS. ADVISORS LP Director | Award | 18,622 | $0 |
| May 29, 2026 | BAKER BROS. ADVISORS LP Director | Award | 18,622 | $0 |
| May 29, 2026 | HARRIGAN EDMUND Director | Option exercise | 8,107 | — |
| May 29, 2026 | Brege Laura Director | Option exercise | 8,107 | — |
| May 29, 2026 | Daly James M Director | Option exercise | 8,107 | — |
| May 29, 2026 | Poole Jonathan Director | Option exercise | 2,010 | — |
| May 29, 2026 | GAROFALO ELIZABETH A. Director | Option exercise | 8,107 | — |
| May 29, 2026 | Ndu Adora Director | Option exercise | 8,107 | — |
| May 26, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale | 5,401 | $114.4K |
| May 4, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale | 1,332 | $29.0K |
| May 4, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale | 3,506 | $76.4K |
| May 1, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Option exercise | 2,596 | — |
| May 1, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise | 6,815 | — |
| Apr 7, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale | 1,030 | $22.9K |
| Apr 7, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale | 2,709 | $60.1K |
| Apr 5, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Option exercise | 2,010 | — |
| Apr 5, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise | 5,276 | — |
| Mar 26, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale | 37 | $804 |
| Mar 26, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale | 3,171 | $68.7K |
| Mar 26, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale | 1,097 | $23.8K |
| Mar 26, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale | 12 | $261 |
| Mar 25, 2026 | Adams Catherine Owen Chief Executive Officer | Sale | 11,641 | $249.9K |
| Mar 25, 2026 | Rhodes Jennifer J EVP, CHIEF LEGAL OFFICER, SEC | Sale | 3,844 | $82.5K |
| Mar 25, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale | 833 | $17.9K |
| Mar 25, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Option exercise | 2,142 | — |
| Mar 25, 2026 | Thompson Elizabeth H.Z. EVP, Head of Research & Dev | Sale | 3,435 | $73.7K |
| Mar 25, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale | 4,177 | $89.7K |
| Mar 25, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise | 6,178 | — |
| Mar 24, 2026 | Thompson Elizabeth H.Z. EVP, Head of Research & Dev | Option exercise | 6,715 | — |
| Mar 24, 2026 | Rhodes Jennifer J EVP, CHIEF LEGAL OFFICER, SEC | Option exercise | 7,515 | $0 |
| Mar 24, 2026 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise | 8,138 | — |
| Mar 24, 2026 | Adams Catherine Owen Chief Executive Officer | Option exercise | 23,509 | $0 |
| Mar 24, 2026 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Option exercise | 1,627 | — |
| Feb 9, 2026 | Rhodes Jennifer J EVP, CHIEF LEGAL OFFICER, SEC | Sale | 6,950 | $162.5K |
| Feb 6, 2026 | Rhodes Jennifer J EVP, CHIEF LEGAL OFFICER, SEC | Option exercise | 12,944 | $0 |
| Nov 18, 2025 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Sale | 10,262 | $243.1K |
| Nov 18, 2025 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Sale | 4,084 | $96.8K |
| Nov 17, 2025 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise | 9,913 | — |
| Nov 17, 2025 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Option exercise | 3,966 | — |
| Nov 17, 2025 | Kihara James PRINCIPAL ACCOUNTING OFFICER | Option exercise | 3,966 | — |
| Nov 17, 2025 | Schneyer Mark C. EVP, CHIEF FINANCIAL OFFICER | Option exercise | 9,913 | — |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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