Jun 2026 (Q2 FY26) — Aug 13, 2026
Pelthos Q2 FY26 — ZELSUVMI Drives Strong Revenue Growth Amidst Accounting Restatement
Read the full callPelthos earnings: last reported Thu, 13 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 15.6 | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. The year-earlier figure was zero or a loss, so no percentage is shown. | |
| Operating margin | -111.0 | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. | |
| Net profit | -23.4 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $26.83 on 14 Oct 2025 → $20.26. High $37.42 (6 Nov 2025), low $18.19 (17 Feb 2026).
Overview
Call summaries
Pelthos Q2 FY26 — ZELSUVMI Drives Strong Revenue Growth Amidst Accounting Restatement
Read the full callEvery analysed call
Financials
Net profit, year on year: −579% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | — | — | 0 | 0 | 7 | 9 | 11 | 16 |
| Expenses | — | — | 2 | 3 | — | — | 24 | 33 |
| Operating profit | -2 | -2 | -2 | -3 | -15 | -12 | -13 | -17 |
| Operating margin | — | — | — | — | −207.4% | −127.8% | −120.0% | −111.0% |
| Other income | 0 | -0 | -0 | -0 | -1 | -17 | -12 | -6 |
| Interest | 0 | 0 | 0 | 0 | 1 | 1 | 2 | 2 |
| Profit before tax | -2 | -2 | -2 | -3 | -17 | -29 | -25 | -23 |
| Tax rate | — | — | 0.0% | 0.0% | 2.8% | 24.2% | 0.0% | 0.0% |
| Net profit | -2 | -2 | -2 | -3 | -16 | -22 | -25 | -23 |
| EPS ($ per share) | -2.93 | — | -3.21 | -5.29 | -5.30 | — | -7.57 | -6.62 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 |
| Reserves | -6 | -14 | -21 | -65 |
| Total liabilities | 4 | 7 | 4 | 92 |
| Fixed assets | — | — | 0 | 10 |
| Total assets | 0 | 0 | 1 | 130 |
| Line item | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|
| Cash from operations | -2 | -1 | -6 | -23 |
| Cash from investing | — | — | 0 | -5 |
| Cash from financing | 2 | 1 | 6 | 45 |
| Capital expenditure | — | — | 0 | -0 |
| Free cash flow | — | — | -6 | -23 |
31 filings between Nov 13, 2025 and Oct 2, 2026.
Purchases
$1000.0K
2 purchases by 1 insider
Sales
$486.3K
24 sales by 5 insiders
79% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 1 disposition to issuer, 1 gift.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Davis Todd C | $1000.0K | — | Jun 11, 2026 |
| Friedberg Ezra M | — | $325.8K | Oct 2, 2026 |
| Greenleaf Peter | — | $54.4K | Oct 2, 2026 |
| Pauls Matthew | — | $53.5K | Oct 2, 2026 |
| Francis Knuettel II | — | $40.3K | May 22, 2026 |
| Malamut Richard | — | $12.3K | Apr 2, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Oct 2, 2026 | Pauls Matthew Director | Sale 10b5-1 plan | 786 | $16.5K |
| Oct 2, 2026 | Friedberg Ezra M Director | Sale 10b5-1 plan | 558 | $11.6K |
| Oct 2, 2026 | Greenleaf Peter Director | Sale 10b5-1 plan | 797 | $16.9K |
| Jul 2, 2026 | Pauls Matthew Director | Sale 10b5-1 plan | 692 | $18.0K |
| Jul 2, 2026 | Pauls Matthew Director | Sale 10b5-1 plan | 94 | $2.6K |
| Jul 2, 2026 | Friedberg Ezra M Director | Sale 10b5-1 plan | 24 | $656 |
| Jul 2, 2026 | Friedberg Ezra M Director | Sale 10b5-1 plan | 534 | $13.9K |
| Jul 2, 2026 | Greenleaf Peter Director | Sale 10b5-1 plan | 712 | $18.5K |
| Jul 2, 2026 | Greenleaf Peter Director | Sale 10b5-1 plan | 85 | $2.3K |
| Jun 15, 2026 | Friedberg Ezra M Director | Sale 10b5-1 plan | 59 | $1.6K |
| Jun 15, 2026 | Friedberg Ezra M Director | Sale 10b5-1 plan | 224 | $6.1K |
| Jun 11, 2026 | Davis Todd C Director | Purchase | 503 | $14.4K |
| Jun 11, 2026 | Davis Todd C Director | Purchase | 35,445 | $985.5K |
| May 22, 2026 | Francis Knuettel II CFO, Treas & Secty | Disposition to issuer | 13,947 | $0 |
| May 22, 2026 | Francis Knuettel II CFO, Treas & Secty | Sale | 1,500 | $40.3K |
| May 14, 2026 | Friedberg Ezra M Director | Tax withheld 10b5-1 plan | 144 | $3.9K |
| Apr 2, 2026 | Pauls Matthew Director | Sale 10b5-1 plan | 371 | $7.9K |
| Apr 2, 2026 | Friedberg Ezra M Director | Sale 10b5-1 plan | 293 | $6.0K |
| Apr 2, 2026 | Greenleaf Peter Director | Sale 10b5-1 plan | 420 | $8.6K |
| Apr 2, 2026 | Malamut Richard Director | Sale 10b5-1 plan | 310 | $6.4K |
| Apr 2, 2026 | Malamut Richard Director | Sale 10b5-1 plan | 280 | $6.0K |
| Apr 2, 2026 | Friedberg Ezra M Director | Sale 10b5-1 plan | 265 | $5.7K |
| Apr 2, 2026 | Greenleaf Peter Director | Sale 10b5-1 plan | 377 | $8.1K |
| Apr 2, 2026 | Pauls Matthew Director | Sale 10b5-1 plan | 415 | $8.5K |
| Dec 23, 2025 | Einhorn Andrew J. Director | Award | 12,000 | — |
| Dec 10, 2025 | Pauls Matthew Director | Gift | 9,542 | $0 |
| Nov 25, 2025 | Friedberg Ezra M Director | Sale | 1 | $29 |
| Nov 25, 2025 | Friedberg Ezra M Director | Sale | 5,999 | $168.0K |
| Nov 25, 2025 | Friedberg Ezra M Director | Sale | 2,000 | $56.3K |
| Nov 25, 2025 | Friedberg Ezra M Director | Sale | 2,000 | $56.0K |
| Nov 13, 2025 | Malamut Richard Director | Award | 2,454 | $0 |
| Oct 2, 2025 | Pauls Matthew Director | Option exercise | 2,123 | $0 |
| Jul 2, 2025 | Davis Todd C Director | Award | 19,108 | $0 |
| Jul 2, 2025 | Francis Knuettel II CFO, Treas & Secty | Award | 33,472 | $0 |
| Jul 2, 2025 | Friedberg Ezra M Director | Award | 19,108 | $0 |
| Jul 2, 2025 | Plesha Scott M. CEO and President | Award | 83,678 | $0 |
| Jul 2, 2025 | Greenleaf Peter Director | Award | 25,478 | $0 |
| Jul 2, 2025 | Rangarao Sai Chief Commercial Officer | Award | 30,518 | $0 |
| Jul 2, 2025 | Pauls Matthew Director | Award | 25,478 | $0 |
| Jul 2, 2025 | Baxter Richard B Director | Award | 19,108 | $0 |
| Jul 2, 2025 | Malamut Richard Director | Award | 19,108 | $0 |
| Jul 1, 2025 | LIGAND PHARMACEUTICALS INC 10% owner | Conversion | 1,500,000 | $15.00M |
| Jul 1, 2025 | Davis Todd C Director | Conversion | 1,500,000 | $15.00M |
| Jul 1, 2025 | Francis Knuettel II Chief Financial Officer | Conversion | 10,000 | $100.0K |
| Jul 1, 2025 | Friedberg Ezra M Director | Conversion | 40,000 | $400.0K |
| Jul 1, 2025 | Friedberg Ezra M Director | Conversion | 40,000 | $400.0K |
| Nov 13, 2024 | Davis Todd C Director | Award | 4,961 | $0 |
| Nov 13, 2024 | Friedberg Ezra M Director | Award | 2,454 | $0 |
| Sep 13, 2024 | Francis Knuettel II CEO, Pres., CFO, Treas & Secty | Purchase | 3,500 | $3.4K |
| Sep 12, 2024 | Francis Knuettel II CEO, Pres., CFO, Treas & Secty | Purchase | 1,700 | $1.6K |
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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