Harmony Biosciences Holdings, Inc. (HRMY)

Harmony Biosciences topped consensus on both revenue and EPS in the second fiscal quarter of 2026, reported August 4, 2026, as results were again driven by its U.S. commercial business centered on WAKIX. Revenue rose 30% to about $261.3 million (up from roughly $200.5 million a year ago) and came in above expectations, with revenue of $261.3 million topped the $250.8 million estimate (+4.2%). On the bottom line, EPS of $1.28 topped the $0.96 estimate (+34%) and was up from $0.68 a year ago, while net income increased 90% to around $75.4 million versus roughly $39.8 million a year ago. Profitability remained elevated, with gross margin at roughly 76% alongside gross profit of about $198.1 million, and operating income of approximately $89.3 million translating to an operating margin near 34%. The company generated about $92.4 million of operating cash flow and repurchased roughly $1.1 million of stock during the quarter. For the next period, consensus calls for EPS of $1.11 on revenue of $274.5 million.