Filing Flows

Filing Flows › Health Care › Aclaris Therapeutics (ACRS)

Aclaris Therapeutics (ACRS) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Aclaris Therapeutics (ACRS) Q3 2026 earnings results →

Q3 2026 Revenue down 55% year over year to $1.5M

Aclaris Therapeutics made $1.5M in Q3 2026 (-55% Y/Y): Licensing $1.2M, Contract research $300K. Operating margin n/m, net loss $18.5M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$1.5M
Year over year-55%
Operating marginn/m
Net earnings−$18.5M
Operating cash flow−$24.1M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $1.5M in Q3 2026, down 55% year over year and down 9% from the previous quarter. Licensing was the largest line at 80% of revenue. Licensing lost $1.6M year over year (down 58%), 90% of the total change.

Operating costs exceeded revenue by $21.3M, an operating margin of -1441.2%. Total costs grew 12% against a revenue fall of 55%. The fastest-growing cost line was General & admin (+24%). The quarter ended with a net loss of $18.5M, narrower than the previous quarter's $21.5M loss.

Operating cash flow was −$24.1M. Non-cash charges added back $100K of depreciation and amortization and $3.0M of share-based compensation. Working capital and other items used $8.7M. Capital expenditures of $13K exceeded it, leaving free cash flow of −$24.1M.

Quarterly history

Aclaris Therapeutics revenue by quarterAclaris Therapeutics revenue by quarter$1.6MQ2 2026$1.5MQ3 2026
Aclaris Therapeutics net earnings by quarterAclaris Therapeutics net earnings by quarter−$21.5MQ2 2026−$18.5MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$1.5M-55%n/m−$18.5M−$24.1M
Q2 202610-QAug 6, 2026$1.6M-8%n/m−$21.5M−$19.8M

Charts

Aclaris Therapeutics: where the cash came from (+) and went (−), TTM to Q3 2026Aclaris Therapeutics: where the cash came from (+) and went (−), TTM to Q3 2026Other financing$114MOperating cash flow−$75.2MOther investing−$43.4MCash drawn (+) / kept (−)$4.9MTaxes on employees’ shares−$498KCapital spending−$108K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Aclaris Therapeutics: profit against cash, quarter by quarterAclaris Therapeutics: profit against cash, quarter by quarterNet incomeOperating cash flow−$96.6M−$8.9MQ4 2024−$15.1M−$13.1MQ1 2025−$15.4M−$10.0MQ2 2025−$14.6M−$10.9MQ3 2025−$19.8M−$13.1MQ4 2025−$19.8M−$18.1MQ1 2026−$21.5M−$19.8MQ2 2026−$18.5M−$24.1MQ3 2026
Latest (Q3 2026): Net income −$18.5M, Operating cash flow −$24.1M.
Aclaris Therapeutics: diluted shares by fiscal yearAclaris Therapeutics: diluted shares by fiscal year43MFY202057MFY202165MFY202270MFY202377MFY2024123MFY2025
+188.1% since FY2020: more shares outstanding (issuance, stock pay).
Aclaris Therapeutics in its industry: growth against margin (225 companies, SIC 2834)Aclaris Therapeutics in its industry: growth against margin (225 companies, SIC 2834)revenue growth, year over year →↑ operating marginmedian +11%median -50%JNJLLYMRKABBVPFEBMYABTREGNTEVAVTRSVRTXBHCZTSONCOGNALNYELANJAZZBMRNPRGOAMRXUTHRRPRXNRIXINSMKeenova Therapeutics plcALKSMDGLPAHCSRPTPTCTINDVBBIOACADCORTPBHANIPKNSAPTGXHRMYIONSAXSMTGTXSUPNTVTXCOLLVREOFAMPHMIRMPCRXRARELQDAARQTIRWDARDXNATRXNCREBSZLABXERSINVACRMDMNKDRYTMURGNPHATAUPHSNDXRIGLLGNDEOLSARWRPGENHROWVNDAOPKSDGRGERNETONAGIOPBYITNGXCYRXCYTKMRVIORGONUVBLFVNSIGAKROSAMRNZVRASPRYHRTXAKBABCYCKPTIGYREMGNXELTPSEPNVRDNLFCRCrinetics Pharmaceuticals, Inc.VSTMKURATBPHLABADCTNAMSFBIOXLODERMARCTRMTIAYTUFHTXENTATNXPOCULASMBWVEAPMDBFRIABEOSTOKLXRXCAPRIDYANKTRZOMDFINBPJANXSBFMGOSSETSTRCUSCPIXLIFDCUEAQSTPRAXWHWKVERUEMMAGENBVRCACELUQUREZYMEEQABCLIMNMKYNBAKTSRNACVSICNTBTRAWISCOEVFMTVRDLPCNCAMPAtaiBeckley Inc.CTMXALMSPMHSVTGNROIVKRROJAGXENSCKRSAABUSPRPHSTTKCPHITRDATXMDGOVXNWBOBIOEUPBIRDOVIDSPRBXBIOPRTAMCRBARVNMNOVSLNIGCBIOALGVNDNTHCPMDSPRORFLCOYASCYXBFRGSXTPBTAIQHCWBSERYARWRNACRGBPAVTXCLNNNTHIHINDAAGHALTONCOCRVOSKVIBOLTBDPTLYELIBOPULMACRS (-55%, -100%)
Pharmaceutical Preparations; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

About Aclaris Therapeutics

We are a clinical-stage biopharmaceutical company focused on discovering and developing novel small and large molecule product candidates for immuno-inflammatory diseases. Our proprietary KINect drug discovery platform coupled with our integrated discovery approach to small and large molecules enables us to identify and advance product candidates designed to have superior target affinity, specificity and potency. We are seeking to identify and consummate transactions with third-party partners to further develop, obtain marketing approval for and/or commercialize our novel product candidates.

In its own words, from its 10-K, filed Feb 26, 2026.

Aclaris Therapeutics against its Pharmaceutical Preparations peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -55% against the peers' median +7%.

CompanyQuarterRevenueY/YOp. margin
ACRS Aclaris TherapeuticsQ3 2026$1.5M-55%n/m
JNJ Johnson & JohnsonQ3 2026$25.4B+6%0.1%
LLY ELI LillyQ3 2026$24.4B+39%34.5%
MRK MerckQ3 2026$18.1B+5%30.7%
ABBV AbbVieQ3 2026$17.4B+10%36.0%
PFE PfizerQ3 2026$16.6B-0.4%20.4%
BMY Bristol Myers SquibbQ3 2026$13.1B+7%19.4%
ABT Abbott LaboratoriesQ3 2026$13.0B+14%10.4%
REGN Regeneron PharmaceuticalsQ3 2026$5.1B+36%40.0%

Source: Aclaris Therapeutics 10-Q on SEC EDGAR · CIK 1557746 · Pharmaceutical Preparations

Guidance and outlook

Aclaris Therapeutics: what its forward-looking statements are about (10-Q filed 2026-11-05)Aclaris Therapeutics: what its forward-looking statements are about (10-Q filed 2026-11-05)Other15Costs7Products3Supply chain1Legal & regulation1Financing1
28 statements; tone -0.11 (−1 all cautious, +1 all confident); 4 hedged.
Aclaris Therapeutics: outlook statements against the filing beforeAclaris Therapeutics: outlook statements against the filing beforeCautious3

13F: who owns ACRS and who is buying

Largest holders of ACRS (13F)Largest holders of ACRS (13F)RA Capital Management, L.P.$67.3MBML Capital Management, LLC$63.3MBlackRock$53.1MDeep Track Capital, LP$49.4MVivo Capital, LLC$35.4MVanguard Capital Management LLC$30.8MFrazier Life Sciences Management,…$26.1MRock Springs Capital Management LP$22.9MAdage Capital Partners GP, L.L.C.$21.5MDecheng Capital LLC$21.4M
Funds' net buying of ACRS by quarter (13F)Funds' net buying of ACRS by quarter (13F)$1.5M2024-09$49.5M2024-12$6.2M2025-03−$834K2025-06−$11.2M2025-09−$11.1M2025-12$97.0M2026-03$53.2M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on ACRS

History

Every quarter: Q3 2026 results · Q2 2026 results

Compare ACRS with

中文版:Aclaris Therapeutics(ACRS)财报

Español · Français