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Halozyme Therapeutics (HALO) guidance and outlook
Halozyme Therapeutics (HALO) raised its guidance on Nov 5, 2026: Revenue $1.9B for FY2026; Revenue +33% to +38% for FY2026; EBITDA $1.2B–$1.3B for FY2026; EBITDA +89% to +96% for FY2026. Halozyme Therapeutics' 10-Q filed Nov 5, 2026 makes 44 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $1.9B | raised |
| Revenue | FY2026 | +33% to +38% | raised |
| Revenue | FY2026 | $1.2B–$1.3B | new |
| Revenue | FY2026 | +42% to +45% | new |
| EBITDA | FY2026 | $1.2B–$1.3B | raised |
| EBITDA | FY2026 | +89% to +96% | raised |
| EPS | FY2026 | $8.75–$9.05 | raised |
| EPS | FY2026 | +111% to +118% | raised |
From the earnings release filed Nov 5, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- Past financial or operating performance is not necessarily a reliable indicator of future performance, and our historical performance should not be used to anticipate results or future period trends.
- Through discussions with the partner, the deadline for making a decision has been extended and we now expect the partner will make a decision by February 2027.
- If the partner does decide to return the target in the future without nominating an alternative target with similar future cash flows, we would be required to evaluate the impact to our acquired customer relationship intangibles associated with the Elektrofi acquisition, along with other identified intangibles and goodwill of the reporting unit.
- • In October 2026, Janssen expanded its collaboration and licensing agreement with us for an additional oncology target to be developed with ENHANZE.
- • In September 2026, we and Incyte expanded our collaboration to evaluate the SC formulation of axatilimab, a monoclonal antibody targeting colony-simulating factor-1 receptor, with ENHANZE.
- • In July 2026, we and Incyte entered into a global collaboration and license agreement to evaluate additional SC formulations of INCA033989, a first-in-class mutant calreticulin-targeted monoclonal antibody, in patients with mutant calreticulin expressing myeloproliferative neoplasms, utilizing Halozyme’s proprietary ENHANZE drug delivery technology.
- In December 2006, we and Roche entered into a collaboration and license agreement under which Roche obtained a worldwide license to develop and commercialize product combinations of rHuPH20 and up to twelve Roche target compounds (the “Roche Collaboration”).
- In September 2017 and October 2018, we entered into agreements with Roche to develop and commercialize additional exclusive targets using ENHANZE technology.
- In December 2014, we and Janssen entered into a collaboration and license agreement, under which Janssen has the worldwide license to develop and commercialize products combining our rHuPH20 enzyme with Janssen proprietary biologics directed to up to five targets.
- In October 2026, Janssen expanded its collaboration and licensing agreement with us for an additional oncology target to be developed with ENHANZE.
- In September 2017, we and BMS entered into a collaboration and license agreement, which became effective in November 2017, under which BMS had the worldwide license to develop and commercialize products combining our rHuPH20 enzyme with BMS products directed at up to eleven targets.
- In February 2019, we and argenx entered into an agreement for the right to develop and commercialize one exclusive target, the human neonatal Fc receptor FcRn, which included argenx’s lead asset efgartigimod (ARGX-113), and an option to select two additional targets using ENHANZE technology.
Halozyme Therapeutics' latest quarter
Halozyme Therapeutics, Q3 2026: revenue $493M (+39% year over year), operating margin 59.8%, net earnings $247M, operating cash flow $258M. The chart follows the revenue to costs, profit and cash.
Questions
Did Halozyme Therapeutics raise or lower its guidance?
Halozyme Therapeutics (HALO) raised its guidance on Nov 5, 2026: Revenue $1.9B for FY2026; Revenue +33% to +38% for FY2026; EBITDA $1.2B–$1.3B for FY2026; EBITDA +89% to +96% for FY2026.
What does Halozyme Therapeutics expect?
Past financial or operating performance is not necessarily a reliable indicator of future performance, and our historical performance should not be used to anticipate results or future period trends. Through discussions with the partner, the deadline for making a decision has been extended and we now expect the partner will make a decision by February 2027. If the partner does decide to return the target in the future without nominating an alternative target with similar future cash flows, we would be required to evaluate the impact to our acquired customer relationship intangibles associated
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.