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Sep 30, 2025
Ironwood Pharmaceuticals Q3 2025 Earnings Report
Ironwood Pharmaceuticals reported strong third-quarter results with a 40% YoY increase in LINZESS U.S. net sales and raised its full-year 2025 guidance.
Key Takeaways
Ironwood Pharmaceuticals delivered robust Q3 2025 results, highlighted by a 40% YoY growth in LINZESS U.S. net sales, record adjusted EBITDA, and a surge in GAAP net income. The company raised its full-year 2025 guidance across all key financial metrics.
LINZESS U.S. net sales reached $314.9 million, up 40% YoY.
Total revenue rose to $122.1 million from $91.6 million a year ago.
GAAP net income was $40.1 million, or $0.25 per share (basic).
Ironwood raised its full-year 2025 revenue and adjusted EBITDA guidance.
Revenue by Segment
Forward Guidance
Ironwood raised its 2025 guidance, expecting stronger full-year LINZESS sales, higher total revenue, and improved adjusted EBITDA performance.
Positive Outlook
- Raised full-year 2025 LINZESS U.S. net sales guidance to $860M–$890M.
- Raised full-year total revenue guidance to $290M–$310M.
- Raised adjusted EBITDA guidance to greater than $135M.
- FDA approval of LINZESS for children 7+ with IBS-C expands label.
- Strong cash generation in Q3 to support debt reduction and financial flexibility.
Challenges Ahead
- Expected Q4 net price decline due to rebate reserve phasing.
- Medicare Part D redesign to pressure net pricing in Q4.
- Restructuring and litigation contingency costs included in SG&A.
- Lower interest and investment income year-over-year.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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