Arcutis (ARQT) Q4 2025 Earnings Call Transcript

The Motley Fool

by newsfeedback@fool.com (Motley Fool Transcribing)

February 25, 2026

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Arcutis Biotherapeutics (ARQT) delivered a strong financial performance in its Q4 2025 earnings call, showcasing robust revenue growth and strategic advancements across its dermatology portfolio. The company reported net product revenues of $127.5 million for the quarter, marking an impressive 84% year-over-year increase and a 29% sequential rise from Q3 2025. Full-year net product revenues reached $372.1 million, up 123% from the prior year, driven by significant growth in prescription volume for its flagship product XEREVE. This performance underscored Arcutis’s ability to expand its market share and solidify its position as a leader in nonsteroidal topical treatments. The company’s financial success was bolstered by several key factors. XEREVE Cream 0.3% achieved a 45% share in branded nonsteroidal topical prescriptions across its approved indications, reflecting strong demand and physician adoption. Arcutis also highlighted its strategic sales force expansion, which increased by approximately 20%, bringing the total number of dermatology representatives to around 160. Additionally, the launch of a new primary care/pediatric pilot team of about 30 reps further strengthened its ability to penetrate new markets and patient demographics. Arcutis demonstrated strong momentum in both its pipeline and regulatory progress. The INTEGUMENT-Infant trial for XEREVE Cream 0.3% in atopic dermatitis showed encouraging results, with 58% of infants achieving a significant improvement (EASI-75) by week four, and a third achieving this benchmark as early as two weeks post-treatment. The company also reported the submission of a Supplemental NDA for XEREVE Cream 0.3% in psoriasis for children aged two to five, with a PDUFA target date set for June 29, 2026. Furthermore, Arcutis initiated Phase II proof-of-concept studies for XEREVE Foam 0.3% in vitiligo and hidradenitis suppurativa, signaling its commitment to expanding its product portfolio into additional dermatological conditions. The company’s financial health also improved significantly. It achieved positive cash flow in Q4 and reaffirmed expectations of maintaining this trend throughout 2026. With $221.3 million in cash and marketable securities as of year-end, Arcutis

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Originally published on The Motley Fool on 2/25/2026