Glaukos Corporation
NYSE•GKOS
CEO: Mr. Thomas William Burns
セクター: Healthcare
業種: Medical - Devices
上場日: 2015-06-25
Glaukos Corporation, an ophthalmic pharmaceutical and medical technology company, focuses on the development of novel therapies for the treatment of glaucoma, corneal disorders, and retinal diseases. It offers iStent and iStent inject W micro-bypass stents that enhance aqueous humor outflow inserted in cataract surgery to treat mild-to-moderate open-angle glaucoma. The company's product pipeline includes iStent Infinite indicated for use in the treatment of patients with glaucoma uncontrolled by prior medical and surgical therapy; and iDose TR, an intracameral procedural pharmaceutical therapy indicated for the reduction of intraocular pressure in patients with open-angle glaucoma or ocular hypertension. The company markets its products through direct sales organization, as well as through distributors in the United States and internationally. Glaukos Corporation was incorporated in 1998 and is headquartered in Aliso Viejo, California.
連絡先情報
時価総額
$7.84B
PER (TTM)
-40.9
28.4
配当利回り
--
52週高値
$146.75
52週安値
$73.16
52週レンジ
順位47Top 61.9%
3.4
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
弱い • 3.4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q1 2026 データ
売上高
$150.57M+0.00%
直近4四半期の推移
EPS
-$0.34+0.00%
直近4四半期の推移
フリーCF
-$16.49M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Strong Net Sales Growth Net sales reached $507.4M in 2025, reflecting substantial $123.9M increase, primarily driven by product adoption.
US Glaucoma Sales Surge US Glaucoma product sales grew approximately 50% to $298.6M, largely due to higher volume and pricing of iDose TR.
Epioxa Regulatory Milestone Secured FDA approval for Epioxa in October 2025 for keratoconus, planning controlled commercial launch in Q1 2026.
Reduced Operating Cash Use Cash used in operating activities was $14.8M in 2025, significantly improving from $61.3M used during the prior year.
リスク要因
Gross Margin Significantly Compressed Gross margin fell to 56% in 2025, heavily impacted by $112.9M impairment charge related to Photrexa developed technology.
Increased Net Operating Loss Net loss widened 28% to $(187.7M) in 2025, reflecting increased operating expenses and asset impairment charges recorded.
Regulatory Pricing Scrutiny Continued uncertainty exists regarding government pricing programs like MDRP and 340B, potentially reducing realized prices.
Manufacturing Concentration Risk Key implanted products rely on a single San Clemente manufacturing campus, vulnerable to disruption from natural disasters or failures.
見通し
Epioxa Commercial Launch Planning controlled commercial launch for newly approved Epioxa in Q1 2026, advancing corneal disorder treatment options.
Increased R&D Expenditures Expect R&D expenses to increase as the company advances pipeline products through clinical trials and regulatory submissions.
New Manufacturing Expansion Commencing construction of a new 200,000 square foot R&D and manufacturing facility in Huntsville, Alabama, starting in 2026.
iDose TR Utilization Growth Anticipate increased iDose TR utilization as reimbursement processes stabilize and become consistent across all Medicare Administrative Contractors.
同業比較
売上高 (TTM)
$13.30B
$5.21B
$3.46B
粗利益率 (最新四半期)
99.3%
80.9%
77.9%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| ARWR | $10.18B | -34.4 | -55.8% | 34.8% |
| GKOS | $7.84B | -40.9 | -26.5% | 11.5% |
| ACLX | $6.73B | -28.3 | -55.4% | 15.9% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
6.7%
安定成長
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
50%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年7月29日
EPS:-$0.21
|売上高:$151.08M
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし