HARROW, INC. (HROW) Earnings History

HARROW, INC. - Q4 2025 Earnings

Filed at: Mar 2, 2026, 4:15 PM EST|Read from source

EXECUTIVE SUMMARY

Harrow Inc. reported a strong finish to 2025 with record quarterly revenue and significant year-over-year growth, driven by accelerating demand and improving operating leverage. The company is building on this momentum with expanded sales teams and product launches, positioning itself for continued growth and a transition to a cash-generating powerhouse.

POSITIVE HIGHLIGHTS

  • •

    Record quarterly revenue of $89.1 million, a 33% increase over $66.8 million recorded in the prior-year period.

    positive
  • •

    Full-Year revenue of $272.3 million, a 36% increase over $199.6 million recorded in 2024.

    positive
  • •

    Generated $43.9 million of operating cash flow in 2025, a significant improvement from $(22.2) million used in operations in 2024.

    positive
  • •

    Adjusted EBITDA of $24.2 million in Q4 2025, and $61.9 million for 2025, showing strong profitability.

    positive

CONCERNS & RISKS

  • •

    GAAP net loss of $5.1 million for the full year 2025, compared to a net income of $6.6 million in Q4 2025.

    attention
  • •

    Research and development expenses increased significantly to $20.9 million in 2025 from $12.2 million in 2024.

    attention
  • •

    Recorded $8.5 million of acquired in-process research and development expense in Q4 2025 related to the acquisition of Melt Pharmaceuticals.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$89.09B
+33.0%
Prior year: $66.83B
Annual (YTD)
$272.30B
N/A
Prior year: $199.61B
Net Income
Quarterly
$6.63B
-2.2%
Prior year: $6.78B
Annual (YTD)
$-5.14B
N/A
Prior year: $-17.48B
EPS (Diluted)
Quarterly
$0.17
-29.2%
Prior year: $0.24
Annual (YTD)
$-0.14
N/A
Prior year: $-0.49
Operating Income
Quarterly
$15.59B
+20.9%
Prior year: $12.90B
Annual (YTD)
$30.52B
N/A
Prior year: $8.82B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
79.0%
Prior Year
79.0%
YoY Change
0 bps
Operating Margin
Current Quarter
17.5%
Prior Year
19.3%
YoY Change
-180 bps
Net Margin
Current Quarter
7.4%
Prior Year
10.1%
YoY Change
-270 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

MANAGEMENT GUIDANCE

FY2026

revenue
$350000.0B—$365000.0B
Mid-point: $357500.0B
Adjusted EBITDA
80,000,000—100,000,000
Mid-point: 90,000,000

H1 2026

revenue
$133000.0B—$153000.0B
Mid-point: $143000.0B

H2 2026

revenue
$203000.0B—$226000.0B
Mid-point: $214500.0B

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

SPECIAL ITEMS & ADJUSTMENTS

Q4 2025
Acquired in-process research and development expense associated with upfront payments and related acquisition expenses from acquisition of Melt Pharmaceuticals.
Included in GAAP operating expenses and net income figures, not added back to Adjusted EBITDA.
+$8,500,000M

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

Last year was a defining year for Harrow, with revenue up 36% for the year and a record fourth quarter that reflected both accelerating demand and improving operating leverage, especially in terms of generating operating cash flow.

— HARROW, INC., Q4 2025 2025 Earnings Call

Our key products are still in the early stages of launch, and each is gaining significant commercial traction. Seeing VEVYE®, IHEEZO®, and TRIESENCE® all show solid signs of growth at the same time underscores the strength of our strategy and the tenacity of our commercial leadership.

— HARROW, INC., Q4 2025 2025 Earnings Call

As we enter 2026, we are building on that momentum across the business: doubling the VEVYE and TRIESENCE sales teams, expanding IHEEZO into the office-based setting, advancing our development pipeline, and operating with greater alignment as One Harrow.

— HARROW, INC., Q4 2025 2025 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

OPERATIONAL METRICS

IHEEZO®
solid signs of growth
product
TRIESENCE®
solid signs of growth
product
VEVYE®
solid signs of growth
product

Operational metrics provide insight into business drivers and customer engagement beyond traditional financial measures.