Overview

* ADMA Q2 revenue rises 14% yr/yr but just missed analyst expectations

* Adjusted net income for Q2 beats estimates, reflecting strong operational performance

* Co initiated FDA-approved yield enhancement process, boosting IG output by 20%+

Outlook

* ADMA reaffirms FY 2025 revenue guidance over $500 mln

* Company expects FY 2026 revenue to exceed $625 mln

* Expects FY 2025 and 2026 adjusted Net Income to be over $175 mln and $245 mln or more, respectively

* ADMA projects annual revenue to reach $1.1 bln or more prior to 2030

Result Drivers

* ASCENIV ADOPTION - Revenue growth driven by increased ASCENIV utilization across key demand metrics

* YIELD ENHANCEMENT - FDA-approved yield enhancement process initiated, boosting IG output by 20%+

* INFRASTRUCTURE EXPANSION - Acquisition of new site enhances U.S.-based supply chain and future capacity

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Miss $122 mln $122.70

Revenue mln (3

Analysts

)

Q2 Beat $36 mln $34.20

Adjusted mln (3

Net Analysts

Income )

Q2 Net $34.20

Income mln

Q2 Miss $50.80 $55.70

Adjusted mln mln (2

EBITDA Analysts

)

Q2 Gross $67.20

Profit mln

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the pharmaceuticals peer group is "buy"

* Wall Street's median 12-month price target for ADMA Biologics Inc ( ADMA ) is $31.00, about 38.8% above its August 5 closing price of $18.96

* The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 32 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)