Arcutis posts Q2 2026 profit as ZORYVE sales climb, raises full-year guidance

Arcutis Biotherapeutics reported financial results for the quarter ended June 30, 2026 in an 8-K filed August 5, 2026. ZORYVE net product sales for the quarter totaled $129.9 million, a 59% increase from the same period in 2025 and a 23% rise from the first quarter of 2026.¹ By product, the quarter's revenue broke down as $35.3 million for ZORYVE cream 0.3%, $24.2 million for ZORYVE cream 0.15%, $2.9 million for ZORYVE cream 0.05%, and $67.4 million for ZORYVE foam 0.3%.¹

On the regulatory front, the FDA approved an sNDA in June 2026 expanding the ZORYVE cream 0.3% indication to treat plaque psoriasis in children as young as age 2, marking the company's seventh FDA approval since 2022.¹ Separately, the FDA accepted an sNDA for ZORYVE cream 0.05% to cover atopic dermatitis in infants aged 3 to 24 months, with a PDUFA target action date of February 23, 2027.¹

In the pipeline, Arcutis finished enrollment in its Phase 2 proof-of-concept study of ZORYVE foam 0.3% for vitiligo, while continuing to enroll a similar Phase 2 study in hidradenitis suppurativa, with results and advancement decisions expected in the fourth quarter of 2026 for vitiligo and the first quarter of 2027 for hidradenitis suppurativa.¹

Financially, the company posted net income of $15.0 million, or $0.11 per basic and diluted share, compared with a net loss of $15.9 million a year earlier.¹ Arcutis raised its full-year 2026 net product sales guidance from $480 million-$495 million to $525 million-$540 million.¹

The filing also disclosed a leadership change: Chief Commercial Officer L. Todd Edwards resigned effective August 21, 2026, and Robert Lisicki was named interim executive vice president starting August 17, 2026, becoming interim chief commercial officer upon Edwards' departure.¹