Agios Pharmaceuticals (AGIO) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Agios Pharmaceuticals published the results on November 5, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• All of Agios Pharmaceuticals' revenue is net product revenue from mitapivat, sold as PYRUKYND and AQVESME. Agios reports no adjusted EPS. It reports in thousands; figures here are in millions.

Source: Agios Pharmaceuticals Q3 2026 results, November 5, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Agios Pharmaceuticals splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Agios Pharmaceuticals's United States revenue was $48.7 million in Q3 2026, up 296% from $12.3 million in Q3 2025, 88% of total revenue.
• Agios Pharmaceuticals's Rest of world revenue was $6.6 million in Q3 2026, up 1087% from $0.6 million in Q3 2025, 12% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Agios gives no revenue or earnings guidance in its release. It states a goal for non-GAAP profitability.

In its Q3 2026 release, Agios Pharmaceuticals said:

“Agios' goal is to achieve non-Generally Accepted Accounting Principles (GAAP) profitability in 2028.”

Source: Agios Q3 2026 release, Nov 5, 2026.

This is the company's own guidance as of Nov 5, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the AGIO forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Total revenue and diluted net loss per share, each as first reported in that quarter's release. The Q4 2025 release prints full-year statements only, so Q4 2025 revenue is full-year 2025 revenue ($54.0 million) minus the nine-month figure ($34.1 million), and Q4 EPS was not published.

We do not hold a confirmed date for Agios Pharmaceuticals's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 5, 2026

Agios Pharmaceuticals' revenue is net product revenue from one drug, mitapivat, sold as PYRUKYND and AQVESME. It was $55.4 million in Q3 2026, against $12.9 million a year earlier. US net revenue was $48.7 million, against $12.3 million, and ex-US net revenue was $6.6 million, against $0.6 million. (Agios Q3 2026 release, Nov 5, 2026; Agios Form 10-Q, Q3 2026, Nov 5, 2026)

Agios attributes the growth to the US commercial launch of AQVESME in thalassemia in late January 2026. US net revenue rose 20% from Q2. In Q3, REMS-certified US physicians wrote 177 AQVESME prescriptions with completed Agios start forms, bringing the cumulative count to 619 at September 30, 2026, with 48 more in process, and about 75% of patients remained on AQVESME after six months of treatment. (Agios Q3 2026 release, Nov 5, 2026)

Ex-US net revenue rose 74% from Q2, mainly from early access programs in Europe after the European Union approved PYRUKYND in thalassemia in late May 2026. Outside the US Agios sells through partners, Avanzanite Bioscience in Europe and NewBridge Pharmaceuticals in the Gulf region. (Agios Q3 2026 release, Nov 5, 2026)

In the US, Agios sells PYRUKYND and AQVESME to a limited number of specialty distributors and specialty pharmacy providers, and records revenue net of rebates, chargebacks and discounts negotiated with payors and healthcare providers or set by government programs. Revenue is recognized when the customer takes control of the product, typically on delivery. (Agios Form 10-Q, Q3 2026, Nov 5, 2026)

Agios Pharmaceuticals' GAAP net loss per share was $1.09 in Q3 2026, against $1.78 a year earlier, on a net loss of $65.0 million against $103.4 million. Agios reports no adjusted EPS. (Agios Q3 2026 release, Nov 5, 2026)

Operating expenses were $132.5 million against $129.7 million. Research and development fell to $73.5 million from $86.8 million on lower mitapivat and tebapivat process development and clinical trial spending, while selling, general and administrative expenses rose to $56.5 million from $41.3 million to support the AQVESME launch and a potential sickle cell launch. Cost of sales was $2.5 million. (Agios Q3 2026 release, Nov 5, 2026)

Below the operating line, interest income fell to $8.9 million from $13.4 million on a lower investment balance, and Agios recorded $3.0 million of royalty income from earn-out rights it retained when it sold its oncology business to Servier. Weighted-average shares were 59,707,904 against 58,139,277. (Agios Q3 2026 release, Nov 5, 2026; Agios Form 10-Q, Q3 2026, Nov 5, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Agios Pharmaceuticals gives no revenue or earnings guidance in its release. It states a goal of non-GAAP profitability in 2028, and expects its $907.0 million of cash, cash equivalents and marketable securities, with product revenue and interest income, to fund the AQVESME launch, a potential sickle cell launch and its pipeline. By year-end 2026 it will have cut its R&D headcount by over 100 roles, more than 35% below 2025, with the savings expected in 2027. (Agios Q3 2026 release, Nov 5, 2026)

The next regulatory date is the FDA's decision on mitapivat in sickle cell disease. The FDA extended the PDUFA goal date by three months to February 1, 2027 after classifying Agios' response to a request about whether a REMS is needed as a major amendment. (Agios Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Agios Pharmaceuticals, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Agios Pharmaceuticals's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning AGIO is on is AGIO a buy or a sell?, what analysts expect next is on the AGIO forecast, and what the company does is on the Agios Pharmaceuticals (AGIO) stock page.

Every number on this page can be traced to a document Agios Pharmaceuticals published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.