Intellia Therapeutics (NTLA) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Intellia Therapeutics 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.

• Intellia has no approved products. All of its revenue is collaboration revenue, generated in the U.S., and it reports one segment: the development of gene editing-based therapies.
• Net loss included a $10.4 million unrealized loss on investments in Q3 2026, against a $3.4 million unrealized gain in Q3 2025.

Source: Intellia Therapeutics 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 Intellia Therapeutics 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.

• Intellia Therapeutics's ATTR co-development and co-promotion agreement revenue was $6.8 million in Q3 2026, down 19% from $8.4 million in Q3 2025, 95% 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

Intellia gives no revenue or EPS outlook. Its release gives a cash runway.

In its Q3 2026 release, Intellia Therapeutics said:

“The company's existing cash resources are expected to fund its operations at least into 2028 and well beyond lonvo-z's anticipated U.S. approval and commercial launch in HAE in the first quarter of 2027. This guidance excludes all potential commercial revenues from lonvo-z and potential future funding from the company's term loan facility.”

Source: Intellia Q3 2026 release (Form 8-K, Exhibit 99.1), 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 NTLA forecast page.

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

GAAP collaboration revenue and net loss per share, basic and diluted, each as first reported in that quarter's release.

We do not hold a confirmed date for Intellia Therapeutics'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

Intellia Therapeutics has no approved product, so all of its revenue is collaboration revenue. It was $7.2 million in Q3 2026, against $13.8 million in Q3 2025, and Intellia put the decrease down primarily to a reduction in revenue from Regeneron. (Intellia Q3 2026 release, Nov 5, 2026)

Most of the quarter's revenue came from the ATTR co-development and co-promotion agreement with Regeneron, under which Intellia leads development of nex-z: $6.8 million in Q3 2026, against $8.4 million a year earlier. Intellia recognized no revenue under the 2016 Regeneron Agreement in the quarter, against $5.3 million in Q3 2025. The technology collaboration under that agreement ran until April 2026. (Intellia Form 10-Q, Q3 2026, Nov 5, 2026)

Over the first nine months of 2026 collaboration revenue fell by $14.8 million to $29.9 million. Intellia attributed that to less revenue under the 2016 Regeneron Agreement, a hemophilia B development milestone achieved in 2025 that did not recur, and decreased material shipments to collaboration partners. (Intellia Form 10-Q, Q3 2026, Nov 5, 2026)

Intellia reports a single operating segment, and all of its collaboration revenue has been generated in the U.S. Its first potential product revenue is lonvo-z for hereditary angioedema: the FDA accepted the Biologics License Application with Priority Review and a PDUFA target action date of March 10, 2027, and Intellia plans a commercial launch in the first quarter of 2027. (Intellia Form 10-Q, Q3 2026, Nov 5, 2026; Intellia Q3 2026 release, Nov 5, 2026)

Intellia Therapeutics reports GAAP EPS only. Its net loss was $127.5 million, or $0.91 per share, in Q3 2026, against $101.3 million, or $0.92 per share, a year earlier. Research and development expense fell to $83.3 million from $94.7 million on lower external lonvo-z costs, while general and administrative expense rose to $46.1 million from $30.5 million as Intellia built out its commercial infrastructure. (Intellia Q3 2026 release, Nov 5, 2026)

The wider loss came out almost flat per share because the share count grew. Weighted average shares were 140,186 thousand, against 110,188 thousand in Q3 2025. In the second quarter of 2026 Intellia sold 19,255,815 shares in a follow-on public offering for net proceeds of $194.6 million, and over the nine months it raised $33.6 million through at-the-market offerings. (Intellia Q3 2026 release, Nov 5, 2026; Intellia Form 10-Q, Q3 2026, Nov 5, 2026)

Other items moved the bottom line too. The quarter included a $10.4 million unrealized loss from changes in the fair value of investments, against a $3.4 million unrealized gain a year earlier, and the first $611 thousand of interest expense on the OrbiMed term loan. Stock-based compensation in R&D and G&A was $7.4 million and $7.0 million. (Intellia Q3 2026 release, 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.

Intellia Therapeutics gives no revenue or EPS outlook. Its release says existing cash resources are expected to fund operations at least into 2028, a figure that excludes any lonvo-z commercial revenue and any future draws on its term loan. Cash, cash equivalents and marketable securities were $614.8 million at September 30, 2026, against $605.1 million at December 31, 2025. (Intellia Q3 2026 release, Nov 5, 2026)

On September 4, 2026 Intellia entered a five-year senior secured credit facility of up to $400 million with OrbiMed, with an initial draw of $75 million. The near-term dates Intellia names are the lonvo-z PDUFA date of March 10, 2027, and continued enrollment in the MAGNITUDE Phase 3 trial of nex-z in ATTR-CM after completing enrollment in MAGNITUDE-2 in ATTRv-PN. (Intellia Form 10-Q, Q3 2026, Nov 5, 2026; Intellia Q3 2026 release, Nov 5, 2026)

A consensus figure is the average of the models published by the analysts who cover Intellia Therapeutics, 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 Intellia Therapeutics'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 NTLA is on is NTLA a buy or a sell?, what analysts expect next is on the NTLA forecast, and what the company does is on the Intellia Therapeutics (NTLA) stock page.

Every number on this page can be traced to a document Intellia Therapeutics 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.