Equity Profile

GKOS

Glaukos Corporation

Health CareHealth Care Equipment$7.3B

Apr29Wed

Post-Earnings Recap

ReportedQ1-2026After Close4:05 PM EDT

Glaukos Corporation Beats on EPS, Stock Down 2.23%

Metric	Actual	Expected	Surprise
EPS	$-0.18	$-0.28	+39.60%
Revenue	N/A	$137M	N/A

management commentary, guidance changes, and full analysis available with Pro.

Glaukos Corporation Beats on EPS, Stock Down 2.23%

Key Numbers

Metric	Actual	Expected	Surprise
EPS	$-0.18	$-0.28	+39.60%
Revenue	N/A	$137M	N/A

Management Commentary

Tone: Unknown

No transcript is on record, and the analysis is based on numerical results only.

What It Means

Glaukos Corporation reported a smaller loss than analysts expected, which is a positive sign for the company. However, the stock still declined by 2.23% following the earnings report, indicating that investors may have been looking for more positive news or clearer guidance. The lack of revenue information and management commentary may have contributed to the stock's downward movement.

Company Snapshot

Glaukos Corporation is a healthcare company focused on developing innovative products for the treatment of eye diseases, particularly glaucoma. With a market cap of $7 billion, it plays a crucial role in the health care equipment sector, addressing a growing need for effective eye care solutions.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

-$0.28

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its products.

$137M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+18.24%

Avg Stock Reaction

-0.98%

Last Quarter Recap

In Q4 2025, Glaukos reported an EPS of -$0.28, missing expectations. The stock reacted negatively, dropping 2.59% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Glaukos to report a loss of $0.28 per share on revenues of $137 million. Investors are watching closely for any signs of improved sales or cost management.

Bull Case

If Glaukos can exceed revenue expectations and show a narrower loss, it could signal a turnaround in its financial performance, boosting investor confidence.

Bear Case

Conversely, if the company fails to meet revenue targets or reports a wider loss, it may raise concerns about its growth prospects and operational efficiency.

Key Metrics to Watch

EPS

-$0.28

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

Revenue

$137M

Revenue figures will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Glaukos achieve revenue of at least $137 million this quarter?

Meeting or exceeding this revenue target is crucial for demonstrating demand for their products and could influence investor sentiment.

How will the company address its ongoing losses?

Investors will be keen to hear management's strategy for improving profitability, which is critical for long-term growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Glaukos' potential for revenue growth due to recent product launches that could drive sales higher than expected.

Supporting Evidence

The company has a strong history of beating EPS estimates, with a 75% success rate in the last eight quarters.

Options pricing suggests a significant move, indicating that traders are anticipating a more volatile response than historical averages.

Recent insider selling may not reflect a lack of confidence but rather strategic financial management.

Key Risk

If revenue exceeds $143 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will reflect the company's ability to rebound from recent losses and improve its market position.

Bull Confirmed If

Revenue exceeding $137 million with a narrower EPS loss than -$0.28 would confirm the bull case.

Bear Confirmed If

An EPS loss greater than -$0.28 alongside revenue below $130 million would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.55%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting traders expect volatility around the earnings report.

Options are pricing ±12.5% while GKOS has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

38.2%

Calls (600)P/C Ratio: 1.25Puts (100)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$246,175.40

2,093 sh

1 insider

Net

$246,175.40

Net selling

Most Active Insiders· 4 open-market trades

CHIEF DEVELOPMENT OFFICERNavratil Tomas
$246,175.40

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Glaukos beats expectations, history suggests the stock could rise by around 0.22% on average, confirming a positive outlook.

In-Line / Cautious

Should results come in line with expectations, the stock may react cautiously, reflecting uncertainty in management's future guidance.

Miss

If the company misses expectations, history suggests a potential decline of about 0.22%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Management's commentary on cost management strategies and plans to reduce losses.
3Insights into market demand for Glaukos' products in the current economic climate.
4Any guidance on future revenue expectations and growth strategies.
5Responses to analyst questions regarding competitive pressures in the healthcare equipment sector.

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Company Snapshot

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

-$0.28

Revenue

Revenue figures will provide insight into the company's sales performance and market demand for its products.

$137M

Wall Street expectations, options signals, track record, and call prep available with Pro.

Original Pre-Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+18.24%

Avg Stock Reaction

-0.98%

Last Quarter Recap

In Q4 2025, Glaukos reported an EPS of -$0.28, missing expectations. The stock reacted negatively, dropping 2.59% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts expect Glaukos to report a loss of $0.28 per share on revenues of $137 million. Investors are watching closely for any signs of improved sales or cost management.

Bull Case

If Glaukos can exceed revenue expectations and show a narrower loss, it could signal a turnaround in its financial performance, boosting investor confidence.

Bear Case

Conversely, if the company fails to meet revenue targets or reports a wider loss, it may raise concerns about its growth prospects and operational efficiency.

Key Metrics to Watch

EPS

-$0.28

Earnings per share is a key indicator of profitability and will show how well the company is managing its costs.

Revenue

$137M

Revenue figures will provide insight into the company's sales performance and market demand for its products.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Glaukos achieve revenue of at least $137 million this quarter?

Meeting or exceeding this revenue target is crucial for demonstrating demand for their products and could influence investor sentiment.

How will the company address its ongoing losses?

Investors will be keen to hear management's strategy for improving profitability, which is critical for long-term growth.

Edge

What the Street Is Missing

Why consensus could be wrong

The consensus may underestimate Glaukos' potential for revenue growth due to recent product launches that could drive sales higher than expected.

Supporting Evidence

The company has a strong history of beating EPS estimates, with a 75% success rate in the last eight quarters.

Options pricing suggests a significant move, indicating that traders are anticipating a more volatile response than historical averages.

Recent insider selling may not reflect a lack of confidence but rather strategic financial management.

Key Risk

If revenue exceeds $143 million, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is pivotal as it will reflect the company's ability to rebound from recent losses and improve its market position.

Bull Confirmed If

Revenue exceeding $137 million with a narrower EPS loss than -$0.28 would confirm the bull case.

Bear Confirmed If

An EPS loss greater than -$0.28 alongside revenue below $130 million would confirm the bear case.

Pre-Earnings Positioning

Options Market

Implied Move

±12.55%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a significant move, suggesting traders expect volatility around the earnings report.

Options are pricing ±12.5% while GKOS has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.8%

30d HV

38.2%

Calls (600)P/C Ratio: 1.25Puts (100)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$246,175.40

2,093 sh

1 insider

Net

$246,175.40

Net selling

Most Active Insiders· 4 open-market trades

CHIEF DEVELOPMENT OFFICERNavratil Tomas
$246,175.40

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Glaukos beats expectations, history suggests the stock could rise by around 0.22% on average, confirming a positive outlook.

In-Line / Cautious

Should results come in line with expectations, the stock may react cautiously, reflecting uncertainty in management's future guidance.

Miss

If the company misses expectations, history suggests a potential decline of about 0.22%, indicating investor disappointment.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on new product launches and their expected impact on sales.
2Management's commentary on cost management strategies and plans to reduce losses.
3Insights into market demand for Glaukos' products in the current economic climate.
4Any guidance on future revenue expectations and growth strategies.
5Responses to analyst questions regarding competitive pressures in the healthcare equipment sector.