Telix Pharmaceuticals (NASDAQ:TLX) Announces Quarterly Earnings Results

Telix Pharmaceuticals (NASDAQ:TLX) posted its quarterly earnings data on Thursday. The company reported ($0.01) earnings per share for the quarter, missing the consensus estimate of $0.05 by ($0.06), reports. The firm had revenue of $413.40 million for the quarter, compared to the consensus estimate of $421.50 million.

Here are the key takeaways from Telix Pharmaceuticals’ conference call:

• Telix reported strong FY2025 results with revenue up 56% to $804M, precision medicine revenue up 22% to $622M, a cash balance of ~$142M, and 2026 revenue guidance of $950–970M (roughly 20%+ growth).
• Precision Medicine is presented as the company’s cash engine and strategic platform, with multiple commercial products (including Gleolan) and near-term clinical catalysts such as the ProstACT part‑one safety data and a planned part‑two interim readout later in 2026.
• Telix has invested heavily in manufacturing and supply (over $500M historically) and reports the RLS acquisition delivering positive EBITDA in its first 11 months, supporting vertical integration and production control for future therapeutic launches.
• The company plans to materially increase R&D to $200–240M in 2026 and says it will reinvest the majority of earnings into growth (R&D, commercial and infrastructure), which may suppress near‑term reported profits over 2026–2027.
• Regulatory setbacks remain an execution risk: Pixclara and Zircaix were not approved in 2025 and require resubmissions/CMC remediation, so approval timing and commercial launches are uncertain.

Telix Pharmaceuticals Stock Up 14.6%

Shares of TLX opened at $7.69 on Friday. Telix Pharmaceuticals has a twelve month low of $6.28 and a twelve month high of $30.36. The firm’s 50 day moving average price is $7.51 and its two-hundred day moving average price is $9.27.

Wall Street Analyst Weigh In

TLX has been the subject of several research reports. Weiss Ratings reiterated a “sell (d)” rating on shares of Telix Pharmaceuticals in a report on Wednesday, January 21st. HC Wainwright restated a “buy” rating and set a $20.00 target price on shares of Telix Pharmaceuticals in a research note on Wednesday, January 21st. Citigroup reissued a “buy” rating on shares of Telix Pharmaceuticals in a research note on Tuesday, January 27th. Wall Street Zen lowered Telix Pharmaceuticals from a “hold” rating to a “sell” rating in a research note on Saturday, February 7th. Finally, Royal Bank Of Canada upgraded shares of Telix Pharmaceuticals from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. One equities research analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, one has assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $21.00.

Institutional Investors Weigh In On Telix Pharmaceuticals

Institutional investors have recently modified their holdings of the business. Lazard Asset Management LLC grew its position in shares of Telix Pharmaceuticals by 118.6% during the 4th quarter. Lazard Asset Management LLC now owns 250,517 shares of the company’s stock worth $1,876,000 after purchasing an additional 135,893 shares in the last quarter. Millennium Management LLC acquired a new stake in Telix Pharmaceuticals during the third quarter worth approximately $1,883,000. Portland Investment Counsel Inc. increased its stake in Telix Pharmaceuticals by 108.0% during the 4th quarter. Portland Investment Counsel Inc. now owns 266,200 shares of the company’s stock worth $2,063,000 after acquiring an additional 138,200 shares during the period. Mariner LLC bought a new stake in shares of Telix Pharmaceuticals during the 4th quarter valued at $274,000. Finally, Quadrature Capital Ltd bought a new stake in shares of Telix Pharmaceuticals during the 4th quarter valued at $276,000.

Telix Pharmaceuticals Company Profile

Telix Pharmaceuticals (NASDAQ: TLX) is a clinical-stage biopharmaceutical company focused on the development and commercialization of molecularly targeted radiopharmaceuticals for the diagnosis and treatment of cancer. Leveraging expertise in radiochemistry, nuclear medicine and oncology, Telix aims to address unmet clinical needs across a range of tumor types by pairing diagnostic imaging agents with therapeutic radionuclides.

The company’s pipeline spans both imaging and therapeutic candidates.