CoverageForm 410-K10-Q8-K13D13G13F

IONS · Ionis Pharmaceuticals Inc - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · IONS

Income Statement

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Revenue$246.09M-$156.72M$452.05M$131.61M-$133.81M$225.25M$119.50M-
Cost of Revenue$2.98M-$2.34M$4.15M$1.46M-$1.07M$4.16M$2.15M-
Gross Profit$243.11M-$154.38M$447.90M$130.15M-$132.74M$221.09M$117.35M-
R&D----------
SG&A$150.36M-$96.81M$90.62M$76.25M-$61.64M$65.11M$52.64M-
Total Operating Expenses$363.51M-$316.90M$312.23M$278.47M-$282.47M$291.34M$269.01M-
D&A$3.30M---$2.23M---$2.55M-
Operating Income($117.42M)-($160.18M)$139.82M($146.86M)-($148.66M)($66.09M)($149.51M)-
Interest Expense$5.16M-$4.21M$4.11M$4.11M-$4.16M$4.49M$4.15M-
Income Tax$218.0K-$213.0K($20.0K)$116.0K-($3.62M)$64.0K$75.0K-
Net Income($92.53M)-($128.61M)$123.55M($146.94M)-($140.48M)($66.27M)($142.80M)-
EPS - Basic($0.56)-($0.80)$0.78($0.93)-($0.95)($0.45)($0.98)-
EPS - Diluted($0.56)-($0.80)$0.70($0.93)-($0.95)($0.45)($0.98)-

Balance Sheet

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Cash & Equivalents$173.38M$372.26M$338.34M$297.30M$264.19M$242.08M$334.61M$293.99M$348.89M$399.27M
Accounts Receivable----------
Inventory$5.56M$10.05M$10.47M$8.48M$11.50M$12.51M$28.45M$28.72M$30.26M$28.43M
Accounts Payable$26.03M$28.08M$14.33M$22.80M$17.46M$42.96M$9.05M$9.24M$13.08M$26.03M
Current Assets$2.94B$2.99B$2.52B$2.58B$2.42B$2.62B$2.71B$2.33B$2.42B$2.64B
Total Assets$3.45B$3.52B$3.03B$2.99B$2.81B$3.00B$3.08B$2.69B$2.76B$2.99B
Current Liabilities$716.59M$781.57M$903.46M$897.24M$250.29M$309.32M$304.57M$306.16M$327.65M$448.09M
Long-term Debt-$1.33B---$1.20B---$1.24B
Total Liabilities$2.96B$3.03B$2.42B$2.35B$2.34B$2.42B$2.42B$2.43B$2.47B$2.60B
Stockholders' Equity$491.41M$489.09M$617.97M$631.72M$475.73M$588.35M$662.47M$263.70M$296.51M$386.69M
Retained Earnings($2.72B)($2.63B)($2.40B)($2.27B)($2.40B)($2.25B)($2.15B)($2.00B)($1.94B)($1.80B)

Cash Flow

Line itemQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Operating Cash Flow($792.82M)---($150.78M)---($149.94M)-
Investing Cash Flow$536.82M---$170.46M---$76.11M-
Financing Cash Flow$57.26M---$2.20M---$23.57M-
CapEx$21.76M---$12.58M---$4.49M-
Free Cash Flow($814.58M)---($163.35M)---($154.43M)-

Ratios

MetricQ1 '26Q4 '25Q3 '25Q2 '25Q1 '25Q4 '24Q3 '24Q2 '24Q1 '24Q4 '23
Profitability
Gross margin98.8%-98.5%99.1%98.9%-99.2%98.2%98.2%-
Operating margin-47.7%--102.2%30.9%-111.6%--111.1%-29.3%-125.1%-
EBITDA margin-46.4%----109.9%----123.0%-
Net margin-37.6%--82.1%27.3%-111.6%--105.0%-29.4%-119.5%-
Free cash flow margin-331.0%----124.1%----129.2%-
FCF / Net income8.80---1.11---1.08-
R&D / Revenue----------
SG&A / Revenue61.1%-61.8%20.0%57.9%-46.1%28.9%44.1%-
Effective tax rate----0.0%------
Return on assets-2.7%--4.2%4.1%-5.2%--4.6%-2.5%-5.2%-
Return on equity-18.8%--20.8%19.6%-30.9%--21.2%-25.1%-48.2%-
Return on invested capital----------
Liquidity
Current ratio4.103.832.792.879.668.478.917.617.375.90
Quick ratio4.093.812.782.869.628.438.827.517.285.83
Cash ratio0.240.480.370.331.060.781.100.961.060.89
Leverage
Debt / Equity-2.72---2.04---3.21
Debt / Assets-0.38---0.40---0.42
Debt / EBITDA----------
Interest coverage-22.8x--38.0x34.0x-35.7x--35.7x-14.7x-36.0x-
Equity multiplier7.027.204.914.735.915.114.6510.219.327.73
Liabilities / Assets0.860.860.800.790.830.800.780.900.890.87
Efficiency
Asset turnover0.07-0.050.150.05-0.040.080.04-
Inventory turnover0.54-0.220.490.13-0.040.140.07-
Days sales outstanding----------
Days inventory outstanding680d-1635d746d2870d-9697d2518d5135d-
Days payable outstanding3185d-2237d2005d4355d-3085d810d2220d-
Cash conversion cycle----------
Valuation
P / E---56.4x------
P / B25.2x-16.9x11.4x10.1x-9.0x26.4x21.3x-
P / S50.3x-66.7x15.9x36.4x-44.5x30.9x52.8x-
EV / EBITDA----------
Growth
Revenue growth (YoY)87.0%-17.1%100.7%10.1%--7.2%19.6%-8.4%-
Revenue CAGR (3y)23.5%--0.6%50.1%-2.5%-0.2%21.4%2.3%-
Revenue CAGR (5y)17.1%--0.4%25.4%-0.3%--4.4%6.6%-16.7%-
Gross profit growth (YoY)86.8%-16.3%102.6%10.9%--6.5%18.9%-9.2%-
Operating income growth (YoY)20.0%--7.8%-1.8%--3.8%26.7%-31.0%-
Net income growth (YoY)37.0%-8.5%--2.9%-4.7%22.3%-14.9%-
EPS growth (YoY)39.8%-15.8%-5.1%-7.8%25.0%-12.6%-
EPS CAGR (3y)----------
EPS CAGR (5y)----------
FCF growth (YoY)-398.7%----5.8%----6.9%-
FCF CAGR (5y)----------
Book value growth (YoY)3.3%-16.9%-6.7%139.6%60.4%52.2%110.0%-38.4%-39.1%-32.5%

Sales by segment

From XBRL dimensional facts in the 10-K period ending 2025-12-31.

Business segments

$943.71M total
Ionis Operations$943.71M · 100.0%

Product / service

$2.29B total
Research And Development Revenue$507.86M · 22.2%
Collaborative Agreement Revenue$465.79M · 20.4%
Commercial$435.85M · 19.0%
Royalty$285.53M · 12.5%
Spinraza Royalties$212.28M · 9.3%
Product$115.31M · 5.0%
Tryngolza Sales$107.53M · 4.7%
Wainus Royalties$49.09M · 2.1%
Wainua Joint Development Revenue$42.08M · 1.8%
Other Commercial$35.00M · 1.5%
Other Royalties$24.16M · 1.1%
Dawnzera Sales$7.79M · 0.3%

Peer comparison

Same SIC group: Pharmaceutical Preparations

CompanyRevenue (last FY)Net marginROE
LLY$65.18B31.7%77.8%
UTHR$3.18B41.9%18.8%
PFE$62.58B12.4%9.0%
ZTS$9.47B28.2%80.2%
VRTX$12.00B32.9%21.2%

Comparing IONIS PHARMACEUTICALS INC against the 5 most active filers in the same SIC group.