Glaukos Corp (GKOS) (Q3 2026) Earnings Call Highlights: Record $211 Million in Net Sales
Glaukos Corp (GKOS) reported Q3 2026 net sales of $211 million and issued preliminary 2027 revenue guidance of $1 billion, citing confidence in all scenarios. The company discussed Epioxa's launch, iDose trends, and potential LCD impacts. Gross margins were strong at 88%, and SG&A growth is expected to increase in Q4 and 2027. Management emphasized strategic investments in disease awareness and market expansion.
How this was made

The 30-second read
Why it matters
The new guidance and product ASP details provide fresh data for valuation models.
Market read
Guidance lift is likely to move GKOS and related eye‑care stocks.
What to watch
Potential regulatory delays for Epioxa and iDose could temper upside.
Background
Glaukos Corp (NASDAQ:GKOS) reported Q3 2026 earnings with record sales and issued preliminary guidance for 2027.
Ticker impact
Glaukos Corp disclosed record $211 million Q3 net sales and issued preliminary 2027 revenue guidance of $1 billion, including ASP guidance for its Epioxa product.
likely upward pressure as investors price in higher 2027 revenue outlook
The company provided fresh, material guidance and sales figures not previously public, which typically drives buying interest.
Market effects
Higher guidance may lift other glaucoma‑treatment peers.
U.S. ophthalmology market sees increased investor focus.
Limited to U.S. biotech and eye‑care sectors.
Counterpoint
If LCD restrictions materialize, 2027 revenue could fall short of $1 billion.
Key entities
- companyGlaukos Corp
U.S. ophthalmic device maker.



