AI Earnings Predictions for Arcutis Biotherapeutics Inc. (ARQT)

EX-99.1

2 pressreleaseex991q32026.htm

EX-99.1

Document

Arcutis Announces Third Quarter 2026 Financial Results and Provides Business Update

•Continued strong ZORYVE® (roflumilast) net product revenue growth, with Q3 revenues of $143.9 million, +45% versus Q3 of 2025, and +11% versus Q2 of 2026, driven by strong demand growth

•Raised 2026 full-year net product sales guidance to $535 million–$545 million

•Partnered with World Champion gymnast Simone Biles to launch the Skin to Believe In awareness campaign for individuals living with inflammatory skin conditions

•Remains on track to disclose topline results from Phase 2 trial of ZORYVE foam 0.3% in individuals with vitiligo and decision on program advancement in Q4 of 2026

•Maintained positive operating cash flow for the quarter with $18.9 million of net cash provided by operating activities

Westlake Village, CA, November 4, 2026 – Arcutis Biotherapeutics, Inc. (Nasdaq: ARQT), a commercial-stage biopharmaceutical company focused on developing meaningful innovations in immuno-dermatology, today reported financial results for the quarter ended September 30, 2026, and provided a business update.

“Yet another strong quarter of performance reflects the consistent execution of our corporate strategy and further strengthens our financial position. ZORYVE continues to lead the branded non-steroidal topical segment driven by its efficacy and tolerability across multiple inflammatory skin conditions and patient populations. We are very excited to launch a new awareness campaign with Simone Biles, a World Champion gymnast who uses ZORYVE herself, to raise awareness of inflammatory skin diseases and of advanced targeted topicals like ZORYVE,” said Frank Watanabe, president and chief executive officer. “Looking ahead, with a potential FDA approval of ZORYVE cream 0.05% for infants as young as 3 months in the first quarter of 2027, the progress of our indication expansion trials, and the advancement of our ARQ-234 Phase 1 trial, we are well positioned to drive continued growth.”

3027 Townsgate Road, Suite 300 Westlake Village, CA 91361 | arcutis.com

Third Quarter 2026 Financial Results and Business Updates

Commercial Highlights

ZORYVE — a highly potent and selective phosphodiesterase-4 (PDE4) inhibitor in once-daily cream and foam formulations, approved in the United States and Canada for the treatment of plaque psoriasis, atopic dermatitis, and seborrheic dermatitis.

•ZORYVE net product sales for the third quarter of 2026 were $143.9 million, reflecting 45% year-over-year growth and an 11% sequential increase versus the second quarter of 2026. The year-over-year and sequential increases were driven by increasing demand across products.

•Launched the Skin to Believe In campaign with Simone Biles to raise awareness of seborrheic dermatitis and eczema and to encourage individuals to talk to their doctor about long-term, steroid-free, topical treatment options for their skin conditions, including ZORYVE.

Clinical and Regulatory Developments

•The Company initiated a pivotal Phase 3 trial with ZORYVE cream 0.3% for the treatment of adults and children with moderate to severe atopic dermatitis, distinct from the current indication of ZORYVE cream 0.15% for the treatment of adults and children 6 years of age and older with mild to moderate atopic dermatitis.

•The FDA has set a target action date of February 23, 2027, for the supplemental New Drug Application to expand the indication for ZORYVE cream 0.05% for mild to moderate atopic dermatitis to infants aged 3 to 24 months.

•The Company continues to enroll patients in a Phase 4 study evaluating quality and speed of itch improvement with ZORYVE cream 0.15% in adult patients with atopic dermatitis (INTEGUMENT-ITCH).

•The Company remains on track to disclose topline results from the Phase 2 proof-of-concept study of ZORYVE foam 0.3% for the treatment of vitiligo and share its decision on program advancement by the end of 2026.

•The Company continues to enroll patients in the Phase 2 proof-of-concept studies of ZORYVE foam 0.3% for the treatment of hidradenitis suppurativa, and expects to report results, as well as a decision on program advancement, in the first quarter of 2027.

3027 Townsgate Road, Suite 300 Westlake Village, CA 91361 | arcutis.com

•The Company is preparing to enroll a Phase 2 trial evaluating the safety and efficacy of ZORYVE foam 0.3% in the treatment of cutaneous adverse events due to checkpoint inhibitors.

•The Company continues to enroll patients in the Phase 1a/1b study of ARQ-234, a potent and highly selective checkpoint agonist of the CD200 receptor, for the treatment of atopic dermatitis and has progressed to the multiple ascending dose portion of the trial.

Corporate Updates

•Appointed Rob Lisicki, a commercial and executive leader with over 30 years of biopharmaceutical industry experience, as chief commercial officer, effective November 4, 2026.

•Appointed Rob Scott, MD, a gl

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arqt-20260225FALSE000178730600017873062026-02-252026-02-25

UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, D.C. 20549

FORM 8-K

CURRENT REPORT

Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): February 25, 2026

ARCUTIS BIOTHERAPEUTICS, INC.

(Exact name of registrant as specified in its charter)

Delaware 001-39186 81-2974255

(State or other jurisdiction of incorporation) (Commission File Number) (IRS Employer Identification Number)

3027 Townsgate Road, Suite300 Westlake Village, CA 91361 (Address of principal executive offices, including Zip Code) Registrant’s telephone number, including area code: (805) 418-5006

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instructions A.2. below):

☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)

☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)

☐Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))

☐Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))

Securities registered pursuant to Section 12(b) of the Act:

Title of each class Trading Symbol(s) Name of each exchange on which registered

Common Stock, par value $0.0001 per share

ARQT

The Nasdaq Global Select Market

Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§ 230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§ 240.12b-2 of this chapter). Emerging growth company ☐ If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. ☐

Item 2.02    Results of Operations and Financial Condition. On February 25, 2026, Arcutis Biotherapeutics, Inc. (the “Company” or “Arcutis”) issued a press release relating to its financial results for the quarter ended December 31, 2025. The full text of the press release is furnished herewith as Exhibit 99.1. The information in this Item 2.02 of this Form 8-K and the Exhibit 99.1 attached hereto shall not be deemed “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to the liabilities of that Section, or incorporated by reference in any filing under the Securities Act of 1933, as amended (the “Securities Act”), or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01    Financial Statements and Exhibits (d)    Exhibits.

Exhibit No. Description

99.1Press Release February 25, 2026.

104Cover Page Interactive Data File (formatted as Inline XBRL).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ARCUTIS BIOTHERAPEUTICS, INC.

February 25, 2026By: /s/ Latha Vairavan Latha Vairavan Chief Financial Officer