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Glaukos Corporation 8-K Filings

GKOS NYSE

Every 8-K that Glaukos Corporation (GKOS) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow GKOS and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full GKOS filings page.

Rhea-AI Summary

Glaukos Corporation describes a growth strategy as a hybrid pharmaceutical-device company focused on chronic eye diseases. The company highlights 12 commercialized products and 13 disclosed pipeline programs spanning interventional glaucoma, keratoconus, eyelid disease and retinal disorders.

Key glaucoma offerings include iDose TR, a long-duration travoprost implant and the first glaucoma procedural pharmaceutical FDA-approved for re-administration, and iStent infinite for advanced glaucoma. In keratoconus, Glaukos markets Photrexa and Epioxa, the first FDA-approved epithelium-on treatment, and is advancing next-generation iLink and other programs alongside eyelid and retina platforms.

The company reports 2025 net sales of $507 million, up from $283 million in 2022, with 30% 2025 topline growth, a 20% 10-year revenue CAGR and $900 million invested in R&D since 2018. 2026 sales guidance midpoint is $690 million, 2Q 2026 adjusted gross margin is 85%, and cash and equivalents total $289 million with no debt, supported by operations in 17 countries.

Rhea-AI Summary

Glaukos Corporation reported record second-quarter 2026 net sales of $185.6 million, up 50% year over year on a reported basis, driven primarily by growing adoption of iDose TR and early Epioxa contributions. Glaucoma revenue reached $155.2 million, including U.S. glaucoma of $118.5 million, while Corneal Health delivered $30.4 million, including about $11 million from Epioxa. GAAP gross margin was approximately 82% and non-GAAP gross margin about 85%. The company remained loss-making, with GAAP net loss of $18.4 million and non-GAAP net loss of $8.3 million, both narrower than the prior year.

Selling, general and administrative expenses rose to $116.1 million (non-GAAP $111.7 million) and R&D to $51.3 million as Glaukos invested in commercialization and its pipeline, including a $1.5 million acquired in-process R&D charge. The company ended the quarter with about $289.3 million in cash, short-term investments and restricted cash and no debt. Reflecting strong momentum, Glaukos raised its 2026 net sales outlook to $680–$700 million, up from $620–$635 million, supported by iDose TR, Epioxa and broader interventional glaucoma initiatives.

Rhea-AI Summary

Glaukos Corporation held its annual stockholder meeting and reported voting results on three proposals. Stockholders elected Class II directors Denice M. Torres and Aimee S. Weisner to serve until the 2029 annual meeting, with Weisner receiving 49,397,952 votes for and Torres 40,843,317 votes for. The advisory vote on executive compensation passed, with 47,653,794 votes for and 4,272,830 against. Stockholders also ratified Ernst & Young LLP as independent registered public accounting firm for the year ending December 31, 2026, with 54,476,088 votes for and 515,703 against.

Rhea-AI Summary

Glaukos Corporation is sharing an investor presentation that outlines its growth strategy, diversified ophthalmic pipeline and recent financial performance. The company highlights 12 commercialized products and 13 disclosed pipeline programs across glaucoma, keratoconus, blepharitis, myopia and retinal disease.

Net sales grew from $283 million in 2022 to $507 million in 2025, supported by innovations such as iStent, iDose TR and keratoconus therapies Photrexa and Epioxa. The presentation cites 30% 2025 topline growth, a 20% 10‑year revenue CAGR and roughly $800 million invested in R&D since 2018.

For 1Q 2026, Glaukos reports an adjusted gross margin of 84% and cash and equivalents of $281 million with no debt as of March 31, 2026. Sales guidance for 2026 has a midpoint of $627.5 million, underscoring expectations for continued expansion supported by global infrastructure in 17 countries and more than 300 commercial personnel.

Rhea-AI Summary

Glaukos Corporation reported strong first quarter 2026 growth but remains unprofitable. Net sales reached $150.6 million, up 41% year-over-year, driven mainly by glaucoma products, including U.S. Glaucoma revenue of $93.5 million and growing adoption of the iDose TR therapy.

GAAP gross margin was about 78%, with non-GAAP gross margin near 84%. The company posted a GAAP net loss of $19.8 million, or ($0.34) per share, and a non-GAAP net loss of $10.4 million, or ($0.18) per share. Glaukos ended the quarter with $280.5 million in cash, equivalents, short-term investments and restricted cash and no debt, and raised its 2026 net sales guidance to $620–$635 million.

Rhea-AI Summary

Glaukos Corporation furnished a new Investor Presentation as Exhibit 99.1 to a current report. The company states it may use this March 2026 presentation from time to time in meetings with investors and other stakeholders, and it will be available on the investor page of its website.

The company clarifies that the Investor Presentation and related disclosure under Item 7.01 are being provided under Regulation FD and are not deemed filed under Section 18 of the Exchange Act or incorporated into other securities law filings unless specifically referenced.

Rhea-AI Summary

Glaukos Corporation reported record results for the fourth quarter and full year 2025, driven by strong uptake of its glaucoma and corneal therapies. Fourth quarter net sales were $143.1 million, up 36% year over year, while full-year 2025 net sales reached $507.4 million, an increase of 32%.

Despite this growth, Glaukos posted a 2025 GAAP net loss of $187.7 million (or $3.28 per share), widened largely by a one-time, non‑cash impairment charge of $112.9 million tied to an acquired intangible asset from the Avedro acquisition as Photrexa transitions to Epioxa. On a non‑GAAP basis, full‑year net loss narrowed to $51.7 million (or $0.90 per share) from $98.3 million in 2024 as operating performance improved.

Non‑GAAP gross margin improved to about 85% in Q4 2025 and 84% for the year. The company ended 2025 with $282.6 million in cash, cash equivalents, short‑term investments and restricted cash and reported no debt. For 2026, Glaukos expects net sales between $600 million and $620 million, reflecting continued momentum from iDose TR and its broader ophthalmic pipeline.

Rhea-AI Summary

Glaukos Corporation filed a current report describing new financial communications to the market. The company issued a press release with its preliminary, unaudited net sales results for the fourth quarter and full fiscal year ended December 31, 2025, and furnished this release as Exhibit 99.1. Glaukos also prepared an investor presentation, furnished as Exhibit 99.2, which it intends to use in meetings with investors and other stakeholders and make available on its investor relations website. The company notes that the information in these exhibits is being furnished rather than filed under securities laws, which affects how it is treated for legal liability and incorporation into other regulatory documents.

Rhea-AI Summary

Glaukos Corporation announced it intends to use an updated investor presentation, furnished as Exhibit 99.1, in meetings with investors and other stakeholders. The materials are provided under Item 7.01 (Regulation FD) and are available on the company’s investor website at investors.glaukos.com.

The company states the information in Item 7.01 and Exhibit 99.1 is not deemed filed under Section 18 of the Exchange Act and is not incorporated by reference into other filings unless expressly referenced. The exhibit is dated November 2025.

Rhea-AI Summary

Glaukos Corporation filed a current report describing how it shared its latest quarterly information with investors. On October 29, 2025, the company issued a press release announcing its financial results for the third quarter ended September 30, 2025, which is furnished as Exhibit 99.1. Glaukos also prepared a Quarterly Summary with supplemental business and financial information for the same period, furnished as Exhibit 99.2 and made available in the Financials & Filings section of its investor relations website. The company notes that these materials are furnished, not filed, under securities laws unless later specifically incorporated by reference.

Rhea-AI Summary

Glaukos Corporation disclosed that it will present an investor presentation attached as Exhibit 99.1 to this Current Report and that the presentation will be made available on the company’s investor website. The company states the presentation may be used in investor and stakeholder meetings and that the information in Item 7.01 and Exhibit 99.1 is not intended to be deemed filed under the Exchange Act or incorporated by reference in other filings unless explicitly stated.

The report also lists an interactive cover page data file as Exhibit 104. No financial statements, earnings data, or material transactions are included in this filing.