Equity Profile

GKOS

Glaukos Corporation

Health CareHealth Care Equipment$7.3B

Jul29Wed

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Glaukos Corporation (GKOS) operates in the health care sector, focusing on innovative medical devices for treating eye diseases, particularly glaucoma. Their advancements are significant as they aim to improve patient outcomes and reduce the need for traditional surgical interventions.

Key Metrics to Watch

Revenue Growth

Revenue growth is crucial for demonstrating market demand and the effectiveness of Glaukos' products.

N/A

EPS (Earnings Per Share)

EPS is a key indicator of profitability and financial health, impacting investor sentiment.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

GKOS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+18.24%

Avg Stock Reaction

-0.98%

Last Quarter Recap

In Q1 2026, Glaukos reported an EPS of -$0.18, outperforming expectations by 39.6%. However, the stock fell by 2.23% the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of Glaukos' Q2 earnings report, given the company's history of beating EPS estimates. However, the lack of specific guidance adds uncertainty.

Bull Case

If Glaukos continues its trend of beating EPS estimates, it could signal strong operational performance and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for Glaukos' key products this quarter?

This will provide insight into market demand and the effectiveness of their sales strategy.

How does management view the competitive landscape for glaucoma treatments?

Understanding competitive pressures can affect future growth prospects and investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Glaukos' ability to capture market share due to innovative product offerings that differentiate them from competitors.

Supporting Evidence

Glaukos has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

The options market is pricing a larger move than historical averages, suggesting that investors expect significant news.

Insider selling may reflect a strategic shift rather than a lack of confidence in the company's future.

Key Risk

If revenue growth comes in below 5%, it could challenge the current optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well Glaukos can capitalize on its product offerings amid competition.

Bull Confirmed If

A revenue growth rate exceeding 15% would confirm the bullish outlook.

Bear Confirmed If

If revenue growth is below 5%, it would indicate potential challenges in market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±7.87%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a notable move, suggesting that investors expect significant volatility around the earnings report.

Options are pricing ±7.9% while GKOS has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

81.7%

Calls (15K)P/C Ratio: 0.39Puts (400)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$246,175.40

2,093 sh

1 insider

Net

$246,175.40

Net selling

Most Active Insiders· 4 open-market trades

CHIEF DEVELOPMENT OFFICERNavratil Tomas
$246,175.40

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Glaukos beats expectations, history suggests a potential average move of +1.17%, confirming strong operational performance.

In-Line / Cautious

If results are in line but cautious, the stock may see muted reactions as investors weigh future guidance.

Miss

A miss could lead to an average decline of -2.59%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product adoption rates for new glaucoma treatments.
2Any commentary on the competitive landscape and how Glaukos plans to differentiate itself.
3Management's outlook on future revenue growth and market conditions.
4Insights into operational efficiencies and cost management strategies.
5Details on any upcoming product launches or innovations.

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Company Snapshot

Key Metrics to Watch

Revenue Growth

Revenue growth is crucial for demonstrating market demand and the effectiveness of Glaukos' products.

N/A

EPS (Earnings Per Share)

EPS is a key indicator of profitability and financial health, impacting investor sentiment.

N/A

1 more metrics, Wall Street expectations, options signals, track record, and call prep available with Pro.

GKOS Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

75%

Avg EPS Surprise

+18.24%

Avg Stock Reaction

-0.98%

Last Quarter Recap

In Q1 2026, Glaukos reported an EPS of -$0.18, outperforming expectations by 39.6%. However, the stock fell by 2.23% the following day, indicating mixed market reactions.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic ahead of Glaukos' Q2 earnings report, given the company's history of beating EPS estimates. However, the lack of specific guidance adds uncertainty.

Bull Case

If Glaukos continues its trend of beating EPS estimates, it could signal strong operational performance and boost investor confidence.

Bear Case

Conversely, if the company fails to meet expectations or provides weak guidance, it could lead to a significant decline in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What is the expected revenue growth for Glaukos' key products this quarter?

This will provide insight into market demand and the effectiveness of their sales strategy.

How does management view the competitive landscape for glaucoma treatments?

Understanding competitive pressures can affect future growth prospects and investor confidence.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Glaukos' ability to capture market share due to innovative product offerings that differentiate them from competitors.

Supporting Evidence

Glaukos has consistently beaten EPS estimates, indicating stronger operational performance than anticipated.

The options market is pricing a larger move than historical averages, suggesting that investors expect significant news.

Insider selling may reflect a strategic shift rather than a lack of confidence in the company's future.

Key Risk

If revenue growth comes in below 5%, it could challenge the current optimistic outlook.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance will hinge on how well Glaukos can capitalize on its product offerings amid competition.

Bull Confirmed If

A revenue growth rate exceeding 15% would confirm the bullish outlook.

Bear Confirmed If

If revenue growth is below 5%, it would indicate potential challenges in market demand.

Pre-Earnings Positioning

Options Market

Implied Move

±7.87%

Historical Avg

±1.2%

Pricing rich

The options market is pricing in a notable move, suggesting that investors expect significant volatility around the earnings report.

Options are pricing ±7.9% while GKOS has averaged ±1.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

81.7%

Calls (15K)P/C Ratio: 0.39Puts (400)

Edge

Insider Activity

Open-market trades by officers, directors, and 10%+ holders over the trailing 90 days.

Bought

$0.00

0 sh

0 insiders

Sold

$246,175.40

2,093 sh

1 insider

Net

$246,175.40

Net selling

Most Active Insiders· 4 open-market trades

CHIEF DEVELOPMENT OFFICERNavratil Tomas
$246,175.40

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Glaukos beats expectations, history suggests a potential average move of +1.17%, confirming strong operational performance.

In-Line / Cautious

If results are in line but cautious, the stock may see muted reactions as investors weigh future guidance.

Miss

A miss could lead to an average decline of -2.59%, reflecting disappointment in growth prospects.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Updates on product adoption rates for new glaucoma treatments.
2Any commentary on the competitive landscape and how Glaukos plans to differentiate itself.
3Management's outlook on future revenue growth and market conditions.
4Insights into operational efficiencies and cost management strategies.
5Details on any upcoming product launches or innovations.