Telix Pharmaceuticals (TLX) Q4 2025 TU earnings summary

Executive summary

• Achieved FY 2025 unaudited group revenue of US $804M, meeting upgraded guidance and reflecting strong commercial execution, especially in Precision Medicine with the U.S. launch of Gozellix.

• Q4 2025 group revenue reached US $208M, up 46% year-over-year, with Precision Medicine revenue at US $161M, up 4% sequentially.

• Strategic collaboration announced with Varian to combine radiopharmaceuticals with external beam radiation therapy.

Financial highlights

• FY 2025 revenue of US $804M (A$1.2B) aligns with upgraded guidance of US $800–$820M.

• Q4 2025 group revenue of US $208M, a 46% increase year-over-year; Precision Medicine revenue of US $161M, up 4% quarter-over-quarter.

• RLS third-party revenue was US $45M, down 4% sequentially.

Outlook and guidance

• Strong early uptake of Gozellix and integration with ARTMS technology position the business for sustained growth in 2026.