NVAX
NOVAVAX INC
Overview
Novavax designs and manufactures vaccines using recombinant protein-based nanoparticle technology and its proprietary Matrix-M adjuvant to enhance immune response.
NOVAVAX INC is a Healthcare company operating in Biotechnology with a $1.51B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0610 Q&A exchanges
- Q4 FY2025Earnings2026-02-2616 Q&A exchanges
- Q3 FY2025Earnings2025-11-0614 Q&A exchanges
- Q2 FY2025Earnings2025-08-0611 Q&A exchanges
- Q1 FY2025Earnings2025-05-0117 Q&A exchanges
- Q4 FY2024Earnings2025-02-2716 Q&A exchanges
- Q3 FY2024Earnings2024-11-1218 Q&A exchanges
- Q2 FY2024Earnings2024-08-088 Q&A exchanges
- Q1 FY2024Earnings2024-05-1013 Q&A exchanges
- Q4 FY2023Earnings2024-02-2818 Q&A exchanges
- Q3 FY2023Earnings2023-11-0918 Q&A exchanges
- Q2 FY2023Earnings2023-08-0822 Q&A exchanges
- Q1 FY2023Earnings2023-05-098 Q&A exchanges
- Q4 FY2022Earnings2023-02-2810 Q&A exchanges
- Q3 FY2022Earnings2022-11-0822 Q&A exchanges
- Q2 FY2022Earnings2022-08-0820 Q&A exchanges
- Q1 FY2022Earnings2022-05-0928 Q&A exchanges
- Q4 FY2021Earnings2022-02-2823 Q&A exchanges
- Q3 FY2021Earnings2021-11-0416 Q&A exchanges
- Q2 FY2021Earnings2021-08-0522 Q&A exchanges
- Q1 FY2021Earnings2021-05-1016 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $-0.42—Rev— vs ——EODHD
- Q1 FY20262026-05-05EPS$-0.06 vs $-0.24+75.2%Rev$139.5M vs ——EODHD
- Q4 FY20252026-03-03EPS$0.11 vs $-0.42+100.0%Rev$147.1M vs ——EODHD
- Q3 FY20252025-11-05EPS$-1.25 vs $-0.54-100.0%Rev$70.4M vs ——EODHD
- Q2 FY20252025-08-05EPS$0.62 vs $-0.06+100.0%Rev$239.2M vs ——EODHD
- Q1 FY20252025-05-07EPS$2.93 vs $0.71+100.0%Rev$666.7M vs ——EODHD
- Q4 FY20242025-02-25EPS$-0.52 vs $-0.51-1.2%Rev$88.3M vs ——EODHD
- Q3 FY20242024-11-06EPS$-0.76 vs $-0.83+8.7%Rev$84.5M vs ——EODHD
- Q2 FY20242024-08-07EPS$0.99 vs $1.64-39.6%Rev$415.5M vs ——EODHD
- Q1 FY20242024-05-09EPS$-1.05 vs $-1.06+0.9%Rev$93.9M vs ——EODHD
- Q4 FY20232024-02-27EPS$-1.44 vs $-0.45-100.0%Rev$291.3M vs ——EODHD
- Q3 FY20232023-11-08EPS$-1.26 vs $-1.83+31.1%Rev$22.1M vs ——EODHD
- Q2 FY20232023-08-07EPS$0.58 vs $-1.39+100.0%Rev$424.4M vs ——EODHD
- Q1 FY20232023-05-08EPS$-3.41 vs $-3.46+1.5%Rev$-6.4M vs ——EODHD
- Q4 FY20222023-02-27EPS$-2.28 vs $-0.92-100.0%Rev$287.8M vs ——EODHD
- Q3 FY20222022-11-07EPS$-2.15 vs $1.57-100.0%Rev$734.6M vs ——EODHD
- Q2 FY20222022-08-07EPS$-6.53 vs $5.50-100.0%Rev$185.9M vs ——EODHD
- Q1 FY20222022-05-08EPS$2.56 vs $2.69-4.8%Rev$604.7M vs ——EODHD
- Q4 FY20212022-02-27EPS$-11.18 vs $-1.80-100.0%Rev$-726.5M vs ——EODHD
- Q3 FY20212021-11-03EPS$-4.31 vs $-3.91-10.2%Rev$178.8M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $-0.42 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-05-05 | $-0.06 | $-0.24 | +75.2% | $139.5M | — | — | EODHD |
| Q4 FY2025 | 2026-03-03 | $0.11 | $-0.42 | +100.0% | $147.1M | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $-1.25 | $-0.54 | -100.0% | $70.4M | — | — | EODHD |
| Q2 FY2025 | 2025-08-05 | $0.62 | $-0.06 | +100.0% | $239.2M | — | — | EODHD |
| Q1 FY2025 | 2025-05-07 | $2.93 | $0.71 | +100.0% | $666.7M | — | — | EODHD |
| Q4 FY2024 | 2025-02-25 | $-0.52 | $-0.51 | -1.2% | $88.3M | — | — | EODHD |
| Q3 FY2024 | 2024-11-06 | $-0.76 | $-0.83 | +8.7% | $84.5M | — | — | EODHD |
| Q2 FY2024 | 2024-08-07 | $0.99 | $1.64 | -39.6% | $415.5M | — | — | EODHD |
| Q1 FY2024 | 2024-05-09 | $-1.05 | $-1.06 | +0.9% | $93.9M | — | — | EODHD |
| Q4 FY2023 | 2024-02-27 | $-1.44 | $-0.45 | -100.0% | $291.3M | — | — | EODHD |
| Q3 FY2023 | 2023-11-08 | $-1.26 | $-1.83 | +31.1% | $22.1M | — | — | EODHD |
| Q2 FY2023 | 2023-08-07 | $0.58 | $-1.39 | +100.0% | $424.4M | — | — | EODHD |
| Q1 FY2023 | 2023-05-08 | $-3.41 | $-3.46 | +1.5% | $-6.4M | — | — | EODHD |
| Q4 FY2022 | 2023-02-27 | $-2.28 | $-0.92 | -100.0% | $287.8M | — | — | EODHD |
| Q3 FY2022 | 2022-11-07 | $-2.15 | $1.57 | -100.0% | $734.6M | — | — | EODHD |
| Q2 FY2022 | 2022-08-07 | $-6.53 | $5.50 | -100.0% | $185.9M | — | — | EODHD |
| Q1 FY2022 | 2022-05-08 | $2.56 | $2.69 | -4.8% | $604.7M | — | — | EODHD |
| Q4 FY2021 | 2022-02-27 | $-11.18 | $-1.80 | -100.0% | $-726.5M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $-4.31 | $-3.91 | -10.2% | $178.8M | — | — | EODHD |
Source: EODHD. NVAX reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks NVAX's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters but stock falls 90% of the time
SampleWhen a company consistently beats but the stock doesn't react, consensus is usually set too low or the buy-side number is materially above sell-side. Watch for guidance walk-downs ahead of the print.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $1.58 | $1.42 | +11.5% | -8.4% | -11.4% |
| Q4 FY2026 | $2.01 | $1.69 | +19.0% | -4.5% | -2.9% |
| Q3 FY2026 | $1.91 | $1.65 | +16.0% | +1.6% | +0.8% |
| Q2 FY2026 | $1.68 | $1.52 | +10.4% | -2.3% | -4.4% |
| Q1 FY2025 | $1.78 | $1.47 | +21.2% | -8.3% | -5.7% |
| Q4 FY2025 | $1.94 | $1.74 | +11.7% | -4.5% | -2.2% |
| Q3 FY2025 | $2.05 | $1.71 | +19.6% | -0.5% | 0.0% |
| Q2 FY2025 | $1.66 | $1.53 | +8.4% | -5.6% | -4.2% |
| Q1 FY2024 | $2.18 | $1.83 | +19.3% | -2.8% | -2.1% |
| Q4 FY2024 | $1.96 | $1.68 | +16.5% | -5.4% | -4.7% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- John C JacobsCEO5 mo13 callsCurrentSample
CEO since 2026 • 2/2 beats (100%) • last call held guidance Q2 FY2026
- James Patrick KellyCFO3 mo1 callCurrentSample
CFO since 2026 • 1/2 beats (50%) • last guidance cut Q1 FY2026
- Elaine O'HaraEVP, Chief Strategy Officer3 mo2 callsCurrentSample
OTHER_C_SUITE since 2026 • 1/2 beats (50%) • guidance suspended Q3 FY2026
- Mark J CaseyEVP, Chief Legal Officer6 mono recorded callsCurrentSample
OTHER_C_SUITE since 2025 • 2/4 beats (50%) • last guidance cut Q3 FY2026
- Robert Edward WalkerEVP, R&D2 mono recorded callsCurrentSample
DIVISION_HEAD since 2026 • 2/2 beats (100%) • guidance suspended Q1 FY2026
- Ruxandra Draghia-akliEVP, Research & Development3 mo5 callsCurrentSample
DIVISION_HEAD since 2026 • 1/2 beats (50%) • last call held guidance Q1 FY2026
Peers
Other companies in Healthcare
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for NVAX.
$ curl https://api.spokenalpha.com/v1/companies/NVAXFAQ
Frequently asked about NVAX
Where can I find NOVAVAX INC's (NVAX) earnings call transcripts?
Spoken Alpha indexes NVAX's earnings call transcripts at https://spokenalpha.com/companies/NVAX. Each call links to attributed speakers and parsed analyst Q&A. NOVAVAX INC's own investor relations page is at https://investor.novavax.com/.
When was NOVAVAX INC's most recent earnings call?
NOVAVAX INC (NVAX) held its most recent earnings call on 2026-05-06, covering fiscal Q1 2026.
What sector is NVAX in?
NOVAVAX INC (NVAX) operates in the Healthcare sector (Biotechnology industry).