Spoken Alpha
ONC
BeOne Medicines Ltd.
Overview
BeOne Medicines designs and develops oncology treatments across hematology and solid tumors, with approved medicines including BRUKINSA (a BTK inhibitor for blood cancers) and TEVIMBRA (a PD-1 inhibitor for various solid tumors).
BeOne Medicines Ltd is a Healthcare company operating in Biotechnology with a $28.86B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 4, 2026).
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
History
Earnings history
- Q2 FY20262026-08-04EPS— vs $1.55—Rev— vs ——EODHD
- Q1 FY20262026-04-29EPS$1.96 vs $0.79+100.0%Rev$1.51B vs ——EODHD
- Q4 FY20252026-02-25EPS$0.58 vs $1.53-62.1%Rev$1.50B vs ——EODHD
- Q3 FY20252025-11-05EPS$2.65 vs $0.80+100.0%Rev$1.41B vs ——EODHD
- Q2 FY20252025-08-05EPS$0.91 vs $0.21+100.0%Rev$1.32B vs ——EODHD
- Q1 FY20252025-05-06EPS$0.01 vs $-0.43+100.0%Rev$1.12B vs ——EODHD
- Q4 FY20242025-02-26EPS$-1.43 vs $-1.01-41.6%Rev$1.13B vs ——EODHD
- Q3 FY20242024-11-11EPS$-0.09 vs $-1.04+91.3%Rev$1.00B vs ——EODHD
- Q2 FY20242024-08-06EPS$-1.15 vs $-2.19+47.5%Rev$929.2M vs ——EODHD
- Q1 FY20242024-05-07EPS$-2.41 vs $-2.92+17.5%Rev$751.7M vs ——EODHD
- Q4 FY20232024-02-25EPS$-3.53 vs $-3.54+0.3%Rev$634.4M vs ——EODHD
- Q3 FY20232023-11-08EPS$2.01 vs $2.010.0%Rev$781.3M vs ——EODHD
- Q2 FY20232023-08-01EPS$-0.28 vs $-3.37+91.7%Rev$595.3M vs ——EODHD
- Q1 FY20232023-05-03EPS$-3.34 vs $-3.340.0%Rev$447.8M vs ——EODHD
- Q4 FY20222023-02-26EPS$-4.29 vs $-4.35+1.4%Rev$380.1M vs ——EODHD
- Q3 FY20222022-11-08EPS$-5.39 vs $-5.390.0%Rev$387.6M vs ——EODHD
- Q2 FY20222022-08-03EPS$-5.56 vs $-5.560.0%Rev$341.6M vs ——EODHD
- Q1 FY20222022-05-04EPS$-4.24 vs $-4.240.0%Rev$306.6M vs ——EODHD
- Q4 FY20212022-02-24EPS$-6.16 vs $-6.160.0%Rev$214.0M vs ——EODHD
- Q3 FY20212021-11-03EPS$-4.46 vs $-4.460.0%Rev$206.4M vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-04 | — | $1.55 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $1.96 | $0.79 | +100.0% | $1.51B | — | — | EODHD |
| Q4 FY2025 | 2026-02-25 | $0.58 | $1.53 | -62.1% | $1.50B | — | — | EODHD |
| Q3 FY2025 | 2025-11-05 | $2.65 | $0.80 | +100.0% | $1.41B | — | — | EODHD |
| Q2 FY2025 | 2025-08-05 | $0.91 | $0.21 | +100.0% | $1.32B | — | — | EODHD |
| Q1 FY2025 | 2025-05-06 | $0.01 | $-0.43 | +100.0% | $1.12B | — | — | EODHD |
| Q4 FY2024 | 2025-02-26 | $-1.43 | $-1.01 | -41.6% | $1.13B | — | — | EODHD |
| Q3 FY2024 | 2024-11-11 | $-0.09 | $-1.04 | +91.3% | $1.00B | — | — | EODHD |
| Q2 FY2024 | 2024-08-06 | $-1.15 | $-2.19 | +47.5% | $929.2M | — | — | EODHD |
| Q1 FY2024 | 2024-05-07 | $-2.41 | $-2.92 | +17.5% | $751.7M | — | — | EODHD |
| Q4 FY2023 | 2024-02-25 | $-3.53 | $-3.54 | +0.3% | $634.4M | — | — | EODHD |
| Q3 FY2023 | 2023-11-08 | $2.01 | $2.01 | 0.0% | $781.3M | — | — | EODHD |
| Q2 FY2023 | 2023-08-01 | $-0.28 | $-3.37 | +91.7% | $595.3M | — | — | EODHD |
| Q1 FY2023 | 2023-05-03 | $-3.34 | $-3.34 | 0.0% | $447.8M | — | — | EODHD |
| Q4 FY2022 | 2023-02-26 | $-4.29 | $-4.35 | +1.4% | $380.1M | — | — | EODHD |
| Q3 FY2022 | 2022-11-08 | $-5.39 | $-5.39 | 0.0% | $387.6M | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $-5.56 | $-5.56 | 0.0% | $341.6M | — | — | EODHD |
| Q1 FY2022 | 2022-05-04 | $-4.24 | $-4.24 | 0.0% | $306.6M | — | — | EODHD |
| Q4 FY2021 | 2022-02-24 | $-6.16 | $-6.16 | 0.0% | $214.0M | — | — | EODHD |
| Q3 FY2021 | 2021-11-03 | $-4.46 | $-4.46 | 0.0% | $206.4M | — | — | EODHD |
Source: EODHD. ONC reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks ONC'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.
Misses consensus 10/10 quarters
SampleRepeated misses without a guidance reset suggest management is structurally optimistic relative to operating reality. Track whether next-quarter guidance is being benchmarked off the prior miss or the prior plan.
Missed in 4 of the last 4 quarters
SampleRecent misses matter more than long-window beat rate — the trailing 12 months drives the analyst model and the next-print bar.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.79 | $3.62 | -22.9% | +8.2% | +8.0% |
| Q4 FY2026 | $3.04 | $3.88 | -21.6% | -2.4% | -2.6% |
| Q3 FY2026 | $3.22 | $3.94 | -18.2% | +0.6% | +0.7% |
| Q2 FY2026 | $3.22 | $3.79 | -15.0% | +3.8% | +4.9% |
| Q1 FY2025 | $3.07 | $3.77 | -18.6% | -3.0% | -1.7% |
| Q4 FY2025 | $2.81 | $3.74 | -24.8% | +7.7% | +8.0% |
| Q3 FY2025 | $3.12 | $3.78 | -17.4% | +2.1% | +4.5% |
| Q2 FY2025 | $3.20 | $3.89 | -17.7% | -0.7% | -1.9% |
| Q1 FY2024 | $3.29 | $3.87 | -15.0% | +1.8% | +4.7% |
| Q4 FY2024 | $3.05 | $3.85 | -20.8% | +6.1% | +5.7% |
Guidance change history
Sample- Q1 FY2026Lowered2026-04-15
- Q4 FY2026Lowered2026-13-15
- Q3 FY2026Lowered2026-10-15
- Q2 FY2026Lowered2026-07-15
- Q1 FY2025Lowered2025-04-15
- Q4 FY2025Lowered2025-13-15
- Q3 FY2025Lowered2025-10-15
- Q2 FY2025Lowered2025-07-15
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 OylerCEO1 yr5 callsCurrentSample
CEO since 2025 • 2/4 beats (50%) • last guidance cut Q2 FY2026
- Aaron RosenbergCFO10 mo5 callsCurrentSample
CFO since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
- Lai WangPresident6 mo2 callsCurrentSample
PRESIDENT since 2025 • 2/4 beats (50%) • last guidance cut Q1 FY2026
- Xiaobin WuCOO1 yr4 callsCurrentSample
COO since 2025 • 3/4 beats (75%) • last guidance raise Q2 FY2026
- Chan Henry LeeSVP, General Counsel1 yrno recorded callsCurrentSample
DIVISION_HEAD since 2025 • 2/4 beats (50%) • last guidance raise Q1 FY2026
- Titus B BallPrincipal Accounting Officer9 mono recorded callsCurrentSample
OTHER since 2025 • 3/4 beats (75%) • last call held guidance Q3 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 ONC.
$ curl https://api.spokenalpha.com/v1/companies/ONCFAQ
Frequently asked about ONC
Where can I find BeOne Medicines Ltd.'s (ONC) earnings call transcripts?
Spoken Alpha indexes ONC's earnings call transcripts at https://spokenalpha.com/companies/ONC. Each call links to attributed speakers and parsed analyst Q&A. BeOne Medicines Ltd.'s own investor relations page is at https://ir.beonemedicines.com/.
What sector is ONC in?
BeOne Medicines Ltd. (ONC) operates in the Healthcare sector (Biotechnology industry).