Tarsus Pharmaceuticals, Inc.
Tarsus Pharmaceuticals develops and commercializes therapeutics for eye care, starting with XDEMVY, an FDA-approved treatment for Demodex blepharitis caused by mite infestation. The company is advancing a pipeline including TP-04 for ocular rosacea and TP-05 for Lyme disease prevention, all using the active ingredient lotilaner to target parasites.
Tarsus Pharmaceuticals, Inc is a Healthcare company operating in Biotechnology with a $2.72B market cap.
Most recent earnings call: Q1 FY26 on May 6, 2026.
11 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Disclosures
Transcripts
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
History
Reported quarters with consensus, surprise, and 1-day reaction context.
Spoken Alpha tracks TARS'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 8/10 quarters with 50% positive reaction rate
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.
Peers
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
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 TARS.
$ curl https://api.spokenalpha.com/v1/companies/TARSFAQ
Spoken Alpha indexes TARS's earnings call transcripts at https://spokenalpha.com/companies/TARS. Each call links to attributed speakers and parsed analyst Q&A.
Tarsus Pharmaceuticals, Inc. (TARS) held its most recent earnings call on 2026-05-06, covering fiscal Q1 2026.
Tarsus Pharmaceuticals, Inc. (TARS) operates in the Healthcare sector (Biotechnology industry).
Consistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Missed in 2 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.
| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $0.54 | $0.55 | -1.0% | +1.8% | +3.0% |
| Q4 FY2026 | $0.57 | $0.58 | -2.5% | -4.0% | -6.7% |
| Q3 FY2026 | $0.58 | $0.53 | +10.0% | +3.1% | +4.4% |
| Q2 FY2026 | $0.38 | $0.37 | +3.7% | -7.7% | -10.6% |
| Q1 FY2025 | $0.58 | $0.57 | +1.3% | +1.8% | +0.2% |
COO since 2025 • 2/4 beats (50%) • last guidance cut Q3 FY2026
| Q4 FY2025 |
| $0.61 |
| $0.58 |
| +6.0% |
| -0.5% |
| +2.2% |
| Q3 FY2025 | $0.73 | $0.72 | +1.8% | +1.3% | -1.1% |
| Q2 FY2025 | $0.79 | $0.71 | +11.1% | +1.4% | +4.3% |
| Q1 FY2024 | $0.57 | $0.57 | -0.1% | -1.5% | -2.9% |
| Q4 FY2024 | $0.56 | $0.50 | +11.7% | -2.3% | -2.1% |