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TLXTelix Pharmaceuticals Limited
$11.74$4.0B
Overview & Verdict
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TLX logoTelix Pharmaceuticals Limited(TLX)Earnings, Financials & Key Ratios

TLX•NASDAQ
$11.74
Price updated Jul 7, 2026
SectorHealthcareIndustryBiotechnologySub-IndustryRadiopharmaceuticals and Targeted Radiation
AboutTelix Pharmaceuticals Limited, a commercial-stage biopharmaceutical company, focuses on the development and commercialization of therapeutic and diagnostic radiopharmaceuticals for cancer and rare diseases in Australia, Belgium, Japan, Switzerland, and the United States. The company offers Illuccix for the treatment of prostate cancer; and TLX66-CDx for the treatment of imaging osteomyelitis. Its products candidates include TLX591, a radio antibody-drug conjugate for the treatment of prostate cancer; TLX250-CDx for the treatment and diagnosis of renal (kidney) cancer; TLX101-CDx for brain (glioma) cancer; TLX66-CDx to treat bone marrow conditioning; TLX300-CDx for the treatment and diagnosis of soft tissue sarcoma; and TLX250 for the treatment of clear cell renal cell carcinoma. The company also develops TLX101 for the treatment of glioblastoma (brain cancer); TLX66 for the treatment of bone marrow conditioning; TLX300 for the treatment of soft tissue sarcoma; and TLX592, a prostate cancer therapy candidate for targeted alpha therapy. Telix Pharmaceuticals Limited was founded in 2015 and is headquartered in North Melbourne, Australia.Show more
  • Revenue$1.21B+53.9%
  • EBITDA$59M-32.5%
  • Net Income-$11M-121.4%
  • EPS (Diluted)-0.03-122.6%
  • Gross Margin53.11%-18.4%
  • EBITDA Margin4.92%-56.1%
  • Operating Margin2.21%-78.9%
  • Net Margin-0.89%-113.9%
  • ROE-1.8%-112.9%

TLX Price & Volume

Telix Pharmaceuticals Limited (TLX) stock price & volume — 10-year historical chart

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Radiopharmaceutical Expansion Faces Significant Margin Compression Headwinds

Investment Thesis • Updated 2025Q4

VerdictNeutral
Growth:Decelerating
Profitability:Strained
Financial:Mixed
Cash Flow:Mixed
Primary Risk:Isotope supply chain volatility

Key Thesis Takeaways

  • Telix Pharmaceuticals is transitioning from a high-growth commercial phase to a capital-intensive development stage, characterized by a shift toward inorganic growth and vertical integration.
  • While the company has successfully scaled revenue to $620.4M as of 2025Q4, the reliance on debt-funded acquisitions and rising R&D expenditures creates a fragile path to sustained profitability.
  • Investors should monitor the company's ability to stabilize gross margins, which have contracted from 79.5% in 2023Q4 to 52.8% in 2025Q4, as it navigates the complexities of the radiopharmaceutical supply chain.

Verdict Logic

the company's current P/E of -488.81 and inconsistent net income suggest that the valuation is currently unsupported by stable cash-generating capacity.

TLX Growth Metrics

Telix Pharmaceuticals Limited (TLX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years197.04%
3 Years96%
TTM201.33%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM139.63%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM135.45%

Return on Capital

10 Years-30.94%
5 Years-26.46%
3 Years7.09%
Last Year2.04%

TLX Recent Earnings

Telix Pharmaceuticals Limited (TLX) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 0/12 qtrs (0%)●Beat Revenue 5/12 qtrs (56%)
Q1 2026Latest
Feb 19, 2026
Metric
Actual
Est
EPS
$0.01-135.4%
$0.03
Rev
$413M-1.2%
$418M
Q3 2025
Aug 20, 2025
Metric
Actual
Est
EPS
$0.01-105.1%
$0.13
Rev
$389M+20.4%
$323M
Q1 2025
Feb 20, 2025
Metric
Actual
Est
EPS
$0.07-25.2%
$0.09
Rev
$368M+172.3%
$135M
Q3 2024
Aug 22, 2024
Metric
Actual
Est
EPS
$0.02-75.0%
$0.09
Rev
$126M-47.0%
$238M
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q1 2026LatestFeb 19, 2026
$0.01vs $0.03-135.4%
$413Mvs $418M-1.2%
Q3 2025Aug 20, 2025
$0.01vs $0.13-105.1%
$389Mvs $323M+20.4%
Q1 2025Feb 20, 2025
$0.07vs $0.09-25.2%
$368Mvs $135M+172.3%
Q3 2024Aug 22, 2024
$0.02vs $0.09-75.0%
$126Mvs $238M-47.0%
Based on last 12 quarters of dataView full earnings history →

Latest TLX News

Recent stock market news and headlines for Telix Pharmaceuticals Limited (TLX)

GlobeNewsWire·6 days ago
FDA Alignment to Advance ProstACT Global Phase 3 Trial

MELBOURNE, Australia and INDIANAPOLIS, July 02, 2026 (GLOBE NEWSWIRE) -- Telix Pharmaceuticals (ASX: TLX, NASDAQ: TLX, “Telix”) today announced the successful outcome of a Type B meeting with the United States (U.S.) Food and Drug Administration (FDA) to review the Part 1 safety and dosimetry data and Part 2 protocol design of the ProstACT Global Phase 3 trial of its therapeutic candidate TLX591-Tx (lutetium-177 (177Lu) rosopatamab tetraxetan) in metastatic castration resistant prostate cancer.

Seeking Alpha·Jun 30, 2026
Telix Pharmaceuticals Limited (TLX) Discusses Neurologic Oncology Portfolio and Advances in Therapeutic and Diagnostic Agents Transcript

Telix Pharmaceuticals Limited (TLX) Discusses Neurologic Oncology Portfolio and Advances in Therapeutic and Diagnostic Agents Transcript

GlobeNewsWire·Jun 22, 2026
Telix Educational Webinar: Neuro-Oncology Portfolio Update and Physician Perspectives on Future Therapeutic Directions

MELBOURNE, Australia and INDIANAPOLIS, June 23, 2026 (GLOBE NEWSWIRE) -- Telix Pharmaceuticals Limited (ASX: TLX, NASDAQ: TLX, “Telix”) today announces an educational webinar exploring the unmet needs in neurologic oncology (specifically glioma and glioblastoma) and how theranostics may help address these.

Peers Comparison

Key metrics vs top competitors for Telix Pharmaceuticals Limited (TLX)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
TLX logoTLXTelix Pharmaceuticals LimitedCurrent
$11.74$3.98B-535.0753.91%-0.89%-1.8%—
EXEL logoEXELExelixis, Inc.
$57.08$14.5B20.536.98%35.08%40.21%—
RNW logoRNWReNew Energy Global Plc
$6.01$2.19B19.2143.31%7.82%7.42%—
AGEN logoAGENAgenus Inc.
$3.50$145.75M-1029.4110.37%52.16%——
LNTH logoLNTHLantheus Holdings, Inc.
$103.41$6.73B30.330.5%18.05%24.33%—
NVS logoNVSNovartis AG
$157.03$299.63B21.845.97%24.14%31.42%—

Compare TLX vs Peers

Telix Pharmaceuticals Limited (TLX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs EXEL

Most directly comparable listed peer for TLX.

Scale Benchmark

vs GE

Larger-name benchmark to compare TLX against a more recognizable public peer.

Peer Set

Compare Top 5

vs EXEL, RNW, AGEN, LNTH

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TLX Frequently Asked Questions

Telix Pharmaceuticals Limited (TLX) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Telix Pharmaceuticals Limited's revenue?

Telix Pharmaceuticals Limited (TLX) reported $2.00B in revenue for fiscal year 2025.

How fast is Telix Pharmaceuticals Limited growing?

Telix Pharmaceuticals Limited (TLX) grew revenue by 53.9% over the past year. This is strong growth.

Is TLX profitable?

Yes, Telix Pharmaceuticals Limited (TLX) is profitable, generating $39.2M in net income for fiscal year 2025 (-0.9% net margin).

Dividend & Returns
What is TLX's return on equity?

Telix Pharmaceuticals Limited (TLX) has a return on equity (ROE) of -1.8%. Negative ROE indicates the company is unprofitable.

What is Telix Pharmaceuticals Limited's free cash flow?

Telix Pharmaceuticals Limited (TLX) had negative free cash flow of $51.1M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in TLX back in 2017?

Total return calculator · dividends reinvested · 9+ years of data

See returns →