GKOS at a glance
GLAUKOS Corp (GKOS, SEC CIK 1192448) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 3, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), GLAUKOS Corp (GKOS) reported revenue of $507.4 million (up 32.3% from FY2024) and a net loss of $187.7 million. Diluted EPS was -$3.28.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding GLAUKOS Corp (GKOS) shares worth $3.9 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Navratil Tomas on September 25, 2026 of 229 shares at $154.24 per share.
- In the last 90 days, GKOS insiders reported 0 open-market purchases ($0) and 21 open-market sales ($21.1M) on Form 4, a net sale of $21.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $507.4M
- +32.3% vs prior year
- Insiders · 90 days
- 0 buys · 21 sells
- Net −$21.1M
- 13F holders
- 34 funds
- $3.9B · +1 vs prior quarter
- Latest 8-K
- Aug 3, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business model: Development, manufacturing, and commercialization of ophthalmic surgical implants and pharmaceutical therapies
- New product emphasis: Commercial launch of iDose TR implant in early 2024 and FDA approval plus planned commercialization of Epioxa pharmaceutical therapy in early 2026
- Strategic risk exposure: Increased vulnerability to geopolitical conflicts, economic volatility, and supply chain disruptions impacting manufacturing and regulatory processes
- Quantitative metric: Accumulated deficit of approximately $933.1 million as of December 31, 2025 reflecting ongoing investment and operating losses
- Noteworthy fact: First-time FDA approval of Epioxa in October 2025, an incision-free keratoconus treatment alternative, marking significant product portfolio expansion
Risk Factors
- Regulatory risk: U.S. FDA approval of Epioxa in October 2025 requires securing permanent HCPCS J-Code and commercial payer coverage for reimbursement
- Macroeconomic risk: U.S. tariffs on imports from Canada, Mexico, and China, despite limited exposure, risk escalating trade disputes affecting sourcing costs
- Supply chain risk: Vendor supply shortages and labor disruptions causing longer lead times and higher raw material costs, impacting gross margins and product availability
- Competitive risk: Royalty income from Ivantis’ Hydrus Microstent expired April 2025, coinciding with competitor Alcon’s acquisition of Ivantis
- Financial risk: Accumulated deficit of $933.1 million as of December 31, 2025 with net losses of $187.7 million in 2025, reflecting ongoing unprofitability and high operating expenses
Management Discussion & Analysis
- Revenue $507.4M, up 32% YoY from $383.5M; US glaucoma sales up 50% to $298.6M, international glaucoma up 18% to $122.5M
- Gross margin 56% in 2025 vs 75% in 2024; Operating loss $(199.6)M vs $(122.4)M; Net loss $(187.7)M vs $(146.4)M
- Best segment US glaucoma sales $298.6M (+50%); Worst margin impacted by $112.9M intangible asset impairment, driving cost of sales 139% higher to $224.7M
- Cash/cash equivalents $90.8M; short-term investments $187.9M; operating cash used $14.8M; investing cash used $77.6M; financing cash provided $11.9M; $80M+ capex planned for Huntsville facility
- Management expects higher 2026 capex with Huntsville facility construction; key risk in funding operations as cash flows and profitability remain negative
AI summary of the GKOS 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- Newly triggered risk: Huntsville, Alabama facility construction anticipated to require more than $80.0 million in capital expenditures beginning in 2026
- Most material operational risk: iDose TR and Epioxa sales carry extended terms, driving a $31.9 million accounts-receivable increase
- Regulatory and compliance risk: Germany reimbursement challenges partially offset international glaucoma sales growth
- Near-term market risk: Epioxa customer transition contributed to a modest decrease in U.S. Photrexa sales
- Financial risk: Foreign-currency movements on intercompany loans reduced six-month non-operating income to $0.1 million from $6.1 million
AI summary of the GKOS 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Investor Presentation intended for recurring use with investors and stakeholders
- Presentation available on Glaukos’ investor-relations website
Item EX-99.1: Item EX-99.1
- Investor presentation outlines 13 pipeline programs and 12 commercialized products across glaucoma, cornea, retina and anterior-segment pharmaceuticals
- 2025 sales grew 30%, with 10-year revenue CAGR of 20% and $900 million invested in R&D since 2018
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results for quarter ended June 30, 2026, released July 29, 2026
- Detailed financial results provided in Exhibit 99.1 press release
Item EX-99.1: Item EX-99.1
- Q2 net sales $185.6M, up 50% YoY, with glaucoma sales $155.2M and U.S. glaucoma sales $118.5M
- Gross margin improved to 81.7% from 78.3%; non-GAAP margin reached 84.5%
Item 7.01: Regulation FD Disclosure
- Quarterly Summary covers Glaukos’ second quarter ended June 30, 2026
- Supplemental business and financial information available in Exhibit 99.2
Item 5.07: Submission of Matters to a Vote of Security Holders
- Stockholders re-elected Aimee S. Weisner and Denice M. Torres as Class II directors through the 2029 annual meeting
- Torres received 40,843,317 votes for versus 11,169,168 withheld, signaling materially weaker support than Weisner
AI summaries of GKOS 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for GKOS
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- Fund moves. Which tracked funds opened, added or cut GKOS, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Navratil Tomas | Sell | Sep 25, 2026 | 229 | $154.24 |
| Navratil Tomas | Sell | Sep 25, 2026 | 136 | $152.71 |
| Navratil Tomas | Sell | Sep 25, 2026 | 1,083 | $154.88 |
| Navratil Tomas | Sell | Sep 25, 2026 | 167 | $151.70 |
| Navratil Tomas | Sell | Sep 16, 2026 | 103 | $163.20 |
| Navratil Tomas | Sell | Sep 16, 2026 | 345 | $164.60 |
| Navratil Tomas | Sell | Sep 16, 2026 | 191 | $166.20 |
| Navratil Tomas | Sell | Sep 16, 2026 | 120 | $168.38 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $383.5M | $507.4M |
| Gross Profit | - | $289.5M | $282.8M |
| Operating Income | - | -$122.4M | -$199.6M |
| Net Income | - | -$146.4M | -$187.7M |
| Gross Margin | - | 75.5% | 55.7% |
| Op. Margin | - | -31.9% | -39.3% |
| Net Margin | - | -38.2% | -37.0% |
| Balance Sheet | |||
| Total Assets | $940.4M | $974.8M | $893.5M |
| Equity | $461.8M | $766.9M | $656.2M |
| ROE | - | -19.1% | -28.6% |
| Per Share | |||
| EPS | - | $-2.77 | $-3.28 |
| Cash Flow | |||
| Operating CF | - | -$61.3M | -$14.8M |
| CapEx | - | $6.3M | $7.7M |
Source: XBRL data in GLAUKOS Corp (GKOS)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate GKOS share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $3.94B |
| Q1 2026 | 33 | $3.02B |
| Q4 2025 | 29 | $3.11B |
| Q3 2025 | 31 | $2.08B |
| Q2 2025 | 28 | $3.18B |
| Q1 2025 | 26 | $2.19B |
| Q4 2024 | 23 | $3.17B |
| Q3 2024 | 20 | $959.6M |
- BlackRock+450.0K (+5%)
- Millennium Management+407.3K (+35%)
- T. Rowe Price Group+343.2K (+102%)
- State Street Corp+133.0K (+6%)
- Vanguard Portfolio Management LLC+113.5K (+4%)
- Goldman Sachs Group−477.9K (-35%)
- Ameriprise Financial−295.7K (-18%)
- Invesco Ltd−207.3K (-23%)
- D.E. Shaw & Co−194.0K (-77%)
- JPMorgan Chase & Co−151.6K (-47%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 224 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
GKOS filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 1, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 3, 2026 | - | - | - |
| 8-K | Aug 3, 2026 | - | Analysis | - |
| 8-K | Jul 29, 2026 | - | Analysis | - |
| 10-Q | Jul 29, 2026 | Jun 30, 2026 | Analysis | |
| 4 | Jul 21, 2026 | - | - | - |
| 4 | Jul 13, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jul 8, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 29, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 23, 2026 | - | - | - |
| 4 | Jun 18, 2026 | - | - | - |
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GKOS SEC filings: frequently asked questions
Are GKOS insiders buying or selling?
In the last 90 days, GLAUKOS Corp (GKOS) officers, directors and 10% owners reported no open-market purchases and 21 open-market sales worth $21.1 million by 5 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold GKOS stock?
As of June 30, 2026, the largest GLAUKOS Corp (GKOS) holders among the 13F filers tracked by SignalX were BlackRock ($1.3 billion), Vanguard Portfolio Management LLC ($464.3 million), Vanguard Capital Management LLC ($356.5 million), State Street Corp ($323.7 million), Millennium Management ($221.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was GKOS's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), GLAUKOS Corp (GKOS) reported revenue of $507.4 million (up 32.3% from FY2024) and a net loss of $187.7 million. Diluted EPS was -$3.28. The figures come from the XBRL data in the 10-K.
What are the main risks in GKOS's latest 10-K?
In the 10-K filed February 23, 2026, GLAUKOS Corp (GKOS) flagged: Regulatory risk: U.S. FDA approval of Epioxa in October 2025 requires securing permanent HCPCS J-Code and commercial payer coverage for reimbursement. Macroeconomic risk: U.S. tariffs on imports from Canada, Mexico, and China, despite limited exposure, risk escalating trade disputes affecting sourcing costs. (AI summary of the Risk Factors section.)
What did GKOS report in its latest 8-K?
GLAUKOS Corp (GKOS) filed an 8-K on August 3, 2026 reporting Item 7.01 (Regulation FD Disclosure). Investor Presentation intended for recurring use with investors and stakeholders.
What are the latest GKOS SEC filings?
GLAUKOS Corp (GKOS) filed its latest 10-K annual report on February 23, 2026, a 10-Q quarterly report on July 29, 2026, an 8-K current report on August 3, 2026 and a Form 4 insider filing on September 28, 2026.
What is GKOS's SEC CIK number?
GLAUKOS Corp (GKOS)'s SEC Central Index Key (CIK) is 1192448. EDGAR lists every GKOS filing under that number.
Ask anything about GKOS
The research agent reads GKOS's filings, financials, insider trades and 13F holders, then answers with sources.