10-Q quarterly report · filed May 5, 2026

OCULAR THERAPEUTIX, INC (OCUL) Q1 2026 10-Q Quarterly Report

Short answer

OCULAR THERAPEUTIX, INC (OCUL) filed its Q1 2026 10-Q quarterly report on May 5, 2026 for the quarter ended Mar 31, 2026. Quarterly revenue was $11M (up 0.8% year over year) with net income of −$89M.

Q1 2026 key financials · XBRL

Revenue
$11M
+0.8% YoY
Net income
−$89M
−38.3% YoY
Operating margin
-865.5%
EPS (diluted)
−$0.40
−5.3% YoY

Source: XBRL data from the OCULAR THERAPEUTIX, INC (OCUL) Q1 2026 10-Q on SEC EDGAR. USD.

OCULAR THERAPEUTIX, INC Q1 2026 10-Q analysis

AI summary of MD&A and risk factor updates

Management Discussion & Analysis

  • DEXTENZA revenue $10.8M, up $0.2M or 1.9% YoY
  • In-market sales approximately 42,000 units, up approximately 2,000 YoY
  • Commercial outlook: continued 2026 revenue growth from HOPD sales efforts
  • Headwind: slightly higher gross-to-net adjustments from increased OID
  • R&D expenses expected to increase with continued product-candidate development

Risk Factors

  • Newly disclosed executive trading arrangement: David Robinson adopted a Rule 10b5-1 sell-to-cover plan January 26, 2026
  • Equity-sale exposure: covered RSU share volume indeterminable because it depends on vesting, stock price, and future grants
  • Compliance risk: insider transactions must comply with federal securities laws prohibiting trading on material nonpublic information

Generated from the filing text; verify against the original. 10-K vs 10-Q vs 8-K

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