Pharmaceutical Preparations · SIC 2834

Arcutis Biotherapeutics, Inc.

ARQT

Watch

Latest revenue

$105.4M

as of 2026-03-31

Latest net income

$-11.2M

as of 2026-03-31

Net margin

-10.6%

as of 2026-03-31

7.4
of 10

ActaClear Score

Above avg
#169 of 528 in Pharmaceutical Preparations
+0.0 · 2d
Profitability·25%
8.3
Growth·15%
Value·20%
5.5
Quality·20%
8.0
Momentum·20%
7.6

Computed from 5 years of SEC fundamentals + latest market data, ranked within Pharmaceutical Preparations (528 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

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Price · 5Y

-5.6% / yr 25.3 pts / yr vs S&P 500 25.1% total
Compare:

Live market

delayed ≤15 min
$21.22
Market cap
$2.65B
Enterprise value
$2.73B
P/E (trailing)
Forward P/E
P/B
14.00×
Dividend yield
0.0%
52-wk high
$31.77
52-wk low
$12.72
Beta
Shares out
125.1M

5-year trend

What this company does

AI

Part I Item 1. BUSINESS Overview We are a commercial-stage biopharmaceutical company focused on developing and commercializing treatments for dermatological diseases with high unmet medical needs. Our current portfolio is comprised of highly differentiated topical and systemic treatments with significant potential to treat immune-mediated dermatological diseases and conditions. We believe we have built a leading platform for dermatologic product development and commercialization. Our strategy is to focus on validated biological targets, and to use our drug development platform and deep dermatology expertise to develop and commercialize differentiated products that have the potential to…

AI summary unavailable — showing raw filing excerpt

Generated from ARQT's filing dated 2026-02-25

Key risks

AI

Item 1A. RISK FACTORS This Annual Report on Form 10-K contains forward-looking information based on our current expectations. Because our business is subject to many risks and our actual results may differ materially from any forward-looking statements made by or on behalf of us, this section includes a discussion of important factors that could affect our business, operating results, financial condition, and the trading price of our common stock. This discussion should be read in conjunction with the other information in this Annual Report on Form 10-K, including our financial statements and the related notes and “Management’s Discussion and Analysis of Financial Condition and Results of…

AI summary unavailable — showing raw filing excerpt

Generated from ARQT's filing dated 2026-02-25

Profitability

Operating margin

-3.3%

95.0%

Net margin

-4.3%

94.0%

Return on equity

-10.2%

88.5%

Return on assets

-3.7%

90.7%

Leverage

Debt / equity

1.75×

43.9%

Long-term debt / equity

0.69×

0.7%

Debt / assets

63.6%

16.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$105.4M+65.1%$-11.2M+54.8%-10.6%

Q4 2025

2025-12-31

$131.5M+32.4%$16.8M+251.0%12.8%

Q3 2025

2025-09-30

$99.2M+121.7%$7.4M+117.8%7.5%

Q2 2025

2025-06-30

$81.5M+164.1%$-15.5M+70.3%-19.1%

Q1 2025

2025-03-31

$63.8M+196.0%$-24.8M+29.3%-38.8%

Q4 2024

2024-12-31

$99.4M$-11.1M-11.2%

Q3 2024

2024-09-30

$44.8M+451.9%$-41.5M+0.5%-92.8%

Q2 2024

2024-06-30

$30.9M+546.9%$-52.3M+26.3%-169.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Pharmaceutical Preparations · SIC 2834

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Insider activity

Insider buying

$34.6K

Insider selling

$17.0M

Net activity

−$17.0M

Distinct insiders

11

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-11

Latha Vairavan

SVP Chief Financial Officer

Sale435$21.05$9.2K
2026-05-11

Patrick Burnett

Reporting Person's Title: EVP, Chief Medical Officer

Sale222$21.05$4.7K
2026-05-04

Masaru Matsuda

Reporting Person's title: EVP, Chief Legal Officer

Sale7,372$23.27$171.5K
2026-05-04

Masaru Matsuda

Reporting Person's title: EVP, Chief Legal Officer

Sale884$23.61$20.9K
2026-05-04

Patrick Burnett

Reporting Person's Title: EVP, Chief Medical Officer

Sale684$23.61$16.1K
2026-05-04

Latha Vairavan

SVP Chief Financial Officer

Sale1,341$23.61$31.7K
2026-05-04

Todd Watanabe

Reporting Person's title: President and Chief Executive Officer

Sale3,172$23.61$74.9K
2026-05-01

Howard G. Welgus

Director

Sale7,144$22.99$164.2K
2026-04-01

Howard G. Welgus

Director

Sale10,000$23.88$238.8K
2026-03-02

Keith R Leonard

Director

Sale39,272$25.39$997.2K
2026-03-02

Howard G. Welgus

Director

Sale10,000$25.65$256.5K
2026-03-02

Larry Todd Edwards

Reporting Person's title: EVP, Chief Commercial Officer

Sale3,584$25.16$90.2K
2026-03-02

Larry Todd Edwards

Reporting Person's title: EVP, Chief Commercial Officer

Sale103$25.91$2.7K
2026-03-02

Todd Watanabe

Reporting Person's title: President and Chief Executive Officer

Sale36,281$25.16$912.9K
2026-03-02

Todd Watanabe

Reporting Person's title: President and Chief Executive Officer

Sale1,068$25.91$27.7K
2026-03-02

Masaru Matsuda

Reporting Person's title: EVP, Chief Legal Officer

Sale6,553$25.16$164.9K
2026-03-02

Masaru Matsuda

Reporting Person's title: EVP, Chief Legal Officer

Sale193$25.91$5.0K
2026-03-02

Masaru Matsuda

Reporting Person's title: EVP, Chief Legal Officer

Sale1,987$25.70$51.1K
2026-03-02

Latha Vairavan

SVP Chief Financial Officer

Sale2,772$25.16$69.7K
2026-03-02

Latha Vairavan

SVP Chief Financial Officer

Sale81$25.91$2.1K
2026-03-02

Patrick Burnett

Reporting Person's title: EVP, Chief Medical Officer

Sale6,106$25.16$153.6K
2026-03-02

Patrick Burnett

Reporting Person's title: EVP, Chief Medical Officer

Sale181$25.91$4.7K
2026-02-27

Masaru Matsuda

Reporting Person's title: EVP, Chief Legal Officer

Sale3,325$27.95$92.9K
2026-02-04

Patrick Burnett

Reporting Person's Title: Executive Vice President and Chief Medical Officer

Sale9,794$25.81$252.7K
2026-02-02

Masaru Matsuda

Reporting Person's title: SVP General Counsel and Corporate Secretary

Sale7,983$25.50$203.6K
2026-02-02

Masaru Matsuda

Reporting Person's title: SVP General Counsel and Corporate Secretary

Sale8,562$24.97$213.8K
2026-02-02

Masaru Matsuda

Reporting Person's title: SVP General Counsel and Corporate Secretary

Sale19,379$25.24$489.1K
2026-02-02

Masaru Matsuda

Reporting Person's title: SVP General Counsel and Corporate Secretary

Sale4,714$25.63$120.8K
2026-02-02

Patrick Burnett

Reporting Person's Title: Executive Vice President and Chief Medical Officer

Sale3,675$25.50$93.7K
2026-02-02

Todd Watanabe

Reporting Person's title: President and Chief Executive Officer

Sale19,833$25.50$505.7K

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns ARQT

Institutional value

$1.01B

Total shares held

44.1M

Distinct holders

149

-127 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.9.2M$216.8M+100.8K (+1.1%)Added
2JENNISON ASSOCIATES LLC5.0M$117.3M-1.8M (-26.3%)Trimmed
3VANGUARD CAPITAL MANAGEMENT LLC4.9M$114.8MNew
4UBS Group AG3.3M$78.4M+85.8K (+2.6%)Added
5FRANKLIN RESOURCES INC2.3M$54.1M+397.9K (+20.9%)Added
6VANGUARD PORTFOLIO MANAGEMENT LLC2.0M$46.1MNew
7Ensign Peak Advisors, Inc1.2M$29.3M-658.0K (-34.6%)Trimmed
8Candriam S.C.A.1.1M$25.6M-519.6K (-32.3%)Trimmed
9FEDERATED HERMES, INC.1.1M$25.4M+185.5K (+20.8%)Added
10Perpetual Ltd909.5K$21.4M-1.1K (-0.1%)Trimmed
11Nuveen, LLC902.1K$21.3M-480.0K (-34.7%)Trimmed
12BNP PARIBAS FINANCIAL MARKETS812.1K$19.1M+112.3K (+16.1%)Added
13VANGUARD FIDUCIARY TRUST CO771.8K$18.2MNew
14abrdn plc645.1K$15.2M+58.7K (+10.0%)Added
15FISHMAN JAY A LTD/MI566.7K$13.4M+2.1K (+0.4%)Added
16M&G PLC469.1K$11.3MNew
17DEUTSCHE BANK AG\389.8K$9.2M-540.4K (-58.1%)Trimmed
18FIRST TRUST ADVISORS LP351.2K$8.3M-53.4K (-13.2%)Trimmed
19Penn Capital Management Company, LLC333.1K$7.9MNew
20Privium Fund Management B.V.321.0K$7.6M+15.0K (+4.9%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

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