Aytu BioPharma Inc
AYTU
$2.22 -0.89%
Exchange: NASDAQ | Sector: Healthcare | Industry: Drug Manufacturers Specialty Generic
Q3 2025
Published: May 14, 2025

Earnings Highlights

  • Revenue of $18.45M up 2.6% year-over-year
  • EPS of $0.01 increased by 101.9% from previous year
  • Gross margin of 69.4%
  • Net income of 3.99M
  • ""RxConnect continues to be a significant differentiator for the company and one that enables us to stand apart from the competition and truly benefit patients."" - Josh Disbrow
AYTU
Company AYTU

Executive Summary

Aytu Biopharma delivered a meaningful turnaround in Q3 FY2025, posting 32% year-over-year revenue growth to $18.45 million driven by its ADHD portfolio (+25% YoY) and pediatric portfolio (+77% YoY). The company achieved positive operating income of $2.42 million and net income of $3.99 million, marking the second quarter with positive operating income and the third quarter of positive net income from continuing operations. Adjusted EBITDA reached $3.90 million, contributing to a trailing-12-month EBITDA of $9.2 million. These results reflect the culmination of multi-year strategic actions to de-emphasize non-core assets, outsource manufacturing, and optimize the commercial platform (notably RxConnect), which together improved gross-to-net performance and cost efficiency. Management emphasized the ADHD and pediatric franchises as primary growth engines while signaling continued exploration of in-licensed or acquired assets to broaden the CNS-focused sales footprint and RxConnect reach. Notably, accounts receivable rose to $35.8 million as of March 31, 2025, highlighting working-capital dynamics tied to lumpy quarterly shipments, though near-term collections were favorable (about $19 million in April). The company does not provide formal forward guidance, but a qualitative outlook points to incremental margin expansion as inventory clears, ongoing OpEx rigor, and potential accretive acquisitions. Overall, AYTU is transitioning from a restructuring-era model to a more balanced, growth-oriented platform with a strong emphasis on physician/payer access via RxConnect and selective inorganic growth.

Key Performance Indicators

Revenue
Increasing
18.45M
QoQ: 13.75% | YoY: 2.55%
Gross Profit
Increasing
12.81M
69.40% margin
QoQ: 18.73% | YoY: 9.52%
Operating Income
Increasing
2.42M
QoQ: 242.83% | YoY: 198.25%
Net Income
Increasing
3.99M
QoQ: 406.85% | YoY: 238.20%
EPS
Increasing
0.01
QoQ: -92.31% | YoY: 101.92%

Revenue Trend

Margin Analysis

Historical Earnings Comparison

PeriodRevenue ($M)EPS ($)YoY GrowthReport
Q1 2026 13.89 -0.08 -22.7% View
Q3 2025 18.45 0.01 +2.6% View
Q2 2025 16.22 -0.26 -29.3% View
Q1 2025 16.57 0.16 -25.0% View
Q4 2024 17.98 -0.83 -41.5% View