Company Dossier · Health Care
Incyte
- S&P 500
- Russell 1000
What Incyte is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to March 31, 2026: $5.36 billion, up 22% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to December 31, 2022: $0.89 billion, up 56% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to December 31, 2022: $0.08 billion, down 56% from a year earlier.SEC EDGAR filings (XBRL)
- Latest earnings call or results release (July 28, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Guidance in the last 90 days: 5 outlook figures raised, 0 lowered, 1 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 10, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $18.2 million on the open market.SEC Form 4
- 862 institutional managers reported a position at June 30, 2026 (+47 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 19 (22 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →What Incyte is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Expanding ↔ Retrenching
Withheld: 50% of the evidence is readable at this date (needs 60%).
- Capital spending—
- Debt raised—
- Buybacks vs capex—
- Hiring filings85th pct
- Deals and private raises49th pct
- Patent publications29th pct
Confident ↔ Hedging
Mixed
- Call sentiment65th pct
- Call confidence49th pct
- Guidance changes93rd pct
- Risk factors added32nd pct
- Insider open-market trades44th pct
- + Guidance changes
- + Call sentiment
- − Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver56th pct
- Stress filings48th pct
Credit
How these are built →No bond term sheets or tagged debt on file for Incyte yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Incyte: earnings call confidence
Palanor Discourse score per call, 0 to 1
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (AVENUE SOLUTIONS)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (W STRATEGIES, LLC)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (INCYTE CORPORATION)third_quarter 2026 · $0.4 million
- Oct 19, 2026LobbyingLobbying report (TIBER CREEK GROUP)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (LMH STRATEGIC SOLUTIONS)second_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (CHECKMATE GOVERNMENT RELATIONS)third_quarter 2026 · $0.1 million
- Oct 13, 2026Patent
- Sep 29, 2026Patent
- Sep 15, 2026Patent
- Aug 11, 2026Trademark
- Aug 4, 2026Patent
- Jul 28, 2026Patent
- Jul 20, 2026LobbyingLobbying report (W STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (AVENUE SOLUTIONS)second_quarter 2026 · $0.1 million
- Jun 9, 20268-KShareholder vote resultsItem 5.07
- May 29, 2026Trademark
- May 29, 2026Trademark
- Mar 30, 20268-KDirector or officer changeItem 5.02
- Mar 30, 2026Trademark
- Mar 26, 20268-KDirector or officer changeItem 5.02
- Feb 10, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Dec 12, 20258-KDirector or officer changeItem 5.02
- Oct 3, 20258-KDirector or officer changeItem 5.02
- Oct 3, 2025Trademark
- Aug 7, 20258-KDirector or officer changeItem 5.02
- Jun 27, 20258-KDirector or officer changeItem 5.02
- Jun 11, 20258-KDirector or officer changeItem 5.02
- Jun 11, 20258-KShareholder vote resultsItem 5.07
- Feb 10, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 10, 20258-KDirector or officer changeItem 5.02
- Feb 13, 202410-KAnnual report (10-K)0 risk factors added, 3 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Neurocrine Biosciences NBIX | $3.4B | $0.6B | Jun 30, 2026 |
| United Therapeutics UTHR | $3.1B | $1.1B | Jun 30, 2026 |
| Biogen BIIB | $9.9B | $2.4B | Mar 31, 2026 |
| Exelixis EXEL | $2.4B | $1.2B | Jul 3, 2026 |
| Vertex Pharmaceuticals VRTX | $12.6B | $3.8B | Jun 30, 2026 |
| Moderna MRNA | $2.2B | −$1.2B | Jun 30, 2026 |
| Regeneron Pharmaceuticals REGN | $15.5B | $3.8B | Jun 30, 2026 |
| Halozyme HALO | $1.7B | $0.8B | Jun 30, 2026 |