KAMADA LTD (NASDAQ:KMDA) Reports Mixed Q2 2025 Earnings with Strong EPS Beat and Raised Profitability Guidance

KAMADA LTD (NASDAQ:KMDA) reported its second-quarter 2025 earnings, delivering mixed results relative to analyst expectations. While revenue slightly missed estimates, earnings per share (EPS) surpassed projections, contributing to a positive pre-market reaction.

Key Financial Highlights

• Revenue: The company posted Q2 2025 revenue of $44.75 million, a 5% year-over-year increase but slightly below the consensus estimate of $45.56 million.
• Earnings Per Share (EPS): Kamada reported EPS of $0.13, significantly exceeding the estimated $0.0918, reflecting a 35% increase in profitability compared to the same period last year.
• Full-Year Guidance: Management raised its full-year profitability outlook, signaling confidence in continued operational efficiency and cost management.

Market Reaction

The stock is up ~2.94% in pre-market trading, likely driven by the stronger-than-expected EPS performance and the upward revision in profitability guidance. Despite the slight revenue miss, investors appear optimistic about the company’s ability to expand margins. Over the past month, the stock has been relatively flat (-1.06%), but the post-earnings movement suggests renewed bullish sentiment.

First-Half Performance & Outlook

For the first six months of 2025, Kamada reported $88.8 million in total revenues, an 11% year-over-year increase, reinforcing steady top-line growth. The company’s focus on plasma-derived therapeutics, particularly Alpha-1 Antitrypsin (AAT), continues to underpin its financial performance.

Analysts project Q3 2025 revenue at $46.79 million and full-year 2025 sales at $184.31 million. Kamada’s raised guidance aligns with expectations of sustained profitability, though revenue growth may need to accelerate to meet full-year estimates.

Conclusion

Kamada’s latest earnings reflect a business executing well on profitability, even as revenue growth slightly lags expectations. The market’s positive reaction suggests investors are prioritizing earnings strength over minor top-line deviations.

For further details on Kamada’s earnings and analyst estimates, visit the earnings page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.