Glaukos Corp (GKOS)

In February 2026, Glaukos's stock climbed after reporting record fourth-quarter 2025 results and raising its 2026 net sales outlook. In January 2026, Glaukos announced preliminary net sales for Q4 and full year 2025 and reaffirmed its full-year 2026 revenue guidance. In March 2026, Glaukos announced the commercial availability of Epioxa™. In October 2025, the company announced its Q3 2025 earnings results, missing analysts' consensus estimates. Throughout 2025, GKOS shares were pressured by ongoing operating losses and concerns about funding its growth plans, but the company highlighted strong momentum from its iDose TR therapy.

There is no explicit information available regarding demand seasonality for Glaukos Corp.'s products and services.

Glaukos Corporation is an ophthalmic medical technology and pharmaceutical company focused on developing and commercializing therapies for glaucoma, corneal disorders, and retinal diseases. They pioneered Micro-Invasive Glaucoma Surgery (MIGS) and launched their first MIGS device in 2012. Glaukos's major products include MIGS devices like iStent, iStent inject, and iStent infinite, which reduce intraocular pressure. They also offer sustained drug-delivery solutions like iDose TR, an intracameral implant for controlled travoprost release. Through the acquisition of Avedro, Glaukos provides corneal cross-linking technologies, including Epioxa for keratoconus and corneal ectasia. The company is developing pipeline products like iLink for keratoconus, ILution for transdermal drug delivery, and the retinal XR platform for diseases like AMD, DME, and RVO.

Glaukos Corporation's global headquarters is located in Aliso Viejo, California, United States. The company has a global commercial organization serving surgeons and patients across North America, Europe, Asia Pacific, and the Middle East. It maintains additional locations in the United States, Canada, United Kingdom, Germany, Japan, Australia, and Brazil.

Glaukos Corporation maintains a strong brand reputation, centered on its commitment to innovation and its mission to transform vision by pioneering novel, dropless platforms for chronic eye diseases. The company emphasizes advancing the standard of care and improving patient outcomes. The commercial launch activities for iDose TR in 2024, the commercial availability of Epioxa™ in March 2026, continued advancement of a robust pipeline, and strong financial performance have positively impacted its reputation.

Glaukos Corporation's ownership is predominantly institutional, accounting for approximately 66.55% of outstanding common stock as of March 31, 2025. Major institutional owners include BlackRock, Inc., Vanguard Group Inc., Primecap Management Co/ca/, Janus Henderson Group Plc, State Street Corp, Ameriprise Financial Inc, Alliancebernstein L.p., Millennium Management Llc, Goldman Sachs Group Inc and Geode Capital Management, Llc. Insider ownership stood at approximately 1.18% as of March 31, 2025. Public companies and individual investors hold approximately 8.78% to 23.13% of the stock.