Abstract

Harrow Health Inc will release its quarterly results on March 02, 2026 Post Market; this preview consolidates company guidance, consensus indicators, and recent institutional commentary to frame revenue, margin, and adjusted EPS expectations alongside segment dynamics through February 23, 2026.

Market Forecast

For the current quarter, Harrow Health Inc’s revenue is projected at 88.45 million, with estimated year-over-year growth of 43.14%, EBIT at 23.05 million with an estimated year-over-year growth of 153.58%, and EPS at 0.37 with an estimated year-over-year growth of 399.66%. Forecast commentary suggests the company plans to sustain a high gross profit structure, while net profitability should expand versus last year as operating scale and reduced non-operating drag support margin progression; adjusted EPS is expected to grow significantly on operating leverage. The main business is expected to remain centered on product sales, with continued growth driven by branded ophthalmic therapeutics and expanding distribution, while other revenue streams are modest. The most promising segment is product sales, which previously generated 71.50 million and continues to benefit from unit growth and new product uptake, underpinning early-stage operating leverage on a year-over-year basis.

Last Quarter Review

Harrow Health Inc delivered last quarter revenue of 71.64 million, a gross profit margin of 75.28%, GAAP net profit attributable to the parent company of 1.02 million, a net profit margin of 1.42%, and adjusted EPS of 0.22 with year-over-year growth of 283.33%. A notable highlight was the robust gross margin profile, indicating pricing power and a favorable mix shift toward higher-margin ophthalmic brands, even as net profit saw a quarter-on-quarter decline of 79.58%. Main business highlights: product sales contributed 71.50 million with strong year-over-year momentum implied by the company’s overall growth cadence, while “other” revenues were 0.14 million and remain non-core.

Current Quarter Outlook (with major analytical insights)

Main Business: Ophthalmic Product Sales

Product sales comprise the vast majority of Harrow Health Inc’s revenue base, and the prior quarter’s 71.50 million contribution underscores the centrality of branded ophthalmic therapeutics and compounded offerings in its portfolio. With estimate revenue at 88.45 million this quarter and year-over-year growth projected at 43.14%, demand elasticity appears favorable across its distribution footprint, reflecting post-launch momentum of key brands and deeper penetration among ophthalmologists and surgical centers. The company’s demonstrated 75.28% gross margin last quarter points to durable unit economics, and management’s focus on maintaining price discipline while broadening market access supports the view that gross margin can remain comparatively high. Operating leverage is expected as top-line scale continues, and if selling and administrative expense growth is contained relative to revenue, net margins should show sequential improvement from the prior quarter’s 1.42%, even with potential variability from interest expense or one-time items.

Most Promising Growth Driver: Scaling EBIT and EPS on Operating Leverage

Forecasts for EBIT at 23.05 million, up an estimated 153.58% year over year, and EPS at 0.37, up an estimated 399.66% year over year, suggest meaningful operating leverage as the revenue base expands. This leverage can be achieved if gross margins remain high and fixed cost absorption improves with volume, especially in sales infrastructure and distribution. The scale effects are likely to be amplified if product mix tilts toward proprietary brands with higher contribution margins, reducing reliance on lower-margin categories. A supportive demand backdrop combined with disciplined expense management can convert gross profit growth into rapid EPS expansion, and any moderation in interest expense could further improve net profit conversion.

Key Stock Price Factors This Quarter: Margins, Mix, and Execution

Investor attention is likely to center on whether gross margin remains near the prior quarter’s 75.28% level and on evidence of net margin expansion from the prior quarter’s 1.42%. The quarter-on-quarter net profit decline of 79.58% last quarter raises sensitivity to operating consistency; thus, confirmation that EBIT is expanding in line with the 153.58% year-over-year estimate should ease concerns on earnings quality. Mix will matter: higher uptake of branded ophthalmic therapeutics can sustain the gross profit advantage, while any pivot toward lower-contribution SKUs could dilute margins and pressure EPS. Execution in scaling distribution and maintaining pricing discipline will be scrutinized; if management demonstrates control over selling and administrative costs relative to top-line growth, EPS performance near the 0.37 estimate becomes more attainable.

Analyst Opinions

Across recent institutional commentary on Harrow Health Inc between January 01, 2026 and February 23, 2026, the majority stance is bullish, with favorable views emphasizing the company’s capacity to sustain high gross margins and deliver rapid EPS growth through operating leverage as branded ophthalmic products scale. Analysts pointing to the 43.14% revenue growth estimate and the 153.58% EBIT growth estimate argue that volume expansion across ophthalmic channels and disciplined cost control underpin upside to earnings trajectory, while they acknowledge monitoring points around net profitability normalization after last quarter’s quarter-on-quarter decline. Supportive notes highlight continued product adoption and the company’s execution in distribution expansion, which collectively frame expectations of margin resilience and EPS near the 0.37 forecast. The bullish consensus stresses that confirmation of mix-driven gross profit strength and evidence of operating leverage will be key validation points for the post-market release on March 02, 2026.