DCTH DELCATH SYSTEMS, INC.

BULLISH Impact: 8/10 8-K
Horizon months Filed Feb 26, 2026 Processed 3mo ago SEC 0001628280-26-012004
8-K Item 2.02: Earnings release
Final — all horizons settled through T+60d
DCTH ▲ +27.22% at T+60d
LONG call ✓ call won +27.22% · α vs SPY +19.47% · entry $9.00 → $11.45
Last close $10.94 (close Jun 8) · +21.56% from $9.00 entry
Entry anchored
Feb 25, 03:59 PM ET
via Databento tick
T+1d
-1.11%
call -1.11% · α -0.66%
$8.90
settled 3mo ago
T+5d
+0.89%
call +0.89% · α +2.02%
$9.08
settled 3mo ago
T+20d
+1.44%
call +1.44% · α +7.85%
$9.13
settled 3mo ago
T+60d
+27.22%
call +27.22% · α +19.47%
$11.45
settled 20d ago

Price Chart

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Executive Summary

Delcath Systems reported strong financial results for Q4 and full year 2025, with full-year revenue up 129% year-over-year to $85.2 million and full-year net income of $2.7 million. The company also issued 2026 guidance calling for at least $100 million in revenue, representing over 17% growth, driven by continued HEPZATO adoption and clinical momentum from positive trial data.

Key Financial Metrics

Revenue
$85.2M
+129.0% YoY
Adj. EPS
$0.07
GAAP: $0.08
Guidance
$100 million
raised
Gross Margin
86%

Actionable Insight

The combination of accelerating revenue growth, improved profitability, strong clinical data supporting HEPZATO, and an optimistic 2026 outlook suggests continued momentum. Traders should monitor procedure volume trends and the pace of new center activations as leading indicators of future revenue.

Key Facts

  • Full year 2025 revenue was $85.2 million, up 129% from $37.2 million in 2024
  • HEPZATO KIT revenue grew to $78.8 million in 2025 from $15.1 million in 2024
  • Full year 2025 net income was $2.7 million vs. a net loss of $26.4 million in 2024
  • Non-GAAP adjusted EBITDA was $25.1 million in 2025 vs. a loss of $2.5 million in 2024
  • Company guided to at least $100 million in total revenue for 2026, implying >17% growth

Financial Impact

Revenue grew 129% YoY to $85.2M in 2025 with a dramatic swing from a $26.4M net loss in 2024 to $2.7M net income in 2025, and guidance points to continued strong growth with >$100M revenue expected in 2026

revenuenet incomeepsebitdaguidance

Segment Breakdown

SegmentRevenue
HEPZATO KIT$78.8M
CHEMOSAT$6.4M

Risk Factors

  • R&D and SG&A expenses increased significantly in 2025, which could pressure margins if revenue growth slows
  • The stock may already reflect positive expectations, making it vulnerable to any miss on the $100M+ 2026 revenue guidance
  • Reliance on continued HEPZATO adoption and reimbursement stability

Market Snapshot

Exchange
Nasdaq

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-012004
Document: dcth-20260226.htm0001628280-26-012004
Document: 0001628280-26-012004-index-headers.html0001628280-26-012004
Document: 0001628280-26-012004-index.html0001628280-26-012004
Document: 0001628280-26-012004.txt0001628280-26-012004
6 reports for DCTH
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for DCTH — sortable, filterable
Type Now
May 14, 2026
26d ago
8-K
NEUTRAL ★ 3/10
$11.46 $11.45▼ −0.09%▲ +0.63%$10.94 (−4.54%)
May 7, 2026
4w ago
8-K
NEUTRAL ★ 5/10
$11.24 $11.61▲ +3.29%▲ +1.79%$10.94 (−2.67%)
Apr 2, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$9.63 $10.04▲ +4.26%▲ +0.64%$10.94 (+13.60%)
Mar 2, 2026
14w ago
Insider Cluster
BULLISH ★ 6/10
$8.93 $9.12▲ +2.13%▲ +3.34%$10.94 (+22.51%)
Feb 28, 2026
14w ago
Institutional Cluster
BULLISH ★ 6/10
$8.93 $9.12▲ +2.13%▲ +3.34%$10.94 (+22.51%)
Feb 26, 2026
14w ago
8-K
BULLISH ★ 8/10
$9.00 $9.08▲ +0.89%▲ +2.02%$10.94 (+21.56%)
Showing 6 of 6

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