AMRXHIGH SIGNALFINANCIAL10-K

AMRX achieved a dramatic turnaround from a $116.9M net loss to $72.1M net income while significantly strengthening its balance sheet with cash increasing 155% and current liabilities declining 22%.

This represents a fundamental transformation in AMRX's financial performance, with the company moving from deeply unprofitable to solidly profitable operations. The simultaneous improvement in cash position and reduction in current liabilities suggests much stronger operational execution and liquidity management, though stockholders equity remains negative, indicating the company is still recovering from previous difficulties.

Comparing 2026-02-27 vs 2025-02-28View on EDGAR →
FINANCIAL ANALYSIS

AMRX delivered exceptional financial improvement across nearly all metrics, with the most striking being the $189M swing from net loss to net income, supported by 58% growth in operating income and 15% growth in operating cash flow. The balance sheet showed significant strengthening with cash more than doubling to $282M while current liabilities decreased by $218M, though stockholders equity remained negative at -$70.8M. The overall picture signals a company that has successfully executed a major operational turnaround, moving from financial distress to profitability and improved liquidity, though full balance sheet recovery is still in progress.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+161.6%
-$116.9M$72.1M

Net income grew 161.6% — bottom-line growth signals improving overall business health.

Cash & Equivalents
Balance Sheet
+155.1%
$110.6M$282.0M

Cash position surged 155.1% — strong cash generation or capital raise providing significant financial cushion.

Operating Income
P&L
+58.1%
$249.3M$394.1M

Operating leverage kicking in — revenue growth outpacing cost growth, a hallmark of scaling businesses.

Stockholders Equity
Balance Sheet
+35.2%
-$109.3M-$70.8M

Equity base grew 35.2% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Capital Expenditure
Cash Flow
+34.9%
$51.9M$70.1M

Capital expenditure jumped 34.9% — major investment cycle underway; assess returns on deployment.

Current Liabilities
Balance Sheet
-22%
$1.1B$881.6M

Current liabilities reduced — improved short-term financial position and working capital health.

Current Assets
Balance Sheet
+20.4%
$1.6B$1.9B

Current assets grew 20.4% — improving short-term liquidity or inventory/receivables build.

Operating Cash Flow
Cash Flow
+15.2%
$295.1M$340.0M

Operating cash flow grew 15.2% — strong conversion of earnings to cash, healthy business fundamentals.

Accounts Receivable
Balance Sheet
+12%
$662.6M$741.8M

Receivables grew 12% — monitor days sales outstanding for collection efficiency.

SG&A Expense
P&L
+10.6%
$476.4M$526.8M

SG&A increased modestly — likely reflects growth-related hiring or sales expansion investment.

LANGUAGE CHANGES
NEW — 2026-02-27
PRIOR — 2025-02-28
ADDED
As of February 13, 2026, there were 314,629,101 shares of the registrant s Class A common stock outstanding, with a par value of $0.01.
Refer to the section Segments of the Business below for an overview of our segments.
Nature of Operations for additional information about the Reorganization.
Alliance and Collaboration ApiJect Systems Collaboration Agreement On May 8, 2025, we entered into a 15-year strategic collaboration agreement with ApiJect Systems, Corp.
and related entities ( ApiJect ), a medical technology company focused on advanced drug delivery ( ApiJect Agreement ).
+7 more — sign up free →
REMOVED
As of February 14, 2025, there were 309,966,341 shares of the registrant s Class A common stock outstanding, with a par value of $0.01.
Refer to the section Segments of the Business below for an overview of our segments, including the change in name of the Affordable Medicines segment.
Nature of Operations in our consolidated financial statements for additional information about the Reorganization.
Alliance and Collaboration Collaboration to Develop and Supply Medicines for Obesity and Metabolic Diseases On September 30, 2024, we entered into a collaboration agreement to develop and supply a new portfolio of weight loss medicines globally with Metsera, Inc.
( Metsera ), a clinical stage biopharmaceutical company (the Metsera Agreement ).
+7 more — sign up free →
MORE FINANCIAL SIGNALS
PNRGHIGHPNRG achieved exceptional profitability improvement with net income surging 2,21...
2026-04-16
BNAIHIGHBNAI underwent a dramatic reverse stock split that reduced share count by 86% wh...
2026-04-16
LAKEHIGHLAKE's financial performance deteriorated significantly with operating losses wo...
2026-04-16
NXXTHIGHNextNRG experienced massive financial deterioration with operating losses explod...
2026-04-16
ANALYZE ANY FILING FREE

See what changed in your portfolio's filings

500+ US-listed companies analyzed. Language delta, financial analysis, instant signal scoring.

Try Tracenotes free →