KMDA PRESS-RELEASE SEC Filing Analysis

Final — all horizons settled through T+60d ⚠ clustered

KMDA ▼ -10.95% at T+60d

LONG call ✗ call lost -10.95% · α vs SPY -22.47% · entry $8.30 → $7.39

Last close $7.44 (close Jun 12) · -10.35% from $8.30 entry

Entry anchored
Mar 10, 03:59 PM ET
via Databento tick

T+1d

+1.64%

call +1.64% · α +3.12%

$8.43

settled 3mo ago

T+5d

+0.47%

call +0.47% · α +2.66%

$8.34

settled 3mo ago

T+20d

+2.55%

call +2.55% · α +2.02%

$8.51

settled 2mo ago

T+60d

-10.95%

call -10.95% · α -22.47%

$7.39

settled 10d ago

Price Chart

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Executive Summary

Kamada Ltd. reported strong 2025 full-year results with revenue of $180.5 million (up 12% YoY), adjusted EBITDA of $42.0 million (up 23% YoY), and net income of $20.2 million (up 40% YoY). The company affirmed its 2026 guidance of $200M–$205M in revenue and $50M–$53M in adjusted EBITDA, while declaring its first annual cash dividend of $0.25 per share ($14.4M total).

Key Financial Metrics

Revenue

$180.5M

+12.0% YoY

EPS

$0.35

Guidance

$200M-$205M

maintained

Deal Value

$14.0M

Actionable Insight

The combination of accelerating profitability, strong cash flow, affirmed growth guidance, and new dividend policy suggests Kamada is transitioning to a more mature, cash-generative biopharma profile. The stock may re-rate if 2026 execution matches guidance, especially given the low market cap (~$515M). Monitor M&A activity and plasma collection ramp-up as future catalysts.

Key Facts

2025 revenue: $180.5M (+12% YoY), driven by VARIZIG®, KEDRAB®, KAMRAB®, and GLASSIA® sales
2025 adjusted EBITDA: $42.0M (+23% YoY); net income: $20.2M (+40% YoY)
Affirmed 2026 guidance: $200M–$205M revenue (+13% mid-point growth), $50M–$53M adjusted EBITDA (+23% mid-point growth)
Generated $25.5M in operating cash flow; ended year with $75.5M in cash
Declared first annual dividend of $0.25 per share ($14.4M total), payable April 6, 2026
Secured $10M–$14M Canadian Blood Services tender extension through Q1-2028

Financial Impact

Revenue and earnings growth accelerating, with 2026 guidance implying sustained double-digit growth. Dividend adds shareholder return dimension.

revenueepsebitdacash_flowdividend

Risk Factors

Fourth-quarter deceleration: Q4 revenue up 15% but net income and adjusted EBITDA declined YoY
Operating cash flow dropped to $25.5M in 2025 from $47.6M in 2024 due to working capital build
Discontinuation of Phase 3 Inhaled AAT trial removes a key pipeline catalyst

Market Snapshot

Exchange

Nasdaq

Documents Analyzed

This report is based on 1 press release from GlobeNewswire.

Document	Accession Number
PRESS-RELEASE Data (Synthetic)	press-3253639

7 reports for KMDA

T+1T+5T+20T+60

75% Hit rate 3 of 4 directional calls best @ T+5▲ +3.31%May 13, 2026

Filters

Reports for KMDA — sortable, filterable
	Type				Now
Jun 1, 2026 13d ago	6-K BULLISH ★ 5/10	$7.70 $7.17	▼ −6.88%	▼ −4.13%	$7.44 (−3.38%)
May 13, 2026 4w ago	Press Release BEARISH ★ 7/10	$7.86 $7.60	▲ +3.31%	▲ +2.15%	$7.44 (+5.34%)
Mar 31, 2026 10w ago	6-K NEUTRAL ★ 3/10	$8.34 $8.47	▲ +1.56%	▼ −2.39%	$7.44 (−10.79%)
Mar 26, 2026 11w ago	6-K BULLISH ★ 7/10	$8.22 $8.47	▲ +3.04%	▲ +1.41%	$7.44 (−9.49%)
Mar 26, 2026 11w ago	Press Release BULLISH ★ 7/10	$8.22 $8.47	▲ +3.04%	▲ +1.41%	$7.44 (−9.49%)
Mar 11, 2026 13w ago	Press Release BULLISH ★ 8/10	$8.30 $8.34	▲ +0.47%	▲ +2.66%	$7.44 (−10.35%)
Mar 11, 2026 13w ago	Press Release NEUTRAL ★ 4/10	$8.30 $8.34	▲ +0.47%	▲ +2.66%	$7.44 (−10.35%)

US Market Status

Market Closed — Opens in 4h 8m

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