Disc Medicine (IRON) Q2 2026 earnings — TrendMatrix coverage
Reported
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Full disclosure
Key numbers
- Reported EPS
- -$1.54
- Estimate
- -$1.77
- Surprise
- +12.9%
- Score today
- 4.8/10
Revenue for this quarter isn’t shown: the reported figure hasn’t cleared TrendMatrix’s freshness and sanity checks yet, and consensus revenue isn’t tracked. EPS above is the available figure.
How the report landed
Disc Medicine (IRON) reported a narrower loss than forecast — diluted EPS of -$1.54 against the -$1.77 estimate (a 12.9% beat on a still-unprofitable quarter).
Where TrendMatrix's rating stands now
TrendMatrix currently rates IRON Sell at 4.8/10; no pre/post engine snapshot brackets this report.
3 of the last 4 quarters beat the estimate; this quarter's +12.9% surprise compares with a +0.3% four-quarter average. Next scheduled report: 2026-11-05.
What argues against it
- Concentration risk — Pipeline: bitopertin
- Quality below floor (1.6 < 4.0)
- Value-trap signals (2/5): High leverage (D/E 3.9), Material insider selling (10 sells, 0.19% of cap)
This section and the ones below it reflect TrendMatrix’s latest engine read — they update after the report date and are not frozen to it.
The levels TrendMatrix's engine tracks
- Current price
- $79.23
- Price target
- $89.25
- Stop
- $73.93
- Upside to target
- +12.6%
- Reward-to-risk
- 1.9:1
Model outputs from TrendMatrix’s engine as of 2026-09-05 — shown for context, not personalized investment advice.
IRON at TrendMatrix's latest read
Healthcare earnings trade on pipeline and payer dynamics as much as the quarter itself; a beat or miss is weighed against trial and reimbursement news.
- Industry
- Biotechnology
- Market cap
- $3.05B
- P/E (fwd)
- -10.9
- 52-week range
- $40.00–$99.50
- Off 52-week high
- 20.4%
- RSI (14)
- 47
- Volume vs avg
- 0.50×
- Score today
- 4.8/10