Kamada
Develops plasma-derived therapies and distributes biopharmaceutical products in Israel and the MENA region.
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Profile
Develops and manufactures specialty plasma-derived therapies, then commercializes its own and acquired products. Plasma sales, in-licensing partnerships and third-party biopharmaceutical distribution in Israel and the MENA region also support the business.
Develops, manufactures and commercializes specialty plasma-derived therapies for rare and serious conditions. Its marketed portfolio includes FDA-approved products and a development pipeline, while plasma sales and third-party biopharmaceutical distribution support operations in Israel and the MENA region. This vertically integrated model links product development, manufacturing and commercial distribution.
An acquisition expanded U.S. commercialization to direct sales through wholesalers and local distributors. The operating model combines manufacturing with product commercialization, in-licensing partnerships and regional distribution; its products are marketed in more than 30 territories. Nasdaq ordinary shares trade alongside a TASE listing.
Company facts
Key statistics
Year to date +17.8% · Average volume (30d) 122.5K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior target | Target |
|---|---|---|---|---|
| Jul 21, 2026 | William Blair | Target | $15 | |
| Mar 11, 2026 | Stifel Nicolaus | Target | $20 | $11 |
| Dec 9, 2025 | H.C. Wainwright | Target | $13 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 12, 2026Q2 FY26 | $0.11 | $0.16 | +42.2% | $50.8M | $54.9M | +8.0% | −2.96% |
| May 13, 2026Q1 FY26 | $0.12 | $0.07 | −41.7% | $46.7M | $45.2M | −3.2% | +2.16% |
| Mar 11, 2026Q4 FY25 | $0.09 | $0.06 | −33.3% | $45.4M | $44.7M | −1.6% | +1.64% |
| Nov 10, 2025Q3 FY25 | $0.10 | $0.09 | −10.0% | $147.6M | $47.0M | −68.1% | +0.57% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $44.0M | $44.8M | $47.0M | $44.7M | $45.2M | $54.9M | |
| Gross profit | $20.7M | $18.9M | $19.8M | $17.0M | $19.1M | $22.5M | |
| Operating income | $7.8M | $7.1M | $7.8M | $3.6M | $7.0M | $9.5M | |
| Net income | $4.0M | $7.4M | $5.3M | $3.6M | $4.1M | $9.3M | |
| Diluted EPS | $0.07 | $0.13 | $0.09 | $0.06 | $0.07 | $0.16 | |
| Gross margin | 47.1% | 42.3% | 42.0% | 38.0% | 42.3% | 40.9% | |
| Operating margin | 17.7% | 15.8% | 16.6% | 7.9% | 15.4% | 17.3% |
Fiscal years (4-quarter sums)FY21 $103.6M · FY22 $129.3M · FY23 $142.5M · FY24 $161.0M · FY25 $180.5M
Revenue by product · FY25
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $70.1M · Total debt $11.8M · Total assets $383.2M · Shareholders' equity $269.6M
Dividends
Last cut to $0.17 from $0.25 in Aug 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 27, 2026 | Aug 27 | Sep 17 | $0.17 | cut from $0.25 |
| Mar 23, 2026 | Mar 23 | Apr 7 | $0.25 | |
| Mar 17, 2025 | Mar 17 | Apr 7 | $0.1998 | special dividend |
Ownership
Shares outstanding 57.69M · Float 31.45M · 54.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Ishay Davidi · director, 10 percent owner: | 22.08M | 38.28% | Form 4 | Mar 23, 2026 |
| Leon Recanati · director | 2.09M | 3.62% | Form 4 | Mar 16, 2026 |
| Phoenix Holdings Ltd. | 1.65M | 2.87% | 13F | May 11, 2026 |
| Renaissance Technologies LLC | 762.9K | 1.32% | 13F | May 14, 2026 |
| David Tsur · director | 607.9K | 1.05% | Form 4 | Mar 16, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Grifols (ADR)
Direct rival in AAT augmentation and rabies immune globulin
- Takeda (ADR)
AAT augmentation rival through ARALAST NP
- ADMA Biologics
Plasma-derived biologics rival for capabilities and partnerships
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Kamada | $8.29 | +0.12% | $478.3M | 21.9 | 16.4 | 2.5 | +22.7% |
| Grifols (ADR) | $7.69 | 0.00% | $6.51B | 9.9 | — | 0.9 | −4.2% |
| Takeda (ADR) | $18.49 | +2.53% | $57.37B | 51.0 | 53.7 | 2.0 | +5.8% |
| ADMA Biologics | $9.52 | +1.82% | $2.16B | 13.3 | 11.6 | 4.2 | +2.0% |
| Median | 13.3 | 32.7 | 2.0 | +2.0% |