Arcutis reports strong Q3 2026 results

Item 2.02 Results of Operations and Financial Condition.

On November 4, 2026, Arcutis Biotherapeutics, Inc. (the "Company" or "Arcutis") issued a press release relating to its financial results for the quarter ended September 30, 2026.¹ The full text of the press release is furnished herewith as Exhibit 99.1.²

The information in this Item 2.02 of this Form 8-K and the Exhibit 99.1 attached hereto shall not be deemed "filed" for purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the "Exchange Act"), or otherwise subject to the liabilities of that Section², or incorporated by reference in any filing under the Securities Act of 1933, as amended (the "Securities Act"), or the Exchange Act, except as shall be expressly set forth by specific reference in such filing.

Item 9.01 Financial Statements and Exhibits

(d) Exhibits.

Exhibit No.

Description

99.1 Press Release November 4, 2026.

104 Cover Page Interactive Data File (formatted as Inline XBRL).

SIGNATURES

Pursuant to the requirements of the Securities Exchange Act of 1934, as amended, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.

ARCUTIS BIOTHERAPEUTICS, INC.

November 4, 2026 By:

/s/ Latha Vairavan

Latha Vairavan

Chief Financial Officer

Arcutis Announces Third Quarter 2026 Financial Results and Provides Business Update

• Partnered with World Champion gymnast Simone Biles to launch the Skin to Believe In awareness campaign for individuals living with inflammatory skin conditions⁶

• Remains on track to disclose topline results from Phase 2 trial of ZORYVE foam 0.3% in individuals with vitiligo and decision on program advancement in Q4 of 2026

• Maintained positive operating cash flow for the quarter with $18.9 million of net cash provided by operating activities⁵

Westlake Village, CA, November 4, 2026 – Arcutis Biotherapeutics, Inc. (Nasdaq: ARQT), a commercial-stage biopharmaceutical company focused on developing meaningful innovations in immuno-dermatology, today reported financial results for the quarter ended September 30, 2026, and provided a business update.

"Yet another strong quarter of performance reflects the consistent execution of our corporate strategy and further strengthens our financial position. ZORYVE continues to lead the branded non-steroidal topical segment driven by its efficacy and tolerability across multiple inflammatory skin conditions and patient populations. We are very excited to launch a new awareness campaign with Simone Biles, a World Champion gymnast who uses ZORYVE herself, to raise awareness of inflammatory skin diseases and of advanced targeted topicals like ZORYVE," said Frank Watanabe, president and chief executive officer. "Looking ahead, with a potential FDA approval of ZORYVE cream 0.05% for infants as young as 3 months in the first quarter of 2027, the progress of our indication expansion trials, and the advancement of our ARQ-234 Phase 1 trial, we are well positioned to drive continued growth."

3027 Townsgate Road, Suite 300 Westlake Village, CA 91361 | arcutis.com

Third Quarter 2026 Financial Results and Business Updates

Commercial Highlights

ZORYVE — a highly potent and selective phosphodiesterase-4 (PDE4) inhibitor in once-daily cream and foam formulations, approved in the United States and Canada for the treatment of plaque psoriasis, atopic dermatitis, and seborrheic dermatitis.

• ZORYVE net product sales for the third quarter of 2026 were $143.9 million, reflecting 45% year-over-year growth and an 11% sequential increase versus the second quarter of 2026³ . The year-over-year and sequential increases were driven by increasing demand across products .

• Launched the Skin to Believe In campaign with Simone Biles to raise awareness of seborrheic dermatitis and eczema and to encourage individuals to talk to their doctor about long-term, steroid-free, topical treatment options for their skin conditions, including ZORYVE.

Clinical and Regulatory Developments

• The Company initiated a pivotal Phase 3 trial with ZORYVE cream 0.3% for the treatment of adults and children with moderate to severe atopic dermatitis, distinct from the current indication of ZORYVE cream 0.15% for the treatment of adults and children 6 years of age and older with mild to moderate atopic dermatitis.

• The FDA has set a target action date of February 23, 2027, for the supplemental New Drug Application to expand the indication for ZORYVE cream 0.05% for mild to moderate atopic dermatitis to infants aged 3 to 24 months.

• The Company continues to enroll patients in a Phase 4 study evaluating quality and speed of itch improvement with ZORYVE cream 0.15% in adult patients with atopic dermatitis (INTEGUMENT-ITCH).

• The Company remains on track to disclose topline results from the Phase 2 proof-of-concept study of ZORYVE foam 0.3% for the treatment of vitiligo and share its decision on program advancement by the end of 2026.

• The Company continues to enroll patients in the Phase 2 proof-of-concept studies of ZORYVE foam 0.3% for the treatment of hidradenitis suppurativa, and expects to report results, as well as a decision on program advancement, in the first quarter of 2027.

3027 Townsgate Road, Suite 300 Westlake Village, CA 91361 | arcutis.com

• The Company is preparing to enroll a Phase 2 trial evaluating the safety and efficacy of ZORYVE foam 0.3% in the treatment of cutaneous adverse events due to checkpoint inhibitors.

• The Company continues to enroll patients in the Phase 1a/1b study of ARQ-234, a potent and highly selective checkpoint agonist of the CD200 receptor, for the treatment of atopic dermatitis and has progressed to the multiple ascending dose portion of the trial.

Corporate Updates

• Appointed Rob Lisicki, a commercial and executive leader with over 30 years of biopharmaceutical industry experience, as chief commercial officer, effective November 4, 2026.⁷

• Appointed Rob Scott, MD, a global pharma industry leader and pioneer, to the Board of Directors in October 2026⁷.

• ZORYVE cream 0.15% received the 2026 "Best Prescription Skin Solution" Award from Marie Claire magazine, the first time a prescription drug has been recognized by this prestigious publication.

• Sustained positive cash flow, generating $18.9 million of cash flow from operating activities in the third quarter of 2026⁵.

• Obtained one new U.S. patent in the fourth quarter of 2026 related to topical PDE4 inhibitor foam compositions.