Biotech and pharma earnings combine normal revenue/EPS reads with pipeline-milestone and FDA-trial updates that often move the stock more than the quarter itself. Watch for guidance revisions, new-product ramp data, and R&D spending as leading indicators of future growth.
Reported
14 / 14
last 45 days
Beat EPS
12
86% beat rate
Missed EPS
2
Avg Surprise
+14.47%
vs analyst EPS
EPS actual vs. analyst estimate for every biotech & pharma company that reported in the last 45 days.
| Company | Reported | EPS | Estimate | Surprise |
|---|---|---|---|---|
| LLY | Aug 5, 2026 | $8.38 | $6.07 | +38.14% |
| AMGN | Aug 4, 2026 | $6.29 | $5.73 | +9.81% |
| GILD | Aug 4, 2026 | -$6.75 | -$7.38 | +8.53% |
| MRK | Aug 4, 2026 | -$0.13 | -$0.27 | +52.43% |
| PFE | Aug 4, 2026 | $0.77 | $0.69 | +11.37% |
| VRTX | Aug 3, 2026 | $4.73 | $4.82 | -1.95% |
| ABBV | Jul 31, 2026 | $3.65 | $3.68 | -0.71% |
| BMY | Jul 30, 2026 | $2.04 | $1.60 | +27.20% |
| REGN | Jul 30, 2026 | $14.29 | $10.47 | +36.51% |
| TMO | Jul 23, 2026 | $6.03 | $5.77 | +4.54% |
| DHR | Jul 21, 2026 | $1.94 | $1.85 | +4.68% |
| ABT | Jul 16, 2026 | $1.31 | $1.29 | +1.38% |
| ISRG | Jul 16, 2026 | $2.80 | $2.55 | +9.79% |
| JNJ | Jul 15, 2026 | $2.90 | $2.87 | +0.89% |
AI-generated analysis for the most recent biotech & pharma earnings filings on record.
Merck reported a net loss in Q2 FY2026 due to a $5.7 billion acquisition charge, even as revenue grew 5% to $16.6 billion driven by Keytruda and Winrevair.
Read AI analysisGilead reported a net loss of $10.5 billion in Q2 FY2026 due to $12.9 billion in one-time charges, overshadowing 10% revenue growth from HIV and oncology products.
Read AI analysisLilly's Q2 FY2026 results were driven by incretin demand, with Mounjaro and Zepbound fueling revenue growth, while heavy investment in acquisitions and pipeline expansion weighed on profitability.
Read AI analysisAmgen's Q2 FY2026 revenue grew 10% to $10.1B and net income surged 66% to $2.4B, driven by volume and lower amortization, while biosimilar and IRA headwinds intensified on mature brands.
Read AI analysisPfizer's Q2 FY2026 revenue grew 3% to $15.0 billion, but a $3 billion impairment and legal charge drove a net loss of $248 million, even as operating cash flow surged 97% year-over-year.
Read AI analysisVertex Pharmaceuticals reported a 12.5% revenue increase in Q2 FY2026 driven by its cystic fibrosis franchise and strong early sales of new therapies CASGEVY and JOURNAVX, while announcing a $10 billion acquisition of Crinetics Pharmaceuticals to expand its pipeline.
Read AI analysisAbbVie's Q2 FY2026 results showcased strong double-digit revenue growth driven by immunology products, while net income soared due to reduced non-cash charges, though Humira decline and regulatory risks remain.
Read AI analysisThermo Fisher Scientific reported strong Q2 FY2026 financial results, with revenue increasing 10.5% YoY to $11.99B and diluted EPS rising 9.3% YoY to $4.68, driven by robust pharma and biotech market demand and strategic M&A integration.
Read AI analysisIn Q2 FY2026, Regeneron generated $4.29B in revenue, up 16.7% YoY, driven by strong Dupixent collaboration revenue and EYLEA HD growth, despite persistent competitive pressures on legacy EYLEA and a 6.8% decline in net income to $1.30B.
Read AI analysisIn Q2 FY2026, Bristol-Myers Squibb delivered strong financial results with revenue growing 5.7% YoY to $12.97B and net income surging 153.2% YoY to $3.32B, driven by 15% growth in its new product portfolio and reduced Acquired IPRD charges.
Read AI analysisAbbott Laboratories reported 13.0% net sales growth to $12.6B in Q2 2026, driven primarily by the $20.6B acquisition of Exact Sciences (now reported as Cancer Diagnostics within Diagnostic Products), alongside high single-digit growth in Medical Devices and Established Pharmaceutical Products, while gross margin slightly compressed to 52.5% due to acquisition-related intangible amortization.
Read AI analysisJNJ reported Q2 FY2026 revenue of $25.3B, up 6.6% year over year on 5.6% operational growth, while net income was essentially flat at $5.5B as STELARA biosimilar pressure, higher commercial spending, restructuring, and litigation-related charges offset broad product and MedTech growth. Source: 10-Q Item 2 MD&A, pp.32, 38-42; 10-Q Income Statement (XBRL).
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