โ
๐ ๐๐๐ฌ๐ฎ๐ฅ๐ญ๐ฌ
โข Revenue: $13.07B (+7% YoY)
โข GAAP EPS: $1.05 vs. $1.08 YoY
โข Non-GAAP EPS: $1.35 vs. $1.63 YoY
โข GAAP Net Income: $2.2B
โข Non-GAAP Net Income: $2.8B vs. $3.3B YoY
โข GAAP Gross Margin: 68.3% vs. 71.9% YoY
โข Non-GAAP Gross Margin: 68.4% vs. 72.9% YoY
โ
๐ฏ ๐๐ฎ๐ข๐๐๐ง๐๐ (๐ ๐๐๐)
โข Revenue: $49.75Bโ$50.25B (prior $49Bโ$50B)
โข Non-GAAP EPS: $6.35โ$6.55 (prior $6.75โ$7.00)
โข Gross Margin: 69%โ70%
โข Operating Expenses: ~$16.5B
โข Eliquis Revenue Growth: +20% to +25%
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๐ ๐๐๐ฒ ๐๐๐ค๐๐๐ฐ๐๐ฒ๐ฌ
โข Growth Portfolio revenue +12% to $7.66B
โข Eliquis revenue +25% to $4.69B
โข Breyanzi +46%, Camzyos +42%, Reblozyl +22%, Opdualag +23%
โข Legacy Portfolio revenue +1% to $5.42B despite generic competition
โข Q3 EPS included a -$0.58 impact from acquired IPRD and licensing income
โข FY26 EPS guidance includes a -$0.60 impact from acquired IPRD and licensing income, up from -$0.02 previously
โข Positive Phase 3 results for iza-bren, RYZ101, admilparant and Zenbexus
โข Zenbexus received FDA approval for multiple myeloma
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๐ฌ ๐๐๐ง๐๐ ๐๐ฆ๐๐ง๐ญ ๐๐จ๐ฆ๐ฆ๐๐ง๐ญ๐๐ซ๐ฒ
โWe delivered another quarter of double-digit growth in our Growth Portfolio, which increased 12% and reflects the continued momentum across our diversified portfolio.โ โ CEO Christopher Boerner