earnings
confidence high
sentiment negative
materiality 0.65
Pfizer revises FY2025 revenue to ~$62B (from $61-64B), provides FY2026 EPS guidance $2.80-3.00
PFIZER INC
- Revised FY2025 revenue guidance to ~$62.0B from prior $61-64B; reaffirmed adjusted diluted EPS $3.00-3.15.
- FY2026 revenue guidance $59.5-62.5B; adjusted diluted EPS $2.80-3.00; tax rate ~15% vs ~11%.
- COVID-19 product revenues ~$5.0B in 2026 (vs ~$6.5B in 2025); LOE impact ~$1.5B.
- Adjusted SI&A $12.5-13.5B, R&D $10.5-11.5B in 2026; investing in PD-1 x VEGF bispecific and Metsera programs.