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Teva Pharmaceutical Industries Limited (IL:TEVA)
:TEVA
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
175.8Last Year’s EPS
186.5Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a strong shift toward higher-margin innovation with meaningful product-level growth (AUSTEDO, UZEDY, AJOVY), improved margins, pipeline momentum and disciplined transformation work — all supporting long-term targets. However, several near-term caveats temper enthusiasm: a sizeable Sanofi milestone boosted headline results, the generics business remains flat with regional softness, one-time inventory/gross-to-net dynamics could reverse, and clinical and reimbursement risks remain for some products. Management provided constructive 2026 guidance while acknowledging a Revlimid-related headwind and continued investment, and remains on track for its 2027 operating margin and deleveraging goals.Company Guidance
Solid Full-Year Financial Performance
Revenue of $17.3B, up 5% year-over-year; EBITDA of $5.3B, up 12%; EPS up 19% to $2.93; free cash flow up 16% to $2.4B. Net debt/EBITDA improved to 2.5x (target 2.0x by 2027).
Innovative Portfolio Driving Growth
Combined innovative brands (AUSTEDO, UZEDY, AJOVY) reached $3.1B for the year, up ~35%, and exceeded $1B in Q4. Management highlights this portfolio as the primary growth driver and margin transformer.
AUSTEDO: Strong Underlying Momentum
AUSTEDO full year ~$2.2B, up 34%; Q4 $725M, up 40%. TRx +10% and milligram volume +19%; AUSTEDO XR accounts for 60% of new patients. 2026 guidance of $2.4B–$2.55B (potential to hit $2.5B earlier than expected).
UZEDY: Rapid Adoption
UZEDY full year $191M, up 63%; Q4 $55M, up 28%. TRx volume grew 123% YoY and guidance set at $250M–$280M for 2026, indicating fast expansion of the long-acting injectable market.
AJOVY Continues Strong Performance
AJOVY full year $673M, up 30%; Q4 $211M, up 43%. Maintains leading positions in key U.S. headache centers and international markets with 2026 guidance of $750M–$790M.
Pipeline Advancement and Near-Term Catalysts
Multiple R&D milestones in 2026: olanzapine LAI EU filing and anticipated approval by year-end, DARI Phase III enrollment completed (including pediatrics), duvakitug maintenance data due H1, anti-IL-15 (vitiligo) funding from Royalty Pharma and Phase Ib readouts — management expects seven milestones in 2026.
Transformation Program Progress
Transformation target of ~$700M net savings by 2027; achieved $70M in 2025 and on track to realize ~2/3 of savings by end-2026. Savings expected to support margin expansion toward a 30% non-GAAP operating margin target.
Biosimilars Portfolio Build
10 biosimilar assets in market today, 6 additional launches planned through 2027 and ~10 more from 2028+, targeting ~$400M of biosimilars growth by 2027 and positioning Teva as one of the largest biosimilar portfolios.
IL:TEVA Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
IL:TEVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | 9956.00 | 9891.00 | -0.65% |
Nov 05, 2025 | 6713.00 | 7867.00 | +17.19% |
Jul 30, 2025 | 5560.00 | 5690.00 | +2.34% |
May 07, 2025 | 6099.00 | 6150.00 | +0.84% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Teva Pharmaceutical Industries Limited (IL:TEVA) report earnings?
Teva Pharmaceutical Industries Limited (IL:TEVA) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Teva Pharmaceutical Industries Limited (IL:TEVA) earnings time?
Teva Pharmaceutical Industries Limited (IL:TEVA) earnings time is at May 13, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IL:TEVA EPS forecast?
IL:TEVA EPS forecast for the fiscal quarter 2026 (Q1) is 175.8.