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Takeda Pharmaceutical Company (TAK)
NYSE:TAK
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.2Last Year’s EPS
0.2Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 08, 2025
|% Change Since: -0.66%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
Takeda's earnings call highlighted strong growth in its Growth and Launch Product portfolio and progress in its R&D pipeline, supported by operational efficiencies and cash flow strength. However, the significant impact from VYVANSE generics, ENTYVIO's underperformance, and challenges in China present notable concerns.Company Guidance
During the FY 2024 earnings call, Takeda shared comprehensive guidance, highlighting several key metrics and strategic developments. The company's fiscal year 2024 core revenue grew by 2.8% at constant exchange rates, driven by a 14.7% increase in their Growth and Launch Product portfolio, which now constitutes 48% of total core revenue. Despite a significant generic impact from VYVANSE's loss of exclusivity, Takeda's core operating profit reached JPY 1.2 billion, reflecting a 4.9% growth at constant exchange rates. The core operating profit margin was recorded at 25.4%, surpassing original expectations by over 2 percentage points. Takeda also reported an adjusted free cash flow of JPY 769 billion, with a leverage ratio improvement to 2.8x. Looking forward to fiscal year 2025, Takeda anticipates broadly flat revenue, core operating profit, and core EPS at constant exchange rates, as continued Growth and Launch Product momentum is expected to offset VYVANSE's decline. The company plans to invest USD 30 billion over the next five years, particularly in the U.S., to support biopharmaceutical innovations. Additionally, Takeda announced a dividend increase to JPY 200 per share, reflecting their progressive dividend policy.Growth and Launch Product Portfolio Success
Takeda's Growth and Launch Product portfolio grew by 14.7%, now accounting for 48% of total core revenue. Products like TAKHZYRO, FRUZAQLA, and ADZYNMA exceeded revenue expectations.
R&D Pipeline Progress
Significant progress in the late-stage pipeline with 6 Phase III programs underway. Notable achievements include positive Phase III data for rusfertide in polycythemia vera and completion of Phase III enrollment for zasocitinib in psoriasis and oveporexton in narcolepsy type 1.
Operational Efficiency and Profit Margin Growth
Core operating profit margin reached 25.4%, more than 2 percentage points above original expectations, driven by significant OpEx savings from efficiency programs.
Strong Free Cash Flow
Free cash flow was JPY 769 billion, exceeding forecasts due to lower CapEx and cash taxes, comfortably covering dividends and interest payments.
Dividend Increase
Takeda announced a further dividend increase to JPY 200 per share, in line with its progressive dividend policy.
TAK 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
TAK Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2025 | $15.06 | $14.27 | -5.25% |
Jan 30, 2025 | $13.03 | $13.41 | +2.92% |
Oct 31, 2024 | $13.60 | $13.64 | +0.29% |
Jul 31, 2024 | $13.12 | $13.34 | +1.68% |
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 Takeda Pharmaceutical Company (TAK) report earnings?
Takeda Pharmaceutical Company (TAK) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Takeda Pharmaceutical Company (TAK) earnings time?
Takeda Pharmaceutical Company (TAK) earnings time is at Jul 30, 2025, TBA Not 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 TAK EPS forecast?
TAK EPS forecast for the fiscal quarter 2025 (Q1) is 0.2.