Education
About Us
Working with TipRanks
Follow Us
Teva Pharmaceutical Industries Limited (TEVA)
NYSE:TEVA
Earnings Data
Report Date
May 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.55Last Year’s EPS
0.52Same Quarter Last Year
Strong Buy
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong progress on the company’s Pivot to Growth: double-digit growth in key innovative brands, improved gross margins, meaningful pipeline validation and clear deleveraging progress. These positives were tempered by dependency on a $500M milestone for headline Q4 growth, a flat generics business with regional softness, near-term one-time inventory/gross-to-net effects that complicate comparability, higher OpEx pressure and persistent clinical/catalyst risk. On balance the strong commercial momentum, improving margin profile and validated pipeline catalysts outweigh the transitory one-time effects and execution risks.Company Guidance
Revenue and Profit Growth (FY 2025)
Total revenues increased 5% to $17.3B; adjusted EBITDA grew 12% to $5.3B; EPS increased 19% to $2.93; free cash flow rose ~16% to $2.4B (includes $500M Sanofi milestone).
Innovative Portfolio Momentum
AUSTEDO, UZEDY and AJOVY combined reached $3.1B for the year, up ~35%; AUSTEDO $2.26B (+34%), UZEDY $191M (+63%), AJOVY $673M (+30%).
AUSTEDO Performance
AUSTEDO Q4 $725M (+40% YoY); TRx +10% and milligram volume +19%; AUSTEDO XR accounts for 60% of new patients; 2026 guidance $2.4B–$2.55B with potential to hit $2.5B ahead of plan.
UZEDY and AJOVY Strength
UZEDY Q4 $55M (+28%) with TRx volume +123%; 2026 guidance $250M–$280M. AJOVY Q4 $211M (+43%); full-year $673M (+30%); 2026 guidance $750M–$790M.
Pipeline Catalysts and External Validation
Multiple near-term catalysts in 2026: duvakitug maintenance readout H1, anti-IL-15 vitiligo data H1 and celiac H2, DARI Phase III completion by year-end, olanzapine LAI submission made and EU filing planned; external funding/partnerships (Sanofi milestone $500M; Royalty Pharma support) validate programs.
Gross Margin Improvement
Non-GAAP gross margin improved 80 bps YoY in Q4 to 56.2%; full-year gross margin 54.7% (above guidance). 2026 gross margin guidance 54.5%–55.5% reflecting portfolio mix shift.
Balance Sheet and Deleveraging Progress
Net debt reduced to ~ $13B; net debt-to-EBITDA at 2.5x (target 2.0x by 2027); finance expense expected to decline to approx. $800M in 2026; positive rating momentum (S&P upgrade, improved Moody's outlook).
Transformation Savings and Biosimilars Growth
Transformation program target $700M of net savings by 2027; $70M achieved in 2025 and on track for ~2/3 by end-2026. Biosimilars: 10 assets in market, 6 launches planned by end-2027 and target to grow biosimilars revenue by ~$400M by 2027.
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
TEVA Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $32.53 | $33.21 | +2.09% |
Nov 05, 2025 | $20.46 | $24.60 | +20.23% |
Jul 30, 2025 | $16.54 | $16.83 | +1.75% |
May 07, 2025 | $16.12 | $17.60 | +9.18% |
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 (TEVA) report earnings?
Teva Pharmaceutical Industries Limited (TEVA) is schdueled to report earning on May 13, 2026, Before Open (Confirmed).
What is Teva Pharmaceutical Industries Limited (TEVA) earnings time?
Teva Pharmaceutical Industries Limited (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 TEVA EPS forecast?
TEVA EPS forecast for the fiscal quarter 2026 (Q1) is 0.55.
