Education
About Us
Working with TipRanks
Follow Us
Viatris, Inc. (VTRS)
NASDAQ:VTRS
Earnings Data
Report Date
May 11, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.52Last Year’s EPS
0.5Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized solid 2025 execution (revenue up ~2% operationally, adjusted EBITDA $4.2B), robust cash generation and a strengthened R&D pipeline with multiple regulatory milestones and late-stage programs. Management completed an enterprise strategic review targeting $650M gross savings ($400M net) with phased implementation and reinvestment to support growth. Near-term headwinds include an India facility shutdown (temporary), modest 2026 guidance (~2% revenue/EBITDA growth), margin pressure from LOEs and lower-margin mix, and one-time restructuring/transaction costs (~$700M range). Overall, the company presents a constructive, forward-looking plan with credible cash and pipeline catalysts, while acknowledging short-term execution and timing risks.Company Guidance
Full-Year Revenue and Profitability
Total 2025 revenues of $14.3B, representing ~2% growth versus 2024 on an operational/divestiture-adjusted basis; adjusted EBITDA of $4.2B and adjusted EPS of $2.35.
Quarterly Momentum
Q4 2025 revenues of $3.7B, up ~1% year-over-year (operational basis), with management describing strong commercial performance across key regions entering 2026.
Strong Cash Generation and Capital Return
Free cash flow (ex-transaction costs) of $2.2B in 2025; returned over $1B to shareholders through dividends and buybacks; expects >$2.5B of cash available for deployment in 2026 (including Biocon monetization proceeds).
Enterprise Strategic Review — Cost Savings and Reinvestment
Completed strategic review targeting ~$650M of gross cost savings over 3 years (net ~$400M after up to $250M reinvestment). Phasing of gross savings: ~30% in 2026, ~30% in 2027, ~40% in 2028. ~50% of savings expected from headcount reductions and ~50% from COGS/operational efficiencies.
Clear 2026 Financial Guidance
Guidance for ~2% total revenue growth and ~2% adjusted EBITDA growth versus 2025; new product revenues expected $450M–$550M; developed markets net sales +2%, Europe +4%, emerging markets +6%, Greater China +3%, North America flat.
R&D and Pipeline Progress
Five positive Phase 3 readouts in 2025; advancing multiple Phase 3 programs with full enrollment expected in key programs (cenerimod, Soladragrom); selatogrel enrollment accelerating (~1,200 patients/month); Nefecon top-line readout in Japan expected H1 2026.
Regulatory Milestones and Late-Stage Filings
Multiple expected regulatory decisions/filings in 2026: low-dose estrogen weekly patch (PDUFA July 30, 2026), phenylephrine ophthalmic for presbyopia (PDUFA Oct 17, 2026), EFFEXOR (Japan) expected March 2026, pitolisant JNDAs expected H2 2026; pre-NDA meeting for fast-acting meloxicam positive and NDA filing expected.
Targeted BD and Portfolio Actions
Completed ~60 regional BD transactions in 2025 (including Aculys Pharma in Japan); management prioritizes accretive, in-market commercial assets to accelerate growth rather than early-stage pipeline buys.
Product-Specific Opportunities
Fast-acting meloxicam targeted at post-operative acute pain with opioid-sparing data (company expects opioid-sparing language in label); sotagliflozin described as best-in-class SGLT with potential cardiovascular benefits; Influvac High Dose life-cycle program in Europe.
VTRS 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
VTRS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $16.08 | $15.25 | -5.16% |
Nov 06, 2025 | $10.63 | $9.99 | -6.02% |
Aug 07, 2025 | $8.55 | $9.18 | +7.37% |
May 08, 2025 | $8.29 | $8.76 | +5.67% |
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 Viatris, Inc. (VTRS) report earnings?
Viatris, Inc. (VTRS) is schdueled to report earning on May 11, 2026, Before Open (Confirmed).
What is Viatris, Inc. (VTRS) earnings time?
Viatris, Inc. (VTRS) earnings time is at May 11, 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 VTRS EPS forecast?
VTRS EPS forecast for the fiscal quarter 2026 (Q1) is 0.52.
