AMGN
Amgen Inc.326.74
+1.43+0.44%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
175.94BP/E (TTM)
25.25Basic EPS (TTM)
12.94Dividend Yield
0.03%Recent Filings
8-K
10-Q
Q2 FY2025 results
Amgen's Q2 FY2025 results showed total revenues climbing 9% year-over-year to $9.2B, fueled by 9% product sales growth to $8.8B, with standout gains in Repatha (up 31% y/y), EVENITY (up 32% y/y), and BLINCYTO (up 45% y/y), though ENBREL dipped 34% y/y amid pricing pressures. Gross margins improved to 67.2% from 61.4% y/y, thanks to lower inventory amortization from the Horizon acquisition, lifting operating income 39% y/y to $2.7B and diluted EPS 92% y/y to $2.65—reconciled against 541 million shares with no anti-dilution flags. Key drivers included volume surges in U.S. and ROW segments, while R&D rose 21% y/y on later-stage investments like MariTide. Cash stood at $8.0B with free cash flow of $2.9B (derived: operating cash $3.7B minus $0.8B capex), total debt down to $56.2B after $3.5B repayments; no major M&A noted. Yet biosimilar erosion on Prolia and XGEVA looms as patents expire.
8-K
Amgen Q2 revenues up 9%
Amgen's Q2 2025 revenues climbed 9% to $9.2 billion, fueled by 13% volume growth across 15 products like Repatha and EVENITY, though offset by 3% lower net selling prices. GAAP EPS surged 92% to $2.65 on higher operating income, while non-GAAP EPS rose 21% to $6.02 amid R&D investments in MariTide's Phase 3 trials. Revenues beat expectations, but biosimilar erosion looms for Prolia and XGEVA. Full-year revenues guided at $35.0-$36.0 billion.
8-K
Amgen annual meeting results
Amgen's stockholders convened their annual meeting on May 23, 2025, electing all 12 director nominees with strong majorities—Dr. Mary E. Klotman topping votes at over 400 million for—while approving executive compensation on an advisory basis and ratifying Ernst & Young as auditors for 2025. Support for CEO Robert A. Bradway was lower at 375 million votes amid 26 million against, signaling some investor scrutiny. All directors now serve one-year terms. Votes passed decisively.
10-Q
Q1 FY2025 results
Amgen's Q1 FY2025 results showed total revenues climbing 9% year-over-year to $8.1B, with product sales up 11% to $7.9B on 14% volume growth across key brands like Repatha (up 27%), BLINCYTO (up 52%), and TEZSPIRE (up 65%), though net selling prices dipped 6%. Operating income rose 19% to $1.2B despite an $800M Otezla impairment from IRA price setting, while gross margin improved to 63.6% from lower inventory amortization; diluted EPS swung to $3.20 from a $0.21 loss, reconciling neatly with 541M shares. Cash from operations hit $1.4B, funding $2.5B debt repayment that trimmed total debt to $57.4B against $8.8B cash, with free cash flow at $980M (derived). No M&A closed this quarter. Patent cliffs loom for Prolia and XGEVA.
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