PFE
Pfizer Inc.25.53
-0.90-3.41%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Key Stats
Market Cap
145.16BP/E (TTM)
14.84Basic EPS (TTM)
1.72Dividend Yield
0.06%Recent Filings
8-K
Pfizer 2026 guidance issued
Pfizer reaffirmed full-year 2025 adjusted diluted EPS guidance at $3.00–$3.15 while revising revenue to ~$62.0B from $61.0–$64.0B, then issued 2026 guidance of $59.5–$62.5B revenue and $2.80–$3.00 adjusted EPS. COVID products drop to ~$5.0B from ~$6.5B; LOE hits ~$1.5B. Non-COVID, non-LOE ops grow ~4%. Pipeline bets drive costs up, yet margins hold.
8-K
Pfizer closes $5B notes
Pfizer completed a $5.0B public notes offering on November 21, 2025, issuing Floating Rate Notes due 2027, 3.875% Notes due 2027, 4.200% due 2030, 4.500% due 2032, 4.875% due 2035, 5.600% due 2055, and 5.700% due 2065. Notes issued under a 2018 indenture supplemented November 21. Use of proceeds not disclosed. Seven tranches lock in funding.
8-K
Pfizer completes $7B Metsera buyout
Pfizer closed its $7.0 billion acquisition of Metsera on November 13, 2025, paying $65.60 cash per share plus contingent value rights up to $20.65 tied to GLP-1 milestones. The deal, via merger agreement from September 21, bolsters Pfizer's obesity pipeline with Metsera's monthly candidates. Contingent payments hinge on Phase 3 starts and FDA nods.
8-K
Pfizer Q2 revenues surge 10%
Pfizer reported Q2 2025 revenues of $14.7 billion, up 10% operationally from last year, fueled by Vyndaqel family growth, surging Comirnaty and Paxlovid sales, yet offset by Ibrance declines and IRA discounts. Adjusted diluted EPS hit $0.78, a 30% jump, thanks to cost cuts in SI&A and R&D. The company reaffirmed $61-64 billion full-year revenue guidance but raised adjusted EPS outlook to $2.90-$3.10, absorbing a $0.20 hit from the 3SBio licensing deal. Cost savings initiatives target $7.2 billion by 2027.
10-Q
Q2 FY2025 results
Pfizer's Q2 revenues climbed 10% year-over-year to $14.7B, fueled by Vyndaqel family growth of 22% and Comirnaty's 96% surge, while Paxlovid rebounded 70% amid shifting COVID dynamics; yet Ibrance dipped 7% on generic pressures and IRA discounts. Gross margins held steady at 25.8%, with operating income swinging to $3.0B from a $103M loss, thanks to lower restructuring costs and equity gains, though net income edged to $2.9B as legal charges rose. Diluted EPS hit $0.51, aligning with 5.7B shares, while YTD figures show flat revenues at $28.4B but EPS up to $1.03 on $1.8B operating cash flow versus a $691M outflow. Cash stood at $1.6B with $11.6B short-term investments, total debt $61.8B including fresh €3.3B Euro notes; free cash flow derived at $571M. Patent challenges loom large for key franchises.
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