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Sentiment · FY2026 Q2
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Chris Schott | JPMorgan | 10 (0%) |
| Steve Scala | TD Cowen | 8 (63%) |
| Terence Flynn | Morgan Stanley | 7 (14%) |
| Mohit Bansal | Wells Fargo | 7 (14%) |
| Dave Risinger | Leerink Partners | 7 (0%) |
| Vamil Divan | Guggenheim | 6 (17%) |
| Asad Haider | Goldman Sachs | 6 (17%) |
| David Amsellem | Piper Sandler | 4 (0%) |
| Geoff Meacham | Citigroup | 4 (0%) |
| Trung Huynh | RBC Capital Markets | 3 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 | 10 (0%) |
| TD Cowen | 1 | 8 (63%) |
| Wells Fargo | 1 | 7 (14%) |
| Leerink Partners | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $15.10B | +5.6% | $-0.02 | -103.9% | 70.9% | -9.9% | -0.1% | $6.76B |
| FY2025 Q1 | $13.34B | +8.4% | $0.72 | -6.5% | 70.0% | 28.0% | 9.6% | $1.40B |
| FY2025 Q2 | $15.42B | +6.6% | $0.53 |
| 7 (0%) |
| Goldman Sachs | 2 | 7 (14%) |
| Morgan Stanley | 1 | 7 (14%) |
| Guggenheim | 1 | 6 (17%) |
| Citigroup | 1 | 4 (0%) |
| -31.2% |
| 71.8% |
| 31.7% |
| 6.1% |
| $4.88B |
| FY2025 Q3 | $15.78B | +9.1% | $0.10 | -88.7% | 66.4% | 12.1% | 1.2% | $7.53B |
| FY2025 Q4 | $16.62B | +10.0% | $1.02 | +5735.4% | 72.6% | 35.0% | 10.9% | $4.89B |
| FY2026 Q1 | $15.00B | +12.4% | $0.39 | -45.8% | 71.9% | 31.6% | 4.7% | $3.56B |
| FY2026 Q2 | $16.99B | +10.2% | $2.04 | +284.9% | 84.7% | 39.6% | 21.3% | — |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
AbbVie delivered 12.4% revenue growth to $15 billion with adjusted EPS of $2.65 exceeding guidance by $0.07, driven by exceptional immunology performance as Skyrizi and Rinvoq continued their rapid adoption in IBD and other indications. Neuroscience momentum accelerated across the portfolio while the Crohn's combination platform showed transformational efficacy data. Management raised full-year EPS guidance by $0.12 to $14.08-$14.28 on the strength of the Q1 beat.
Innovation & R&D | Competitive Dynamics | Revenue Growth | Demand | Regulation Policy | M&A | Product Launch | Pricing | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 5 | 7 | 2 | 2 | 2 | 4 |
| 2025Q1 | 4 | 4 | 4 | 1 | 5 | 1 | 1 | 2 |
| 2025Q2 | 3 | 4 | 4 | 4 | 1 | 2 | 2 | 1 |
| 2025Q3 | 5 | 4 | 3 | 2 | 4 | 1 | 2 | 2 |
| 2025Q4 | 7 | 5 | 1 | 1 | 2 | 1 | 2 | 1 |
| 2026Q1 | 7 | 5 | 2 | 2 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 3 | 4 | 3 | 5 | 7 | 7 |
| Competitive Dynamics | 3 | 4 | 4 | 4 | 5 | 5 |
| Revenue Growth | 5 | 4 | 4 | 3 | 1 | 2 |
| Demand | 7 | 1 | 4 | 2 | 1 | 2 |
| Regulation Policy | 2 | 5 | 1 | 4 | 2 | |
| M&A | 2 | 1 | 2 | 1 | 1 | 3 |
| Product Launch | 2 | 1 | 2 | 2 | 2 | 1 |
| Pricing | 4 | 2 | 1 | 2 | 1 |
What ABBV and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“including one with Castro Therapeutics, we recently began a Phase I study”
AbbVie is collaborating with Castro Therapeutics on an early-stage solid-tumor program (a pan-KRAS inhibitor), part of its external-innovation investments.
“closing the Remagen agreement, giving us a novel PD-1 VEGF bispecific antibody”
AbbVie expanded its oncology pipeline by closing a deal for a PD-1 VEGF bispecific antibody, signaling continued external sourcing of oncology assets.
“the Capstan acquisition with the B-cell depletion approach with the in vivo CAR-T platform”
AbbVie highlights its Capstan acquisition and its in vivo CAR-T B-cell depletion platform as a pillar of its long-term immunology pipeline.
“We acquired Nimble to give us the oral peptides capability.”
AbbVie cites its acquisition of Nimble as adding an oral peptides capability central to its future immunology combination strategy.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +9.9% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |