Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Amgen Inc. (AMGN) is 8/10.
Amgen grew product sales 4% in Q1 as growth drivers including Repatha, EVENITY, TEZSPIRE, and BLINCYTO offset ongoing loss-of-exclusivity headwinds, with Repatha momentum accelerating on the VESALIUS primary prevention data. MariTide advanced with additional Phase III studies initiated while the pipeline continued producing positive readouts across multiple therapeutic areas. Management raised FY2026 guidance for both revenue and non-GAAP EPS to $21.70-$23.10.
Scored from Amgen Inc.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
Full Pro access for 30 days when you create a free account. No credit card required.
All prior quarters are free.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $9.09B | +10.9% | $1.16 | -18.3% | 65.7% | 25.4% | 6.9% | $4.40B |
| FY2025 Q1 | $8.15B | +9.4% | $3.20 | +1623.8% | 63.6% | 14.5% | 21.2% | $980M |
| FY2025 Q2 | $9.17B | +9.3% | $2.65 | +92.0% | 67.2% | 28.8% | 15.6% | $1.91B |
| FY2025 Q3 | $9.56B | +12.4% | $5.93 | +13.6% | 67.8% | 26.4% | 33.7% | $4.25B |
| FY2025 Q4 | $9.90B | +8.9% | $2.45 | +111.2% | 81.9% | 39.8% | 13.5% | $961M |
| FY2026 Q1 | $8.62B | +5.8% | $3.34 | +4.4% | 68.2% | 30.9% | 21.1% | $1.48B |
| FY2026 Q2 | $10.05B | +9.7% | $4.37 | +64.9% | 72.0% | 35.0% | 23.6% | $3.49B |