Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Gilead Sciences (GILD) is 8/10.
Product sales grew 5% to $6.9 billion with non-GAAP EPS of $2.03 up 12% as the HIV treatment franchise sustained market leadership and YES2GO PrEP launch exceeded expectations. Management raised total product sales guidance to $30.0-$30.4 billion, a 1.3% midpoint increase driven by commercial outperformance. YES2GO's full-year target was increased to $1 billion, and strategic acquisitions expanded the pipeline across oncology platforms.
Scored from Gilead Sciences’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $7.57B | +6.4% | $1.42 | +24.6% | 79.1% | 32.4% | 23.6% | $2.83B |
| FY2025 Q1 | $6.67B | -0.3% | $1.04 | +131.1% | 76.9% | 33.6% | 19.7% | $1.65B |
| FY2025 Q2 | $7.08B | +1.8% | $1.56 | +20.9% | 78.8% | 34.9% | 27.7% | $720M |
| FY2025 Q3 | $7.77B | +3.0% | $2.43 | +143.0% | 79.8% | 42.8% | 39.3% | $3.96B |
| FY2025 Q4 | $7.92B | +4.7% | $1.74 | +22.5% | 79.5% | 37.7% | 27.5% | $3.12B |
| FY2026 Q1 | $6.96B | +4.4% | $1.61 | +54.8% | 79.2% | 37.2% | 29.0% | $2.43B |
| FY2026 Q2 | $7.80B | +10.2% | $-8.43 | -640.4% | — | -133.2% | -134.5% | $3.69B |