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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Vertex Pharmaceuticals (VRTX) is 6/10.
Vertex posted Q1 product revenue of $2.99B, up 8%, with non-GAAP EPS of $4.47 as the CF franchise delivered steady 6% global growth and new product launches contributed 25% of total growth. FY2026 revenue guidance of $12.95-13.1B was reiterated with all expense and tax guidance unchanged, and povetacicept IgAN Phase III interim results were described as sparkling. VX-522 mRNA therapy was discontinued, but the renal franchise rapidly expanded with multiple pipeline programs, and disciplined expense management supported margin improvement.
Scored from Vertex Pharmaceuticals’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $2.91B | +15.7% | $3.50 | -5.7% | 35.2% | 31.4% | $492M |
| FY2025 Q1 | $2.77B | +3.1% | $2.49 | -40.9% | 22.7% | 23.3% | $778M |
| FY2025 Q2 | $2.96B | +12.1% | $3.99 | +128.7% | 38.8% | 34.8% | $927M |
| FY2025 Q3 | $3.08B | +11.0% | $4.20 | +4.7% | 38.6% | 35.2% | $1.14B |
| FY2025 Q4 | $3.23B | +10.8% | $4.65 | +32.9% | 40.3% | 36.9% | $349M |
| FY2026 Q1 | $2.99B | +7.8% | $4.02 | +61.4% | 38.1% | 34.5% | $1.29B |
| FY2026 Q2 | $3.33B | +12.5% | $4.31 | +8.0% | 37.4% | 33.0% | $1.01B |
All prior quarters are free.
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