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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. |
|---|---|---|
| David Amsellem | Piper Sandler | 13 (0%) |
| Ashwani Verma | UBS | 10 (30%) |
| Umer Raffat | Evercore ISI | 10 (10%) |
| Jason Gerberry | Bank of America | 7 (14%) |
| Chris Schott | JPMorgan | 7 (0%) |
| Matt Dellatorre | Goldman Sachs | 6 (0%) |
| Glenn Santangelo | Barclays | 5 (0%) |
| Bhavin Patel | Bank of America | 4 (25%) |
| Les Sulewski | Truist Securities | 4 (0%) |
| Dennis Ding | Jefferies | 2 (50%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Piper Sandler | 1 | 13 (0%) |
| Bank of America | 2 | 11 (18%) |
| UBS | 1 | 10 (30%) |
| Evercore ISI | 1 |
| 10 (10%) |
| JPMorgan | 2 | 8 (0%) |
| Barclays | 2 | 7 (0%) |
| Goldman Sachs | 1 | 6 (0%) |
| Truist Securities | 1 | 4 (0%) |
Viatris delivered strong Q1 revenue growth of $3.5B, representing operational growth of 3% year-over-year, with adjusted EPS of $0.59 as clean year-over-year comparisons (ex-Indore) finally showed the underlying business trajectory. FY2026 guidance was reaffirmed with potential to meet or exceed expectations, and Greater China growth accelerated to 18% while the enterprise strategic review delivered on track. The meloxicam NDA was accepted with a PDUFA date expected imminently, EFFEXOR GAD was approved in Japan, and selatogrel and cenerimod Phase 3 programs progressed alongside a CFO transition.
Innovation & R&D | Product Launch | Cost Pressure | Revenue Growth | Regulation Policy | M&A | Competitive Dynamics | Supply Chain | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 2 | 1 | 1 | 4 | 1 | 1 | 1 | |
| 2025Q1 | 3 | 3 | 2 | 1 | 1 | 1 | 3 | |
| 2025Q2 | 2 | 2 | 1 | 1 | 1 | 1 | 2 | 1 |
| 2025Q3 | 4 | 2 | 3 | 2 | 2 | 1 | 2 | |
| 2025Q4 | 2 | 4 | 5 | 3 | 1 | 2 | 1 | |
| 2026Q1 | 4 | 4 | 1 | 2 | 2 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Innovation & R&D | 2 | 3 | 2 | 4 | 2 | 4 |
| Product Launch | 1 | 3 | 2 | 2 | 4 | 4 |
| Cost Pressure | 1 | 1 | 3 | 5 | 1 | |
| Revenue Growth | 2 | 1 | 2 | 3 | 2 | |
| Regulation Policy | 4 | 1 | 1 | 2 | 1 | |
| M&A | 1 | 1 | 1 | 1 | 2 | 2 |
| Competitive Dynamics | 1 | 1 | 2 | 2 | 1 | 1 |
| Supply Chain | 1 | 3 | 1 | 1 |
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $3.53B | -8.1% | $-0.43 | +32.8% | 34.4% | -5.1% | -14.6% | $329M |
| FY2025 Q1 | $3.25B | -11.2% | $-2.55 | -2807.0% | 35.7% | -88.6% | -93.5% | $459M |
| FY2025 Q2 | $3.58B | -5.6% | $-0.00 |
| +98.6% |
| 37.2% |
| 6.5% |
| -0.1% |
| $166M |
| FY2025 Q3 | $3.76B | +0.2% | $-0.11 | -239.2% | 36.8% | 6.7% | -3.4% | $645M |
| FY2025 Q4 | $3.70B | +5.0% | $-0.30 | +30.2% | 30.6% | -7.2% | -9.2% | $551M |
| FY2026 Q1 | $3.52B | +8.1% | $0.15 | +105.9% | 32.9% | -2.3% | 5.0% | $348M |
| FY2026 Q2 | $3.76B | +4.9% | $-0.10 | — | 38.8% | 0.2% | -3.2% | $329M |
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).
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VTRS Viatris | 8 | +8.1% | |
| ZTS Zoetis | 3 | +1.9% |