Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| David Amsellem | Piper Sandler | 13 questions · 0% challenging |
| Ashwani Verma | UBS | 10 questions · 30% challenging |
| Umer Raffat | Evercore ISI | 10 questions · 10% challenging |
| Jason Gerberry | Bank of America | 7 questions · 14% challenging |
| Chris Schott | JPMorgan | 7 questions · 0% challenging |
| Matt Dellatorre | Goldman Sachs | 6 questions · 0% challenging |
| Glenn Santangelo | Barclays | 5 questions · 0% challenging |
| Bhavin Patel | Bank of America | 4 questions · 25% challenging |
| Les Sulewski | Truist Securities | 4 questions · 0% challenging |
| Dennis Ding | Jefferies | 2 questions · 50% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Piper Sandler | 1 analyst | 13 questions · 0% challenging |
| Bank of America | 2 analysts | 11 questions · 18% challenging |
| UBS | 1 analyst | 10 questions · 30% challenging |
| Evercore ISI | 1 analyst | 10 questions · 10% challenging |
| JPMorgan | 2 analysts | 8 questions · 0% challenging |
| Barclays | 2 analysts | 7 questions · 0% challenging |
| Goldman Sachs | 1 analyst | 6 questions · 0% challenging |
| Truist Securities | 1 analyst | 4 questions · 0% challenging |
No 8-K events recorded for this window.
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 |
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| 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 Q1Selected | $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).
Calendar quarter Q1 2026Earnings call May 7, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
Sources. Tellvest earnings-call sentiment score for Viatris (VTRS), FY2026 Q1: 8/10. Scores: Viatris’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: VTRS daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
GAAP revenue YoY +8.07% → base 7. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
VTRS Viatris | 8 | +8.1% | |
| ZTS Zoetis | 3 | +1.9% |