Gilead reported Q4 2025 adjusted EPS of $1.86, beating consensus of $1.81, and revenue of $7.93 billion, exceeding $7.69 billion estimate.12
Full-year 2025 product sales excluding Veklury rose 4% to $28.0 billion; HIV sales up 6% to $20.8 billion, with Biktarvy at $14.3 billion.23
FY2026 guidance:
product sales $29.6–$30.0 billion (below $30.22B estimate), non-GAAP EPS $8.45–$8.85 (below $8.74 estimate), disappointing investors and causing stock slip.13
CEO Daniel O’Day highlighted successful U.S. launch of Yeztugo, the first twice-yearly HIV prevention therapy, amid continued growth for Biktarvy and Descovy.1
Gilead announced a 3.8% dividend increase to $0.82 per share for Q1 2026.4
Sources:
1. https://finviz.com/news/306553/gilead-stock-slips-after-q4-earnings-weak-fy26-guidance
2. https://www.gilead.com/news/news-details/2026/gilead-sciences-announces-fourth-quarter-and-full-year-2025-financial-results
3. https://www.stocktitan.net/sec-filings/GILD/8-k-gilead-sciences-inc-reports-material-event-328bee7244b1.html
4. https://www.gilead.com/news/news-details/2026/gilead-sciences-announces-3-8-percent-increase-in-first-quarter-2026-dividend