Pfizer reaffirmed 2025 adjusted diluted EPS guidance and revised 2025 revenue to ~$62.0 billion, while providing 2026 revenue guidance of $59.5-$62.5 billion and EPS of $2.80-$3.00.1
2026 guidance reflects ~$1.5B lower COVID-19 revenues and ~$1.5B negative impact from product loss of exclusivity (LOE).1
Oncology revenues from Ibrance in the US expected to decline 6.6% year-over-year, signaling a step back for this cancer drug.4
Pfizer is prioritizing R&D investment in PF-08634404 (PD-1 x VEGF bispecific antibody) and multiple clinical programs from Metsera, an obesity-focused biotech, indicating advancement in obesity assets.1
Q4 2025 earnings report scheduled for February 3, 2026, with expected revenue ~$16.95B (down 5%) and adjusted EPS $0.57 (down 9.5%).347
Sources:
1. https://www.pfizer.com/news/press-release/press-release-detail/pfizer-reaffirms-full-year-2025-eps-guidance-and-provides
3. https://uk.investing.com/news/stock-market-news/pfizer-shares-edge-up-ahead-of-quarterly-earnings-report-93CH-4483391
4. https://www.zacks.com/stock/news/2825156/ahead-of-pfizer-pfe-q4-earnings-get-ready-with-wall-street-estimates-for-key-metrics
7. https://www.nasdaq.com/market-activity/stocks/pfe/earnings