Analysts expect Q1 2026 revenues of approximately $13.8 billion, up slightly from $13.7 billion in Q1 2025. Consensus adjusted EPS estimate is around $0.72-$0.74 per share, down about 20% year-over-year from $0.92 due to product mix shifts and cost pressures.

Analysts expect Q1 2026 revenue of approximately $10.93 billion, a roughly 2.5% decline year-over-year. Consensus adjusted EPS (earnings per share) is forecasted at $1.44-$1.46, reflecting ongoing transition dynamics.

Analysts expect Q1 2026 revenue of approximately $8.5 billion, a roughly 5% increase from $8.1 billion in Q1 2025. Consensus adjusted earnings per share (EPS) forecast stands at $4.74, reflecting a potential decline from prior-year levels amid pricing pressures.

Analysts expect Q1 2026 revenue of $15.91 billion, up slightly from $15.5 billion in Q1 2025. Consensus earnings per share (EPS) estimate stands at -$1.31, reflecting acquisition-related charges.

Analysts expect Q1 2026 revenue of $17.78 billion, up 39.7% year-over-year from $12.73 billion in Q1 2025. Consensus non-GAAP EPS forecast at $7.26, reflecting robust demand for key products.

GSK plc reported Q1 2026 total sales of £7.6 billion, up 5% at constant exchange rates (CER), slightly ahead of consensus expectations. Core earnings per share (EPS) reached 46.5p, a 9% increase at CER, surpassing analyst estimates of around 43.5p.

AstraZeneca reported Q1 2026 total revenue of $15.3 billion, up 8% at constant exchange rates (CER, adjusting for currency fluctuations), beating consensus estimates around $14.8 billion. Core earnings per share (EPS) rose 5% to $2.58 at CER, amid a 12% increase in core operating profit.

Analysts expect Q1 2026 revenue of approximately $14.8 billion, reflecting about 11% year-over-year growth driven by immunology drugs. Consensus adjusted EPS estimate stands at $2.69, though AbbVie recently guided $2.56–$2.60 after a $744 million IPR&D (intellectual property research and development) charge.

Analysts forecast Q1 2026 revenue of approximately $13.6 billion, a modest 2.5% increase year-over-year. Consensus EPS estimate stands at $2.11 per share, reflecting steady profitability.

Johnson & Johnson reported Q1 2026 sales of $24.1 billion, up 9.9% year-over-year, beating consensus estimates of $23.6 billion. Adjusted EPS came in at $2.70, surpassing expectations of $2.68 and down 2.5% from $2.77 in Q1 2025.

AstraZeneca PLC ( AZN ) offers a current dividend yield of approximately 1.56%, below the pharmaceutical industry average but supported by a progressive policy. Annual dividend stands at $3.20 per share, paid semi-annually, with the most recent second interim dividend of $2.17 per share.

NVS stock declined -4% over the past 30 days amid sector-wide pressures from proposed pharmaceutical tariffs and profit-taking after a peak near $164. Over the past quarter, the stock rose +10%, supported by strong Q4 earnings beat, pipeline advancements, and strategic acquisitions.

AbbVie Inc. (ABBV) stands out as a research-based biopharmaceutical company dedicated to developing and commercializing therapies across immunology, oncology, neuroscience, eye care, and aesthetics. At its core, the company's business model relies on a diversified portfolio of blockbuster drugs, with immunology standouts like Skyrizi (risankizumab) and Rinvoq (upadacitinib) fueling growth following the Humira patent expiration.

Following the Kenvue consumer health spin-off, Johnson & Johnson has transformed into a focused healthcare leader, emphasizing Innovative Medicine (pharmaceuticals) and MedTech (devices). In my view, this repositioning sharpens the company's edge in high-margin areas such as oncology, immunology, neuroscience, cardiovascular, surgery, and vision, where its diversified portfolio and R&D efficiency provide clear competitive advantages.

LLY stock declined -13% over the past 30 days amid concerns over obesity drug pricing pressures and competition from NVO. Over the past quarter, the stock fell around -17%, despite strong Q4 2025 earnings driven by Mounjaro and Zepbound volume growth. Bearish analyst notes on market saturation and potential price wars outweighed positive trial data for next-gen drugs like retatrutide.

Today’s drop is mainly about competitive positioning and future growth expectations, not an immediate collapse of current Wegovy/Ozempic sales, but it signals that Novo may not have the strongest next‑wave obesity drug versus Eli Lilly, which is why the stock sold off so sharply.

Q4 2025 revenue reached $12.5 billion, exceeding expectations, with growth portfolio sales up 16% year-over-year. Full-year 2025 revenue totaled $48.2 billion, supported by Eliquis, Opdivo, and newer products including Breyanzi and Camzyos.

Novo Nordisk (NVO) reported Q4 2025 EPS of $1.02, surpassing estimates of $0.92, with revenue of $12.53B vs $11.99B expected. Full-year 2025 sales rose 10% at constant exchange rates (CER) to DKK 309B, but 2026 guidance anticipates a 5–13% decline at CER due to pricing pressures. Novartis (NVS) posted Q4 core EPS of $2.03, beating $1.99 estimates; net sales of $13.34B slightly missed consensus. FY sales grew 8%, with core EPS up 17% to $8.98.

Gilead Sciences (GILD): Q4 2025 earnings due February 10, consensus EPS $1.83, revenue $7.68B. Growth driven by HIV franchise; oncology investments like Trodelvy may offer upside. Amgen (AMGN): Reported Q4 2025 EPS $5.29 vs $4.73 expected, revenue $9.9B (+9% YoY). Strong 2026 guidance: $37–38.4B revenue, $21.60–23.00 non-GAAP EPS.

Eli Lilly’s Q4 results highlight explosive growth from GLP-1 therapies, cementing leadership in obesity and diabetes. The company’s strong revenue beat and robust 2026 guidance illustrate high-growth pharma dynamics. Johnson & Johnson, in contrast, exemplifies a diversified healthcare strategy, combining pharmaceuticals, MedTech, and consumer health for steady expansion.