Gilead Sciences, Inc.（GILD）株——良い事業でしょうか？

Gilead Sciences, Inc.（GILD）株——良い事業でしょうか？ — InspectStocks

Just reported

Q3 2026 results

From Gilead Sciences's results release of 2026年10月29日; its quarterly report has since been filed.

Revenue
Actual
$8.3B
+6.8% y/y
+6.4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.94
-20% y/y
Guided
—
No guide given
Operating income, GAAP
Actual
$3.46B
+4.1% y/y
Guided
—
No guide given

Company outlook

Full year 2026

EPS, GAAP$9.88+46% y/y Raised +8.8%

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

どうやって稼いでいるか

HIV medicines73%
Liver disease medicines11%
Cancer medicines11%
Veklury1%
Royalties, contracts, and other revenue1%

売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Biktarvy
A daily tablet used to treat HIV infection in certain patients.
Yeztugo
A tablet and long-acting injection used before exposure to help prevent HIV infection in at-risk adults and adolescents.
Descovy
A tablet used with other medicines to treat HIV, and also used before exposure to help prevent HIV infection in certain at-risk people.

さらに3件を表示

Trodelvy
An intravenous medicine for certain adults with advanced breast cancer. The latest quarterly report describes its use as a first-line treatment for metastatic triple-negative breast cancer, as well as treatment for some patients with hormone-receptor-positive breast cancer.
Yescarta
A treatment made from a patient's immune cells that are changed to recognize and attack certain blood cancers.
Livdelzi
An oral medicine for primary biliary cholangitis, a chronic disease that damages small bile ducts in the liver.

誰が買っているか4

In the United States, large drug wholesalers buy most products for distribution to pharmacies and healthcare providers; Gilead names Cardinal Health, Cencora, and McKesson as major wholesalers.
Outside the United States, products are sold through Gilead's commercial teams, third-party distributors, and corporate partners.
Hospitals, clinics, and other healthcare providers prescribe or administer Gilead medicines to patients.
Government health programs and private insurers pay for or reimburse many prescriptions and related treatments.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Gilead relies on wholesalers to distribute most of its products in the United States and on distributors or corporate partners in some other markets.
2It relies on outside manufacturers and testing laboratories for much of the production and testing of its medicines, though it uses multiple suppliers for many products.
3Its business depends on regulatory approval and continuing compliance with rules governing drug testing, manufacture, safety, promotion, and sale.
4Sales depend on health insurers and government payers covering medicines and on the prices and discounts they accept.

うまくいかなくなる可能性

1HIV medicines accounted for 72.6% of revenue (six months ended June 30, 2026, high), so changes in demand, competition, coverage, or pricing for those medicines could materially affect sales.
2Clinical trials can fail or be delayed, and regulators can limit or reject a medicine's use. In June 2026, Gilead stopped a Trodelvy study in non-small cell lung cancer and recorded a $1.75 billion impairment charge for the related research asset (three months ended June 30, 2026, high).
3Generic medicines, competing treatments, patent challenges, and required discounts or rebates can reduce sales or the amount Gilead receives for its medicines.

財務諸表をすべて見る →

Gilead Sciences, Inc.について

Gilead discovers, develops, and sells prescription medicines. Its medicines prevent or treat human immunodeficiency virus (HIV), viral hepatitis, cancer, coronavirus disease 2019 (COVID-19), and other serious illnesses. It sells medicines directly through its commercial teams and through wholesalers, distributors, and business partners.

本社: Foster City, California
設立: 1987
従業員数: Approximately 17,000 (December 31, 2025, high)
上場市場: Nasdaq
決算期: December 31

Gilead Sciences, Inc. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。

Just reported

Q3 2026 results

From Gilead Sciences's results release of 2026年10月29日; its quarterly report has since been filed.

Revenue
Actual
$8.3B
+6.8% y/y
+6.4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
$1.94
-20% y/y
Guided
—
No guide given
Operating income, GAAP
Actual
$3.46B
+4.1% y/y
Guided
—
No guide given

Company outlook

Full year 2026

EPS, GAAP$9.88+46% y/y Raised +8.8%

Keep exploring

The themes Gilead Sciences is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The themes it is part of

Highest-graded in Drug Manufacturers General

Graded A or B and worth $2B or more: A first, then the largest.

All 19 graded companies in its industry

Grade rose recently in Healthcare

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

どうやって稼いでいるか

HIV medicines73%
Liver disease medicines11%
Cancer medicines11%
Veklury1%
Royalties, contracts, and other revenue1%

売上構成比はsix months ended June 30, 2026の推計であり、提出された報告書の数字ではありません。

競合

何を売っているか6

Biktarvy
A daily tablet used to treat HIV infection in certain patients.
Yeztugo
A tablet and long-acting injection used before exposure to help prevent HIV infection in at-risk adults and adolescents.
Descovy
A tablet used with other medicines to treat HIV, and also used before exposure to help prevent HIV infection in certain at-risk people.

さらに3件を表示

Trodelvy
An intravenous medicine for certain adults with advanced breast cancer. The latest quarterly report describes its use as a first-line treatment for metastatic triple-negative breast cancer, as well as treatment for some patients with hormone-receptor-positive breast cancer.
Yescarta
A treatment made from a patient's immune cells that are changed to recognize and attack certain blood cancers.
Livdelzi
An oral medicine for primary biliary cholangitis, a chronic disease that damages small bile ducts in the liver.

誰が買っているか4

In the United States, large drug wholesalers buy most products for distribution to pharmacies and healthcare providers; Gilead names Cardinal Health, Cencora, and McKesson as major wholesalers.
Outside the United States, products are sold through Gilead's commercial teams, third-party distributors, and corporate partners.
Hospitals, clinics, and other healthcare providers prescribe or administer Gilead medicines to patients.
Government health programs and private insurers pay for or reimburse many prescriptions and related treatments.

何に支えられ、何に崩されうるか

事業が頼っているもの

1Gilead relies on wholesalers to distribute most of its products in the United States and on distributors or corporate partners in some other markets.
2It relies on outside manufacturers and testing laboratories for much of the production and testing of its medicines, though it uses multiple suppliers for many products.
3Its business depends on regulatory approval and continuing compliance with rules governing drug testing, manufacture, safety, promotion, and sale.
4Sales depend on health insurers and government payers covering medicines and on the prices and discounts they accept.

うまくいかなくなる可能性

1HIV medicines accounted for 72.6% of revenue (six months ended June 30, 2026, high), so changes in demand, competition, coverage, or pricing for those medicines could materially affect sales.
2Clinical trials can fail or be delayed, and regulators can limit or reject a medicine's use. In June 2026, Gilead stopped a Trodelvy study in non-small cell lung cancer and recorded a $1.75 billion impairment charge for the related research asset (three months ended June 30, 2026, high).
3Generic medicines, competing treatments, patent challenges, and required discounts or rebates can reduce sales or the amount Gilead receives for its medicines.

財務諸表をすべて見る →

Gilead Sciences, Inc.について

本社: Foster City, California
設立: 1987
従業員数: Approximately 17,000 (December 31, 2025, high)
上場市場: Nasdaq
決算期: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか4

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Gilead Sciences, Inc.について

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか4

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Gilead Sciences, Inc.について

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Biotech

Gilead Sciences, Inc.

成長と現金——5 項目中 5 項目

事業のトレンド

株価と評価の推移

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか4

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Gilead Sciences, Inc.について

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

どうやって稼いでいるか

競合

何を売っているか6

誰が買っているか4

何に支えられ、何に崩されうるか

事業が頼っているもの

うまくいかなくなる可能性

Gilead Sciences, Inc.について

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Biotech

Gilead Sciences, Inc.

過去の推移

成長と現金——5 項目中 5 項目

事業のトレンド

株価と評価の推移