正在加载公司
Just reported
Q3 2026 results
From Amgen's results release of 2026年11月3日; its quarterly report has since been filed.
Revenue
Actual
US$10.37B
+8.5% y/y
+3.1% q/qGuided
—
No guide given
EPS, GAAP
Actual
US$7.08
+19% y/y
+62% q/qGuided
—
No guide given
Operating income, GAAP
Actual
US$3.71B
+47% y/y
+5.6% q/qGuided
—
No guide given
Company outlook
Full year 2026
- RevenueUS$38.9B – US$39.7B+6.9% y/y Raised +1.3%
- EPS, adjustedUS$22.90 – US$23.70Raised +1.7%
- EPS, GAAPUS$18.34 – US$19.28+32% y/y Raised +14%
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.
Keep exploring
The themes Amgen 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.
LLYELI Lilly And CompanyUS$1.36TA+
JNJJohnson & JohnsonUS$688.6BA+
MRKMerck & Co., Inc.US$364.3BA
NVSNovartis AGUS$306.3BA
GILDGilead Sciences, Inc.US$208.4BA
Grade rose recently in Healthcare
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
DHRDanaher Corporation2026年10月21日CBGraded C, now B
MCKMckesson Corporation2026年11月4日BAGraded B, now A
CVSCVS Health Corp2026年11月4日BAGraded B, now A
EWEdwards Lifesciences Corporation2026年11月4日BAGraded B, now A
GEHCGE Healthcare Technologies Inc.2026年10月28日CAGraded C, now A
怎么赚钱
- Repatha prescription sales9%
- Otezla prescription sales7%
- Enbrel prescription sales7%
- EVENITY prescription sales7%
- XGEVA prescription sales6%
- TEPEZZA prescription sales6%
各项收入占比是对year ended 2025-12-31, high confidence的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
Repatha
An injectable medicine that lowers LDL cholesterol and is used to reduce the chance of major heart and blood-vessel events in certain adults.
Prolia
A medicine for osteoporosis that helps reduce fracture risk in certain people, including postmenopausal women and men at high risk of fracture.
Otezla
An oral medicine used for plaque psoriasis, psoriatic arthritis and certain mouth ulcers.
再显示 3 项
ENBREL
A medicine used for rheumatoid arthritis, plaque psoriasis and psoriatic arthritis.
TEZSPIRE
An antibody medicine used as an add-on treatment for severe uncontrolled asthma and, in approved markets, chronic sinus inflammation with nasal polyps.
IMDELLTRA
A cancer medicine for adults with extensive-stage small cell lung cancer that has progressed during or after platinum-based chemotherapy.
谁在买3
- In the United States, Amgen sells substantially all its products to pharmaceutical wholesalers, which then distribute them to healthcare providers. McKesson, Cencora and Cardinal Health together accounted for 77% of worldwide gross revenue (year ended 2025-12-31, high confidence).
- Outside the United States, Amgen sells to healthcare providers and pharmaceutical wholesalers, depending on local distribution practices.
- Healthcare providers, including physicians and their clinics, hospitals, dialysis centers and pharmacies, use or dispense Amgen medicines; some products are also marketed through direct-to-patient channels.
靠什么支撑，什么会击垮它
业务依赖什么
- 1Amgen relies on large wholesalers for distribution: McKesson, Cencora and Cardinal Health together accounted for 77% of worldwide gross revenue (year ended 2025-12-31, high confidence).
- 2The United States is its largest market, accounting for 71.9% of revenue by geography (year ended 2025-12-31, high confidence).
- 3Its sales depend on government and commercial insurers covering its medicines and deciding how much they will reimburse; coverage rules and required discounts can affect use and net prices.
- 4The 10-K says a substantial majority of commercial manufacturing takes place in Puerto Rico and a substantial majority of clinical manufacturing takes place in Thousand Oaks, California.
- 5Amgen relies on third-party suppliers for some raw materials, devices and components, including items for which a supplier may be its only source.
可能出什么问题
- 1Government and private payer policies can limit access or reduce the prices Amgen receives. The filings describe Medicare price setting for ENBREL and Otezla, expanded discounts through the 340B program, and other pricing policies as pressures on sales and profitability.
- 2Biosimilar and generic competition can reduce sales and prices. The patents for Prolia and XGEVA have expired in key markets, and the 10-Q reports lower sales as biosimilar competitors entered those markets.
- 3Manufacturing disruption could limit medicine supply and sales. The 10-K identifies concentration of commercial manufacturing in Puerto Rico and clinical manufacturing in Thousand Oaks, California, as potential sources of disruption.
关于Amgen Inc.
Amgen researches, develops and manufactures medicines, including biologic medicines made using living cells and small-molecule drugs. It sells treatments for conditions including heart disease, cancer, osteoporosis, asthma and autoimmune diseases. It also sells biosimilar medicines, which are highly similar versions of existing biologic medicines.
- 总部
- Thousand Oaks, California
- 成立于
- 1980 (incorporated in California; high confidence)
- 上市于
- NASDAQ
- 财年结束
- December 31
基于 Amgen Inc. 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。 这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。
