Gilead Sciences, Inc.（GILD）股票——这是一门好生意吗？

Gilead Sciences, Inc.（GILD）股票——这是一门好生意吗？ — 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
US$8.3B
+6.8% y/y
+6.4% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$1.94
-20% y/y
Guided
—
No guide given
Operating income, GAAP
Actual
US$3.46B
+4.1% y/y
Guided
—
No guide given

Company outlook

Full year 2026

EPS, GAAPUS$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.

怎么赚钱

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

各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Gilead Sciences, Inc.

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.

总部: Foster City, California
成立于: 1987
员工人数: Approximately 17,000 (December 31, 2025, high)
上市于: Nasdaq
财年结束: December 31

基于 Gilead Sciences, 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。

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

Company outlook

Full year 2026

EPS, GAAPUS$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

怎么赚钱

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

各项收入占比是对six months ended June 30, 2026的估算，并非来自已提交报告的数字。

竞争对手

卖什么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.

再显示 3 项

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.

谁在买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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于Gilead Sciences, Inc.

总部: Foster City, California
成立于: 1987
员工人数: Approximately 17,000 (December 31, 2025, high)
上市于: Nasdaq
财年结束: December 31

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Gilead Sciences, Inc.

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

怎么赚钱

竞争对手

卖什么6

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Gilead Sciences, Inc.

Gilead Sciences, Inc.

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Biotech

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

Q3 2026 results

Revenue

EPS, GAAP

Operating income, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Gilead Sciences, Inc.

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

怎么赚钱

竞争对手

卖什么6

谁在买4

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于Gilead Sciences, Inc.

Gilead Sciences, Inc.

历史表现

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Biotech

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势