正在加载公司
Just reported
Q3 2026 results
From Moderna's results release of 2026年11月6日; its quarterly report has since been filed.
Revenue
Actual
US$1.31B
+29% y/y
Guided
—
No guide given
EPS, GAAP
Actual
US$0.38
Guided
—
No guide given
Operating income, GAAP
Actual
US$130M
Guided
—
No guide given
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.
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The themes Moderna 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 Biotechnology
Graded A or B and worth $2B or more: A first, then the largest.
ONCBeone Medicines Ltd.US$47.6BA+
EXELExelixis, Inc.US$16.8BA+
JAZZJazz Pharmaceuticals plcUS$15.5BA
TECHBIO-Techne CorpUS$11.4BA+
HALOHalozyme Therapeutics, Inc.US$11.4BA+
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
- COVID-19 vaccine sales, including Spikevax and mNEXSPIKE93%
- Payments for manufacturing capacity4%
- Government and other grants1%
- Collaboration revenue1%
- Licensing and royalties1%
- RSV vaccine sales, including mRESVIA0%
各项收入占比是对year ended 2025-12-31的估算，并非来自已提交报告的数字。
竞争对手
卖什么6
Spikevax
A COVID-19 vaccine updated to target circulating virus variants.
mNEXSPIKE
A COVID-19 vaccine that uses a lower mRNA dose than Spikevax and focuses the immune response on key parts of the virus.
mRESVIA
An RSV vaccine for older adults and certain adults at increased risk of severe RSV illness.
再显示 3 项
mFLUSIVA
An influenza vaccine approved in the United States and Canada for adults aged 50 and older; commercial sales began in September 2026.
mCOMBRIAX
A vaccine combining protection against influenza and COVID-19, authorized in Europe and Canada for adults aged 50 and older; it had not been commercialized by September 30, 2026.
Intismeran autogene (mRNA-4157)
An investigational personalized cancer treatment designed around mutations in an individual patient's tumor; it is being developed with Merck alongside pembrolizumab.
谁在买4
- Wholesalers and distributors, which are the main route for sales in the United States.
- Retail pharmacies, health care providers and government entities, which also buy vaccines in the United States.
- Governments and international organizations that purchase vaccines.
- Governments in the United Kingdom, Canada and Australia, which have multi-year commitments to purchase mRNA products.
靠什么支撑，什么会击垮它
业务依赖什么
- 1COVID-19 vaccine sales made up 93.1% of revenue in 2025, tying revenue closely to demand for those vaccines.
- 2Vaccine sales are seasonal and depend on public health recommendations, changes in circulating viruses and whether people choose to get vaccinated.
- 3Some materials and manufacturing processes rely on single-source suppliers, and the company also uses outside manufacturers and suppliers.
- 4Intismeran autogene is being developed with Merck, with development costs and potential profits or losses generally shared equally.
- 5Vaccine products can require cold storage and careful shipping.
可能出什么问题
- 1Demand for seasonal vaccines can change with public health recommendations, virus circulation, customer orders and willingness to vaccinate; these changes can affect sales.
- 2Clinical trials and regulatory reviews may delay or prevent approval of new vaccines and treatments; the influenza vaccine mRNA-1010 had faced a regulatory filing setback before its amended application was accepted for review.
- 3Manufacturing or supply problems, including supplier interruptions, product-release issues or failures to maintain required shipping and storage conditions, could delay or limit product supply.
关于Moderna, Inc.
Moderna makes vaccines using messenger RNA (mRNA), which gives cells instructions to make a protein that can help prevent or treat disease. It also develops mRNA-based treatments, including a personalized cancer treatment being developed with Merck and treatments for rare inherited diseases. As of September 30, 2026, it had five approved products, though its flu-plus-COVID vaccine had not yet been commercialized.
- 总部
- Cambridge, Massachusetts
- 成立于
- 2010
- 上市于
- Nasdaq
- 财年结束
- December 31
基于 Moderna, 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。