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葛兰素史克公布第二季度业绩,修改前景

2025-07-30 17:04

  • GSK press release (NYSE:GSK): Q2 Non-GAAP EPS of 46.50p
  • Revenue of £7.99B (+1.1% Y/Y)
  • Specialty Medicines sales £3.3 billion (+15%); Respiratory, Immunology & Inflammation £1.0 billion (+10%); Oncology £0.5 billion (+42%); HIV sales £1.9 billion (+12%)
  • Vaccines sales £2.1 billion (+9%); Shingrix £0.9 billion (+6%); Meningitis vaccines £0.4 billion (+22%); and Arexvy £0.1 billion (+13%)
  • General Medicines sales £2.6 billion (-6%); Trelegy £0.8 billion (+4%)
  • Total operating profit +33% and Total EPS +35% driven by lower CCL charges partly offset by intangible asset impairments
  • Core operating profit +12% and Core EPS +15% reflecting Specialty Medicines and Vaccines growth, higher royalty income and disciplined increased investment in R&D portfolio progression in Oncology and Vaccines.
  • GSK revises its full-year 2025 guidance at constant exchange rates (CER). GSK expects its turnover to increase towards the top end of the range between 3% to 5% and Core operating profit to increase towards the top end of the range between 6% to 8%. Core earnings per share is expected to increase towards the top end of the range between 6% to 8%. The Core earnings per share guidance includes the implementation of the £2 billion share buyback programme to the end of Q2 2026.
  • The Group has made planning assumptions that we expect turnover for Specialty Medicines to increase at a low teens percentage, Vaccines to decrease by a low-single digit per cent to broadly stable, and General Medicines to be broadly stable.

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