PFIZER INC (PFE) Form 10-Q — Nov 3, 2026
Pfizer reported Q3 2026 total revenues of $16.6 billion, essentially flat versus $16.7 billion a year ago, with diluted EPS of $0.56 versus $0.62, as growth from Eliquis, Padcev, the Vyndaqel family and Nurtec offset declines in COVID-19 products and Prevnar. Nine-month revenue rose 2% to $46.1 billion, but net income fell to $5.7 billion from $9.4 billion, driven by $4.3 billion of asset impairments, $1.0 billion of legal charges, and higher restructuring costs, partially offset by a $1.875 billion gain on exiting the ViiV investment.
Key figures
- Eps
- 0.57
- Revenue
- 16583000000
- Net Income
- 3242000000
- Revenue Yoy
- -0.4% (Q3: $16,583M vs $16,654M); +2% for nine months ($46,067M vs $45,022M)
- Total Assets
- 204544000000
- Cash Position
- 1824000000
- Shares Outstanding
- 5699853733
- Nine month eps
- 1
- Viiv sale proceeds
- 1875000000
- Diluted eps q3 2025
- 0.62
- Diluted eps q3 2026
- 0.56
- Q3 product revenues
- 13255000000
- Q3 royalty revenues
- 477000000
- Q3 alliance revenues
- 2851000000
- Metsera cvr potential
- $2.3 billion (up to $20.65/share)
- Nine month net income
- 5681000000
- Innovent upfront payment
- 650000000
- Innovent potential milestones
- 9850000000
- Long term debt carrying value
- 59997000000
- Operating cash flow nine months
- 8825000000
- Patent expiry revenue impact 2026
- 1100000000
- New cost savings announced q3 2026
- $1.0B (Realigning) + $1.5B (Manufacturing Optimization) from 2027-2029
- Metsera acquisition total consideration
- $8.0 billion ($7.8B net of cash)
- Restructuring program total expected costs
- 7300000000
- Manufacturing optimization program total costs
- 5400000000
- Remaining performance obligations comirnaty paxlovid
- $1.7B Comirnaty + $943M Paxlovid
AI analysis
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