Particle.news
Download on the App Store

Pfizer Raises 2026 Revenue Floor After Q2 Beat as Covid Sales Fall

Management pointed to stronger non‑Covid drug sales and the $10 billion Metsera deal as steps to offset weakening revenue from the vaccine plus antiviral Paxlovid.

Overview

  • Pfizer reported second‑quarter adjusted earnings per share of $0.77 and revenue of $15.03 billion, both above analyst expectations.
  • The company raised the low end of its full‑year revenue outlook to $60.5 billion to $62.5 billion while keeping its adjusted EPS target at $2.80 to $3.00.
  • Pfizer cut its forecast for Covid‑product revenue to $4 billion for the year, reflecting sizable declines in both its vaccine and the antiviral pill Paxlovid.
  • Executives pointed to stronger sales in non‑Covid medicines and the $10 billion acquisition of Metsera as part of a push to build an obesity and GLP‑1 franchise to replace lost Covid income.
  • Investors are watching near‑term clinical readouts, especially data on a GLP‑1 plus amylin combination, because those results could materially affect Pfizer’s growth path and valuation.