Takeda Pharmaceutical Company Limited: EPS $0.3852 vs $0.145 expected; revenue $7.55B vs $7.34B
Key Facts
Q2 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.3852 | 0.1450 | — | 0.4400 |
| Revenue (USD bn) | 7.5500 | 7.3400 | +2.9% | 7.2200 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q2 FY2026 | 0.3852 | 0.1450 | — | 7.55 | 7.34 | +2.9% |
| Jul 30, 2026 | Q1 FY2026 | 0.2250 | 0.1689 | +33.2% | 7.66 | 7.13 | +7.4% |
| May 13, 2026 | Q4 FY2025 | 0.2800 | 0.2100 | +33.3% | 6.92 | 7.14 | −3.0% |
| Jan 29, 2026 | Q3 FY2025 | 0.4800 | 0.5500 | −12.7% | 7.73 | 7.54 | +2.5% |
| Oct 30, 2025 | Q2 FY2025 | 0.4400 | 0.4400 | 0.0% | 7.22 | 7.79 | −7.3% |
| Jul 30, 2025 | Q1 FY2025 | 0.5200 | 0.4700 | +10.6% | 7.35 | 8.02 | −8.3% |
| Jan 30, 2025 | Q3 FY2024 | 0.4200 | 0.3400 | +23.5% | 7.39 | 7.36 | +0.4% |
| Oct 31, 2024 | Q2 FY2024 | 0.4400 | 0.3900 | +12.8% | 7.69 | 7.45 | +3.2% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Takeda Pharmaceutical Company Limited results: EPS $0.3852 vs $0.145 expected; revenue $7.55B vs $7.34B. The results cover the company's Q2 FY2026. The gap between EPS and the analysts' estimate is unusually large, usually a one-off item or a different basis, so it is not called a beat or a miss; revenue above the estimate by 2.9%. Figures are in USD as carried for this US-traded line; the company reports in JPY.
Revenue was up 4.5% from $7.22 billion a year earlier (Q2 FY2025). EPS was down 12.5% from $0.44 a year earlier. On its record, EPS topped analysts' estimates in 5 of 7 earlier comparable reports.
What the results mean
Revenue growth at Takeda Pharmaceutical Company Limited sits within the context of a diversified therapeutic portfolio and broad geographic reach. The available information does not identify the contributions of individual therapeutic areas or markets, so the growth cannot be attributed to a particular medicine or business.
Business drivers include medicines for digestive disorders, rare diseases, plasma-derived therapies, oncology, and neurological conditions. Commercialization of this portfolio is integrated with drug discovery, development, and manufacturing, alongside partnerships and licensing agreements that support research activity.
What to watch on the earnings call: The call merits attention for management’s explanation of revenue growth across therapeutic areas and markets, along with its comments on medicine demand, margins, and research and development spending. The role of partnerships and licensing agreements in developing the therapeutic portfolio also warrants attention.
For the full analysis of Takeda Pharmaceutical Company Limited stock — valuation, scores and financial statements — see the stock page linked with this story.