Vertex Pharmaceuticals Incorporated: EPS $4.76 vs $4.82 expected; revenue $3.44B vs $3.42B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 4.76 | 4.82 | −1.2% | 4.80 |
| Revenue (USD bn) | 3.44 | 3.42 | +0.6% | 3.08 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Nov 2, 2026 | Q3 FY2026 | 4.76 | 4.82 | −1.2% | 3.44 | 3.42 | +0.6% |
| Aug 3, 2026 | Q2 FY2026 | 4.73 | 4.74 | −0.2% | 3.33 | 3.23 | +3.2% |
| May 4, 2026 | Q1 FY2026 | 4.47 | 4.24 | +5.4% | 2.99 | 2.99 | −0.2% |
| Feb 12, 2026 | Q4 FY2025 | 5.03 | 5.11 | −1.6% | 3.19 | 3.18 | +0.2% |
| Nov 3, 2025 | Q3 FY2025 | 4.80 | 4.57 | +5.0% | 3.08 | 3.06 | +0.6% |
| Aug 4, 2025 | Q2 FY2025 | 4.52 | 4.29 | +5.4% | 2.96 | 2.91 | +2.0% |
| May 5, 2025 | Q1 FY2025 | 4.06 | 4.25 | −4.5% | 2.77 | 2.86 | −3.2% |
| Feb 10, 2025 | Q4 FY2024 | 3.98 | 4.02 | −1.0% | 2.91 | 2.78 | +4.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Vertex Pharmaceuticals Incorporated results: EPS $4.76 vs $4.82 expected; revenue $3.44B vs $3.42B. The results cover the company's Q3 FY2026. EPS came in below analysts' estimate by 1.2%; revenue above the estimate by 0.6%.
Revenue was up 11.8% from $3.08 billion a year earlier (Q3 FY2025). EPS was down 0.8% from $4.80 a year earlier. On its record, EPS topped analysts' estimates in 3 of 7 earlier comparable reports.
What the results mean
Vertex Pharmaceuticals Incorporated centers its business on cystic fibrosis treatments that target specific genetic mutations. Revenue growth reflects expanding sales, but understanding its implications for profitability requires examining operating costs and drug development spending.
Cystic fibrosis provides the commercial foundation, while development programs span kidney disease, diabetes, pain, and blood disorders. This breadth offers avenues for business expansion, with the conversion of research into products dependent on study results and the regulatory process.
What to watch on the earnings call: On the earnings call, watch management’s explanation of demand drivers for cystic fibrosis treatments and patient access, alongside how sales and research spending affect margins. Development program updates and resource allocation priorities also merit attention.
For the full analysis of Vertex Pharmaceuticals Incorporated stock — valuation, scores and financial statements — see the stock page linked with this story.