Gilead Sciences (GILD) reported $7.93 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 4.7%. EPS of $1.86 for the same period compares to $1.90 a year ago.
The reported revenue represents a surprise of +4.63% over the Zacks Consensus Estimate of $7.57 billion. With the consensus EPS estimate being $1.83, the EPS surprise was +1.91%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Gilead performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Product Sales- Liver Disease- Other Liver Disease- U.S.: $168 million compared to the $141.36 million average estimate based on three analysts. The reported number represents a change of +189.7% year over year.
- Product Sales- Other- AmBisome- U.S.: $5 million versus the three-analyst average estimate of $7.1 million. The reported number represents a year-over-year change of -28.6%.
- Product Sales- Liver Disease- Sofosbuvir / Velpatasvir- U.S.: $140 million compared to the $126.3 million average estimate based on three analysts. The reported number represents a change of -24.3% year over year.
- Total product sales- U.S.: $5.87 billion versus the three-analyst average estimate of $5.59 billion. The reported number represents a year-over-year change of +5.8%.
- Total product sales- Total: $7.9 billion versus the six-analyst average estimate of $7.53 billion. The reported number represents a year-over-year change of +4.9%.
- Revenues- Royalty contract and other revenues: $22 million compared to the $38.66 million average estimate based on six analysts. The reported number represents a change of -33.3% year over year.
- Product Sales- Liver Disease- Vemlidy- Total: $287 million versus $258.86 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +10.4% change.
- Product Sales- Oncology- Cell Therapy- Yescarta- Total: $368 million versus the five-analyst average estimate of $324.13 million. The reported number represents a year-over-year change of -5.6%.
- Product Sales- HIV- Biktarvy- Total: $3.97 billion versus the five-analyst average estimate of $3.79 billion. The reported number represents a year-over-year change of +5.1%.
- Product Sales- HIV- Symtuza-Revenue share- Total: $134 million versus $130.02 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -6.9% change.
- Product Sales- Veklury- Total: $212 million versus the five-analyst average estimate of $266.85 million. The reported number represents a year-over-year change of -37.1%.
- Product Sales- HIV- Odefsey- Total: $310 million versus the five-analyst average estimate of $291.65 million. The reported number represents a year-over-year change of -7.7%.
View all Key Company Metrics for Gilead here>>>
Shares of Gilead have returned +23.7% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Gilead Sciences, Inc. (GILD): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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