Released
FY2026 Q1
Earnings ReviewABBV
BEAT애브비
AbbVie Inc. · 헬스케어 (제약·면역)
Wed, April 29, 2026·Before Market Open
AbbVieSkyriziRinvoqABBV-295GLP-1ImmunologyHealthcare
01Wall Street Consensus
EPS$2.58
Revenue$13.6B
02Earnings Results
EPS$2.65+2.7%
Revenue$15.0B+10.3%
After-Hours ReactionRegular soft
Key Takeaways
- Adj. EPS $2.65 — $0.07 above the high end of the guide
- Revenue $15B — strong +12.4% YoY
- Skyrizi · Rinvoq — immunology dual engine intact
- ABBV-295 (GLP-1) ~10% weight loss at 12 weeks — entry into a new category
- Phase III AFFIRM (Skyrizi Crohn's subq induction) hit all endpoints
- FY2026 revenue guide raised to ~$67.3B
- FY2026 adj. EPS guide raised to $14.08-14.28
- Other lines fully offset Humira decline
Key Checkpoints
- 01Skyrizi · Rinvoq immunology dual-engine sales
- 02Humira sales decline — biosimilar impact
- 03Neuroscience (Vraylar) momentum
- 04FY2026 guidance
- 05ABBV-295 (GLP-1) trial progress
Upside Catalysts
- Skyrizi Crohn's indication expansion
- ABBV-295 ~10% weight loss at 12 weeks
- Vraylar indication expansion
Risk Factors
- Accelerating Humira biosimilar penetration
- Margin pressure — higher R&D spend
- Variability of pipeline trials
Detail
SEPS 서프라이즈 히스토리
Beat1Miss0Beat률 100%
분기별 EPS 컨센서스 대비 서프라이즈(%) — 막대: EPS, 점선: 매출
컨센서스 대비 실제 EPS/매출 서프라이즈 (%)