Gilead Sciences, Inc. · GILD · Next earnings

Gilead Sciences, Inc. reports Thursday, Oct 29, 2026

GILD reports after market close with consensus EPS at $2.15 and revenue at $7.77B. Last quarter: Gilead Beats Q1 Estimates, Raises Guidance on Yes2Go Strength and HIV Growth

Reports After market close39 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $2.15 Calendar consensus
Consensus revenue $7.77B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session After market close 39 days away

Where GILD left off: FY2026 Q1

Full report

Gilead Beats Q1 Estimates, Raises Guidance on Yes2Go Strength and HIV Growth

EPS surprise +6.3% Reported $2.03 vs $1.91
Revenue surprise +0.7% Reported $6.96B vs $6.91B
Stock move -2.0% Event window
Subsequent drift -2.5% Up to 20 sessions

Management raised full-year 2026 revenue guidance by $400 million and lifted the HIV sales growth outlook to 8%. Yes2Go's 2026 sales target was increased to $1 billion, positioning it as a potential first-year blockbuster. The prior quarter had initially set the 2026 product sales range at $29.6 to $30 billion; this quarter's raise builds on that foundation. Guidance sentiment was raised for the second consecutive quarter.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Pricing headwinds from a new Medicaid pricing agreement and ACA changes (~2% impact).
  • Integration risk and upfront costs from Arcellx, Tubulis, and Oral Medicines acquisitions.
  • Intensifying competition in HIV, oncology, and cell-therapy markets from Astra, Daiichi, and Merck.
  • Regulatory timing risk for pending FDA decisions on Biclen, anitocel, and Hepcludex.
  • Inventory drawdowns and seasonal Q1 dynamics may affect sequential sales trends.

Questions analysts left open

  • Valuation and revenue contribution of the Tubulis acquisition, especially TUB-40 vs. lung cancer potential.
  • Mix of switch versus naive patients for Yes2Go and underlying adherence assumptions.
  • Lack of update on Phase 2 ulcerative colitis alpha4beta7 trial.
  • Timing and competitive positioning of GS-1324 versus rival programs.
  • Impact of competing ADCs such as datopotamab on Trodelvy market share.

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Recent GILD quarters

All GILD earnings
-2.0%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q1

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.