Takeda Pharmaceutical Company Limited · TAK · Next earnings

Takeda Pharmaceutical Company Limited reports Thursday, Oct 29, 2026

TAK reports before market open with consensus EPS at $0.14 and revenue at $7.34B. Last quarter: Takeda maintains FY2026 guidance as launches and savings advance

Reports Before market open0 days awayDate estimated Healthcare

What the street expects

Consensus for the coming report
Consensus EPS $0.14 Calendar consensus
Consensus revenue $7.34B Calendar consensus
Report date Oct 29, 2026 Thursday, date estimated
Session Before market open 0 days away

Where TAK left off: FY2026 Q2

Full report

Takeda maintains FY2026 guidance as launches and savings advance

EPS surprise — Reported — vs $0.14
Revenue surprise — Reported — vs $7.34B
Stock move -1.0% Event window
Subsequent drift 0.0% Up to 20 sessions

FY2026 guidance was maintained; the analysis notes a low-single-digit revenue decline outlook and raised profit forecasts, supported by favorable FX and cost efficiencies.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Mature and off-patent portfolio pressure, including VYVANSE loss of exclusivity.
  • Payer coverage and reimbursement timing for MIMRYLO.
  • Regulatory, dose-response and launch-timing uncertainty for ZASOCITINIB and ORZEYFUL, plus FX volatility.

Questions analysts left open

  • Effective dose and development path for ZASOCITINIB in ulcerative colitis.
  • Payer coverage and reimbursement timing for MIMRYLO.
  • Timing and pricing strategy for the ORZEYFUL US launch.

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Recent TAK quarters

All TAK earnings
-1.0%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q2

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.