GSK beats top-line and bottom-line estimates; raises FY25 outlook

Published 1 week ago Positive
GSK beats top-line and bottom-line estimates; raises FY25 outlook
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* GSK press release [https://www.gsk.com/media/snycbnpn/q3-2025-results-announcement.pdf] (NYSE:GSK [https://seekingalpha.com/symbol/GSK]): Q3 Non-GAAP EPS of £0.55 beats by £0.08.
* Revenue of £8.55B (+4.9% Y/Y) beats by £300M.
* Specialty Medicines sales £3.4 billion (+16%); Respiratory, Immunology & Inflammation £1.0 billion (+15%); Oncology £0.5 billion (+39%); HIV sales £1.9 billion (+12%).
* Vaccines sales £2.7 billion (+2%); Shingrix £0.8 billion (+13%); Meningitis vaccines £0.5 billion (+5%); and Arexvy £0.3 billion (+36%).
* General Medicines sales £2.5 billion (+4%); Trelegy £0.7 billion (+25%).
* Cash generated from operations of £2.5 billion, with free cash flow of £1.2 billion.
* 2025 GUIDANCE UPGRADED NOW EXPECT: • 2025 turnover growth of between 6% to 7% (previously towards the top end of the range of between 3% to 5%); • Core operating profit growth of between 9% to 11% (previously towards the top end of the range of between 6% to 8%); and • Core EPS growth of between 10% to 12% (previously towards the top end of the range of between 6% to 8%). [https://static.seekingalpha.com/uploads/2025/10/29/saupload_Screenshot_2025-10-29_125506.png]

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