I thought the earnings were pretty decent. Obviously the market disagrees but I would love to hear your opinions of the earnings and today’s consequent drop in price.
02:35 AM EST, 02/10/2026 (MT Newswires) -- GSK (GSK.L) said China's Center for Drug Evaluation accepted for review its application for Arexvy as a vaccine in adults against respiratory syncytial virus-caused lower respiratory tract disease. According to a Tuesday filing, the British drugmaker is seeking approval in China for the use of the vaccine in adults aged at least 60 years. It supported the application with positive data from a phase 3 trial, and a regulatory decision is expected in 2027.
I thought the results today were decent, nice dividend growth for the upcoming and next year as well as the share buybacks. Market seems happy with the results what do you all think?
News on a new purchase for $GSK to strengthen its position in respiratory, immunology & inflammation offerings.
https://www.reuters.com/business/healthcare-pharmaceuticals/gsk-buy-rapt-therapeutics-22-billion-2026-01-20/
GSK Q3 2025 Earnings in 5 Days: Execution vs. FX & IRA headwinds
When: Wed 29 Oct 2025, 07:00 GMT; management presentation follows (webcast link on GSK IR).
Street sees steady quarter with specialty meds leading; focus on whether FY25 stays “top-end” of guidance as FX and US policy headwinds bite.
4 Key Takeaways
• Consensus (Q3’25E): Turnover £8.24bn, Core EPS ~47.1p, Op. margin ~32.4%; WANS ~4,036m (buybacks reduce share count).
• FY25 Guidance (CER): Sales +3–5%, Core OP +6–8%, Core EPS +6–8%, management guiding toward the top end.
• Returns: FY25 dividend run-rate ~64p indicated earlier; £2bn buyback programme underway (three tranches completed/underway YTD).
• Watchpoints (Q3): FX −1% to −2% drag on sales; US IRA Part D redesign ~£400–500m FY headwind; step-up in SG&A to support launches; vaccine mix (Shingrix/Arexvy seasonality) and oncology momentum (Jemperli/Ojjaara).
⭐ Star Rating
• Dividend Strength: ⭐⭐⭐⭐☆
• Financial Health: ⭐⭐⭐⭐☆
• Growth/Pipeline: ⭐⭐⭐☆☆
• Valuation: ⭐⭐⭐☆☆
• Management/Execution: ⭐⭐⭐⭐☆
Overall: ⭐⭐⭐⭐☆ (4/5) Solid execution and shareholder returns; mind FX/IRA and vaccine mix into Q4.
If specialty meds + oncology keep comping strong and FX/IRA headwinds are contained, GSK can hold the top-end FY25 guide. I’ll be watching EPS leverage vs. SG&A step-up and any colour on Arexvy/Shingrix trajectory into Q4.
ccc1990
för 8 månader sedan
Lovely stuff
ContrarianCNT
för 8 månader sedan
What's happening guys?
Unable to check what's going on. Biggest daily pop I can remember on GSK.
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Vad är aktiekursen för GSK (GSK)?
Det aktuella priset för GSK (GSK) är 1 901,8 GBX.
Vad är 52‑veckorshögsta för GSK?
Högsta nivån på 52 veckor för GSK är 2 281,7 GBX.
Vad är 52-veckorslägstanoteringen för GSK?
Den lägsta nivån på 52 veckor för GSK är 1 318,7 GBX.
Vad är den veckovisa prestandan för GSK?
Under den senaste veckan har priset på GSK ändrats med −0,84 %.
Hur ser den månatliga prestationen för GSK ut?
Under den senaste månaden har priset på GSK ändrats med 0,04 %.
Vad är 3-månadersprestandan för GSK?
Under de senaste tre månaderna har priset på GSK ändrats med −10,38 %.
Hur har 6‑månadersavkastningen för GSK varit?
Under de senaste sex månaderna har priset på GSK förändrats med 3,75 %.
Vad är den årliga prestandan för GSK?
Under det senaste året har priset på GSK förändrats med 28,07 %.