Gilead (GILD) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Gilead Sciences reported $7.93 billion in revenue for Q4 2025, a year-over-year increase of 4.7% and a surprise of +4.63% over the Zacks Consensus Estimate of $7.57 billion [1] - The EPS for the same period was $1.86, slightly down from $1.90 a year ago, with an EPS surprise of +1.91% compared to the consensus estimate of $1.83 [1] Financial Performance - Total product sales in the U.S. reached $5.87 billion, exceeding the average estimate of $5.59 billion, representing a year-over-year change of +5.8% [4] - Total product sales globally were reported at $7.9 billion, surpassing the six-analyst average estimate of $7.53 billion, with a year-over-year change of +4.9% [4] - Royalty contract and other revenues were $22 million, below the average estimate of $38.66 million, reflecting a year-over-year decline of -33.3% [4] Product Sales Breakdown - Product sales for Liver Disease (Other) in the U.S. were $168 million, significantly above the average estimate of $141.36 million, marking a year-over-year increase of +189.7% [4] - Sales for HIV product Biktarvy totaled $3.97 billion, exceeding the average estimate of $3.79 billion, with a year-over-year change of +5.1% [4] - Sales for Veklury were $212 million, below the average estimate of $266.85 million, indicating a year-over-year decline of -37.1% [4] Stock Performance - Gilead's shares have returned +23.7% over the past month, while the Zacks S&P 500 composite showed no change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]