Core Insights - AbbVie reported revenue of $15.78 billion for the quarter ended September 2025, reflecting a 9.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $15.59 billion by 1.2% [1] - The company's EPS was $1.86, down from $3.00 in the same quarter last year, but exceeded the consensus estimate of $1.77 by 5.08% [1] Revenue Performance by Segment - Oncology (Elahere) generated $170 million, below the average estimate of $199.05 million, but showed a year-over-year increase of 22.3% [4] - Creon (US) reported $368 million, exceeding the estimate of $350.08 million, with an 8.9% year-over-year growth [4] - Rinvoq (International) achieved $625 million, surpassing the estimate of $606.08 million, marking a significant 40.8% increase year-over-year [4] - Humira (US) revenue was $619 million, significantly below the estimate of $764.72 million, reflecting a drastic year-over-year decline of 64.9% [4] - Neuroscience total revenue reached $2.84 billion, exceeding the estimate of $2.74 billion, with a year-over-year increase of 20.2% [4] - Vraylar total revenue was $934 million, slightly below the estimate of $946.65 million, showing a year-over-year growth of 6.7% [4] - Immunology total revenue was $7.89 billion, in line with the estimate of $7.88 billion, representing an 11.9% year-over-year increase [4] - Rinvoq total revenue was $2.18 billion, slightly above the estimate of $2.16 billion, with a year-over-year growth of 35.3% [4] - Botox Therapeutic total revenue was $985 million, exceeding the estimate of $922.4 million, with a year-over-year increase of 16.2% [4] - Juvederm Collection total revenue was $253 million, slightly below the estimate of $257.9 million, reflecting a year-over-year decline of 1.9% [4] - Botox Cosmetic total revenue was $637 million, below the estimate of $686.58 million, with a year-over-year decrease of 5.1% [4] - Imbruvica revenue was $706 million, slightly below the estimate of $708.25 million, showing a year-over-year decline of 14.7% [4] Stock Performance - AbbVie shares have returned -3.5% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Viewpoint - Viatris (VTRS) is set to report its second-quarter 2025 results on August 7, 2025, with revenue estimates at $3.50 billion and earnings per share (EPS) at $0.56 [1][9] Summary by Segments Revenue Estimates - The Zacks Consensus Estimate for revenues from Developed Markets is $2.1 billion, driven by brands like Creon, Brufen, and the Thrombosis portfolio, which have likely offset declines in generics [2][3] - Revenues from Emerging Markets are estimated at $542 million, with growth in cardiovascular brands in Latin America and strengths in the Middle East and North America potentially offsetting pressures from the Indore facility [4] - For JANZ markets, the revenue estimate is $310 million, impacted by government price regulations and changes in Japan's reimbursement policies [5] - Greater China revenues are expected to be $546 million, benefiting from a diversified model across e-commerce, retail, and private hospitals [6] Product Category Performance - The brand business, which constitutes the majority of Viatris' portfolio, is likely to have benefited from the expansion of its cardiovascular portfolio in Latin America and strong growth in Europe and Greater China [6] Operating Expenses - Operating expenses may have increased due to investments in selling, general and administrative (SG&A) expenses for new product launches and advancements in key R&D programs [7] Share Price Performance - Viatris' shares have decreased by 29.3% over the past year, contrasting with an industry decline of 8.4% [8] Earnings Surprise History - The company has beaten earnings estimates in three of the last four quarters, with an average surprise of 2.14% [11]

Core Viewpoint - Analysts project AbbVie (ABBV) will report quarterly earnings of $2.40 per share, a 3.9% increase year over year, with revenues expected to reach $12.91 billion, reflecting a 4.8% increase from the same quarter last year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 0.8% over the past 30 days, indicating a collective reassessment by analysts [2]. - Revisions to earnings estimates are crucial for predicting investor actions, as empirical research shows a strong correlation between earnings estimate trends and short-term stock performance [3]. Revenue Projections - Analysts estimate 'Net Revenue- Botox Cosmetic- Total' at $576.62 million, down 8.9% year over year [5]. - 'Net Revenue- Imbruvica' is projected to be $676.15 million, reflecting a decrease of 19.3% from the prior-year quarter [5]. - 'Net Revenue- Eye Care- Total' is expected to be $531.41 million, indicating a slight decline of 1.2% [5]. - 'Net Revenue- Juvederm Collection- Total' is forecasted at $253.59 million, down 14.6% from the year-ago quarter [6]. - 'Net Revenue- Creon- US' is estimated at $267.00 million, a decrease of 6.3% year over year [6]. - 'Net Revenue- Rinvoq- International' is projected to reach $504.96 million, an increase of 37.2% from the prior-year quarter [6]. - 'Net Revenue- Rinvoq- US' is expected to be $1.09 billion, reflecting a significant increase of 50.2% year over year [7]. - 'Net Revenue- Humira- International' is estimated at $422.30 million, down 15.4% from the prior-year quarter [7]. - 'Net Revenue- Humira- US' is projected at $898.84 million, indicating a substantial decline of 49.3% year over year [7]. - 'Net Revenue- Immunology- Skyrizi- International' is expected to be $507.22 million, up 44.1% year over year [8]. - 'Net Revenue- Immunology- Skyrizi- US' is projected at $2.69 billion, reflecting a 62.3% increase year over year [8]. - The consensus estimate for 'Geographic Revenues- International' stands at $3.42 billion, indicating a 4.5% increase from the prior-year quarter [9]. Stock Performance - Over the past month, AbbVie shares have returned -18.7%, compared to the Zacks S&P 500 composite's -8.9% change [9].