Core Insights - Amgen reported $9.18 billion in revenue for the quarter ended June 2025, a year-over-year increase of 9.4%, with an EPS of $6.02 compared to $4.97 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - Revenue from product sales reached $8.77 billion, surpassing the average estimate of $8.5 billion, reflecting a 9.1% increase year-over-year [4] - Other revenues amounted to $408 million, exceeding the average estimate of $345.97 million, representing a year-over-year increase of 17.6% [4] - The EPS surprise was +14.45% compared to the consensus estimate of $5.26 [1] Product Sales Breakdown - Neulasta (ROW) sales were $19 million, below the estimate of $23.31 million, showing a year-over-year decline of 36.7% [4] - Neulasta (U.S.) sales were $63 million, compared to the estimate of $70.64 million, reflecting a 16% year-over-year decrease [4] - Otezla (ROW) sales were $106 million, slightly below the estimate of $112.78 million, with a year-over-year decline of 5.4% [4] - Nplate (U.S.) sales were $228 million, slightly above the estimate of $227.77 million, showing a year-over-year increase of 6.5% [4] - Vectibix sales totaled $305 million, exceeding the estimate of $277.53 million, with a year-over-year increase of 13% [4] - BLINCYTO sales were $384 million, slightly below the estimate of $385.77 million, but represented a significant year-over-year increase of 45.5% [4] - Enbrel sales were $604 million, significantly below the estimate of $804.22 million, reflecting a year-over-year decline of 33.6% [4] - LUMAKRAS/LUMYKRAS sales were $90 million, in line with the estimate of $90.65 million, showing a year-over-year increase of 5.9% [4] Stock Performance - Amgen's shares returned +3.1% over the past month, outperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Amgen reported $8.15 billion in revenue for Q1 2025, a year-over-year increase of 9.4% and an EPS of $4.90, up from $3.96 a year ago, exceeding both revenue and EPS consensus estimates [1] Financial Performance - Revenue of $8.15 billion surpassed the Zacks Consensus Estimate of $7.95 billion by 2.47% [1] - EPS of $4.90 exceeded the consensus estimate of $4.16 by 17.79% [1] - Total product sales reached $7.87 billion, compared to the average estimate of $7.59 billion, reflecting a year-over-year change of 10.6% [4] Product Sales Breakdown - Neulasta (ROW): $20 million, -35.5% YoY, below estimate of $26.10 million [4] - Neulasta (U.S.): $109 million, +25.3% YoY, above estimate of $67.86 million [4] - Otezla (ROW): $94 million, -6.9% YoY, below estimate of $103.34 million [4] - Otezla (U.S.): $343 million, +17.1% YoY, above estimate of $299.70 million [4] - BLINCYTO: $370 million, +51.6% YoY, above estimate of $337.78 million [4] - Repatha: $656 million, +26.9% YoY, above estimate of $615.59 million [4] - KYPROLIS: $324 million, -13.8% YoY, below estimate of $381.49 million [4] - Vectibix: $267 million, +8.1% YoY, above estimate of $250.50 million [4] - Enbrel: $510 million, -10.1% YoY, slightly above estimate of $502.53 million [4] - Other revenues: $276 million, -16.1% YoY, below estimate of $347.10 million [4] - Neulasta (Total): $129 million, +9.3% YoY, above estimate of $93.87 million [4] Stock Performance - Amgen shares returned -4.8% over the past month, compared to the Zacks S&P 500 composite's -0.7% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market [3]

Core Insights - Amgen's upcoming quarterly earnings report is projected to show earnings of $4.15 per share, a 4.8% increase year-over-year, with revenues expected to reach $7.96 billion, reflecting a 6.8% growth compared to the previous year [1] - Over the last 30 days, the consensus EPS estimate has been revised downward by 1.6%, indicating a reassessment by analysts [1][2] Revenue and Product Sales Estimates - Analysts forecast 'Product Sales- BLINCYTO- Total' to be $332.73 million, marking a 36.4% increase from the prior year [4] - 'Product Sales- Repatha- Total' is expected to reach $616.47 million, indicating a 19.2% year-over-year growth [4] - 'Product Sales- KYPROLIS- Total' is estimated at $381.49 million, reflecting a 1.5% increase from the previous year [4] - 'Product Sales- Vectibix- Total' is projected at $248.09 million, a slight increase of 0.4% year-over-year [5] - 'Product Sales- Neulasta- U.S.' is expected to decline to $67.86 million, a decrease of 22% from the prior year [5] - 'Product Sales- Neulasta- ROW' is estimated at $26.10 million, indicating a 15.8% decline year-over-year [5] - 'Product Sales- EPOGEN- U.S.' is projected to be $30.98 million, reflecting a 24.4% decrease [6] - 'Product Sales- Repatha- ROW' is expected to reach $295.07 million, a 20.9% increase from the previous year [6] - 'Product Sales- Repatha- U.S.' is projected at $331.22 million, indicating a 21.3% increase year-over-year [6] - 'Product Sales- KYPROLIS- ROW' is estimated at $147.40 million, reflecting a 3.8% increase [7] - 'Product Sales- BLINCYTO- U.S.' is expected to be $207.37 million, a 35.5% increase year-over-year [7] - 'Product Sales- BLINCYTO- ROW' is projected at $117.02 million, indicating a 28.6% increase from the prior year [7] Stock Performance - Over the past month, Amgen's shares have decreased by 8.5%, compared to a 4.3% decline in the Zacks S&P 500 composite [7]