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Sep 30, 2025
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GSK Q3 2025 Earnings Report
GSK delivered strong quarterly growth driven by Specialty Medicines and raised its full-year guidance.
Key Takeaways
GSK reported £8.55 billion in revenue and £2.2 billion in net income for Q3 2025, with EPS per ordinary share estimated at £0.585 after converting from reported ADS values. Specialty Medicines saw double-digit growth while Vaccines and General Medicines remained steady.
Specialty Medicines revenue grew 16% year-over-year, driven by HIV and Oncology.
Free cash flow nearly doubled to £2.5 billion in the quarter.
Raised full-year guidance for sales, EPS, and free cash flow.
New product launches and strong pipeline progress support long-term growth.
Revenue by Geographic Location
Forward Guidance
GSK raised its full-year 2025 guidance based on strong performance in Specialty Medicines and cash generation.
Positive Outlook
- Upgraded full-year sales growth outlook to 9–10%.
- Higher free cash flow expected due to strong operating leverage.
- EPS guidance increased to 17–20% growth.
- Continued momentum in HIV long-acting treatments.
- Pipeline progression with 15 potential launches by 2031.
Challenges Ahead
- General Medicines growth expected to remain flat.
- COVID-19 vaccine revenue tapering off.
- Higher R&D expenses may pressure margins in Q4.
- Foreign exchange headwinds may impact reported results.
- Macroeconomic uncertainties could affect vaccine uptake in international markets.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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