Jun 30, 2023

Gilead Sciences Q2 2023 Earnings Report

Gilead Sciences' Q2 2023 earnings reflect a strong quarter with growth in HIV, Oncology, and Liver Disease, offset by a legal settlement accrual and lower Veklury sales.

Key Takeaways

Gilead Sciences reported a 5% increase in total revenue to $6.6 billion for Q2 2023, driven by growth in HIV and Oncology, which was partially offset by lower Veklury sales and a $525 million litigation accrual. Diluted EPS decreased to $0.83, while non-GAAP diluted EPS decreased to $1.34.

Total second quarter revenue increased 5% year-over-year to $6.6 billion.

Product sales excluding Veklury increased 11% year-over-year to $6.3 billion.

Biktarvy sales increased 17% year-over-year to $3.0 billion.

Oncology sales increased 38% year-over-year to $728 million.

Total Revenue
$6.6B
Previous year: $6.26B
+5.4%
EPS
$1.34
Previous year: $1.58
-15.2%
Product gross margin
78%
Previous year: 76.5%
+2.0%
Gross Profit
$5.16B
Previous year: $4.82B
+7.0%
Cash and Equivalents
$8B
Previous year: $4.74B
+68.8%
Free Cash Flow
$2.2B
Previous year: $1.66B
+32.5%
Total Assets
$62.3B
Previous year: $62.9B
-0.8%

Gilead Sciences

Gilead Sciences

Gilead Sciences Revenue by Segment

Gilead Sciences Revenue by Geographic Location

Forward Guidance

Gilead expects total product sales between $26.3 billion and $26.7 billion and non-GAAP diluted earnings per share between $6.45 and $6.80 for the full year 2023.

Positive Outlook

  • Total product sales between $26.3 billion and $26.7 billion, compared to $26.0 billion and $26.5 billion previously.
  • Total product sales, excluding Veklury, between $24.6 billion and $25.0 billion, compared to $24.0 billion and $24.5 billion previously.

Challenges Ahead

  • Total Veklury sales of approximately $1.7 billion, compared to approximately $2.0 billion previously.
  • Diluted earnings per share between $4.50 and $4.85, compared to $4.75 and $5.15 previously.
  • Non-GAAP diluted earnings per share between $6.45 and $6.80, compared to $6.60 and $7.00 previously.