GSK Exceeds Q3 Earnings and Sales Projections, Shares Rise on Increased 2025 Outlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 29 2025
0mins
Source: NASDAQ.COM
Q3 Financial Performance: GSK reported Q3 2025 core earnings of $1.48 per ADS, exceeding estimates, with a year-over-year increase of 11%. Revenues rose 7% to $11.52 billion, driven by strong sales in HIV, oncology, and respiratory medicines.
Segment Growth: Specialty Medicines sales increased by 16%, General Medicines by 4%, and Vaccines by 2%. Notable growth in HIV sales was attributed to Dovato and long-acting medications, while oncology sales surged by 39% due to strong demand for Jemperli.
Revised Financial Guidance: GSK raised its 2025 sales growth forecast to 6-7% and expects core operating profit to grow by 9-11%. The company also reiterated its long-term sales target of over £40 billion by 2031.
Product Development and Launches: GSK has 80 assets in clinical development and plans to launch 15 new drugs by 2031, with several products already approved this year, including a new meningococcal vaccine and treatments for COPD and urinary tract infections.
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Analyst Views on JNJ
Wall Street analysts forecast JNJ stock price to fall
20 Analyst Rating
13 Buy
7 Hold
0 Sell
Moderate Buy
Current: 244.550
Low
190.00
Averages
218.50
High
240.00
Current: 244.550
Low
190.00
Averages
218.50
High
240.00
About JNJ
Johnson & Johnson and its subsidiaries are engaged in the research and development, manufacture, and sale of a range of products in the healthcare field. The Company’s segments include Innovative Medicine and MedTech. The Innovative Medicine segment is focused on various therapeutic areas, including immunology, infectious diseases, neuroscience, oncology, pulmonary hypertension, cardiovascular and metabolism. Its products include REMICADE (infliximab), SIMPONI (golimumab), SIMPONI ARIA (golimumab), STELARA (ustekinumab), TREMFYA (guselkumab), EDURANT (rilpivirine), and INVEGA SUSTENNA/XEPLION (paliperidone palmitate). The MedTech segment includes a portfolio of products used in cardiovascular, orthopedics, surgery, and vision categories. The Cardiovascular portfolio includes electrophysiology products to treat heart rhythm disorders and circulatory restoration products (Shockwave) for the treatment of calcified coronary artery disease (CAD) and peripheral artery disease (PAD).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Revenue Growth Expectations: The firm anticipates a 6% increase in full-year revenue to $94.2 billion in 2025, with projections reaching $100.5 billion in 2026, further bolstering market confidence in its stock.
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- Long-term Usage: The plaintiff, Gayle Emerson, used J&J's talc powder for over 45 years before being diagnosed with ovarian cancer in 2015, indicating a potential link between prolonged use and health risks, which may undermine consumer confidence in the product.
- Health Risk Warning: The verdict may spark further discussions regarding the safety of talc powder, particularly in women's health, potentially leading to more legal challenges and public scrutiny for Johnson & Johnson.
- Reputation Damage: The company's loss in this case could have long-lasting effects on its brand image, especially as consumer trust in health products becomes increasingly critical, potentially impacting future sales and market share.
See More
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