GSK Reports Q1 Profit Growth with Strong EPS Increase
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy GSK?
Source: NASDAQ.COM
- Profit Growth: GSK reported a pretax profit of £2.14 billion in Q1, slightly up from £2.11 billion last year, indicating stability in the company's profitability.
- EPS Increase: Earnings per share rose from 39.3 pence to 42.6 pence, an increase of 8.4%, reflecting effective strategies in cost control and sales growth.
- Core Operating Profit: Core operating profit reached £2.65 billion, up 5% at actual exchange rates and 10% at constant rates, demonstrating strong performance in the company's core business.
- Full-Year Guidance Affirmed: GSK affirmed its full-year 2026 guidance, expecting turnover growth between 3% and 5%, with core operating profit and EPS growth projected at 7% to 9%, showcasing confidence in future performance.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy GSK?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
Analyst Views on GSK
Wall Street analysts forecast GSK stock price to fall
6 Analyst Rating
1 Buy
2 Hold
3 Sell
Moderate Sell
Current: 54.220
Low
20.15
Averages
38.72
High
55.60
Current: 54.220
Low
20.15
Averages
38.72
High
55.60
About GSK
GSK plc is a United Kingdom-based biopharma company. The Company’s segments include Commercial Operations and Research and Development. The Company is focused on the science of the immune system and advanced technologies, investing in four core therapeutic areas-respiratory, immunology and inflammation; oncology; human immunodeficiency virus (HIV), and infectious diseases. Its specialty medicines prevent and treat diseases, from asthma, cancer and HIV to autoimmune diseases like lupus. General medicines include inhalers for asthma and chronic obstructive pulmonary disease (COPD) with antibiotics. Its portfolio also includes Efimosfermin, a fibroblast growth factor 21 (FGF21) analog therapeutic in clinical development. The Company also engaged in ozureprubart, a long-acting anti-immunoglobulin E (IgE) monoclonal antibody. The Company also owns HS235, a potential molecule for the treatment of pulmonary hypertension (PH).
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.
- Earnings Release Date: GSK is set to announce its Q1 earnings on April 29 before market open, with consensus EPS estimate at $1.16, reflecting a significant 97.4% year-over-year decline, while revenue is expected to reach $10.3 billion, indicating a robust 37.3% year-over-year growth.
- Historical Performance Review: Over the past two years, GSK has exceeded EPS estimates 100% of the time and revenue estimates 88% of the time, showcasing the company's reliability in financial forecasting and bolstering market confidence.
- Expectation Revision Dynamics: In the last three months, EPS estimates have seen one upward and one downward revision, while revenue estimates experienced one upward and three downward revisions, indicating mixed market sentiment regarding GSK's future performance, which could impact investor confidence.
- Market Analysis: GSK is rated as a 'Strong Buy' based on its potential in Mo-Rez oncology expansion, and with strong financials and expansion in the Chinese market, the company demonstrates competitive advantages and growth potential in the biopharmaceutical sector.
See More
- Earnings Beat: GSK's Q1 non-GAAP EPS of £0.465 exceeded expectations by £0.03, reflecting robust profitability and boosting investor confidence in the company's financial health.
- Revenue Growth: The company reported Q1 revenue of £7.63 billion, a 1.5% year-over-year increase that surpassed market expectations by £20 million, indicating sustained demand across its diversified product portfolio.
- Strong Specialty Medicines Sales: Specialty medicines generated £3.2 billion in sales, up 14%, with oncology products alone growing by 28%, showcasing GSK's competitive edge and market potential in innovative therapeutics.
- Shareholder Return Initiatives: GSK declared a Q1 2026 dividend of 17p, with an expected full-year dividend of 70p, and has executed £1.7 billion of its £2 billion share buyback program, further enhancing shareholder value.
See More
- Profit Growth: GSK reported a pretax profit of £2.14 billion in Q1, slightly up from £2.11 billion last year, indicating stability in the company's profitability.
- EPS Increase: Earnings per share rose from 39.3 pence to 42.6 pence, an increase of 8.4%, reflecting effective strategies in cost control and sales growth.
- Core Operating Profit: Core operating profit reached £2.65 billion, up 5% at actual exchange rates and 10% at constant rates, demonstrating strong performance in the company's core business.
- Full-Year Guidance Affirmed: GSK affirmed its full-year 2026 guidance, expecting turnover growth between 3% and 5%, with core operating profit and EPS growth projected at 7% to 9%, showcasing confidence in future performance.
See More
- Key Earnings Companies: Major companies expected to report earnings before Wednesday's open include AbbVie, SoFi Technologies, Phillips 66, GSK, and Teva Pharmaceutical Industries, indicating high market interest in their performance.
- Market Expectations: The performance of these companies will directly impact investor confidence, particularly in the current economic climate where profitability in the pharmaceutical and technology sectors is under scrutiny.
- Additional Earnings Releases: In addition to the major players, several other firms such as ADP, AETUF, and AZN are also slated to report earnings, providing broader economic health indicators for the market.
- Importance of Earnings Season: Earnings season is a critical time for investors to assess company performance and market trends, with analysts and investors closely monitoring these reports to adjust their investment strategies.
See More
- FDA Priority Review: GSK announced that its hepatitis B therapy, bepirovirsen, has received priority review from the FDA, with a target action date of October 26, 2026, potentially offering a new treatment option for approximately 1.7 million patients in the U.S., significantly enhancing GSK's competitive position in the liver disease market.
- Breakthrough Therapy Designation: The FDA has granted Breakthrough Therapy designation for the New Drug Application, indicating its potential for significant clinical benefits in treating chronic hepatitis B, which further bolsters GSK's R&D reputation and market confidence.
- Successful Clinical Trials: The NDA is supported by data from the Phase 3 B-Well 1 and B-Well 2 trials, which met primary endpoints and demonstrated statistically significant and clinically meaningful functional cure rates, indicating GSK's innovative potential in chronic hepatitis B treatment.
- Global Regulatory Reviews: In addition to the U.S., bepirovirsen is undergoing regulatory reviews in Europe, Japan, and China, and if approved, it will further expand GSK's international market presence and strengthen its global business strategy.
See More
- FDA Priority Review: The FDA has accepted GSK's New Drug Application for Bepirovirsen, developed in partnership with Ionis, for priority review, marking a significant advancement in chronic hepatitis B treatment, with a decision expected by October 26, 2026.
- Breakthrough Therapy Designation: Bepirovirsen has received Breakthrough Therapy designation from the FDA, indicating its potential in treating chronic hepatitis B, which may provide new treatment options for patients and enhance market competitiveness.
- Clinical Trial Support: The regulatory submission is supported by positive results from the global B-Well 1 and B-Well 2 trials, which demonstrated statistically significant functional cure rates, thereby bolstering its credibility for clinical use.
- International Regulatory Review: Bepirovirsen is also under review by the European Medicines Agency, the China National Medical Products Administration, and Japan's Ministry of Health, Labour and Welfare, highlighting its global market potential and broad impact on chronic hepatitis B patients.
See More











