TAK Earnings
Takeda Pharmaceutical Co Ltd
$
15.030
- Overview
- Forecast
- Valuation
- Earnings
Earning Analysis
Welcome to our in-depth analysis of Takeda Pharmaceutical Co Ltd(TAK) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Takeda Pharmaceutical Co Ltd earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: JPY
Actual
Estimate
Surprise Analysis
| FY2025Q4 | 2025-05-08 | Pre-Market | 0.24 | 0.16 | -33.33 | 1.07T | 1.05T | -1.95 | -5.25 | -8.90 |
| FY2025Q2 | 2024-10-31 | Pre-Market | 0.39 | - | - | 1.08T | 1.18T | +8.97 | +0.36 | -0.72 |
| FY2025Q1 | 2024-07-31 | - | 0.37 | 0.56 | +51.35 | 1.08T | 1.21T | +11.72 | +1.68 | -2.49 |
| FY2024Q4 | 2024-05-09 | - | - | 0.00 | - | 899.90B | 1.05T | +16.78 | +2.37 | +2.53 |
TAK Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Takeda Pharmaceutical Co Ltd reported performance for FY2025Q4, announced on 2025-05-08. The company achieved an EPS of 0.16, compared to analyst estimates of 0.24 by -33.33% . Revenue for the quarter reached 1.05T compared to expectations of 1.07T by -1.95% .
The stock price reacted with a -5.25% one-day change and a -8.90% five-day change following the earnings release. These movements reflect market reaction in Takeda Pharmaceutical Co Ltd growth trajectory and strategic initiatives.
TAK Earnings Forecast
Looking ahead, Takeda Pharmaceutical Co Ltd(TAK) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2026/Q1 project quarter revenue of 1.16T and an EPS of .
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2026 have been Revise Upward by 0.35%, while EPS estimates have been Revise Upward by 0.12%. For the upcoming , revenue estimates have been adjusted Go Up by 1.28% . These revisions correlate with a % change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Takeda Pharmaceutical Co Ltd long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between TAK's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2026
Revise Upward
+0.35%
In Past 3 Month
Revenue Estimates for Q1 2026
Revise Upward
+0.12%
In Past 3 Month
Stock Price
Go Up
+1.28%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2026
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2026:4.61T
--
EPS Estimate-Annual FY 2026:0
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Stock Price15.03
TAK Revenue and EPS Performance: A Historical Perspective
Takeda Pharmaceutical Co Ltd revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q4 (2025-05-08,Pre-Market):
EPS: 0.16 (Actual) vs.0.24 (Estimate) (-33.33%)
Revenue: 1.05T (Actual) vs. 1.07T (Estimate) (-1.95%)
Price Reaction: -5.25%(1-Day), -8.90%(5-Day)
FY2025Q2 (2024-10-31,Pre-Market):
EPS: (Actual) vs.0.39 (Estimate) (%)
Revenue: 1.18T (Actual) vs. 1.08T (Estimate) (8.97%)
Price Reaction: 0.36%(1-Day), -0.72%(5-Day)
FY2025Q1 (2024-07-31,):
EPS: 0.56 (Actual) vs.0.37 (Estimate) (51.35%)
Revenue: 1.21T (Actual) vs. 1.08T (Estimate) (11.72%)
Price Reaction: 1.68%(1-Day), -2.49%(5-Day)
Earnings Reaction
The chart below shows how TAK performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TAK sees a +1.16% change in stock price 10 days leading up to the earnings, and a -0.32% change 10 days following the report. On the earnings day itself, the stock moves by -0.21%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in MAR/2025, the stock changed 0.63% on the day following the earnings release and then changed by 0.98% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Takeda Pharmaceutical Company Limited (TAK) Q2 2025 Earnings Call Summary
Neutral
2024-11-01
The earnings call presents a mixed picture. Financial performance shows strong revenue and profit growth, but regulatory challenges, increased costs, and competitive pressures pose risks. The Q&A highlights management's confidence in certain products but also reveals competitive challenges and unclear guidance on some fronts. Positive elements like revenue growth and free cash flow are offset by concerns about regulatory impacts and competition. Overall, the sentiment is neutral, as positive financials are balanced by potential risks and uncertainties.
Takeda Pharmaceutical Company Limited (TAK) Q1 2025 Earnings Call Summary
Neutral
2024-08-02
The earnings call presents mixed signals: strong revenue growth and strategic pipeline progress are positive, but the flat revenue guidance and core operating profit decline are concerning. The Q&A reveals management's optimism about product growth and margin improvements, but there's uncertainty around VYVANSE revenue erosion and competition. The dividend increase is a positive factor, yet the financial guidance suggests caution. Overall, the sentiment is neutral, balancing positive developments with notable risks and uncertainties.
FAQ
What were the key highlights of TAK’s latest earnings report for FY2025Q4?
TAK reported its FY2025Q4 earnings on 2025-05-08, showcasing a revenue of 1.05T against an estimate of 1.07T, resulting in a -1.95% surprise. The EPS was 0.16, surpassing the expected 0.24 by -33.33% . The stock experienced a -5.25% price change on the earnings day and a -8.9% change over the next five days, reflecting market reactions to the results.
How did TAK’s stock price react after the FY2025Q4 earnings release?
What are the revenue and EPS estimates for TAK for 2026/Q1?
How does TAK’s stock price correlate with earnings forecast revisions?
What should investors expect from TAK’s next earnings report?