AbbVie Inc. (ABBV) Earnings History

AbbVie Inc. - Q1 2026 EarningsBeat

Filed at: Apr 29, 2026, 7:50 AM EDT|Read from source

EXECUTIVE SUMMARY

AbbVie delivered a strong start to 2026, exceeding expectations with robust revenue growth driven by its key immunology and neuroscience portfolios. The company raised its full-year adjusted EPS guidance, reflecting confidence in its ongoing performance and pipeline advancements.

POSITIVE HIGHLIGHTS

  • •

    First-quarter net revenues increased 12.4% on a reported basis to $15.002 billion, or 10.3% operationally.

    positive
  • •

    Immunology portfolio net revenues grew 16.4% reported to $7.290 billion, with Skyrizi up 30.9% and Rinvoq up 23.3%.

    positive
  • •

    Neuroscience portfolio net revenues increased 26.0% reported to $2.875 billion, led by strong growth in Vraylar and Botox Therapeutic.

    positive
  • •

    Full-year 2026 adjusted diluted EPS guidance raised to $14.08 - $14.28 from $13.96 - $14.16.

    positive
  • •

    Adjusted diluted EPS of $2.65 increased 7.7% year-over-year, exceeding expectations.

    positive

CONCERNS & RISKS

  • •

    GAAP diluted EPS decreased 45.8% to $0.39, significantly impacted by $0.41 per share from acquired IPR&D and milestones expense.

    attention
  • •

    Oncology portfolio net revenues decreased 0.2% reported to $1.631 billion, with Imbruvica down 24.7%.

    attention
  • •

    Humira net revenues decreased 38.6% reported to $688 million, indicating continued erosion.

    attention
  • •

    Acquired IPR&D and milestones expense was $744 million, a significant increase from $248 million in the prior year.

    attention
  • •

    Juvederm Collection net revenues decreased 2.9% operationally.

    attention

FINANCIAL METRICS

Revenue
Quarterly
$15.00B
+12.4%
Prior year: $13.34B
Net Income
Quarterly
$697.00M
-45.8%
Prior year: $1.29B
EPS (Diluted)
Quarterly
N/A
N/A
Operating Income
Quarterly
$3.99B
+6.9%
Prior year: $3.73B
EPS (Basic)
Quarterly
N/A
N/A

MARGIN ANALYSIS

Gross Margin
Current Quarter
71.9%
YoY Change
N/A
Operating Margin
Current Quarter
26.6%
YoY Change
N/A
Net Margin
Current Quarter
4.7%
Prior Year
9.6%
YoY Change
-499 bps

Margin expansion indicates improving profitability and operational efficiency. Measured in basis points (bps): 100 bps = 1.0%.

REVENUE BY SEGMENT — Q1 2026 2026

VISUAL OVERVIEW

|
Immunology
0.0%
N/A
CC: +14.3%
Neuroscience
0.0%
N/A
CC: +24.3%
Oncology
0.0%
N/A
CC: -3.0%
Aesthetics
0.0%
N/A
CC: +5.1%

DETAILED BREAKDOWN

|
SegmentCurrentPrior YrYoY% TotalCC
Immunology
N/A———+14.3%
Neuroscience
N/A———+24.3%
Oncology
N/A———-3.0%
Aesthetics
N/A———+5.1%
Total Revenue$0.00M——100.0%—

Segment performance shows business unit health and growth drivers. Constant currency (CC) removes FX impact for like-for-like comparison.

MANAGEMENT GUIDANCE

FY2026

Adjusted Diluted EPS
$14.08—$14.28
Mid-point: $14.18
"Raised guidance"

Forward-looking guidance is subject to change and does not constitute a guarantee. Actual results may differ materially from these estimates.

EARNINGS CALL —

Call date
2026-04-29
Tone
N/A
Hedge density
N/A
Deflection rate
N/A

SPECIAL ITEMS & ADJUSTMENTS

Q1 2026
Acquired IPR&D and milestones expense
Unfavorable impact on GAAP and Adjusted EPS.
+$744M
$0.41 per share
Q1 2026
Intangible asset amortization
Adjusted out for non-GAAP results.
+$1,748M
$0.85 per share
Q1 2026
Change in fair value of contingent consideration
Adjusted out for non-GAAP results.
+$2,387M
$1.31 per share
Q1 2026
Other specified items (pre-tax)
Adjusted out for non-GAAP results.
+$395M
$0.10 per share
Q1 2025
Acquired IPR&D and milestones expense
Unfavorable impact on GAAP and Adjusted EPS.
+$248M
$0.13 per share
Q1 2025
Intangible asset amortization
Adjusted out for non-GAAP results.
+$1,858M
$0.89 per share
Q1 2025
Change in fair value of contingent consideration
Adjusted out for non-GAAP results.
+$1,518M
$0.83 per share
Q1 2025
Other specified items (pre-tax)
Adjusted out for non-GAAP results.
+$62M
$0.02 per share
Total Impact
+$8,960M$4.54 per share

Special items are non-recurring events that may distort period-over-period comparisons. Analysts typically adjust for these when calculating normalized earnings.

MANAGEMENT COMMENTARY

AbbVie's key growth drivers continue to deliver strong performance and support our enhanced full-year outlook.

— AbbVie Inc., Q1 2026 2026 Earnings Call

We are also generating exciting data and advancing numerous programs across all stages of development.

— AbbVie Inc., Q1 2026 2026 Earnings Call

Our pipeline progress and solid business fundamentals position AbbVie for robust long-term growth.

— AbbVie Inc., Q1 2026 2026 Earnings Call

Commentary excerpts from earnings call transcripts provide management's perspective on performance, strategy, and outlook. Always review full transcripts for complete context.

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