LSE$GSK

GlaxoSmithKline · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

GSK delivered strong quarterly growth driven by Specialty Medicines and raised its full-year guidance.

GSK reported £8.55 billion in revenue and £2.2 billion in net income for Q3 2025, with EPS per ordinary share estimated at £0.585 after converting from reported ADS values. Specialty Medicines saw double-digit growth while Vaccines and General Medicines remained steady.

  • Specialty Medicines revenue grew 16% year-over-year, driven by HIV and Oncology.
  • Free cash flow nearly doubled to £2.5 billion in the quarter.
  • Raised full-year guidance for sales, EPS, and free cash flow.
  • New product launches and strong pipeline progress support long-term growth.

Headline financials

Total Revenue

$11.5B

No prior period
EPS (adj)

$1.48

No prior period
Q1 Dividend per Share

$0.19

No prior period
Net Income

$2.96B

No prior period
Operating Income

$4.02B

No prior period

Revenue & EPS history

GSK · Revenue · Quarterly

$11.5B

Q3 2025
Beat estimate in 10 of 14 quarters(71%)
ActualEstimate

Revenue by segment

GSK · $7.63B total across 3 segments · Q4 2026

  • Specialty Medicines
    $3.23B
  • General Medicines
    $2.25B
  • Vaccines
    $2.15B

Forward guidance

GSK raised its full-year 2025 guidance based on strong performance in Specialty Medicines and cash generation.

Tailwinds

  • Upgraded full-year sales growth outlook to 9–10%.
  • Higher free cash flow expected due to strong operating leverage.
  • EPS guidance increased to 17–20% growth.
  • Continued momentum in HIV long-acting treatments.
  • Pipeline progression with 15 potential launches by 2031.

Headwinds

  • General Medicines growth expected to remain flat.
  • COVID-19 vaccine revenue tapering off.
  • Higher R&D expenses may pressure margins in Q4.
  • Foreign exchange headwinds may impact reported results.
  • Macroeconomic uncertainties could affect vaccine uptake in international markets.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 18 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+0.1%

Avg return

Earnings day

-0.2%

Avg return

5 days after

+0.4%

Avg return

30 days after

56%

28 / 50 earnings

Positive

+7.7%

Q4 2026

Best reaction

-9.6%

Q3 2017

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-5.3%
Q4 2026+7.7%-0.9%-13.6%
Q3 2025+6.4%+6.1%+9.5%
Q2 2025+4.5%+0.8%+7.3%
Q1 2025+2.3%-3.3%-4.5%
Q4 2024+4.4%+3.6%+6.4%
Q3 2023-4.3%-2.8%+6.8%
Q4 2023+3.9%+6.3%+7.5%
Q2 2023+0.5%+3.9%-4.8%
Q1 2023-2.4%-5.1%-2.8%
Q4 2022-0.4%+0.2%-1.7%
Q3 2022-1.9%-4.5%+5.6%
Q2 2022+1.0%+1.2%+10.0%
Q1 2022+3.0%-1.0%-3.1%
Q4 2021-1.7%-5.2%-10.3%
Q3 2021+4.8%+6.0%+2.1%
Q2 2021+1.5%-0.2%+10.8%
Q1 2021-0.6%+0.2%-0.1%
Q4 2020-5.9%-0.9%+5.2%
Q3 2020-3.9%-2.7%+4.9%
Q2 2020-2.5%-0.0%-4.1%
Q1 2020-0.0%+0.5%-1.2%
Q4 2019-6.3%+6.0%+10.1%
Q3 2019+2.7%+1.0%+2.0%
Q2 2019+0.5%-1.6%+7.3%
Q1 2019-1.6%-1.5%-6.1%
Q4 2018+2.8%-2.3%-3.4%
Q3 2018+0.2%+1.1%+5.7%
Q2 2018-2.1%-1.5%+4.6%
Q1 2018-1.1%-1.3%-1.9%
Q4 2017+0.5%+0.8%+3.8%
Q3 2017-9.6%-9.4%-13.4%
Q2 2017-2.9%+0.0%-10.8%
Q1 2017-1.7%-2.6%-6.8%
Q4 2016+1.4%+1.3%+4.8%
Q3 2016+0.2%-0.8%-3.6%
Q2 2016+2.3%-0.4%-8.4%
Q1 2016+1.5%
Q4 2015+0.2%
Q3 2015+2.5%
Q2 2015+4.5%
Q1 2015-3.0%
Q4 2014+3.8%
Q3 2014+4.0%
Q2 2014-5.9%
Q1 2014-1.8%
Q4 2013+2.8%
Q3 2013-0.0%
Q2 2013+0.8%
Q1 2013+1.3%

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