NASDAQ$BIIB

Biogen Inc · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

Biogen reported Q4 2025 revenue of $2.3B with non-GAAP diluted EPS of $1.99.

Fourth-quarter total revenue was $2.3 billion, down 7% year over year, while growth products including LEQEMBI, SKYCLARYS, and ZURZUVAE reached nearly $1 billion combined. GAAP diluted EPS was $(0.33) and non-GAAP diluted EPS was $1.99. Management guides 2026 non-GAAP diluted EPS of $15.25–$16.25 with mid-single-digit revenue decline.

  • Q4 revenue $2.3B; non-GAAP EPS $1.99.
  • LEQEMBI global in-market sales ~$134M in Q4 (+54% YoY).
  • FY25 non-GAAP EPS $15.28 beat guidance.
  • 2026 non-GAAP EPS guide $15.25–$16.25.

Headline financials

Total Revenue

$2.28B

Previous: $2.45B-7.2%
EPS (adj)

$1.99

Previous: $3.44-42.2%
GAAP Effective Tax Rate

12.8%

Previous: 8.5%+50.6%
GAAP R&D Expense

$509M

No prior period
GAAP SG&A Expense

$683M

No prior period
Net Income

-$48.9M

Previous: $267M-118.3%
Operating Income

-$56M

Previous: $1.24B-104.5%

Revenue & EPS history

Biogen · Revenue · Quarterly

$2.28B

Q4 2025-7.2%vs Q4 2024
Beat estimate in 12 of 14 quarters(86%)
ActualEstimate

Forward guidance

The filing outlines Biogen's outlook, including operating priorities, capital allocation, and key risks, with specific numeric guidance where management provided it.

Tailwinds

  • Biogen cites execution on growth initiatives and balance-sheet flexibility.
  • Management emphasizes capital returns and operational priorities in the filing.

Headwinds

  • Macro, pricing, and competitive pressure may affect margins.
  • One-time items and segment mix can affect quarter-to-quarter comparability.

Historical earnings impact

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

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q4 2025

Historical avgQ4 2025

+0.3%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.9%

Avg return

30 days after

48%

34 / 71 earnings

Positive

+24.7%

Q3 2019

Best reaction

-19.6%

Q2 2015

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.0%+2.1%+6.9%
Q4 2025+8.5%+3.2%-0.3%
Q3 2025+0.9%+1.0%+23.2%
Q1 2025-0.1%-3.5%+7.2%
Q4 2024-4.3%-1.5%+0.0%
Q3 2024-5.2%-5.4%-12.4%
Q2 2024-3.5%-6.1%-4.0%
Q1 2024+4.8%+11.6%+12.7%
Q4 2023-9.8%-10.5%-10.3%
Q3 2023-8.5%-9.4%-2.6%
Q2 2023-4.2%-4.2%-5.3%
Q1 2023-1.7%+3.8%+1.4%
Q4 2022-6.1%-3.7%-9.0%
Q3 2022+2.1%+3.5%+10.5%
Q2 2022-2.8%-5.8%-2.8%
Q1 2022+1.3%-6.6%-4.2%
Q4 2021-1.5%-1.1%-6.9%
Q3 2021+0.8%+0.7%-4.1%
Q2 2021+0.8%+3.4%+5.8%
Q1 2021-2.7%-0.9%+4.9%
Q4 2020-3.7%-3.2%-2.5%
Q3 2020-0.1%-3.9%-8.6%
Q2 2020-0.6%+2.1%-1.1%
Q1 2020-11.2%-7.8%-7.4%
Q4 2019-4.8%+0.3%+9.2%
Q3 2019+24.7%+28.9%+29.1%
Q2 2019+3.8%+2.5%-0.2%
Q1 2019-0.1%-0.4%-1.4%
Q4 2018-0.7%+0.3%-0.6%
Q3 2018-4.3%-4.9%+0.0%
Q2 2018+7.2%-5.0%-4.5%
Q1 2018+3.9%+6.7%+9.7%
Q4 2017+6.2%+1.8%-15.5%
Q3 2017-4.2%-6.3%-5.7%
Q2 2017+3.8%+1.0%+0.3%
Q1 2017+1.1%-2.0%-8.6%
Q4 2016+1.8%+1.5%+4.4%
Q3 2016+1.7%-2.0%+6.7%
Q2 2016+9.7%+9.4%+20.7%
Q1 2016+6.3%
Q4 2015+2.3%
Q3 2015+4.1%
Q2 2015-19.6%
Q1 2015-9.5%
Q4 2014+10.8%
Q3 2014-3.3%
Q2 2014+10.9%
Q1 2014-3.7%
Q4 2013+4.1%
Q3 2013+0.8%
Q2 2013-1.5%
Q1 2013+3.6%
Q4 2012+5.3%
Q3 2012-2.2%
Q2 2012+3.0%
Q1 2012+2.4%
Q4 2011+0.7%
Q3 2011-1.2%
Q2 2011-2.1%
Q1 2011+1.5%
Q4 2010-0.5%
Q3 2010+4.3%
Q2 2010+3.4%
Q1 2009-3.8%
Q1 2010-0.3%
Q4 2007+2.9%
Q3 2009-1.7%
Q3 2008-1.7%
Q4 2008-0.4%
Q2 2009-0.4%
Q2 2008-0.4%

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