NASDAQ$GILD

Gilead Sciences Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Gilead Sciences' financial performance was solid, marked by growth in HIV and oncology products, and strategic collaborations.

Gilead Sciences reported a strong second quarter in 2022, with total revenue increasing by 1% to $6.3 billion. Excluding Veklury, product sales grew 7% year-over-year. The company saw continued strong demand for its HIV portfolio and oncology revenues reached an all-time high.

  • Total second quarter 2022 revenue increased 1% to $6.3 billion compared to the same period in 2021.
  • HIV product sales increased 7% to $4.2 billion in the second quarter of 2022 compared to the same period in 2021.
  • Cell therapy product sales increased 68% to $368 million in the second quarter of 2022 compared to the same period in 2021.
  • Trodelvy sales increased by 79% to $159 million in the second quarter of 2022 compared to the same period in 2021.

Headline financials

Total Revenue

$6.26B

Previous: $6.22B+0.7%
EPS (adj)

$1.58

Previous: $1.87-15.5%
Product Gross Margin

76.5%

Previous: 77.4%-1.2%
Effective Tax Rate

24.5%

Previous: 16.5%+48.5%
Capital Expenditures

-$390M

Previous: -$284M-37.3%
Free Cash Flow

$754M

Previous: $1.24B-39.1%
Net Income

$1.14B

Previous: $1.52B-24.8%
Operating Income

$2.03B

Previous: $2.25B-9.7%
Gross Profit

$4.82B

Previous: $4.83B-0.2%
Cash & Equivalents

$4.74B

Previous: $4.89B-3.1%
Total Assets

$62.9B

Previous: $68B-7.5%
Stock-Based Comp

$165M

Previous: $166M-0.6%

Revenue & EPS history

Gilead Sciences · Revenue · Quarterly

$6.26B

Q2 2022+0.7%vs Q2 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Gilead Sciences · $6.14B total across 3 segments · Q3 2023

  • HIV
    $4.67B+4.0%
  • Oncology
    $769M+327.2%
  • Liver Disease
    $706M

Forward guidance

Gilead has updated its full-year guidance and now expects total product sales between $24.5 billion and $25.0 billion, total product sales, excluding Veklury, between $22.0 billion to $22.5 billion, total Veklury sales of approximately $2.5 billion, non-GAAP earnings per share between $6.35 and $6.75, and earnings per share between $2.90 and $3.30.

Tailwinds

  • Total product sales between $24.5 billion and $25.0 billion.
  • Total product sales, excluding Veklury, between $22.0 billion to $22.5 billion.
  • Total Veklury sales of approximately $2.5 billion.
  • Non-GAAP earnings per share between $6.35 and $6.75.
  • Earnings per share between $2.90 and $3.30.

Headwinds

  • Financial guidance excludes the impact of any expenses related to potential acquisitions or business development transactions that have not been executed.
  • Financial guidance excludes fair value adjustments of equity securities.
  • Financial guidance excludes discrete tax charges or benefits associated with changes in tax related laws and guidelines.
  • The financial guidance is subject to a number of risks and uncertainties, including uncertainty around the duration and magnitude of the COVID-19 pandemic.
  • The rate and degree of impacts as well as the corresponding recovery from the pandemic may vary across Gilead’s business.

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 Q2 2022

Historical avgQ2 2022

+0.2%

Avg return

Earnings day

-0.2%

Avg return

5 days after

-0.4%

Avg return

30 days after

44%

32 / 73 earnings

Positive

+11.9%

Q3 2022

Best reaction

-12.4%

Q1 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.5%-1.5%-3.4%
Q4 2025+5.8%+5.3%-1.5%
Q3 2025+3.1%+3.5%+6.2%
Q2 2025+8.3%+8.9%+4.3%
Q1 2025-2.8%+0.4%+1.1%
Q4 2024+7.5%+8.3%+15.9%
Q3 2024+8.5%+7.5%+2.1%
Q2 2024-0.5%-0.0%+6.4%
Q1 2024-2.5%-2.8%-2.1%
Q4 2023-3.0%-4.0%-4.0%
Q3 2023-4.0%-6.4%-3.8%
Q2 2023+4.0%+5.8%+1.3%
Q1 2023-1.8%-3.9%-7.9%
Q4 2022+0.6%+2.4%-3.5%
Q3 2022+11.9%+12.0%+21.8%
Q2 2022+4.5%+2.5%+9.0%
Q1 2022-3.7%-2.0%+5.2%
Q4 2021-4.2%-7.0%-10.1%
Q3 2021-2.8%-1.3%+5.2%
Q2 2021-2.5%-0.3%+1.7%
Q1 2021-1.5%+1.9%+2.6%
Q4 2020+6.1%+4.3%+0.2%
Q3 2020-2.5%-2.5%+0.0%
Q2 2020-4.8%-2.9%-10.6%
Q1 2020-3.8%-4.8%-6.4%
Q4 2019-0.7%+3.8%+14.7%
Q3 2019-4.9%-4.7%-2.0%
Q2 2019-3.5%-4.3%-6.1%
Q1 2019+3.5%+2.4%-4.0%
Q4 2018-3.4%-3.7%-10.2%
Q3 2018+2.5%+5.9%-2.1%
Q2 2018+0.7%-1.7%-5.2%
Q1 2018-7.4%-9.4%-6.7%
Q4 2017+5.6%+1.2%+2.2%
Q3 2017-3.5%-6.2%-9.3%
Q2 2017+1.7%+3.2%+0.1%
Q1 2017-1.3%-0.5%-5.1%
Q4 2016-7.7%-8.3%-5.5%
Q3 2016-1.5%-1.6%-1.1%
Q2 2016-6.4%-8.2%-7.0%
Q1 2016-12.4%
Q4 2015+2.8%
Q3 2015-0.5%
Q2 2015+4.7%
Q1 2015+2.6%
Q4 2014-7.3%
Q3 2014-1.7%
Q2 2014+1.4%
Q1 2014+3.2%
Q4 2013-0.9%
Q3 2013+5.7%
Q2 2013+4.5%
Q1 2013+10.0%
Q4 2012-0.0%
Q3 2012+3.0%
Q2 2012+8.4%
Q1 2012-0.8%
Q4 2011+1.6%
Q3 2011+0.4%
Q2 2011-1.6%
Q1 2011+0.4%
Q4 2010-1.1%
Q3 2010-1.2%
Q2 2010-0.1%
Q1 2009+2.3%
Q1 2010+0.0%
Q4 2007-0.2%
Q4 2009-0.2%
Q3 2009+5.4%
Q3 2008+5.4%
Q4 2008-5.0%
Q2 2008-5.0%
Q2 2009-5.0%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro