NYSE$TAK
Takeda Pharmaceutical Co Ltd-ADR · Q1 2027 earnings
Q1 2027 earnings · · Investor relations
Briefing
Takeda reported solid Q1 FY2026 results with revenue growth on an actual exchange rate basis driven by core brands offsetting VYVANSE loss of exclusivity.
Takeda Pharmaceutical announced its first quarter fiscal 2026 results on July 30, 2026, showing revenue of JPY 1.22 trillion, up 10.2% year-over-year on an AER basis. Core operating profit rose 11.5% AER to JPY 358.9 billion, while reported net profit declined 8.9% to JPY 113.2 billion. The company maintained its full-year guidance unchanged and highlighted progress on its late-stage pipeline.
- Revenue reached JPY 1,219.9 billion (+10.2% AER, -0.5% CER) as core in-line brands offset VYVANSE LOE impact.
- Core operating profit was JPY 358.9 billion (+11.5% AER); reported operating profit JPY 201.4 billion (+9.1% AER).
- Reported EPS JPY 71.65 and core EPS JPY 154; full-year forecast and management guidance unchanged.
- Pipeline milestones advanced with first approval for ORZEYFUL in China and launch preparations on track for multiple assets.
Headline financials
Revenue & EPS history
Takeda · Revenue · Quarterly
¥7.49B
Forward guidance
No changes to FY2026 full-year forecast; management guidance at CER expects low-single digit % decline in core revenue, 5-8% decline in core operating profit, and mid-teens % decline in core EPS.
Tailwinds
- Resilient core in-line portfolio performance
- Transformation program delivering OPEX savings for reinvestment
- Pipeline progress on track with key approvals and submissions expected
Headwinds
- Mature portfolio declines including VYVANSE LOE
- Continued investment in launches and R&D pressuring near-term margins at CER
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 18 quarterly earnings reports
-0.7%
Avg return
Earnings day
-0.8%
Avg return
5 days after
+0.3%
Avg return
30 days after
39%
24 / 62 earnings
Positive
+6.3%
Q1 2019
Best reaction
-7.5%
Q4 2018
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2027 | — | — | — | |
| Q4 2027 | -1.4% | -2.1% | -5.8% | |
| Q3 2026 | +1.5% | -4.6% | +0.1% | |
| Q2 2025 | -3.9% | -1.5% | +4.7% | |
| Q1 2025 | -4.2% | -0.4% | +4.7% | |
| Q4 2024 | -5.1% | -8.9% | -0.7% | |
| Q1 2024 | +1.5% | +1.2% | +9.1% | |
| Q4 2023 | +1.5% | +3.0% | +3.1% | |
| Q3 2023 | -2.2% | -3.0% | -0.3% | |
| Q2 2023 | -7.1% | -6.2% | -3.2% | |
| Q1 2023 | -0.9% | -2.1% | -1.4% | |
| Q4 2022 | -3.5% | -3.1% | -4.5% | |
| Q3 2022 | +0.8% | +0.4% | -1.5% | |
| Q2 2022 | +1.8% | +2.4% | +12.4% | |
| Q1 2022 | -0.5% | -4.8% | -6.7% | |
| Q4 2021 | -1.8% | -1.7% | -7.8% | |
| Q3 2021 | +0.5% | +3.2% | +2.9% | |
| Q2 2021 | +1.4% | +2.8% | -2.1% | |
| Q1 2021 | -1.1% | -2.5% | -1.8% | |
| Q4 2020 | -0.7% | +0.9% | +2.4% | |
| Q3 2020 | -1.4% | +1.6% | +0.2% | |
| Q2 2020 | -4.4% | -1.6% | +11.6% | |
| Q1 2020 | +2.0% | +1.5% | +3.4% | |
| Q4 2019 | +5.5% | -0.9% | +3.8% | |
| Q3 2019 | +3.2% | +4.4% | -7.6% | |
| Q2 2019 | +3.3% | +6.6% | +12.3% | |
| Q1 2019 | +6.3% | +3.6% | +0.5% | |
| Q4 2018 | -7.5% | -10.4% | -11.0% | |
| Q2 2018 | -3.0% | -6.9% | -5.5% | |
| Q1 2018 | -1.7% | -0.3% | -1.2% | |
| Q4 2017 | -2.7% | +1.1% | -13.1% | |
| Q3 2017 | +0.4% | +2.5% | +5.3% | |
| Q2 2017 | -0.9% | -0.3% | +2.3% | |
| Q1 2017 | -0.8% | -2.2% | +3.1% | |
| Q4 2016 | -1.5% | -0.8% | +3.0% | |
| Q3 2016 | +0.1% | +2.3% | +1.3% | |
| Q2 2016 | -0.2% | -0.9% | -3.4% | |
| Q1 2016 | -1.6% | -0.6% | +4.0% | |
| Q4 2015 | -4.6% | — | — | |
| Q3 2015 | -2.0% | — | — | |
| Q2 2015 | +1.4% | — | — | |
| Q1 2015 | +1.1% | — | — | |
| Q4 2014 | -3.7% | — | — | |
| Q3 2014 | -0.7% | — | — | |
| Q2 2014 | -1.6% | — | — | |
| Q1 2014 | +1.1% | — | — | |
| Q4 2013 | -2.7% | — | — | |
| Q3 2013 | -0.7% | — | — | |
| Q2 2013 | -0.3% | — | — | |
| Q1 2013 | +1.2% | — | — | |
| Q4 2012 | -6.4% | — | — | |
| Q3 2012 | +1.6% | — | — | |
| Q2 2012 | -1.2% | — | — | |
| Q1 2012 | +0.0% | — | — | |
| Q4 2011 | -0.9% | — | — | |
| Q3 2011 | +1.0% | — | — | |
| Q2 2011 | -0.7% | — | — | |
| Q1 2011 | +1.5% | — | — | |
| Q4 2010 | -2.5% | — | — | |
| Q3 2010 | +1.4% | — | — | |
| Q2 2010 | -0.2% | — | — | |
| Q1 2010 | +1.7% | — | — | |
| Q4 2009 | -0.4% | — | — |
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