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Teva Pharmaceutical Industries Earnings Calls
| Release date | Nov 05, 2025 |
| EPS estimate | $0.683 |
| EPS actual | $0.374 |
| EPS Surprise | -45.23% |
| Revenue estimate | 4.464B |
| Revenue actual | 4.48B |
| Revenue Surprise | 0.366% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.617 |
| EPS actual | $0.243 |
| EPS Surprise | -60.63% |
| Revenue estimate | 4.362B |
| Revenue actual | 4.176B |
| Revenue Surprise | -4.25% |
| Release date | May 07, 2025 |
| EPS estimate | $0.456 |
| EPS actual | $0.185 |
| EPS Surprise | -59.51% |
| Revenue estimate | 4.381B |
| Revenue actual | 3.891B |
| Revenue Surprise | -11.19% |
| Release date | Jan 29, 2025 |
| EPS estimate | $0.698 |
| EPS actual | -$0.192 |
| EPS Surprise | -127.49% |
| Revenue estimate | 4.092B |
| Revenue actual | 4.229B |
| Revenue Surprise | 3.34% |
Last 4 Quarters for Teva Pharmaceutical Industries
Below you can see how TEVJF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 29, 2025 |
| Price on release | $19.03 |
| EPS estimate | $0.698 |
| EPS actual | -$0.192 |
| EPS surprise | -127.49% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $19.03 |
| Jan 24, 2025 | $19.03 |
| Jan 27, 2025 | $19.03 |
| Jan 28, 2025 | $19.03 |
| Jan 29, 2025 | $19.03 |
| Jan 30, 2025 | $18.50 |
| Jan 31, 2025 | $18.50 |
| Feb 03, 2025 | $18.50 |
| Feb 04, 2025 | $18.50 |
| 4 days before | 0% |
| 4 days after | -2.79% |
| On release day | -8.82% |
| Change in period | -2.79% |
| Release date | May 07, 2025 |
| Price on release | $16.11 |
| EPS estimate | $0.456 |
| EPS actual | $0.185 |
| EPS surprise | -59.51% |
| Date | Price |
|---|---|
| May 01, 2025 | $13.80 |
| May 02, 2025 | $13.80 |
| May 05, 2025 | $16.11 |
| May 06, 2025 | $16.11 |
| May 07, 2025 | $16.11 |
| May 08, 2025 | $16.11 |
| May 09, 2025 | $16.11 |
| May 12, 2025 | $16.11 |
| May 13, 2025 | $16.11 |
| 4 days before | 16.74% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 16.74% |
| Release date | Jul 30, 2025 |
| Price on release | $14.00 |
| EPS estimate | $0.617 |
| EPS actual | $0.243 |
| EPS surprise | -60.63% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $14.00 |
| Jul 25, 2025 | $14.56 |
| Jul 28, 2025 | $14.00 |
| Jul 29, 2025 | $14.00 |
| Jul 30, 2025 | $14.00 |
| Jul 31, 2025 | $14.00 |
| Aug 01, 2025 | $14.56 |
| Aug 04, 2025 | $14.00 |
| Aug 05, 2025 | $14.00 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
| Release date | Nov 05, 2025 |
| Price on release | $18.50 |
| EPS estimate | $0.683 |
| EPS actual | $0.374 |
| EPS surprise | -45.23% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $18.50 |
| Oct 31, 2025 | $18.50 |
| Nov 03, 2025 | $18.50 |
| Nov 04, 2025 | $18.50 |
| Nov 05, 2025 | $18.50 |
| Nov 06, 2025 | $18.50 |
| Nov 07, 2025 | $18.50 |
| Nov 10, 2025 | $18.50 |
| Nov 11, 2025 | $18.50 |
| 4 days before | 0% |
| 4 days after | 0% |
| On release day | 0% |
| Change in period | 0% |
Teva Pharmaceutical Industries Earnings Call Transcript Summary of Q3 2025
Q3 2025 highlights: Teva reported its 11th consecutive quarter of revenue growth (3% y/y; ~$4.5B) with adjusted EBITDA up 6% and non-GAAP EPS up 14%. Growth was driven by the innovative portfolio (up 33% y/y), notably AUSTEDO (U.S. $601M, +38% y/y), UZEDY (+24% y/y, TRx +119%) and AJOVY (+19% y/y). Management raised AUSTEDO 2025 guidance to $2.05–2.15B and reiterated the mid‑term target of $2.5B in 2027 and >$3B peak sales following the CMS/IRA negotiation. Generics were broadly stable (global generics +2% y/y) with U.S. generics and biosimilars strength offsetting Europe softness. Teva continues to expand its biosimilars portfolio (10 in-market, ~6 launches targeted through 2027).
Cost and cash/financials: Teva is executing a transformation targeting ~$700M net savings by 2027 (~2/3 to be realized by end-2026) and expects to reach ~30% operating margin by 2027 (around 27% in 2025). Net debt-to-EBITDA fell below 3x (first time since 2016) and is targeted to reach ~2x by 2027. Q3 free cash flow was $515M; full-year 2025 free cash flow guidance remains $1.6–1.9B. Full-year revenue guidance was tightened to $16.8–17.0B. Management expects one development milestone (duvakitug) to contribute ~$250M revenue in Q4 2025 (~$0.14 EPS impact) with the remainder in Q1 2026.
Pipeline and M&A/process items: Late‑stage/near-term innovative catalysts include olanzapine LAI (FDA submission planned this quarter), DARI (on track for enrollment), duvakitug Phase III programs initiated with Sanofi (UC and Crohn's), emrusolmin enrollment progressing for multiple system atrophy, and anti‑IL‑15 PoC readouts (celiac, vitiligo) in H1 2026. The previously exclusive TAPI divestment talks were paused; Teva has reinitiated a strategic sale process to maximize value while ensuring secure API supply terms.
