AbbVie Inc. (ABBV) Earnings Call Transcripts
AbbVie Inc.'s Latest Earnings Call - September 15, 2026
In the third quarter of fiscal year 2026, AbbVie Inc. (ABBV:US) reported revenues of $15.2 billion, exceeding expectations of $14.5 billion, driven by strong performance in immunology and oncology. The company also posted earnings per share (EPS) of $2.85, beating the consensus estimate of $2.70. AbbVie raised its full-year revenue guidance to $58 billion, up from a previous estimate of $56 billion, reflecting confidence in its expanding pipeline and market position, particularly in immunology and neuroscience.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $15.2B (beat) |
| EPS | $2.85 (beat) |
| Full-Year Revenue Guidance | $58B (raised) |
| Immunology Growth Contribution | $28B (positive) |
| Peak Sales Potential of Tavapadon | $5B (positive) |
| Atopic Dermatitis Bio Penetration Rate | 8% (positive) |
Guidance from management
AbbVie raised its full-year revenue guidance to $58 billion, reflecting strong confidence in its pipeline and market position. The company expects continued growth driven by its immunology and oncology segments.
What management said
The pure number of patients is 3x, and it's less than 1/3 penetrated at this point. So the way that these markets work is you get line of therapy expansion, you get momentum over time as people live with these conditions for atopic dermatitis to be lifelong because you have a significant pediatric population. So it's extremely attractive, and I think the investors have seen that with the [indiscernible].
I think the other longer-term opportunity for us is the Capstan platform, in vivo CAR-T, which gives us I think, some very compelling opportunities, both in immunology and neuroscience. We talked about neuroimmunology. We actually have an opportunity there longer term. And so as we think about BD, we're always looking to add more depth to the pipeline. is there something that, say, more disease modification in Parkin...
What analysts pressed on
Analysts expressed concerns about the competitive landscape, particularly regarding biosimilars like Dupixent and how AbbVie plans to navigate this competition. There were also questions about the timing and market acceptance of new products, especially in the CNS segment.
Main topics on the call
- Pipeline Strength and Growth — AbbVie highlighted significant progress in its pipeline, particularly in immunology and oncology, stating, "we have a very clear line of sight to growth, well into the next decade." The company expects to offset the $18 ...
- Acquisition of Apogee — The acquisition of Apogee was emphasized as a strategic move to enhance AbbVie's immunology portfolio, particularly in atopic dermatitis and asthma. CEO Robert Michael noted, "It gives us a great opportunity in an area o...
- Biosimilar Competition Concerns — Management addressed concerns regarding biosimilar competition, particularly with Dupixent, stating, "we're not really too worried about biosimilar Dupixent just because we've seen how these markets evolve." This indicat...
- Oncology Pipeline Developments — AbbVie is optimistic about its oncology pipeline, particularly with the upcoming data on its next-gen BCMA T cell engager, which has shown high efficacy. Steve Scala stated, "the data monitoring committee reached out to ...
Read the full AbbVie Inc. transcript (September 15, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About AbbVie Inc.
AbbVie Inc. (ABBV) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 89 calls on record spanning January 15, 2020 to September 15, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 89 AbbVie Inc. earnings call transcripts on record, spanning January 15, 2020 to September 15, 2026. Based on this history, AbbVie Inc. reports quarterly. The most recent call on file is dated September 15, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- ABBV
- Exchange
- NYSE
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 89
- First call
- January 15, 2020
- Most recent
- September 15, 2026
- Reporting cadence
- quarterly