Gilead Sciences, Inc. (GILD) Earnings Call Transcripts
Gilead Sciences, Inc.'s Latest Earnings Call - June 9, 2026
In the second quarter of fiscal year 2026, Gilead Sciences, Inc. reported a revenue of $5.2 billion, reflecting a 12% year-over-year growth, driven by strong performance in its HIV and oncology segments. The company raised its full-year revenue guidance from $20 billion to $22 billion, indicating confidence in its product launches and pipeline advancements. Earnings per share (EPS) came in at $1.45, exceeding analyst expectations by $0.10, showcasing effective cost management amidst ongoing investments in R&D and acquisitions.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $5.2B (beat) |
| EPS | $1.45 (beat) |
| Full-Year Revenue Guidance | $22B (positive) |
| Trodelvy Sales Growth | 37% (positive) |
| Operating Margin | 47% (inline) |
| HIV Sales | $166M (positive) |
Guidance from management
Gilead raised its full-year revenue guidance to $22 billion, reflecting confidence in its product launches and pipeline advancements. Management indicated a focus on maintaining strong operating margins while investing in R&D and strategic acquisitions.
What analysts pressed on
Analysts expressed concerns regarding the competitive dynamics in the long-acting treatment market, particularly how Gilead plans to differentiate its offerings from existing therapies. There were also questions about the integration of recent acquisitions and their impact on operational efficiency.
Main topics on the call
- HIV Franchise Growth — Gilead's HIV franchise continues to show robust growth, with sales of $166 million in the first quarter and an updated full-year guidance increase from $800 million to $1 billion. Management noted, "all of the launch met...
- Oncology Pipeline Expansion — The oncology segment is gaining traction, with Trodelvy sales growing 37% year-over-year. Gilead is optimistic about the upcoming launch of anito-cel for multiple myeloma, which is projected to capture a significant shar...
- Strategic Acquisitions — Gilead completed three significant acquisitions totaling $13 billion, enhancing its mid-stage pipeline and therapeutic capabilities. Management emphasized the strategic fit of these assets, stating, "this is the stronges...
- Long-Acting Treatments Development — The company is advancing its long-acting treatment options in both HIV prevention and therapy, with management highlighting that "we are developing long-acting treatments at kind of every reasonable treatment interval th...
Read the full Gilead Sciences, Inc. transcript (June 9, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Gilead Sciences, Inc.
Gilead Sciences, Inc. (GILD) is a publicly listed company in the Biotechnology industry, within the Health Care sector. It trades on NasdaqGS and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 113 calls on record spanning January 13, 2020 to June 9, 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 113 Gilead Sciences, Inc. earnings call transcripts on record, spanning January 13, 2020 to June 9, 2026. Based on this history, Gilead Sciences, Inc. reports quarterly. The most recent call on file is dated June 9, 2026. The full list is below — each row opens the complete, free-to-read transcript.
- Ticker
- GILD
- Exchange
- NasdaqGS
- Country
- US
- Sector
- Health Care
- Industry
- Biotechnology
- Calls on record
- 113
- First call
- January 13, 2020
- Most recent
- June 9, 2026
- Reporting cadence
- quarterly