| Metric | Nov 6, 2024 FY24 Q3 | Feb 11, 2025 FY24 Q4 | Apr 24, 2025 FY25 Q1 | Aug 7, 2025 FY25 Q2 | Oct 30, 2025 FY25 Q3 | Feb 10, 2026 FY25 Q4 | May 7, 2026 FY26 Q1 | Aug 4, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2030 | ||||||||
| Planned investment in the U.S. | — | — | — | — | New“$32 billion” | — | — | — |
| Planned U.S. manufacturing and R&D investment | — | — | — | — | New“$32 billion” | — | — | — |
| For FY2026 | ||||||||
| Diluted EPS | — | — | — | — | — | New“$6.75 - $7.15” | — | — |
| GAAP projected operating income | — | — | — | — | — | New“$11,400 - $11,900” | — | — |
| GAAP projected operating income (loss) (in millions) | — | — | — | — | — | — | — | New“$(2,250) - $(1,850)” |
| GAAP projected product gross margin | — | — | — | — | — | New“~ 79.0%” | — | Reiterated“~ 79.0%” |
| Non-GAAP diluted EPS | — | — | — | — | — | New“$8.45 - $8.85” | — | — |
| Non-GAAP projected operating income | — | — | — | — | — | New“$13,800 - $14,300” | — | — |
| Non-GAAP projected operating income (in millions) | — | — | — | — | — | — | — | New“$2,900 - $3,300” |
| Non-GAAP projected product gross margin | — | — | — | — | — | New“~ 87.0%” | — | Reiterated“~ 87.0%” |
| Diluted loss per share | — | — | — | — | — | — | — | New“$ (3.75) $ (3.40)” |
| GAAP projected effective tax rate | — | — | — | — | — | New“~ 21%” | — | Lowered“~ (80%) - (90%)” |
| GAAP projected effective tax rate excluding Acquired IPR&D expenses | — | — | — | — | — | — | — | New“~21%” |
| Non-GAAP diluted loss per share | — | — | — | — | — | — | — | New“$ (0.65) $ (0.30)” |
| Non-GAAP projected effective tax rate | — | — | — | — | — | New“~ 20%” | — | Raised“~ 140% - 115%” |
| Non-GAAP projected effective tax rate excluding Acquired IPR&D expenses | — | — | — | — | — | — | — | New“~20%” |
| Product sales (in millions) | — | — | — | — | — | — | — | New“$ 30,100 $ 30,400” |
| Product sales excluding Veklury (in millions) | — | — | — | — | — | — | — | New“$ 29,800 $ 30,100” |
| Quarterly dividend declared | — | — | — | — | — | — | — | New“$0.82 per share” |
| Quarterly dividend declared | — | — | — | — | — | — | New“$0.82 per share” | — |
| Quarterly dividend declared | — | — | — | — | — | New“$0.82 per share” | — | — |
| Quarterly dividend of common stock | — | — | — | — | — | — | — | New“$0.82 per share” |
| Quarterly dividend of common stock | — | — | — | — | — | — | New“$0.82 per share” | — |
| Quarterly dividend of common stock | — | — | — | — | — | New“$0.82 per share” | — | — |
| Veklury (in millions) | — | — | — | — | — | — | — | New“~ $300” |
| For FY2025 | ||||||||
| Diluted EPS | — | — | New“$ 5.65” – “$ 6.05” | — | Raised“$ 6.65 $ 6.85” | — | — | — |
| GAAP projected diluted EPS | — | New“$5.95 - $6.35” | — | — | — | — | — | — |
| GAAP projected operating income | — | New“$10,200 - $10,700” | Reiterated“$10,200 - $10,700” | Narrowed“$10,300 - $10,700” | Narrowed“$10,300 - $10,600” | — | — | — |
| GAAP projected product gross margin | — | New“77.0% - 78.0%” | Reiterated“77.0% - 78.0%” | Raised“~ 78.0%” | Reiterated“~ 78.0%” | — | — | — |
| Non-GAAP diluted EPS | — | — | New“$ 7.70” – “$ 8.10” | — | Raised“$ 8.05 $ 8.25” | — | — | — |
| Non-GAAP projected diluted EPS | — | New“$7.70 - $8.10” | — | — | — | — | — | — |
| Non-GAAP projected operating income | — | New“$12,700 - $13,200” | Reiterated“$12,700 - $13,200” | Raised“$13,000 - $13,400” | Narrowed“$13,100 - $13,400” | — | — | — |
| Non-GAAP projected product gross margin | — | New“85.0% - 86.0%” | Reiterated“85.0% - 86.0%” | Raised“~ 86.0%” | Reiterated“~ 86.0%” | — | — | — |
| GAAP projected effective tax rate | — | New“~ 20%” | Raised“~ 21%” | Reiterated“~ 21%” | Lowered“~ 16%” | — | — | — |
| Non-GAAP projected effective tax rate | — | New“~ 19%” | Reiterated“~ 19%” | Reiterated“~ 19%” | Reiterated“~ 19%” | — | — | — |
| Potential launch of lenacapavir for HIV PrEP | — | New“Summer 2025” | — | — | — | — | — | — |
| Product sales | — | — | New“$ 28,200” – “$ 28,600” | — | Raised“$ 28,400 $ 28,700” | — | — | — |
| Product sales excluding Veklury | — | — | New“$ 26,800” – “$ 27,200” | — | Raised“$ 27,400 $ 27,700” | — | — | — |
| Quarterly dividend | — | — | — | New“$0.79 per share” | — | — | — | — |
| Quarterly dividend declared | — | — | — | — | New“$0.79” | — | — | — |
| Quarterly dividend declared | — | New“$0.79 per share” | — | — | — | — | — | — |
| Quarterly dividend declared for Q2 2025 | — | — | New“$0.79 per share of common stock” | — | — | — | — | — |
| Quarterly dividend of common stock | — | — | — | — | New“$0.79 per share” | — | — | — |
| Quarterly dividend of common stock | — | — | — | New“$0.79 per share” | — | — | — | — |
| Quarterly dividend of common stock | — | — | New“$0.79 per share” | — | — | — | — | — |
| Quarterly dividend of common stock | — | New“$0.79 per share” | — | — | — | — | — | — |
| Veklury | — | — | — | New“$1,000” | Reiterated“$ 1,000 $ 1,000” | — | — | — |
| Veklury (High End) | — | — | New“$ 1,400” | — | — | — | — | — |
| For FY2024 | ||||||||
| Quarterly dividend | New“$0.77 per share” | — | — | — | — | — | — | — |
| Quarterly dividend of common stock | New“$0.77 per share” | — | — | — | — | — | — | — |
| Veklury | New“$1,800” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Diluted (loss) earnings per share | — | — | — | — | — | — | New“$ (3.25)” | — |
| Diluted EPS | New“$ 0.05” | Changed“$ 5.95” | Lowered“$ 5.65” | Raised“$ 5.85” | Raised“$ 6.65” | Raised“$ 6.75” | — | — |
| Non-GAAP diluted (loss) earnings per share | — | — | — | — | — | — | New“$ (1.05)” | — |
| Non-GAAP diluted EPS | New“$ 4.25” | Raised“$ 7.70” | Reiterated“$ 7.70” | Raised“$ 7.95” | Raised“$ 8.05” | Raised“$ 8.45” | — | — |
| Diluted loss per share | — | — | — | — | — | — | — | New“$ (3.75)” |
| Non-GAAP diluted loss per share | — | — | — | — | — | — | — | New“$ (0.65)” |
| Product sales | New“$ 27,800” | Raised“$ 28,200” | Reiterated“$ 28,200” | Raised“$ 28,300” | Raised“$ 28,400” | Raised“$ 29,600” | Raised“$ 30,000” | Raised“$ 30,100” |
| Product sales excluding Veklury | New“$ 26,000” | Raised“$ 26,800” | Reiterated“$ 26,800” | Raised“$ 27,300” | Raised“$ 27,400” | Raised“$ 29,000” | Raised“$ 29,400” | Raised“$ 29,800” |
| Stock repurchase program authorization | — | — | — | New“$6.0 billion” | — | — | — | — |
| Veklury | — | New“$ 1,400” | Reiterated“$ 1,400” | — | Lowered“$ 1,000” | Lowered“$ 600” | Reiterated“$ 600” | Lowered“~ $300” |