HighGravityDataSigned in · PRO
Guidance history, every release
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
| Metric | Oct 30, 2024 FY24 Q3 | Jan 14, 2025 FY24 Q4 | May 1, 2025 FY25 Q1 | Aug 7, 2025 FY25 Q2 | Oct 30, 2025 FY25 Q3 | Feb 4, 2026 FY25 Q4 | Apr 30, 2026 FY26 Q1 | Aug 5, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Full-year revenue | — | — | — | — | — | — | — | New“$85.0 billion to $87.0 billion” |
| Revenue | — | — | — | — | — | New“$80 billion to $83 billion” | Raised“$82 to $85 billion” | Raised“$85 to $87 billion” |
| Revenue | — | — | — | — | — | — | New“$82.0 billion to $85.0 billion” | — |
| Earnings per Share | — | — | — | — | — | — | New“$35.50 to $37.00” | Narrowed“$35.50 to $36.50” |
| Earnings per Share (2)(3)(4) | — | — | — | — | — | New“$33.50 to $35.00” | — | — |
| Non-GAAP EPS | — | — | — | — | — | — | — | New“$35.50 to $36.50” |
| Non-GAAP EPS | — | — | — | — | — | New“$33.50 to $35.00” | Raised“$35.50 to $37.00” | — |
| Performance Margin | — | — | — | — | — | — | New“47.0% to 48.5%” | Raised“49.0% to 50.5%” |
| Performance Margin (1)(2) | — | — | — | — | — | New“46.0% to 47.5%” | — | — |
| Tax Rate | — | — | — | — | — | — | New“18% to 19%” | Reiterated“18% to 19%” |
| Tax Rate (2)(3) | — | — | — | — | — | New“18% to 19%” | — | — |
| For FY2025 | ||||||||
| Revenue | — | — | — | New“$60.0 billion to $62.0 billion” | Raised“$63.0 billion to $63.5 billion” | — | — | — |
| Revenue | — | — | New“between $58.0 billion and $61.0 billion” | — | — | — | — | — |
| Revenue | — | New“$58.0 billion to $61.0 billion” | — | — | — | — | — | — |
| Revenue growth at midpoint | — | New“growth of 32% at the midpoint compared to expected 2024 revenue” | — | — | — | — | — | — |
| Earnings per share (non-GAAP) | — | — | New“$20.78 to $22.28” | Raised“$21.75 to $23.00” | Raised“$23.00 to $23.70” | — | — | — |
| Earnings per share (reported) | — | — | New“$20.17 to $21.67” | Raised“$20.85 to $22.10” | Raised“$21.80 to $22.50” | — | — | — |
| EPS (non-GAAP) | — | — | — | — | New“$23.00 to $23.70” | — | — | — |
| EPS (reported) | — | — | — | — | New“$21.80 to $22.50” | — | — | — |
| EPS, non-GAAP basis | — | — | New“$20.78 to $22.28” | Raised“$21.75 to $23.00” | — | — | — | — |
| EPS, reported basis | — | — | New“$20.17 to $21.67” | Raised“$20.85 to $22.10” | — | — | — | — |
| Performance Margin (4) (non-GAAP) | — | — | New“Unchanged” | — | — | — | — | — |
| Performance margin, non-GAAP basis | — | — | New“41.5% and 43.5%” | Raised“43.0% and 44.5%” | Raised“45.0% and 46.0%” | — | — | — |
| Performance margin, reported basis | — | — | New“40.5% and 42.5%” | Raised“42.0% and 43.5%” | Raised“43.5% and 44.5%” | — | — | — |
| Estimated effective tax rate | — | — | New“17%” | — | — | — | — | — |
| Estimated effective tax rate (reported) | — | — | — | New“19%” | Reiterated“approximately 19%” | — | — | — |
| Estimated tax rate, non-GAAP basis | — | — | — | New“approximately 17%” | — | — | — | — |
| Incretin salable dose production growth | — | New“at least 60% more salable doses of incretins in the first half of the year compared to the first half of 2024” | — | — | — | — | — | — |
| Other income (expense), non-GAAP basis | — | — | New“$700 million to $600 million” | Reiterated“$700 million to $600 million” | Reiterated“$700 million to $600 million” | — | — | — |
| Other income (expense), reported basis | — | — | New“$850 million to $750 million” | Lowered“$750 million to $650 million” | — | — | — | — |
| Other Income/(Expense) (non-GAAP) | — | — | New“Unchanged” | Reiterated“Unchanged” | Reiterated“Unchanged” | — | — | — |
| Tax Rate (non-GAAP) | — | — | — | New“Unchanged” | Reiterated“Unchanged” | — | — | — |
| Tax Rate (reported) | — | — | — | — | New“Unchanged” | — | — | — |
| For FY2024 | ||||||||
| (Gross Margin - OPEX)/Revenue (non-GAAP) | New“37% to 39%” | — | — | — | — | — | — | — |
| (Gross Margin - OPEX)/Revenue (reported) | New“36% to 38%” | — | — | — | — | — | — | — |
| Full-year worldwide revenue | — | New“approximately $45.0 billion” | — | — | — | — | — | — |
| Mounjaro revenue | — | New“approximately $3.5 billion” | — | — | — | — | — | — |
| Revenue | New“$45.4 billion and $46.0 billion” | — | — | — | — | — | — | — |
| Revenue growth | — | New“growth of 45% compared to Q4 2023” | — | — | — | — | — | — |
| Worldwide revenue | — | New“approximately $13.5 billion” | — | — | — | — | — | — |
| Earnings per share, non-GAAP basis | New“$13.02 to $13.52” | — | — | — | — | — | — | — |
| Earnings per share, reported basis | New“$12.05 to $12.55” | — | — | — | — | — | — | — |
| Non-GAAP EPS | New“$13.02 to $13.52” | — | — | — | — | — | — | — |
| Reported EPS | New“$12.05 to $12.55” | — | — | — | — | — | — | — |
| Acquired IPR&D charges included in | New“$3.09 billion, or $3.33 on a per share basis” | — | — | — | — | — | — | — |
| Asset impairment, restructuring and other special charges included in (reported) | New“$517 million” | — | — | — | — | — | — | — |
| Other income (expense) (non-GAAP) | New“($400) to ($300) million” | — | — | — | — | — | — | — |
| Other income (expense) (reported) | New“($425) to ($325) million” | — | — | — | — | — | — | — |
| Salable doses of incretins produced | — | New“at least 60% more” | — | — | — | — | — | — |
| Tax rate | New“approximately 17%” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Indiana manufacturing sites investment commitment | — | — | — | — | — | — | — | New“$4.5 billion” |
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.