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What to Expect From These Drug/Biotech Players This Earnings Season?
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Key Takeaways
73.3% of Medical firms beat Q4 estimates; earnings fell 1% while sales rose 10.7%.
Johnson & Johnson and Bristol Myers beat; Novartis faced generic pressure on key drugs.
Bausch Health, BioMarin and others gear up to report amid mixed earnings track records.
The fourth-quarter 2025 reporting season for the Medical sector is nearing its final stretch, with only a handful of pharma and biotech companies scheduled to report over the next two weeks. The going has been pretty decent so far for the sector.
Per the Earnings Trends report, as of Feb. 11, 73.3% of the companies in the Medical sector — representing 91% of the sector’s market capitalization — reported quarterly earnings. Of these, 86.4% exceeded both earnings and sales estimates. Earnings decreased 1% year over year, while revenues increased 10.7%.
Among the pharma bigwigs that have reported results, Johnson & Johnson reported strong fourth-quarter results, beating estimates for both earnings and sales. Swiss pharma giant Novartis beat on earnings but revenues were under pressure due to generic competition for key drugs like Entresto and Promacta.
Fourth-quarter earnings in the medical sector are expected to decrease 0.6%, while sales are projected to rise 10.4% from the year-ago quarter. Bausch Health (BHC - Free Report) , Amicus Therapeutics (FOLD - Free Report) , BioMarin Pharmaceutical (BMRN - Free Report) , Insmed (INSM - Free Report) and Madrigal Pharmaceuticals (MDGL - Free Report) are all slated to release their quarterly results this week. Let us examine how these drug/biotech companies are likely to have performed in the soon-to-be-reported quarter.
Bausch Health
Bausch’s performance has been mixed, with the company beating earnings expectations in two of the trailing four quarters and missing in the remaining two. The company has delivered a four-quarter average negative surprise of 6.26%. Bausch posted an earnings surprise of 8.41% in the last reported quarter.
Per our proven model, companies with the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) have a good chance of delivering an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
BHC has an Earnings ESP of -8.84% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $2.70 billion and $1.21 per share, respectively. You can see the complete list of today’s Zacks #1 Rank stocks here.
Bausch’s fourth-quarter results will likely be driven by Salix and Solta businesses. The Salix business continues to maintain momentum on the back of strong Xifaxan growth. The company is scheduled to report on Feb. 18.
Amicus Therapeutics
Amicus has a dismal earnings track record. The company missed earnings estimates in three of the last four quarter and beat in the remaining one, delivering an average negative surprise of 20.21%. In the last reported quarter, FOLD beat on earnings by 41.67%.
FOLD has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $179.9 million and 13 cents per share, respectively.
BioMarin Pharmaceutical has an impressive track record, having beaten earnings estimates in each of the last four quarters, with an average surprise of 66.51%. In the last reported quarter, BMRN beat earnings estimates by 180%.
BMRN has an Earnings ESP of -3.23% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $829.7 million and 25 cents per share, respectively.
Sales of BioMarin’s key drugs, especially dwarfism drug Voxzogo, are being driven by strong demand. The recent label expansion of Voxzogo in the United States and Europe for use in infants has likely boosted sales further.
Insmed has a dismal earnings track record. The company missed on earnings in each of the last four quarter, delivering an average negative surprise of 20.64%. In the last reported quarter, INSM missed earnings estimates by 32.58%.
Insmed has an Earnings ESP of +7.01% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and loss is pegged at $263.9 million and $1.07 per share, respectively. The company is scheduled to report fourth-quarter and full-year results on Feb.19.
Insmed’s lead drug Arikayce continues to gain traction. The approval of its second marketed drug Brinsupri in the United States and the EU marks a significant milestone for Insmed, as it is the first and only approved treatment for non-cystic fibrosis bronchiectasis patients. The commercial rollout is currently underway, providing a meaningful growth driver.
Madrigal’s earnings missed expectations in three of the trailing four quarters and beat once, delivering an average negative surprise of 17.17%. In the last reported quarter, MDGL missed earnings by 156.57%.
MDGL has an Earnings ESP of -852.37% and a Zacks Rank #4 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $313 million and 4 cents per share, respectively.
Madrigal Pharmaceuticals, Inc. Price and Consensus
View the Zacks #1 Rank List
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What to Expect From These Drug/Biotech Players This Earnings Season?
Key Takeaways
The fourth-quarter 2025 reporting season for the Medical sector is nearing its final stretch, with only a handful of pharma and biotech companies scheduled to report over the next two weeks. The going has been pretty decent so far for the sector.
Per the Earnings Trends report, as of Feb. 11, 73.3% of the companies in the Medical sector — representing 91% of the sector’s market capitalization — reported quarterly earnings. Of these, 86.4% exceeded both earnings and sales estimates. Earnings decreased 1% year over year, while revenues increased 10.7%.
Among the pharma bigwigs that have reported results, Johnson & Johnson reported strong fourth-quarter results, beating estimates for both earnings and sales. Swiss pharma giant Novartis beat on earnings but revenues were under pressure due to generic competition for key drugs like Entresto and Promacta.
Biotech giant Bristol Myers Squibb beat on both earnings and sales and issued an encouraging guidance. Gilead Sciences’ earnings beat the top and bottom lines, aided by higher HIV and Liver Diseases drugs.
Fourth-quarter earnings in the medical sector are expected to decrease 0.6%, while sales are projected to rise 10.4% from the year-ago quarter.
Bausch Health (BHC - Free Report) , Amicus Therapeutics (FOLD - Free Report) , BioMarin Pharmaceutical (BMRN - Free Report) , Insmed (INSM - Free Report) and Madrigal Pharmaceuticals (MDGL - Free Report) are all slated to release their quarterly results this week. Let us examine how these drug/biotech companies are likely to have performed in the soon-to-be-reported quarter.
Bausch Health
Bausch’s performance has been mixed, with the company beating earnings expectations in two of the trailing four quarters and missing in the remaining two. The company has delivered a four-quarter average negative surprise of 6.26%. Bausch posted an earnings surprise of 8.41% in the last reported quarter.
Per our proven model, companies with the combination of a positive Earnings ESP and a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) have a good chance of delivering an earnings beat. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.
BHC has an Earnings ESP of -8.84% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $2.70 billion and $1.21 per share, respectively. You can see the complete list of today’s Zacks #1 Rank stocks here.
Bausch Health Cos Inc. Price and Consensus
Bausch Health Cos Inc. price-consensus-chart | Bausch Health Cos Inc. Quote
Bausch’s fourth-quarter results will likely be driven by Salix and Solta businesses. The Salix business continues to maintain momentum on the back of strong Xifaxan growth. The company is scheduled to report on Feb. 18.
Amicus Therapeutics
Amicus has a dismal earnings track record. The company missed earnings estimates in three of the last four quarter and beat in the remaining one, delivering an average negative surprise of 20.21%. In the last reported quarter, FOLD beat on earnings by 41.67%.
FOLD has an Earnings ESP of 0.00% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $179.9 million and 13 cents per share, respectively.
Amicus is set to be acquired by BioMarin. The company's lead marketed drug, Galafold, has shown solid uptake since its launch and is witnessing continued demand, with the trend expected to continue in the upcoming quarters.
Amicus Therapeutics, Inc. Price and Consensus
Amicus Therapeutics, Inc. price-consensus-chart | Amicus Therapeutics, Inc. Quote
BioMarin Pharmaceutical
BioMarin Pharmaceutical has an impressive track record, having beaten earnings estimates in each of the last four quarters, with an average surprise of 66.51%. In the last reported quarter, BMRN beat earnings estimates by 180%.
BMRN has an Earnings ESP of -3.23% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $829.7 million and 25 cents per share, respectively.
Sales of BioMarin’s key drugs, especially dwarfism drug Voxzogo, are being driven by strong demand. The recent label expansion of Voxzogo in the United States and Europe for use in infants has likely boosted sales further.
BioMarin Pharmaceutical Inc. Price and Consensus
BioMarin Pharmaceutical Inc. price-consensus-chart | BioMarin Pharmaceutical Inc. Quote
Insmed
Insmed has a dismal earnings track record. The company missed on earnings in each of the last four quarter, delivering an average negative surprise of 20.64%. In the last reported quarter, INSM missed earnings estimates by 32.58%.
Insmed has an Earnings ESP of +7.01% and a Zacks Rank #3 at present. The Zacks Consensus Estimate for fourth-quarter sales and loss is pegged at $263.9 million and $1.07 per share, respectively. The company is scheduled to report fourth-quarter and full-year results on Feb.19.
Insmed’s lead drug Arikayce continues to gain traction. The approval of its second marketed drug Brinsupri in the United States and the EU marks a significant milestone for Insmed, as it is the first and only approved treatment for non-cystic fibrosis bronchiectasis patients. The commercial rollout is currently underway, providing a meaningful growth driver.
Insmed, Inc. Price and Consensus
Insmed, Inc. price-consensus-chart | Insmed, Inc. Quote
Madrigal Pharmaceuticals
Madrigal’s earnings missed expectations in three of the trailing four quarters and beat once, delivering an average negative surprise of 17.17%. In the last reported quarter, MDGL missed earnings by 156.57%.
MDGL has an Earnings ESP of -852.37% and a Zacks Rank #4 at present. The Zacks Consensus Estimate for fourth-quarter sales and earnings is pegged at $313 million and 4 cents per share, respectively.
Madrigal Pharmaceuticals, Inc. Price and Consensus
Madrigal Pharmaceuticals, Inc. price-consensus-chart | Madrigal Pharmaceuticals, Inc. Quote
Madrigal company generates revenues exclusively from Rezdiffra, its lone marketed therapy for MASH. The company is scheduled to report fourth-quarter and full-year results on Feb. 19.