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Gilead (GILD) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended September 2026, Gilead Sciences (GILD - Free Report) reported revenue of $8.3 billion, up 6.8% over the same period last year. EPS came in at $2.55, compared to $2.47 in the year-ago quarter.

The reported revenue represents a surprise of +6.21% over the Zacks Consensus Estimate of $7.81 billion. With the consensus EPS estimate being $2.17, the EPS surprise was +17.51%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Gilead performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Product Sales- Total Liver Disease- U.S.: $524 million versus the three-analyst average estimate of $450.89 million. The reported number represents a year-over-year change of +26.6%.
  • Product Sales- Total HIV- U.S.: $5.26 billion versus $4.8 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +22.4% change.
  • Product Sales- Other- Other- U.S.: $36 million compared to the $22.64 million average estimate based on three analysts. The reported number represents a change of +5.9% year over year.
  • Total product sales- U.S.: $6.36 billion versus the three-analyst average estimate of $5.74 billion. The reported number represents a year-over-year change of +20.6%.
  • Product Sales- HIV- Odefsey- Total: $286 million compared to the $202.57 million average estimate based on three analysts. The reported number represents a change of +3.3% year over year.
  • Total product sales- Total: $8.29 billion versus the three-analyst average estimate of $7.75 billion. The reported number represents a year-over-year change of +12.9%.
  • Revenues- Royalty contract and other revenues: $11 million compared to the $62.02 million average estimate based on three analysts. The reported number represents a change of -97.4% year over year.
  • Product Sales- Liver Disease- Vemlidy- Total: $333 million compared to the $252.48 million average estimate based on three analysts. The reported number represents a change of +18.9% year over year.
  • Product Sales- Oncology- Cell Therapy- Yescarta- Total: $294 million versus the three-analyst average estimate of $305.72 million. The reported number represents a year-over-year change of -15.8%.
  • Product Sales- HIV- Biktarvy- Total: $4.06 billion compared to the $3.95 billion average estimate based on three analysts. The reported number represents a change of +10.1% year over year.
  • Product Sales- HIV- Symtuza-Revenue share- Total: $132 million compared to the $125.65 million average estimate based on three analysts. The reported number represents a change of +6.5% year over year.
  • Product Sales- Veklury- Total: $86 million versus $77.09 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -69% change.

View all Key Company Metrics for Gilead here>>>

Shares of Gilead have returned +6.8% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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