Pfizer Rises on Q4 Earnings Beat, 2025 Outlook Reaffirmed

GuruFocus.com
04 Feb

Pfizer (NYSE:PFE) shares rose over 1% in pre-market trading Tuesday after the pharmaceutical giant beat Q4 earnings and revenue estimates while reaffirming its 2025 financial guidance.

Q4 Results

  • Non-GAAP EPS: $0.63 (beat by $0.17)
  • Revenue: $17.8 billion ( 24.9% YoY, beat by $540 million)
  • Key Growth Areas: Primary care and oncology revenue increased 27% YoY Top-Selling Drug: Eliquis (apixaban), co-marketed with Bristol-Myers Squibb (BMY), generated $1.8 billion in revenue (+14% YoY)
  • Biggest Revenue Gain: Vyndaqel and Vyndamax (tafamidis) sales grew 61% YoY to $1.5 billion
  • Warning! GuruFocus has detected 7 Warning Signs with PFE.

2025 Guidance & Cost Savings

Pfizer reaffirmed its 2025 financial guidance, projecting revenue between $61 billion and $64 billion (midpoint: $62.5 billion, slightly below the $63 billion consensus). Adjusted EPS is expected between $2.80 and $3.00 (midpoint: $2.90, just below the $2.93 consensus).

The company remains on track to achieve $4.5 billion in cost savings by year-end through its ongoing cost realignment program. CEO Albert Bourla stated that while 2024 focused on commercial effectiveness, 2025 will emphasize R&D productivity, alongside continued efforts on margin expansion, commercial excellence, and shareholder-friendly capital allocation.

This article first appeared on GuruFocus.

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