$VTRS

Simply Wall St reports Viatris (VTRS) raised its 2026 earnings guidance with Q2 results showing higher year-on-year sales and revenue and a return to net profitability in the first half. The stock at $16.23 is described as about 12.3% below a $18.50 fair value estimate, with risks including generic price competition and regulatory scrutiny.

A peer comparison of Q2 results in generic pharmaceuticals says the four tracked companies beat analysts’ revenue consensus by 2.6% on average, but shares fell 5.6% since reporting. ANI Pharmaceuticals (ANIP) revenue was $266m (+25.9%), EPS beat, but full-year revenue guidance missed; stock down 9.1% to $75.12. Amphastar (AMPH) revenue $183.9m (+5.4%) beat; stock up 2.3% to $20.28. Viatris (VTRS) revenue $3.76b (+4.9%) beat; stock down 7.6% to $16.32. Amneal (AMRX) revenue $796.2m (+9.9%) beat;

Viatris (VTRS) reported Q2 2026 revenue of $3.8B, up 3.5% operationally, with adjusted EBITDA of $1.2B and adjusted EPS of $0.69. Management raised 2026 guidance for revenue ($14.55B-$14.95B), adjusted EBITDA ($4.3B-$4.5B) and adjusted EPS ($2.45-$2.59). It also cited Nashik supply disruptions and FDA approval for its Gwyn Lo patch.

Theravance Biopharma reported Q2 2026 revenue of $20.7M, all from its Viatris collaboration, up 11% YoY. GAAP net loss was $5.9M. Cash and marketable securities were $387.7M at June 30, 2026. The company said a Zymeworks acquisition is expected to close in H2 2026, and it cited restructuring cost savings.

Viatris (VTRS) shares fell about 6.4% after the company reported higher Q2 and year-to-date revenues, returned to net income for six months, and raised 2026 revenue guidance midpoint to $14.75B. Viatris completed a $1.15B buyback (8.7% of shares), affirmed a $0.12 quarterly dividend, and cited FDA approval of its Gwyn Lo contraceptive patch.

Simply Wall St says Viatris (VTRS) shares have gained 76.1% over 12 months but still trade at a discount on price-to-sales. It cites a P/S near 1.3x versus pharma industry ~5.0x and a fair P/S model around 3.5x. It also notes FDA approval for the once-weekly Gwyn Lo patch and a planned sale of TYRVAYA rights to Harrow.

Viatris (VTRS) reported Q2 adjusted EPS of $0.69 on revenue of about $3.8b, with full-year guidance raised for revenue, adjusted EBITDA, and adjusted EPS, according to the company. Despite the guidance increase, net loss widened to $118.8m and basic EPS loss widened. The stock was up less than 1% near $16.

Viatris (NASDAQ:VTRS) reported Q2 CY2026 revenue of $3.76 billion, up 4.9% year on year, and non-GAAP EPS of $0.69, 15% above consensus, according to the company. Full-year revenue guidance is about $14.75 billion. Management cited Greater China growth and pipeline progress, but noted supply and China policy risks.

Viatris reported Q2 2026 results on Aug. 6, with total revenue of $3.76B, up 5% YoY, and adjusted EBITDA of $1.2B, up 8% operationally. It posted a U.S. GAAP net loss of $119M. The company cited strong Greater China performance, U.S. FDA approval of Gwyn Lo, Tyrvaya rights sale, raised 2026 guidance midpoints, returned about $550M to shareholders, and cut gross leverage to 2.9x.

Viatris (VTRS) shares fell about 7.7% as investors weighed execution and supply-disruption risks despite improved outlook. The company reported Q2 2026 revenue of about $3.8B (+5%) and adjusted EPS of $0.69, and raised 2026 guidance. It warned second-half revenue could be reduced by $100M to $150M due to Nashik remediation and FDA Form 483 issues, plus a GAAP net loss of about $119M tied largely to a planned Tyrvaya rights sale.