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Industry top-down

Drug Manufacturers - Specialty & Generic

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

19 companiesMedian revenue YoY: +1.1%EPS beat rate:

AI industry top-down

The specialty and generic pharmaceutical industry reported mixed results during the recent quarter. The industry's median revenue grew by 2.84% year-over-year, but revenue growth rates varied significantly among companies. While HIMS and KNSA recorded high revenue growth, HCM and ALKS experienced double-digit revenue declines. Additionally, among many companies with available EPS data, a decline in EPS driven by profitability pressures was observed; however, some companies exhibited divergent trends, with EPS rising even amidst revenue decreases.

  • Widening divergence in sales growth rates across companies: Median at 2.84% indicates a mixed trend.
  • EPS decline for multiple companies: NBIX, ALKS, and others are facing profitability pressure.
Where companies diverge: Revenue growth and EPS trend inconsistency: NBIX revenue growth despite EPS decline. · Polarization of company performance: Coexistence of high-growth companies and companies with significant negative growth.

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
NBIXNEUROCRINE BIOSCIENCES INCFY2026 Q1$572.6M+11.1%$0.08-81.0%
ELANElanco Animal Health IncFY2026 Q1$1.19B-1.0%$0.13+116.7%
ALKSAlkermes plc.FY2026 Q1$306.51M-12.5%$0.13-38.1%
LNTHLantheus Holdings, Inc.FY2026 Q1$372.76M+0.8%$1.02-45.5%
HIMSHims & Hers Health, Inc.FY2026 Q1$586.01M+110.7%$0.20
LQDALiquidia CorpFY2026 Q1$3.12M+5.0%$-0.45
INDVIndivior Pharmaceuticals, Inc.FY2026 Q1$266M-6.3%$0.38
AMRXAmneal Pharmaceuticals, Inc.FY2026 Q1$695.42M+5.5%$0.04
KNSAKiniksa Pharmaceuticals International, plcFY2026 Q1$137.79M+72.5%$0.11
BCRXBIOCRYST PHARMACEUTICALS INCFY2016 Q2$32.67M$-0.14
PBHPrestige Consumer Healthcare Inc.FY2026 Q3$841.24M-0.8%$3.28+2.8%
BHCBausch Health Companies Inc.FY2026 Q1$2.26B+4.9%$-0.16
HCMHUTCHMED (China) LtdFY2025 Q2$305.68M-42.6%$0.03-84.2%
HMDCFHUTCHMED (China) LtdFY2025 Q2$305.68M-42.6%$0.03-84.2%
ANIPANI PHARMACEUTICALS INCFY2026 Q1$197.12M+43.4%$0.69-15.9%
GTBIFGreen Thumb Industries Inc.FY2026 Q1$279.54M+1.4%$0.04-69.2%
AMLXAmylyx Pharmaceuticals, Inc.FY2025 Q3$88.04M-67.7%$-3.89
PRGOPERRIGO Co plcFY2026 Q1$1.04B-3.5%$-0.05
HROWHARROW, INC.FY2026 Q1$47.83M+38.3%$-0.50

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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