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.
22 companiesMedian revenue YoY: +10.0%EPS beat rate: —
AI industry top-down
해당 산업은 중간값 기준 10.06%의 매출 성장을 기록하며 전반적으로 외형 확장을 이어갔습니다. Kiniksa, Neurocrine 등 특화 제약사를 중심으로 높은 매출 및 EPS 성장률이 관측되었으나, Teva와 United Therapeutics 등 일부 기업은 매출이 역성장하고 Alkermes는 매출 성장에도 순이익이 급감하는 등 개별 기업 간 실적 및 수익성 편차가 뚜렷하게 나타났습니다.
- 산업 전반의 견조한 외형 성장 (매출 YoY 중간값 10.06%)
- 특화 제약사 중심의 매출 급증 (KNSA 55.5%, NBIX 39.5%)
- 실적 공시 기업 상당수의 EPS 대폭 개선 (AMRX, 한미약품 등 100% 초과)
Where companies diverge: 대형 제네릭사(TEVA -0.8%)의 정체와 바이오 특화사의 고성장 간 격차 · ALKS의 외형 성장(+27.0%) 대비 EPS 급감(-100.0%) 등 수익성 편차
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| TEVATEVA PHARMACEUTICAL INDUSTRIES LTD | FY2026 Q3 | $4.4B | -1.9% | $0.20 | -45.9% | — |
| TEVJFTEVA PHARMACEUTICAL INDUSTRIES LTD | FY2026 Q2 | $4.14B | -0.8% | $-0.49 | — | — |
| ZTSZoetis Inc. | FY2026 Q3 | $2.39B | -0.4% | $1.44 | -11.7% | — |
| UTHRUNITED THERAPEUTICS Corp | FY2026 Q3 | $832.5M | +4.1% | $5.71 | -20.3% | — |
| VTRSViatris Inc | FY2026 Q3 | $3.73B | -0.3% | $-0.28 | — | — |
| NBIXNEUROCRINE BIOSCIENCES INC | FY2026 Q3 | $1.12B | +41.2% | $1.96 | -3.9% | — |
| ELANElanco Animal Health Inc | FY2026 Q3 | $1.27B | +11.3% | $0.04 | — | — |
| ALKSAlkermes plc. | FY2026 Q3 | $480.13M | +21.8% | $0.09 | -81.6% | — |
| AMRXAmneal Pharmaceuticals, Inc. | FY2026 Q3 | $862.68M | +10.0% | $-0.06 | — | — |
| KNSAKiniksa Pharmaceuticals International, plc | FY2026 Q3 | $285.97M | +58.1% | $0.56 | +143.5% | — |
| LNTHLantheus Holdings, Inc. | FY2026 Q3 | $389.91M | +1.5% | $0.33 | -19.5% | — |
| LQDALiquidia Corp | FY2026 Q3 | $225.3M | — | $-2.64 | — | — |
| HIMSHims & Hers Health, Inc. | FY2026 Q3 | $890.37M | +48.6% | $-0.14 | — | — |
| 128940Hanmi Pharm. Co., Ltd. | FY2026 Q2 | ₩467.25B | +29.3% | ₩6566.00 | +115.1% | — |
| 000100YUHAN CORPORATION | FY2026 Q2 | ₩639.45B | — | ₩940.00 | — | — |
| INDVIndivior Pharmaceuticals, Inc. | FY2026 Q3 | $356M | +13.4% | $1.12 | +239.4% | — |
| AMLXAmylyx Pharmaceuticals, Inc. | FY2025 Q3 | $0 | -100.0% | $-0.37 | — | — |
| BHCBausch Health Companies Inc. | FY2026 Q3 | $2.94B | +9.7% | $1.15 | +139.6% | — |
| XERSXeris Biopharma Holdings, Inc. | FY2026 Q3 | $107.23M | +44.2% | $0.06 | — | — |
| CURLFCuraleaf Holdings, Inc. | FY2026 Q3 | $352.65M | — | $-0.12 | — | — |
| PRGOPERRIGO Co plc | FY2026 Q3 | $988.6M | -5.2% | $-0.20 | — | — |
| PBHPrestige Consumer Healthcare Inc. | FY2027 Q2 | $336.31M | +22.7% | $0.53 | -38.4% | — |
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).