UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-16174 TEVA PHARMACEUTICAL INDUSTRIES LIMITED Securities registered pursuant to Section 12(b) of the Act: Trading Title of each class American Depositary Shares, each represen ...

For the quarter ended June 2025, Teva Pharmaceutical Industries Ltd. (TEVA) reported revenue of $4.18 billion, up 0.3% over the same period last year. EPS came in at $0.66, compared to $0.61 in the year-ago quarter.The reported revenue represents a surprise of -2.47% over the Zacks Consensus Estimate of $4.28 billion. With the consensus EPS estimate being $0.63, the EPS surprise was +4.76%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectatio ...

Teva Pharmaceutical Industries (TEVA) Q2 2025 Earnings Call July 30, 2025 08:00 AM ET Company ParticipantsChristopher Stevo - SVP - IR & Competitive IntelligenceRichard Francis - President, CEO & Member of the Board of DirectorsEric Hughes - EVP - Global R&D and Chief Medical OfficerEli Kalif - EVP & CFOAshwani Verma - Executive Director - SMID Biotech & BiopharmaChris Schott - Managing DirectorLes Sulewski - VP - Biotech Equity ResearchConference Call ParticipantsNone - AnalystMatthew Dellatorre - Stock An ...

Teva Pharmaceutical Industries (TEVA) Q2 2025 Earnings Call July 30, 2025 08:00 AM ET Speaker0Hello, and welcome to the Teva Pharmaceutical Industries Limited Q2 twenty twenty five Earnings Conference Call. My name is Alex, and I'll be coordinating the call for today. I'll now hand it over to Chris Stivo, SVP, Investor Relations. Please go ahead.Speaker1Thank you, Alex. Good morning and good afternoon, everyone. On this call, we'll be making forward looking statements, and we disclaim any obligation to upda ...

July 30, 2025 Teva Pharmaceutical Industries Ltd. This presentation contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995, which are based on management's current beliefs and expectations and are subject to substantial risks and uncertainties, both known and unknown, that could cause our future results, performance or achievements to differ significantly from that expressed or implied by such forward-looking statements. These forward-looking statement ...

Revised 2025 outlook excludes contribution from the Japan BV after Q1 and continues to include a full year contribution from Teva API, and excludes the expected income from development milestone payments from Sanofi in connection with the Phase 3 ulcerative colitis and Crohn's disease initiations for duvakitug. This outlook is based on the existing tariff and trade environment as of July 30, 2025, and does not reflect any policy shifts, including pharmaceutical sector tariffs, that could impact our business ...

Teva Pharmaceutical Industries Ltd. TEVA will release its second-quarter 2025 financial results tomorrow, July 30.According to Benzinga Pro, the company expects to report second-quarter earnings of 62 cents, with sales of around $4.29 billion.Teva’s generics business has rebounded. The company saw a 5% increase in revenue across regions. Its top-three global portfolio may yield five new product launches by 2027.Also Read: Goldman Sachs Bullish On Branded Drug Upside At Teva: What About Viatris?According to ...

Analysts on Wall Street project that Teva Pharmaceutical Industries Ltd. (TEVA) will announce quarterly earnings of $0.63 per share in its forthcoming report, representing an increase of 3.3% year over year. Revenues are projected to reach $4.29 billion, increasing 3% from the same quarter last year.Over the last 30 days, there has been a downward revision of 0.7% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of ...

亿万富翁Stanley Druckenmiller的投资调整 - Duquesne Family Office的亿万富翁首席Stanley Druckenmiller清空了其在Palantir Technologies的持股，转而增持了两只近年来表现优异的股票[1][7] - Palantir Technologies的股价自2023年初以来飙升超过2200%，但Druckenmiller选择获利了结，平均持仓时间不足9个月[9] - Druckenmiller在2024年5月接受CNBC采访时表示，人工智能(AI)目前可能被过度炒作，但从长期来看却被低估[10] Palantir Technologies面临的问题 - Palantir目前的市销率(P/S)高达119，远高于互联网革命时期领先企业的31-43倍市销率峰值[12] - 尽管Palantir的Gotham和Foundry平台分别依靠多年政府合同和企业订阅维持收入，但泡沫时期的投资者情绪可能拖累其股价[11] - 历史上没有任何股票能够维持如此激进的估值溢价[12] Teva Pharmaceutical Industries的投资亮点 - Teva Pharmaceuticals已成为Druckenmiller的第二大持仓，过去三个季度持续增持，总持股达14,879,750股[14][16] - 公司已解决此前拖累股价的诉讼问题，2023年以42.5亿美元与48个州达成和解，包括在未来13年提供价值12亿美元的通用纳洛酮[15] - CEO Richard Francis将更多精力转向新药研发，如运动障碍药物Austedo今年年销售额有望突破20亿美元[17] - 公司资产负债表显著改善，净债务从2016年收购Actavis后的350多亿美元降至目前的不足150亿美元[18] - 公司远期市盈率仅5.8倍，在历史高估值市场中极为罕见[18] 台积电(TSMC)的投资逻辑 - Druckenmiller连续三个季度增持台积电，总持股达598,780股，成为其投资组合中的例外[19][22] - 台积电在AI革命中扮演关键角色，主要GPU公司依赖其快速扩大芯片封装产能以满足高性能数据中心需求[19] - 台积电业务多元化，不仅是AI概念股，还是iPhone处理器的主要制造商，并为下一代汽车、物联网设备和智能手机生产芯片[20] - 相对于大多数AI股票，台积电估值具有吸引力，远期市盈率不到22倍，预计2025年销售增长26%，次年增长16%[21]

股价表现与驱动因素 - 公司股价在过去三个月内上涨21.6% [1] - 新品牌药Austedo、Uzedy和Ajovy的强劲销售增长是主要驱动力 [1][3] - 成本削减措施和债务负担减轻也推动了股价上涨 [1] 新品牌药业务 - Austedo预计2027年收入将超过25亿美元，欧洲市场计划2026年推出 [4] - Uzedy于2023年5月在美国上市，2025年销售额预计达1.6亿美元 [5] - 公司预计2030年品牌药总收入将超过50亿美元 [7] - 与赛诺菲合作开发的抗TL1A疗法duvakitug计划2025年第四季度进入III期临床试验 [6] 仿制药与生物类似药管线 - 公司已成功推出多种高价值复杂仿制药和生物类似药，包括Truxima、Herzuma等 [8] - 与Alvotech合作开发的Simlandi和Selarsdi已在美国上市 [9] - 2025-2027年计划在美国推出7种生物类似药，欧洲推出4种 [10] - 目标2027年全球生物类似药销售额从2024年的4亿美元翻倍 [12] 财务与估值 - 公司股票今年以来下跌25%，表现逊于行业平均跌幅9.5% [13] - 当前远期市盈率6.30，低于行业平均10.17，但高于5年均值4.11 [15] - 2025年每股收益预期从2.56美元下调至2.51美元，2026年从2.66美元上调至2.72美元 [19] 未来增长前景 - 公司预计通过成本节约和品牌药增长，2027年调整后运营利润率将达到30% [22] - 三大评级机构近期均上调了公司信用展望 [23] - 仿制药业务稳定，2024年美国市场增长15% [11]