AMGN Earnings Predictions — 2026-08-04

Ticker Report or Guide KPI Prediction Answer Confidence
AMGN Report Q2 2026 total revenue BEAT pred ~$9.54B vs. cons $9.43B MEDIUM
AMGN Report Q2 2026 non-GAAP EPS BEAT pred ~$5.70 vs. cons $5.62 MEDIUM
AMGN Report Q2 2026 non-GAAP operating margin IN-LINE pred ~45.2% vs. cons 45.3% MEDIUM
AMGN Guide FY2026 total revenue guidance midpoint BETTER guide ~$38.0B vs. cons $37.81B (FY2026) MEDIUM
AMGN Guide FY2026 non-GAAP EPS guidance midpoint BETTER guide ~$22.55 vs. cons $22.37 (FY2026) MEDIUM
AMGN Guide FY2026 non-GAAP operating margin guidance midpoint UNCHANGED guide ~45.5% vs. cons 45.5% (FY2026) HIGH
AMGN Return Day-1 residual (stock − beta × S&P 500) +2.2% MEDIUM
AMGN Return 5-day cumulative residual +1.3% (FADE) Initial upside from Q2 non-GAAP EPS of ~$5.70 vs. $5.62 consensus should fade partially because FY2026 EPS guidance of ~$22.55 vs. $22.37 consensus absorbs much of the quarterly beat, leaving limited out-period estimate revisions amid denosumab erosion, margin pressure, and cybersecurity uncertainty. MEDIUM