AMGN Earnings Predictions — 2026-08-04

Ticker Report or Guide KPI Prediction Answer Confidence
AMGN Report Q2 2026 total revenue IN-LINE pred ~$9.18B vs. cons $9.15B MEDIUM
AMGN Report Q2 2026 non-GAAP EPS BEAT pred ~$5.32 vs. cons $5.22 MEDIUM
AMGN Report Q2 2026 Prolia + XGEVA sales MISS pred ~$1.00B vs. cons $1.04B MEDIUM
AMGN Guide FY2026 total-revenue guidance UNCHANGED guide ~$37.80B midpoint vs. cons $37.85B (FY2026) HIGH
AMGN Guide FY2026 non-GAAP EPS guidance UNCHANGED guide ~$22.40 midpoint vs. cons $22.45 (FY2026) HIGH
AMGN Guide FY2026 non-GAAP operating-margin guidance UNCHANGED guide ~45.5% midpoint vs. cons 45.5% (FY2026) HIGH
AMGN Return Day-1 residual (stock − beta × S&P 500) -2.3% MEDIUM
AMGN Return 5-day cumulative residual -4.1% (FOLLOW-THROUGH) A ~$5.32 EPS result versus $5.22 consensus is likely insufficient to offset a ~$1.00B denosumab result versus $1.04B consensus and unchanged $37.80B revenue / $22.40 EPS FY2026 guide versus $37.85B / $22.45B consensus; the lack of an out-period raise should prompt modest 2026-2027 estimate cuts. MEDIUM