| MRK |
Report |
Total revenue |
BEAT |
pred ~$16.52B vs. cons $16.33B |
MEDIUM |
| MRK |
Report |
KEYTRUDA/KEYTRUDA QLEX sales |
BEAT |
pred ~$8.45B vs. cons $8.35B |
MEDIUM |
| MRK |
Report |
WINREVAIR sales |
BEAT |
pred ~$0.61B vs. cons $0.59B |
MEDIUM |
| MRK |
Guide |
Full-year revenue guidance midpoint |
UNCHANGED |
guide ~$66.50B vs. cons $66.50B (FY2026) |
MEDIUM |
| MRK |
Guide |
Non-GAAP EPS guidance including Terns impact |
LOWER |
guide ~$2.62 vs. cons $2.64 (FY2026) |
MEDIUM |
| MRK |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.7% |
— |
MEDIUM |
| MRK |
Return |
5-day cumulative residual |
+0.6% (FADE) |
Initial upside from KEYTRUDA/QLEX and WINREVAIR is likely to fade because an unchanged revenue guide and slightly lower EPS guide imply limited second-half estimate upside after acquisition charges and launch spending are incorporated. |
MEDIUM |