| MRK |
Report |
KEYTRUDA Global Sales |
IN-LINE |
pred ~$8.45B vs. cons $8.370B |
MEDIUM |
| MRK |
Report |
Total Revenue (Sales) |
IN-LINE |
pred ~$16.45B vs. cons $16.317B |
MEDIUM |
| MRK |
Report |
WINREVAIR Sales |
BEAT |
pred ~$590M vs. cons $571M |
MEDIUM |
| MRK |
Guide |
FY 2026 Revenue (FY 2026) |
LOWER |
guide ~$66.6B midpoint vs. cons $66.867B |
MEDIUM |
| MRK |
Guide |
FY 2026 Non-GAAP EPS ex-Terns (FY 2026) |
BETTER |
guide ~$5.10-$5.22 vs. cons UNVERIFIED |
LOW |
| MRK |
Guide |
KEYTRUDA qualitative trajectory (forward) |
UNCHANGED |
reaffirm growth, QLEX ramp, no new competitive threat flagged |
MEDIUM |
| MRK |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.0% |
— |
MEDIUM |
| MRK |
Return |
5-day cumulative residual |
-3.5% (FADE) |
FADE — sell-side models implicit H2 cut from FY guide below consensus; Terns EPS noise extends selling pressure |
MEDIUM |