GSK's fundamental outlook is anchored by resilient HIV and vaccine franchises, with Arexvy uptake driving revenue growth of 4.1% in 2026Q2. However, the company's profitability is subject to significant quarterly swings due to R&D timing, as evidenced by opera...
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Revenue grew 4.1% year-over-year in 2026Q2 to $8.4B, but operating margin swung to 5.7% from 30.1% in 2026Q1 due to a surge in R&D spending to $3.5B (41.7% of revenue).
GSK's momelotinib receiving Orphan Drug Designations in the US and EU for VEXAS syndrome highlights potential for niche market expansion and regulatory advantages.
The Consumer Healthcare Capital Markets Day outlined growth ambitions and financial details, signaling a focused strategy ahead of its demerger and listing.
GSK's projected revenue of up to £55B in the bull case indicates significant growth potential, albeit dependent on innovation engine improvements.
Trailing total returns as of 10/2/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 28, 2026 | $1.36+7.1% vs $1.27 | $11.2B+1.4% vs $11.0B |
Q2 2026 Apr 29, 2026 | $1.24+6.9% vs $1.16 | $10.3B+0.7% vs $10.2B |
Q1 2026 Feb 4, 2026 | $0.68+6.3% vs $0.64 | $11.8B+3.2% vs $11.4B |
Q4 2025 Oct 29, 2025 | $1.48+17.5% vs $1.26 | $11.3B+2.6% vs $11.0B |
Candidate selected by GSK utilizes Wave's best-in-class SpiNA design siRNA and triggers a milestone payment to Wave; three additional collaboration programs advancing
GSK and Sanofi offer distinct growth drivers, but stronger earnings estimates, Dupixent momentum and a lower valuation are putting one European drugmaker in focus.
Investment bank Jefferies has kept its ‘buy' rating and 2,500p target on GSK PLC (LSE:GSK, NYSE:GSK), the FTSE 100 drugmaker, after a fireside chat with its chief scientific officer reinforced its view that B7H3 is one of GSK's most underappreciated opportunities. The target implies 35% upside from the prior close of 1,851p, while GSK had a market capitalisation of £74.9 billion.
MRK and Daiichi withdraw an FDA filing for ifinatamab deruxtecan after data falls short, while late-stage studies continue.
Benchmark GSK against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for GSK plc (GSK)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $47.18 | $94.53B | 12.80 | 4.11% | 17.5% | 39.4% | 3.42% | |
| $157.70 | $122.22B | 12.06 | 8.63% | 17.02% | 21.72% | — | |
| $141.05 | $268.1B | 19.62 | 5.97% | 22.93% | 29.64% | — | |
| $40.67 | $97.66B | 11.22 | 5.49% | 8.09% | 5.5% | — | |
| $28.12 | $160.27B | 20.68 | -1.65% | 6.81% | 4.87% | — | |
| $143.80 | $355.15B | 19.75 | 1.18% | 4.78% | 6.59% | — |
GSK plc (GSK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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GSK plc (GSK) stock FAQ — growth, dividends, profitability & financials explained
GSK plc (GSK) reported $33.20B in revenue for fiscal year 2025. This represents a 298% increase from $8.34B in 1996.
GSK plc (GSK) grew revenue by 4.1% over the past year. Growth has been modest.
Yes, GSK plc (GSK) is profitable, generating $4.82B in net income for fiscal year 2025 (17.5% net margin).
Yes, GSK plc (GSK) pays a dividend with a yield of 3.42%. This makes it attractive for income-focused investors.
GSK plc (GSK) has a return on equity (ROE) of 39.4%. This is excellent, indicating efficient use of shareholder capital.
GSK plc (GSK) generated $6.98B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
