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 9/23/2026, 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 |
GSK NYSE: GSK is pursuing a focused oncology expansion built around hematologic malignancies, gynecologic cancers, lung cancer, gastrointestinal cancers and prostate cancer, with a combination of internal research and business development, according to Hesham Abdullah, the company's senior vice president and global head of oncology research and development.
GSK plc (GSK) Presents at Morgan Stanley 24th Annual Global Healthcare Conference Transcript
GSK's $750M Chimagen deal adds a trispecific TCE to its multiple myeloma portfolio, targeting two tumor antigens simultaneously.
GSK said on Tuesday it had agreed a deal worth up to $750 million to buy a trispecific T cell-engager (TCE), a drug designed to help T-cells target cancer, from China-based biotechnology firm Chimagen Biosciences.
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 |
|---|---|---|---|---|---|---|---|
| $50.72 | $101.62B | 13.66 | 4.11% | 17.5% | 39.4% | 3.21% | |
| $168.37 | $130.49B | 12.87 | 8.63% | 17.02% | 21.72% | — | |
| $141.28 | $268.53B | 19.65 | 5.97% | 22.93% | 29.64% | — | |
| $42.51 | $102.08B | 11.58 | 5.49% | 8.09% | 5.5% | — | |
| $27.93 | $159.19B | 20.54 | -1.65% | 6.81% | 4.87% | — | |
| $150.92 | $372.73B | 20.73 | 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 3.21%. 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.
