Pfizer Inc.
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+ FollowMarket Cap$175.47B
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Earnings Call Q3 2026
November 3, 2026 - AI Summary
Strong Q3 results + growth momentum (good): Pfizer reported Q3’26 revenue of ~$61.7B, ahead of expectations, with ~7% operational revenue growth driven by non-COVID products (offset by lower COVID-19). Launched/acquired products grew 32% operationally in the quarter, with key contributors including Padcev (~$255M), NURTEC (~$135M), and Lorbrena (~$114M). Management highlighted operational excellence and productivity supporting performance and margins.
Raised and tightened full-year guidance (good, investor-relevant): Pfizer raised full-year 2026 revenue guidance by $1.5B (midpoint) to $62B–$64B, while reaffirming ~“~$4B for COVID products” with most Comirnaty revenues expected in Q4 (seasonality/infection-rate dependent). Adjusted diluted EPS raised and narrowed to $2.95–$3.05 (midpoint +$0.10), while absorbing a ~$0.10/share impact from the Innovent transaction. Outlook also includes R&D expense guidance $10.8B–$11.8B and adjusted gross margin expected mid-70% range.
Cost discipline delivering savings, but not “all smooth” (good + risk): Pfizer reiterated it is on track for nearly all ~$7.2B net savings by end of 2026 and is initiating a second phase targeting ~$2.5B net cost savings from 2027–2029. However, investors should note a key near-term challenge: LOE (loss of exclusivity) transition implies margin pressure could return later; management said savings are intended to offset LOE transition erosion in 2027–2029. Also, Q3 benefited from ongoing cost productivity, but reported line items included transaction charges.
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$25.72
16.5% downside
Current Fair Value
16.5% downsideOvervalued by 16.5% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $175.47 Billion |
|---|---|
| Enterprise Value | $238.34 Billion |
| Annual dividend | $1.72 |
| Dividend yield | 5.64% |
| Earnings per Share | $1.36 |
| Beta | 0.28 |
| Outstanding Shares | 5,699,000,000 |
Return
| Return on Equity | 5.09% |
|---|---|
| Return on Assets | 2.16% |
| Return on Invested Capital | 4.22% |
Valuation & Multiples
| P/E Ratio | 40.33 |
|---|---|
| PEG | -37.16 |
| Price to Sales | 2.8 |
| Price to Book Ratio | 2.05 |
| Enterprise Value to Revenue | 3.74 |
| Enterprise Value to EBIT | 33.56 |
| Enterprise Value to Net Income | 54 |
| Total Debt to Enterprise | 0.27 |
| Debt to Equity | 0.75 |
Revenue Sources
No data
Last Earnings Call
Report Date
November 3, 2026
EPS Estimate
$0.73
Consensus analyst estimateRevenue Estimate
$15.85 B
Consensus analyst estimateNext Earnings Call
Expected Date
February 2, 2027
EPS Estimate
$0.72
Consensus analyst estimateRevenue Estimate
$17.06 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.31, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.3122▼ 83.70% |
|---|---|
| Total Calls | 1,329,130▼ 98.41% |
| Total Puts | 414,900▼ 99.57% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 3.79%▼ 64.15% |
|---|---|
| Total Invested | $6.15B▼ 93.40% |
| Investors Holding | 1,278▼ 1687.00% |
About Pfizer Inc.
75,000 employees
CEO: Albert Bourla
Pfizer Inc. operates as a leading global biopharmaceutical company, overseeing the entire lifecycle of its medicinal products—from initial discovery and rigorous development to worldwide manufacturing, strategic marketing, and extensive ...