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AbbVie Q1 2026 Earnings – Revenue Up 12.4%, Humira Falls 38.6%

AbbVie reported first-quarter 2026 diluted earnings per share of 39 cents on a GAAP basis, down 45.8% from the prior period, while adjusted diluted EPS rose 7.7% to $2.65. Net revenue increased 12.4% to $15.002 billion, or 10.3% on an operational basis.

Immunology remained the largest business, with first-quarter revenue up 16.4% to $7.290 billion, or 14.3% operationally. Skyrizi led the portfolio at $4.483 billion, up 30.9%, and Rinvoq climbed 23.3% to $2.119 billion. Humira fell 38.6% to $688 million.

Neuroscience revenue grew 26.0% to $2.875 billion, or 24.3% operationally. Vraylar increased 18.4% to $905 million, Botox Therapeutic rose 16.5% to $1.009 billion, Ubrelvy jumped 41.4% to $339 million, and Qulipta advanced 53.6% to $296 million. Vyalev contributed $201 million.

Oncology revenue slipped 0.2% to $1.631 billion, or 3.0% lower on an operational basis. Venclexta increased 15.7% to $770 million, Elahere rose 10.7% to $198 million, and Imbruvica declined 24.7% to $556 million.

Aesthetics revenue increased 7.6% to $1.186 billion, or 5.1% operationally. Botox Cosmetic rose 20.2% to $668 million, while Juvederm was essentially flat at $232 million, up 0.4% reported but down 2.9% operationally.

AbbVie’s operating margin was 26.6% on a GAAP basis and 40.8% adjusted. Gross margin was 71.9% GAAP and 83.6% adjusted. SG&A was 23.9% of revenue on a GAAP basis versus 22.7% adjusted, and R&D was 16.5% GAAP versus 15.1% adjusted. Net interest expense was $645 million, and the GAAP tax rate was 32.9% versus 15.4% adjusted.

The company raised its 2026 adjusted diluted EPS outlook to $14.08 to $14.28 from $13.96 to $14.16. The market has reacted to these announcements by moving the company's shares -1.11% to a price of $198.71. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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