艾伯维第三季度营收174亿美元、上调全年盈利指引：Skyrizi卖出57.8亿美元增长22.7%，2027年股息再涨5.2%
美国制药公司艾伯维（AbbVie）10月30日发布第三季度财报（截至9月30日）：全球净营收174.04亿美元，同比增长10.3%（按固定汇率计的运营增长10.5%）。按美国通用会计准则（GAAP）计算的每股盈利为2.37美元，调整后每股盈利为3.82美元，两者同比均增长逾100%，其中包含收购在研项目与里程碑费用带来的每股0.11美元不利影响。
据路透社报道，调整后每股盈利3.82美元高于分析师预期的3.75美元，营收174.0亿美元也高于预期的173.1亿美元。艾伯维股价今年以来已上涨约27%，周四收于290.79美元的历史高位。
免疫药物组合是增长主力：第三季度全球净营收91.65亿美元，同比增长16.3%。其中 Skyrizi 卖出57.76亿美元，增长22.7%，高于 LSEG 汇编的57.5亿美元预期；Rinvoq 卖出27.06亿美元，增长约23.9%；曾经的王牌药 Humira 降至6.83亿美元，下滑31.2%。
其他组合方面，神经科学组合营收33.89亿美元，增长19.4%，其中 Botox Therapeutic 为10.80亿美元、Vraylar 为10.68亿美元；肿瘤组合营收16.96亿美元，增长0.8%；医美组合营收11.76亿美元，下降1.4%。
艾伯维把2026年全年调整后每股盈利指引从13.76至13.96美元上调至13.95至13.99美元，新指引包含今年截至第三季度已发生的收购在研项目与里程碑费用每股0.69美元的不利影响。公司同时宣布2027年股息提高5.2%，自2027年2月派发的股息起执行。
公司还确认，已完成对 Apogee Therapeutics 的收购，免疫管线新增针对特应性皮炎的后期单抗 zumilokibart 与哮喘候选药 APG273 等资产。路透社此前报道，这笔收购作价109亿美元，于今年6月达成。
艾伯维董事长兼首席执行官 Robert A. Michael 表示：「艾伯维继续交出出色的业绩，反映出我们多元化产品组合的扎实执行。我们还通过取得关键监管批准、产出差异化临床数据并完成对 Apogee Therapeutics 的收购，增强了长期增长潜力。」完整财报见艾伯维第三季度财报（公司新闻稿）。
AbbVie Third-Quarter Revenue Hits $17.4 Billion as Skyrizi Sales Jump 22.7%; Full-Year Guidance Raised and 2027 Dividend Lifted 5.2%
US drugmaker AbbVie reported third-quarter results on October 30 for the quarter ended September 30, 2026: worldwide net revenues were $17.404 billion, an increase of 10.3 percent on a reported basis, or 10.5 percent on an operational basis. Diluted earnings per share were $2.37 on a GAAP basis and $3.82 on an adjusted basis, both up more than 100 percent from a year earlier, including an unfavorable impact of $0.11 per share related to acquired in-process research and development (IPR&D) and milestones expense.
According to Reuters, adjusted earnings of $3.82 per share beat analysts' expectations of $3.75, and revenue of $17.40 billion topped estimates of $17.31 billion. AbbVie shares have risen about 27 percent so far this year and closed at a record high of $290.79 on Thursday.
The immunology portfolio did the heavy lifting, with global net revenues of $9.165 billion, up 16.3 percent. Skyrizi recorded sales of $5.776 billion, up 22.7 percent and ahead of the $5.75 billion expected by analysts in data compiled by LSEG, while Rinvoq generated $2.706 billion, up 23.9 percent. Global Humira net revenues fell 31.2 percent to $683 million.
The neuroscience portfolio grew 19.4 percent to $3.389 billion, helped by Botox Therapeutic at $1.080 billion and Vraylar at $1.068 billion. Oncology revenues were $1.696 billion, up 0.8 percent, while the aesthetics portfolio eased 1.4 percent to $1.176 billion.
AbbVie raised its full-year 2026 adjusted diluted EPS guidance from $13.76-$13.96 to $13.95-$13.99, including an unfavorable impact of $0.69 per share from acquired IPR&D and milestones expense incurred year to date through the third quarter. The company also announced a 5.2 percent dividend increase for 2027, beginning with the dividend payable in February 2027.
AbbVie confirmed it has completed its acquisition of Apogee Therapeutics, adding assets including zumilokibart, a late-stage antibody for atopic dermatitis, and APG273 for asthma to its immunology pipeline. Reuters previously reported the deal was valued at $10.9 billion and agreed in June.
"AbbVie continues to deliver outstanding results, reflecting solid execution across our diverse portfolio," said Robert A. Michael, chairman and chief executive officer. "We also enhanced our long-term growth potential by securing key regulatory approvals, generating differentiated clinical data and completing the acquisition of Apogee Therapeutics." The full release is available from AbbVie, Reports Third-Quarter 2026 Financial Results.
来源：GSM·美国（原文链接）
图片来源：图：艾伯维（AbbVie）位于伊利诺伊州 North Chicago 的总部大楼（资料图）。LittleT889 摄，CC BY 4.0，经 Wikimedia Commons。 / AbbVie headquarters in North Chicago, Illinois (file photo). Photo by LittleT889, CC BY 4.0, via Wikimedia Commons.
