Gilead Sciences Q2 FY2025 Earnings: HIV Franchise Fuels Growth, New Launches and Pipeline in Focus.

Gilead Sciences reported Q2 CY2025 revenue of $7.08 billion, up 1.8% YoY, beating analyst estimates. The company raised its full-year revenue guidance to $28.5 billion and adjusted EPS guidance to $8.10. HIV franchise growth, led by Biktarvy and Descovy, and new launches, including Yeztugo, drove the results. Management expects continued growth from HIV franchise and new product launches, but is monitoring policy changes and competitive pressures.

Gilead Sciences (NASDAQ: GILD) reported its second-quarter (Q2) CY2025 financial results, with revenue reaching $7.08 billion, up 1.8% year-over-year (YoY), surpassing analyst estimates. The company also raised its full-year revenue guidance to $28.5 billion and adjusted its earnings per share (EPS) guidance to $8.10, up from a prior estimate of $8.10. Despite mixed performance in other therapeutic areas, the HIV franchise, led by Biktarvy and Descovy, and new launches like Yeztugo, drove the results.

Gilead's HIV franchise remains a significant revenue driver, with Biktarvy sales rising 9% to $3.53 billion in the second quarter, exceeding analyst estimates. Other product areas, such as liver disease and Covid-19 treatments, saw declines, while the company's cancer portfolio barely grew. Total revenue increased 2% to $7.08 billion, ahead of expectations.

Management expects continued growth from the HIV franchise and new product launches. However, they are monitoring policy changes and competitive pressures that could impact future performance.

Gilead's stock price rose 1.7% to $112.22 following the earnings release.

References:
[1] https://www.indexbox.io/blog/gilead-sciences-beats-q2-revenue-estimates-with-cautious-outlook/
[2] https://www.bloomberg.com/news/articles/2025-08-07/gilead-raises-guidance-on-robust-demand-for-its-hiv-treatments