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Viatris VTRS, a global healthcare company, is scheduled to report first-quarter 2025 results on May 8, 2025.
The Zacks Consensus Estimate for revenues is pegged at $3.24 billion, while the same for earnings is pinned at $0.50 per share. (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)
Factors to Consider
The company reports under four segments — Developed Markets, Emerging Markets, Japan, Australia and New Zealand (JANZ), and Greater China.
Growth in Developed Markets, driven by strong new product performance and other generics, is likely to have boosted the top line.
Growth in Europe is anticipated to have been driven by contributions from new products and strong generic portfolios. The thrombosis portfolio and key brands must have also driven growth from this geography. Volume growth in key markets, including Italy and France, and strong generic performance have also likely boosted sales.
However, revenues from North America have likely been under pressure due to inspections in the manufacturing facility in Indore, India, and expected competition in the generic business.
The Zacks Consensus Estimate for revenues from Developed Markets is pinned at $1.9 billion.
Emerging Markets have likely witnessed growth on the back of the expansion of their cardiovascular portfolio in certain Latin American countries, as well as expansion in key markets such as Turkey, India, Korea, Brazil and emerging Asia, and volume growth in the overall base portfolio. The Zacks Consensus Estimate for revenues from this geography is pegged at $480 million.
Sales in JANZ are likely to have been adversely impacted by government-driven price regulations in Japan and Australia, as well as by a change in Japan's reimbursement for off-patent brands that accelerated generic conversion. The Zacks Consensus Estimate for revenues from the JANZ markets is pinned at $309 million.
Sales in Greater China might have seen an increase due to continued patient demand for a portfolio of iconic brands addressing chronic diseases that are more and more prevalent in this country’s growing aging population.
The Zacks Consensus Estimate for revenues from this geography is pegged at $553 million.
Viatris also reports revenues under two divisions (in terms of product category) — brands and generics.
Brand business makes up the majority of the company’s portfolio. Brand performance is likely to have benefited from the expansion of its cardiovascular portfolio in certain Latin American countries and strong growth in Europe and Greater China.
Operating expenses might have risen during the quarter due to SG&A investments in new product launches and progress in key R&D programs.