Gilead CEO calls Q3 its strongest base business growth in over a decade

As seen on the 24/7 Wall St. homepage on October 29, 2026.

Earnings · 2026 Q3 Daniel O'Day CEO

Oct 29, 4:03pm ET

Gilead delivered an exceptional third quarter, with our strongest year-over-year base business growth in more than a decade, reflecting the strength, breadth and durability of our business.

Gilead's CEO is staking the quarter on a decade-best base business growth rate, and it lands as long-acting HIV rivals push harder into its core franchise. The stock barely moved on it, which means the market wants the follow-through before repricing.

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CEO Daniel O'Day called the third quarter Gilead's strongest year-over-year base business growth in more than a decade, a breadth claim that reaches beyond any single product.

Shares have moved just 0.54% since the quote, so the repricing has not happened yet.

Sources

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Mentioned: GILD

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GILD Gilead Sciences

Q3 2026

Oct 29, 4:03pm ET

EPS

$2.55

est $2.21 +15.6%

Revenue

$8.30B

est $7.81B +6.3%

Management has now raised full-year product sales guidance three times this year, a cumulative $1.6 billion increase since January, on 18% HIV sales growth. New twice-yearly PrEP drug Yeztugo is the engine behind it.

Earnings · 2026 Q3 Daniel O'Day CEO

Oct 29, 4:03pm ET

Our performance enabled us to raise our full year base business revenue guidance again this quarter, bringing the total increase to $1.6 billion since the start of 2026. Our HIV business grew 18% and HIV prevention sales nearly doubled year-over-year.

Third guidance raise of the year for Gilead, and the prevention franchise is now doing the heavy lifting as Yeztugo scales. CEO Daniel O'Day framed the Q3 report around a base business that keeps outrunning the company's own forecasts.

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GILD Gilead Sciences

$1B $0.82 per share

2XELXcel Energy$0.59/sh$370M
3ARCCAres Capital$0.48/sh$345M
4TROWT. Rowe Price$1.30/sh$277M
5VLYPPValley National Bancorp$0.50/sh$166M

Gilead is sending shareholders about $1.02 billion in cash, 82 cents a share, landing September 29 and dwarfing every other payment today. Xcel Energy, Ares Capital, T. Rowe Price and Valley National Bancorp round out the biggest checks.