AMRX Amneal Pharmaceuticals LLC
Price Chart
Executive Summary
Amneal Pharmaceuticals reported strong preliminary Q1 2026 results with revenue of $723M (4% YoY growth) and adjusted diluted EPS of $0.27, a 29% increase YoY and 59% above consensus of $0.17. The company raised full-year 2026 adjusted EPS guidance and announced a transformative $750M acquisition of Kashiv BioSciences to establish a leading biosimilars platform, positioning it to capture value from the upcoming $300B+ biologics LOE wave.
Key Financial Metrics
Actionable Insight
The combination of a strong earnings beat, raised guidance, and a strategically transformative acquisition positions AMRX for accelerated growth in biosimilars. Traders should monitor the shareholder vote and regulatory approvals for the Kashiv deal, and watch for further pipeline updates. The stock's reaction will likely focus on the long-term synergy potential and execution risk.
Key Facts
- Preliminary Q1 2026 revenue: $723M (4% YoY growth)
- Adjusted diluted EPS: $0.27 vs. consensus of $0.17 (59% beat)
- GAAP diluted EPS: $0.19, also above consensus
- Specialty segment revenue up 23% YoY to $133M driven by CREXONT® and BREKIYA®
- Gross margin expanded 750 bps to 44.3% on strong product mix
- Announced acquisition of Kashiv BioSciences for $750M ($375M cash + $375M equity) plus up to $350M in milestones
- Raised 2026 full-year adjusted EPS guidance to $0.95–$1.05 (from $0.93–$1.03), now above consensus of $0.90)
- Transaction expected to close in second half of 2026, subject to shareholder and regulatory approval
Financial Impact
Adjusted EPS of $0.27 beats consensus by $0.10 (59%), revenue of $723M beats by $2.5M. Full-year adjusted EPS guidance raised and now above consensus. Acquisition adds $400M–$500M in expected synergies.
Risk Factors
- Acquisition requires shareholder and regulatory approvals, creating execution risk
- Preliminary financials are subject to change upon final audit
- Integration risk from combining Kashiv’s operations
Market Snapshot
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3278749 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
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Jun 11, 2026
3d ago
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Institutional Cluster
| $15.72 awaiting T+20 | awaiting T+20 | — | $16.20 (+3.05%) |
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May 7, 2026
5w ago
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Press Release
| $13.20 $13.75 | ▲ +4.17% | ▲ +4.14% | $16.20 (+22.73%) |
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Apr 22, 2026
7w ago
|
Press Release
| $12.82 $11.81 | ▼ −7.88% | ▼ −11.04% | $16.20 (+26.37%) |
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Apr 7, 2026
9w ago
|
Press Release
| $12.71 $13.41 | ▲ +5.51% | ▼ −3.04% | $16.20 (+27.46%) |
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Mar 25, 2026
11w ago
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DEFA14A
| $12.06 $12.52 | ▲ +3.81% | ▼ −6.85% | $16.20 (+34.33%) |
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Feb 27, 2026
15w ago
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8-K
| $13.81 $11.85 | ▼ −14.19% | ▼ −6.64% | $16.20 (+17.31%) |
US Market Status
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