AMGN · 8-K · 20260804PR000124

Revenue Performance and Mix

AMGEN INC · 2026-08-04 · Importance 47 · Surprise 22 · No source text

Second-quarter 2026 total revenue increased 10% year over year to $10.1 billion, while product sales rose 9% to $9.537 billion, driven by volume growth. The six key growth drivers grew 26% year over year and generated nearly 70% of second-quarter product sales. U.S. product sales were $6.990 billion and rest-of-world sales were $2.547 billion, representing approximately 73% and 27% of total product sales, respectively. Product growth was led by UPLIZNA at $335 million, up 90%, PAVBLU at $287 million, up 121%, and IMDELLTRA/IMDYLLTRA at $288 million, up 115%, while Prolia declined 32% to $759 million and XGEVA declined 34% to $352 million due to biosimilar competition.

Key facts

• UPLIZNA sales increased 90% year-over-year to $335 million in the second quarter, primarily driven by volume growth. source
• PAVBLU sales increased 121% year-over-year to $287 million in the second quarter, primarily driven by volume growth based on its position as the only commercially available biosimilar to EYLEA in the U.S. during this period. source
• Repatha sales increased 37% year-over-year to $953 million in the second quarter, driven by volume growth. source
• EVENITY sales increased 38% year-over-year to $714 million in the second quarter, driven by volume growth. source
• For the second quarter, total revenues increased 10% to $10.1 billion in comparison to the second quarter of 2025. source
• Product sales grew 9% in the second quarter, driven by volume growth. source
• Seventeen products are annualizing at more than $1 billion based on second quarter sales. source
• TEPEZZA sales increased 14% year-over-year to $576 million in the second quarter, primarily driven by 6% higher net selling price and 6% volume growth. source

Impact estimates