MRNA · 8-K · 20260731PR000147
Geographic Market Commentary
Moderna, Inc. · 2026-07-31 · Importance 38 · Surprise 24 · In source text
Moderna reported that lower COVID vaccine sales in the United States and South America were offset by deliveries in the United Kingdom under a long-term strategic government partnership. The company’s second-quarter revenue was split between $87 million in the United States and $58 million in international markets. For 2026, Moderna expects revenue to be approximately 50% U.S. and 50% international. Its commercial footprint expanded through vaccine approvals in Australia, Mexico, Japan and Taiwan and procurement activity covering six European countries.
Key facts
- In the EU, Moderna signed a joint procurement contract with the European Commission on behalf of six countries for up to 24 million doses of mRESVIA. source
- In Brazil, Moderna signed a collaboration with a local manufacturer in support of a supply agreement for COVID vaccines. source
- Moderna appointed Michael McDonnell to its Board of Directors effective July 8, 2026. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | — | In the EU, Moderna signed a joint procurement contract with the European Commission on behalf of six countries for up to 24 million doses… |
| revenue | positive | committed | — | In Brazil, Moderna signed a collaboration with a local manufacturer in support of a supply agreement for COVID vaccines. |