PFE · 10-Q · 2026Q2 · Full report

Geographic Revenue Shift

PFIZER INC · 2026-08-04 · Importance 43 · Surprise 32 · No source text

First-six-month 2026 revenue was $17.6 billion in the U.S. and $11.9 billion internationally, compared with $17.3 billion and $11.1 billion, respectively, in the prior-year period. Eliquis growth was driven by higher demand globally, although generic entry and price erosion affected certain international markets. Vyndaqel benefited from continued U.S. market expansion, stronger patient diagnosis across international markets and improved access in certain international markets, partly offset by U.S. net price erosion from new payer contracts. Lorbrena increased 35% operationally year to date through higher patient share in first-line ALK-positive metastatic NSCLC in the U.S., China and certain other international markets.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized+100.0%Total revenues by geography, three months ended June 28, 2026: Worldwide $15,034 million, U.S. $8,857 million, International $6,177 million.
revenuepositiverealized+100.0%Total revenues by geography, six months ended June 28, 2026: Worldwide $29,484 million, U.S. $17,588 million, International $11,896 million.
revenuepositiverealized+59.6%Total revenues by geography, six months ended June 28, 2026: Worldwide $29,484 million, U.S. $17,588 million, International $11,896 million.
revenuepositiverealized+58.9%Total revenues by geography, three months ended June 28, 2026: Worldwide $15,034 million, U.S. $8,857 million, International $6,177 million.
revenuepositiverealized+41.1%Total revenues by geography, three months ended June 28, 2026: Worldwide $15,034 million, U.S. $8,857 million, International $6,177 million.
revenuepositiverealized+40.4%Total revenues by geography, six months ended June 28, 2026: Worldwide $29,484 million, U.S. $17,588 million, International $11,896 million.