VTRS · Earnings call · 2026Q2T · Full report

Revenue Performance and Mix

Viatris Inc · 2026-08-06 · Importance 49 · Surprise 32 · In source text

Second-quarter total revenue was $3.8 billion, up 3.5% operationally year over year. Developed-markets sales rose 2%, including 1% growth in North America and 2% growth in Europe, while emerging-markets sales declined 2% because of ARV generic supply constraints. Greater China revenue increased 16%, driven by cardiovascular products and growth across all channels, including 36% e-commerce growth; JANZ revenue was essentially flat. North American growth benefited from estradiol patches, Breyna, octreotide and iron sucrose, while competitive pressure reduced established-brands revenue.

Key facts

• Updated full year 2026 segment revenue expectations vs prior year: Greater China low double-digit growth; developed markets roughly flat; North America declining slightly; emerging markets low single-digit growth; JANZ low single-digit decline
• Q2 2026 total revenues: $3.8 billion
• Q2 2026 adjusted EBITDA: $1.2 billion
• Q2 2026 operational revenue growth: 3.5% year-over-year
• Q2 2026 adjusted EPS: $0.69 per share
• Developed markets net sales increased 2% year-over-year in Q2 2026
• North America net sales grew 1% year-over-year in Q2 2026
• Europe net sales increased 2% year-over-year in Q2 2026

Impact estimates