Pfizer Inc. (PFE) Q1 2026 (USD): adj. EPS 0.75 (exp. 0.72), Revenue 14.5bln (exp. 13.84bln). Reaffirms Guidance: Current FY EPS 2.80-3.00 (exp. 2.96), Current FY Rev. 59.5-62.5bln (exp. 61.38bln)

Pfizer's Q1 results show a solid beat on both adjusted EPS and revenue, reinforcing confidence in their guidance for the fiscal year.

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Ferrari (RACE IM) Q1 2026 (EUR): EPS 2.33 (exp. 2.31), Revenue 1.85bln (exp. 1.83bln), EBITDA 722mln (exp. 710mln). Affirms FY26 guidance.

KKR & Co Inc (KKR) Q1 2026 (USD): EPS 1.39 (exp. 1.26), Revenue 4.32bln (may not compare to exp. 2.18bln); boosts buyback programme by USD 500mln and lifts dividend by 5%

Pfizer Inc. (PFE) Q1 2026 (USD): adj. EPS 0.75 (exp. 0.72), Revenue 14.5bln (exp. 13.84bln). Reaffirms Guidance: Current FY EPS 2.80-3.00 (exp. 2.96), Current FY Rev. 59.5-62.5bln (exp. 61.38bln)

Marathon Petroleum (MPC) Q1 2026 (USD): adj. EPS 1.65 (exp. 0.74), Revenue 34.6bln (exp. 33.42bln)

EU Energy Commissioner comments on global energy crisis, stating it could be the worst ever faced

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  • Vyndamax Patent Settlements: Prev. exp. a "significant decline" in US revenue for Vyndamax from 2029, however, the settlement means revenue is seen as stable through mid-2031.
  • CEO "Off to a strong start in 2026, and it reinforces our confidence that we will successfully navigate this defining period for Pfizer. Our R&D pipeline is advancing on multiple fronts ... particularly encouraged by what we're seeing in oncology and obesity, two areas where I believe Pfizer is positioned to lead.”
Context

The patent settlements for Vyndamax stabilize revenue projections, providing a favorable outlook amid ongoing advancements in their R&D pipeline, particularly in key therapeutic areas. This may bolster sentiment in pharmaceuticals and related sectors, potentially impacting broader market indices.

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