Vertex Pharmaceuticals Resultados de beneficios anteriores
Pasado controles de criterios 3/6
Los beneficios de Vertex Pharmaceuticals han disminuido a una tasa media anual de -1.8%, mientras que en la industria Biotechs los beneficios crecieron en un 36.2% anualmente. Los ingresos han ido creciendo a una tasa media de 11.7% al año. La rentabilidad financiera de Vertex Pharmaceuticals es de 22.4%, y sus márgenes netos son de 35.5%.
Información clave
-1.81%
Tasa de crecimiento de los beneficios
-1.64%
Tasa de crecimiento del BPA
| Crecimiento de la industria Biotechs | 17.04% |
| Tasa de crecimiento de los ingresos | 11.75% |
| Rentabilidad financiera | 22.41% |
| Margen neto | 35.51% |
| Próxima actualización de resultados | 03 Aug 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • Jul 08
VRTX: Rich Crinetics Deal Will Weigh On Future Risk Reward Profile
Vertex Pharmaceuticals' fair value estimate has been adjusted higher by about $9.69 to $423.75 as analysts factor in updated assumptions on revenue growth, margins, and future P/E following the Crinetics acquisition and a series of upward price target revisions, including recent moves to $570 at RBC Capital and $350 at Baird. Analyst Commentary Recent research on Vertex Pharmaceuticals clusters around the planned Crinetics acquisition and how it reshapes the company’s pipeline mix, capital deployment, and earnings profile.Seeking Alpha • Jun 30
Vertex Pharmaceuticals Has One Of The Widest And Most Durable Moats In Biotech
Summary Vertex Pharmaceuticals Incorporated maintains a dominant, monopoly position in cystic fibrosis, driving highly predictable, recurring revenue and justifying its valuation premium. VRTX is leveraging its CF cash flows to expand into pain, hematology, and renal franchises, with promising catalysts in each area, notably Pove for IgAN. Non-CF franchises are gaining traction, with Journavx and Casgevy contributing to revenue growth; renal (Pove) is positioned to become a major driver post-2027. I maintain a Buy rating on VRTX, citing its wide moat, robust pipeline, pristine balance sheet, and clear sightlines to long-term market-beating returns. Read the full article on Seeking Alpha
Actualización de narrativa • Jun 17
VRTX: Kidney Franchise And Pipeline Expansion Will Drive Future Stock Upside
Vertex Pharmaceuticals' latest narrative update reflects a modest recalibration in analyst price targets, with figures such as Truist's move to $542 and Wells Fargo's lift to $550 framed around analysts' view that the emerging kidney franchise can grow into blockbuster assets and broaden the company's portfolio. Analyst Commentary Recent Street research on Vertex Pharmaceuticals highlights a generally constructive tone, with bullish analysts pointing to the expanding kidney franchise and a series of upward price target revisions as key supports for the stock's valuation and growth narrative.Actualización de narrativa • Jun 03
VRTX: Kidney Franchise Progress Will Drive Future Upside Beyond CF
Analysts have nudged their average price target on Vertex Pharmaceuticals higher by a few dollars to around the mid $500s to low $600s, citing positive Phase 3 RAINIER data and the perceived de-risking of the emerging kidney franchise as key reasons for the change. Analyst Commentary Bullish analysts are broadly aligning around a more constructive view on Vertex Pharmaceuticals following the RAINIER readout, with several pointing to the kidney franchise as a key driver for the stock story alongside the established cystic fibrosis business.Actualización de narrativa • May 19
VRTX: CF Franchise And Nephrology Pipeline Will Shape Balanced Future Risk Profile
Analysts have inched their fair value target for Vertex Pharmaceuticals higher to about $414 per share. This reflects updated assumptions that pair slightly more conservative revenue growth expectations with higher projected profit margins and a lower anticipated future P/E multiple.Actualización de narrativa • May 05
VRTX: CF Base And Nephrology Expansion Will Define Balanced Future Risk Profile
Analysts have inched their average price target for Vertex Pharmaceuticals higher by a few dollars, citing stronger confidence in povetacicept after positive Phase 3 RAINIER data in IgA nephropathy and a broader nephrology pipeline thesis, while keeping valuation assumptions such as P/E and discount rate broadly consistent. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has centered on povetacicept and the nephrology pipeline, with several major firms adjusting their models after the Phase 3 RAINIER interim readout in IgA nephropathy and following Q4 results.Actualización de narrativa • Apr 20
VRTX: CF Franchise And Kidney Pipeline Will Shape Balanced Risk Profile
Vertex Pharmaceuticals' fair value estimate has shifted from $403.80 to $412.49 as analysts refresh models following multiple price target increases tied to positive Phase 3 povetacicept data and a reassessment of the company's nephrology pipeline potential. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has leaned constructive overall, with several firms lifting price targets following the Phase 3 RAINIER interim readout for povetacicept and updating models around the nephrology pipeline.Actualización de narrativa • Apr 05
VRTX: Renal Franchise Progress And CF Leadership Will Drive Future Upside
Vertex Pharmaceuticals' analyst fair value estimate has shifted to $641 from $604. This reflects analysts' updated views on the company's diversified pipeline following positive Phase 3 povetacicept data in IgA nephropathy and a series of higher Street price targets.
Actualización de narrativa • Mar 22
VRTX: Renal Trial Success And Nephrology Pipeline Will Drive Next Phase
Vertex Pharmaceuticals' analyst fair value estimate has moved from $504.04 to $547.72. Analysts point to higher modeled revenue growth, slightly stronger profit margins, a richer future P/E assumption, and a wave of Street price target hikes tied to positive povetacicept Phase 3 RAINIER data and the growing nephrology pipeline.Actualización de narrativa • Mar 06
VRTX: CF Dependence Will Heighten Risk Around Upcoming Renal Readouts
Analysts have nudged their target on Vertex Pharmaceuticals higher, with our fair value estimate moving from $401.30 to $403.80. This reflects updated Q4 results, slightly adjusted revenue growth and margin assumptions, and ongoing confidence in the broader pipeline, as seen in a series of recent price target increases across the Street.Actualización de narrativa • Feb 20
VRTX: CF Reliance Will Expose Renal Pipeline Execution Risks
Vertex Pharmaceuticals' updated analyst price target reflects an increase of $23.78 to $401.30, as analysts incorporate refreshed Q4 outcomes, pipeline commentary on programs like povetacicept and IgAN, and modest adjustments to assumptions for revenue growth, profit margin, and future P/E. Analyst Commentary Street research around Vertex Pharmaceuticals has been active following the latest Q4 update, with several firms revisiting their models, refreshing pipeline assumptions, and revising price targets.Actualización de narrativa • Feb 06
VRTX: CF Dependence And Pipeline Execution Risks Will Test Bullish Repricing
Analysts have raised their fair value estimate for Vertex Pharmaceuticals by about US$33 to approximately US$378, citing a series of recent rating upgrades and higher price targets linked to its cystic fibrosis franchise and late-stage pipeline potential. Analyst Commentary Recent research on Vertex Pharmaceuticals has been dominated by upgrades and higher price targets, with several firms shifting to more positive ratings and highlighting the cystic fibrosis portfolio and late stage pipeline as key supports for the updated fair value assessments.Actualización de narrativa • Jan 23
VRTX: CF Cash Flows And Renal Data Will Shape Balanced Next Phase
Analysts have nudged their fair value estimate for Vertex Pharmaceuticals higher to about $504, citing a slightly richer assumed future P/E multiple and modestly stronger revenue growth expectations, even as they factor in a lower profit margin and a slightly higher discount rate. Analyst Commentary Recent Street research on Vertex Pharmaceuticals has turned more constructive, with several firms shifting to more positive ratings and setting price targets above the current fair value estimate.Actualización de narrativa • Jan 09
VRTX: CF Durability And Kidney Pipeline Data Will Define Next Phase
Analysts have lifted their Vertex Pharmaceuticals fair value estimate by about US$11 to US$496.16, reflecting updated assumptions on revenue growth, margins and future P/E, as recent research highlights confidence in the durability of its cystic fibrosis franchise and potential upside from its broader pipeline. Analyst Commentary Recent Street research around Vertex Pharmaceuticals points to a generally constructive view, with most commentary focusing on the durability of the cystic fibrosis franchise, the breadth of the pipeline and how these factors feed into valuation targets and rating changes.Actualización de narrativa • Dec 18
VRTX: Cystic Fibrosis And Gene Editing Advances Will Drive Upside Potential
Narrative Update The analyst price target for Vertex Pharmaceuticals has been modestly reduced to about $604 from roughly $616 as analysts factor in a slightly higher discount rate and marginally slower revenue growth, partially offset by improved profitability and a lower assumed future P/E multiple. Analyst Commentary Bullish analysts remain broadly constructive on Vertex Pharmaceuticals, emphasizing durable execution in cystic fibrosis, a deep late stage pipeline, and multiple emerging revenue drivers that, in their view, support premium valuation multiples despite modest target tweaks.Actualización de narrativa • Dec 04
VRTX: Kidney Pipeline And Gene Editing Will Shape Next Phase
The analyst price target for Vertex Pharmaceuticals has been nudged higher to about $485 from roughly $480 as analysts point to a healthier long term earnings profile supported by ongoing strength in the cystic fibrosis franchise, measured diversification investments, and an increasingly innovation focused large cap biopharma setup. Analyst Commentary Recent research updates on Vertex Pharmaceuticals highlight a broadly constructive stance on the name, with most price target changes and rating initiations reinforcing confidence in the company’s growth algorithm and innovation pipeline, even as some voices flag valuation and execution constraints as the franchise matures.Artículo de análisis • Nov 11
Vertex Pharmaceuticals' (NASDAQ:VRTX) Performance Is Even Better Than Its Earnings Suggest
Even though Vertex Pharmaceuticals Incorporated's ( NASDAQ:VRTX ) recent earnings release was robust, the market didn't...Artículo de análisis • Sep 19
Vertex Pharmaceuticals Incorporated's (NASDAQ:VRTX) Popularity With Investors Is Under Threat From Overpricing
It's not a stretch to say that Vertex Pharmaceuticals Incorporated's ( NASDAQ:VRTX ) price-to-sales (or "P/S") ratio of...Actualización de narrativa • Sep 04
Gene Editing And New Therapies Will Transform Global Healthcare
Analysts maintain a cautious-but-constructive stance on Vertex Pharmaceuticals, citing strong CF performance and resilient topline results offset by pipeline setbacks and future revenue concentration risks, with the consensus price target unchanged at $481.04. Analyst Commentary Bullish analysts highlight Vertex’s continued strong execution track record, robust base cystic fibrosis (CF) business, solid Q2 results with topline beats, and a positive long-term growth outlook beyond near-term setbacks.Nueva narrativa • Apr 08
New ALYFTREK And JOURNAVX Will Expand Patient Access
Vertex is set to drive revenue growth by expanding its drug portfolio, notably with ALYFTREK and JOURNAVX, targeting new patient demographics.Seeking Alpha • Apr 06
Vertex Pharmaceuticals: A Look At Their Pain Therapy Program
Summary Vertex Pharmaceuticals is diversifying from its cystic fibrosis dominance into pain, sickle cell disease, beta thalassemia, and type 1 diabetes, with approved products in each area. Suzetrigine (Journavx) shows promise as a non-addictive pain treatment, offering systemic relief without opioid-related side effects, but faces Tier 3 insurance hurdles. Financially strong with a market cap of $124bn and $11.2bn in cash, Vertex's pain program needs further trials to overcome high placebo effects in Lumbosacral Radiculopathy. While Vertex's diversification is commendable, investors should wait for a few quarters of revenue from the pain program before making investment decisions. Read the full article on Seeking AlphaSeeking Alpha • Mar 06
Vertex Pharmaceuticals: Company Passes My Health Check With Flying Colors, Upholding Buy Rating
Summary Vertex Pharmaceuticals Incorporated's stock has shown resilience, recovering from dips and maintaining a strong long-term growth trajectory, driven by its robust CF franchise and new product approvals. The company’s 2024 performance was solid, with TRIKAFTA/KAFTRIO generating >$10bn revenues, and 2025 guidance suggesting continued growth despite some challenges. Vertex's diversification efforts include the approval of pain therapy JOURNAVX and gene therapy Casgevy, with potential multi-billion-dollar revenue contributions from these and other pipeline drugs. Despite potential headwinds, Vertex's strong cash position and promising pipeline support a “Buy” rating for VRTX stock, with expectations of further long-term growth and multiple blockbuster drugs. Read the full article on Seeking AlphaSeeking Alpha • Jan 31
Vertex Pharma Stock Surges After FDA Approves Non-Opioid Pain Drug
Summary JOURNAVX, a non-opioid analgesic, shows significant promise in treating pain with a superior safety profile, addressing a critical unmet need compared to opioids with FDA approval just announced. Vertex Pharmaceuticals continues to execute its commercialization of three new drugs, JOURNAVX, CASGEVY, and ALYFTREK. Two of which have been approved by the FDA since December. Vertex's valuation appears high due to recent expenses, but analysts expect substantial earnings growth in 2025 as acquisition and clinical expenses subside. With multiple ongoing clinical trials and a robust pipeline, Vertex is poised to exceed conservative analyst revenue projections, making the stock a STRONG BUY with a 12-month price of $550/share. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Vertex Therapeutics: The Pain Comes With The Territory For Suzetrigine
Summary I last wrote here several months ago about the sodium channel (NaV1.8) inhibitor VX-548 (now known as suzetrigine), which is under investigation as a pain relief medication. In that earlier post on this drug, it had shown some very interesting (though modest) activity in post-surgical patients, albeit with some questions about its efficacy relative to Vicodin standard-of-care. Vertex has been running a number of trials because if there’s one thing that we can take away from the failed drug development projects of the past, it’s that there are many kinds of pain. Just before the holiday break, Vertex reported on another of these trials with suzetrigine in sciatica patients. Read the full article on Seeking AlphaSeeking Alpha • Dec 31
Vertex Pharmaceuticals: Jim Cramer Fires A Warning Shot But I Remain Invested
Summary Vertex Pharmaceuticals' suzetrigine showed lackluster Phase II results, but I still see potential in the non-addictive pain management market given the opioid crisis. Vertex's dominance in the cystic fibrosis (CF) drug market, including recent FDA approval for Alyftrek, ensures strong revenue and market expansion. The company's pipeline diversification, targeting diabetic peripheral neuropathy, IgA nephropathy, type 1 diabetes, and gene editing, promises long-term growth. Despite high valuation risks, VRTX's innovative CF treatments and diversified pipeline make it a compelling long-term investment opportunity. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero Vertex Pharmaceuticals. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 12,218 | 4,338 | 1,850 | 0 |
| 31 Dec 25 | 12,001 | 3,953 | 1,753 | 0 |
| 30 Sep 25 | 11,723 | 3,675 | 1,644 | 0 |
| 30 Jun 25 | 11,419 | 3,638 | 1,570 | 0 |
| 31 Mar 25 | 11,100 | -989 | 1,518 | 0 |
| 31 Dec 24 | 11,020 | -536 | 1,464 | 0 |
| 30 Sep 24 | 10,626 | -480 | 1,456 | 0 |
| 30 Jun 24 | 10,337 | -490 | 1,348 | 0 |
| 31 Mar 24 | 10,185 | 4,019 | 1,238 | 0 |
| 31 Dec 23 | 9,869 | 3,620 | 1,137 | 0 |
| 30 Sep 23 | 9,654 | 3,470 | 1,035 | 0 |
| 30 Jun 23 | 9,505 | 3,365 | 1,018 | 0 |
| 31 Mar 23 | 9,208 | 3,260 | 971 | 0 |
| 31 Dec 22 | 8,931 | 3,322 | 945 | 0 |
| 30 Sep 22 | 8,701 | 3,273 | 933 | 0 |
| 30 Jun 22 | 8,350 | 3,195 | 884 | 0 |
| 31 Mar 22 | 7,948 | 2,451 | 863 | 0 |
| 31 Dec 21 | 7,574 | 2,342 | 840 | 0 |
| 30 Sep 21 | 7,130 | 2,176 | 797 | 0 |
| 30 Jun 21 | 6,684 | 1,992 | 783 | 0 |
| 31 Mar 21 | 6,415 | 2,762 | 780 | 0 |
| 31 Dec 20 | 6,206 | 2,712 | 771 | 0 |
| 30 Sep 20 | 5,991 | 2,691 | 754 | 0 |
| 30 Jun 20 | 5,403 | 2,081 | 729 | 0 |
| 31 Mar 20 | 4,819 | 1,511 | 694 | 0 |
| 31 Dec 19 | 4,163 | 1,177 | 659 | 0 |
| 30 Sep 19 | 3,620 | 2,144 | 616 | 0 |
| 30 Jun 19 | 3,454 | 2,215 | 594 | 0 |
| 31 Mar 19 | 3,265 | 2,155 | 575 | 0 |
| 31 Dec 18 | 3,048 | 2,096 | 558 | 0 |
| 30 Sep 18 | 2,829 | 647 | 539 | 0 |
| 30 Jun 18 | 2,623 | 415 | 523 | 0 |
| 31 Mar 18 | 2,415 | 226 | 513 | 0 |
| 31 Dec 17 | 2,489 | 263 | 496 | 0 |
| 30 Sep 17 | 2,296 | 196 | 471 | 0 |
| 30 Jun 17 | 2,131 | 259 | 457 | 0 |
| 31 Mar 17 | 2,019 | 177 | 441 | 0 |
| 31 Dec 16 | 1,702 | -112 | 433 | 0 |
| 30 Sep 16 | 1,661 | -219 | 419 | 0 |
| 30 Jun 16 | 1,557 | -275 | 413 | 0 |
| 31 Mar 16 | 1,292 | -399 | 396 | 0 |
| 31 Dec 15 | 1,032 | -556 | 377 | 0 |
| 30 Sep 15 | 759 | -659 | 359 | 0 |
Ingresos de calidad: VRTX tiene ganancias de alta calidad.
Margen de beneficios creciente: VRTX pasó a ser rentable.
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: Los beneficios de VRTX han disminuido en un 1.8% al año en los últimos 5 años.
Acelerando crecimiento: VRTX ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.
Beneficios vs. Industria: VRTX ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Biotechs (54.5%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera (22.4%) de VRTX se considera alta.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/14 04:08 |
| Precio de las acciones al final del día | 2026/07/14 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
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| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Vertex Pharmaceuticals Incorporated está cubierta por 58 analistas. 25 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Jasper Hellweg | Argus Research Company |
| Brian Skorney | Baird |
| Eliana Merle | Barclays |