Takeda Pharmaceutical Company Limited

NYSE:TAK Stock Report

Market Cap: US$56.2b

Takeda Pharmaceutical Past Earnings Performance

Past criteria checks 0/6

Takeda Pharmaceutical's earnings have been declining at an average annual rate of -39.4%, while the Pharmaceuticals industry saw earnings growing at 10.9% annually. Revenues have been growing at an average rate of 6.4% per year.

Key information

-39.40%

Earnings growth rate

-39.48%

EPS growth rate

Pharmaceuticals Industry Growth5.95%
Revenue growth rate6.43%
Return on equity-2.16%
Net Margin-3.54%
Next Earnings Update29 Oct 2026

Recent past performance updates

Recent updates

Seeking Alpha • Aug 07

Takeda's Pipeline Looks Encouraging, But Generic Erosion Is A Near-Term Concern

Summary Takeda Pharmaceutical remains a hold, with shares near 52-week highs and uncertainty about a major successor to Entyvio. TAK's Q1 showed 10% revenue growth but bottom-line weakness from higher taxes and lower operating cash flow due to mounting receivables. Orzeyful's FDA approval is promising, but its commercial impact is likely limited compared to Entyvio; pipeline drugs like zasocitinib offer longer-term potential, but how much is as yet uncertain. With Entyvio's patent expiry looming in 2030 and generic erosion evident in Vyvanse, TAK's growth outlook is speculative at current valuations. Read the full article on Seeking Alpha
Seeking Alpha • Mar 13

Takeda: Buy Into Future Drug Pipeline Potential, Despite Recent Profit Headwinds

Summary Japan-based Takeda Pharmaceutical, which has its ADR listed on the NYSE, gets a buy rating today, agreeing with the analyst consensus. Besides a diverse drug portfolio across multiple segments, they have a robust drug discovery pipeline to meet future clinical demand. The firm has been a proven cash flow generator, with an above-average dividend yield above +4%, and modest leverage risk. Some challenges are the stock appears overvalued on forward earnings multiple, and could use improvement to its profit margin compared to big pharma peers. Read the full article on Seeking Alpha
Seeking Alpha • Jan 31

Strong Q3, Improved Guidance Are Signs Takeda Pharmaceutical May Be Undervalued

Summary Takeda Pharmaceutical offers attractive dividends and has a low price/book ratio, making it appealing despite recent price drops and US policy uncertainties. The company reported strong Q3 earnings, raised full-year FY2025 guidance, and announced a new CEO and a significant share repurchase program. Revenue and operating income exceeded expectations due to a shortage of generic Vyvanse, favorable exchange rates, and reduced amortization of intangible assets. US policy and tariffs pose risks, but Takeda's strong dividend yield and strategic moves make it a worthwhile investment at current prices. Read the full article on Seeking Alpha
Seeking Alpha • Dec 07

Takeda Pharmaceutical: Dividend Yield Is High But Hides Pitfalls Especially For US Investors

Summary Takeda Pharmaceutical offers a high dividend yield, but its sustainability is questionable due to exchange rate risks and a payout ratio often exceeding 100%. Despite growth in segments like Livtencity and Qdenga, high debt and weak currency make Takeda a risky dividend investment. The devaluation of the yen against the dollar significantly impacts revenue growth and dividend stability for U.S. investors. Key drugs like Entyvio face patent expiration, while Vyvanse has already lost U.S. exclusivity, posing risks to future revenue streams. Read the full article on Seeking Alpha
Seeking Alpha • Oct 07

Takeda Pharmaceuticals: An Interesting Option For Income Investors

Summary Takeda Pharmaceuticals (NYSE: TAK) offers a strong cash position and above-average dividend yield, making it an attractive option for income investors seeking international pharma exposure. The company's price/book value of 0.92 suggests it may be undervalued, presenting a potential long-term investment opportunity at a modest price. Risks include foreign currency exchange rate fluctuations and global pressure to reduce drug prices, which could impact profitability and margins. Despite intense competition, Takeda's steady revenue growth and strong dividend yield of 4.24% make it a solid addition to a diversified income portfolio. Read the full article on Seeking Alpha
Seeking Alpha • Jun 06

Takeda: Strong Growth Catalysts And Maturing Pipeline Continue To Limit Downside Risk

Summary Takeda Pharmaceutical Company's shares have not been able to overcome overhead resistance and are likely to test their October 2022 lows. TAK stock has declined by over 17% since our previous commentary, while the S&P 500 has rallied over 36%. Takeda's profitability trends show a decrease in core EBIT, but management remains optimistic about the company's pipeline & growth and launch products. Read the full article on Seeking Alpha
Seeking Alpha • Mar 03

Takeda Pharmaceutical Company: Attractive Stock But Needs To Grow Net Profits

Summary Takeda Pharmaceutical reports 4.6% YoY revenue growth in Q3 2023, driven by positive forex moves and pipeline advancements. Takeda receives FDA approval for novel drugs EOHILIA, FRUZAQLA, and ADZYNMA, expanding its commercialized product portfolio. Takeda focuses on R&D and digital transformation, including the use of AI solutions, to enhance innovation and treatment options for patients. Read the full article on Seeking Alpha

Revenue & Expenses Breakdown

How Takeda Pharmaceutical makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:TAK Revenue, expenses and earnings (JPY Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Jun 264,618,935-163,4361,114,810692,069
31 Mar 264,505,720-152,3901,084,182668,565
31 Dec 254,464,578112,9261,088,051696,610
30 Sep 254,417,00433,0751,075,856691,572
30 Jun 254,480,246136,9231,090,587705,654
31 Mar 254,581,551107,9281,104,732730,226
31 Dec 244,579,021208,0651,094,134708,769
30 Sep 244,546,083289,9961,091,066725,957
30 Jun 244,413,134149,9201,075,736734,339
31 Mar 244,263,762144,0671,053,819728,617
31 Dec 234,169,049178,2191,023,306695,012
30 Sep 234,154,414191,6261,018,085682,260
30 Jun 234,113,631301,3981,013,867652,459
31 Mar 234,027,478317,017997,234633,325
31 Dec 223,944,611274,525965,908616,009
30 Sep 223,749,354213,167934,687569,758
30 Jun 223,591,868197,389897,964547,214
31 Mar 223,569,006230,059886,327526,087
31 Dec 213,465,991438,515897,171495,680
30 Sep 213,401,450473,105888,737484,868
30 Jun 213,345,565431,178892,983471,424
31 Mar 213,197,812376,005875,514455,765
31 Dec 203,199,240180,631895,464486,660
30 Sep 203,221,80456,051921,830491,903
30 Jun 203,243,917119,743928,229486,343
31 Mar 203,291,18844,241964,268492,088
31 Dec 193,236,69713,275965,530485,736
30 Sep 192,876,78283,262867,314440,388
30 Jun 192,496,51163,959790,113407,257
31 Mar 192,097,224135,192692,728368,257
31 Dec 181,780,976110,414608,443317,675
30 Sep 181,769,726140,738616,726321,777
30 Jun 181,772,125120,339622,667321,719
31 Mar 181,770,531186,886628,106325,441
31 Dec 171,785,773190,172632,833324,485
30 Sep 171,762,667163,457622,191314,755
30 Jun 171,746,286160,202616,779310,763
31 Mar 171,732,051114,940615,867311,625
31 Dec 161,729,967132,194614,187312,149
30 Sep 161,754,130150,081627,784332,841
30 Jun 161,795,088155,110633,600337,807
31 Mar 161,807,37880,166650,336335,704
31 Dec 151,831,096-111,874650,103386,767
30 Sep 151,830,521-152,827642,957386,950

Quality Earnings: TAK is currently unprofitable.

Growing Profit Margin: TAK is currently unprofitable.

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: TAK is unprofitable, and losses have increased over the past 5 years at a rate of 39.4% per year.

Accelerating Growth: Unable to compare TAK's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: TAK is unprofitable, making it difficult to compare its past year earnings growth to the Pharmaceuticals industry (1%).

Return on Equity

High ROE: TAK has a negative Return on Equity (-2.16%), as it is currently unprofitable.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/16 06:07
End of Day Share Price 2026/08/14 00:00
Earnings2026/06/30
Annual Earnings2026/03/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Takeda Pharmaceutical Company Limited is covered by 29 analysts. 16 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Atsushi SekiBarclays
Miki SogiBernstein
Koichi MameganoBofA Global Research