Traders should expect an immediate positive reaction on the strong EPS beat and raised guidance affirmation. Monitor for any updates on the Kashiv acquisition close and execution on 2026 guidance; the stock may continue to re-rate higher if momentum persists.
Price Chart
Executive Summary
Amneal Pharmaceuticals reported Q1 2026 adjusted EPS of $0.27, beating consensus of $0.17 by 58.8%, and revenue of $723M slightly above $716.8M estimates. The company affirmed its increased 2026 full-year guidance, expecting revenue of $3.05B-$3.15B and adjusted EPS of $0.95-$1.05. The strong beat and positive outlook signal robust operational momentum, particularly in the Specialty segment.
Key Financial Metrics
Key Facts
- Q1 2026 adjusted EPS $0.27 vs consensus $0.17 (beat by 58.8%)
- Q1 2026 net revenue $723M vs consensus $716.8M (beat by 0.86%)
- Revenue grew 4% YoY; Specialty revenue up 23%
- Adjusted EBITDA $202M, up 19% YoY
- Affirmed increased 2026 guidance: revenue $3.05B-$3.15B, adjusted EBITDA $740M-$770M, adjusted EPS $0.95-$1.05
- GAAP net income $62M vs $12M in prior year, up 411%
- Adjusted gross margin expanded 510 bps to 48.2%
- Operating cash flow -$27M in Q1 but full-year guidance $350M-$400M
Financial Impact
Strong EPS beat of $0.10 above consensus, revenue beat of ~$6M, and affirmed raised guidance signal meaningful positive earnings momentum.
Risk Factors
- Net debt of $2.49B with 3.5x net leverage remains elevated
- Negative operating cash flow of -$26.7M in Q1; full-year guidance requires significant improvement
- Acquisition-related costs and legal charges may impact near-term margins
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 press release from GlobeNewswire.
| Document | Accession Number |
|---|---|
| PRESS-RELEASE Data (Synthetic) | press-3290494 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 23, 2026 4d ago | 8-K/A | $21.02 | awaiting T+60 | — | $21.44 (+2.00%) |
Sep 18, 2026 5w ago | Press Release | $20.16 | awaiting T+60 | — | $21.44 (+6.35%) |
Aug 16, 2026 10w ago | Institutional Cluster | $18.42 | awaiting T+60 | — | $21.44 (+16.40%) |
Aug 14, 2026 10w ago | Insider Cluster | $18.42 | awaiting T+60 | — | $21.44 (+16.40%) |
Aug 13, 2026 10w ago | Insider Cluster | $18.15 | awaiting T+60 | — | $21.44 (−18.13%) |
Aug 10, 2026 11w ago | 8-K | $17.10 | awaiting T+60 | — | $21.44 (+25.38%) |
Jul 30, 2026 12w ago | DEFA14A | $18.50 $20.38 | ▲ +10.16% | ▲ +7.70% | $21.44 (+15.89%) |
Jul 17, 2026 14w ago | Press Release | $17.85 $20.03 | ▲ +12.21% | ▲ +7.53% | $21.44 (+20.11%) |
Jun 29, 2026 17w ago | DEFM14A | $17.29 $19.50 | ▲ +12.78% | ▲ +8.40% | $21.44 (+24.00%) |
Jun 29, 2026 17w ago | Press Release | $17.29 $19.50 | ▲ +12.78% | ▲ +8.40% | $21.44 (+24.00%) |
US Market Status
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