GSK shares kept at neutral by Citi as unproven phase III pipeline curbs long-term growth
GSK PLC (LSE:GSK, NYSE:GSK) got a grudging nod from Citi on Thursday, as the investment bank lifted its earnings forecasts for the drugmaker but stopped...

GSK plc는 1715년에 설립되어 영국 브렌트퍼드에 본사를 둔 글로벌 제약 기업으로, 다양한 의료 솔루션의 연구, 개발 및 제조에 주력하고 있습니다. 2022년 5월까지 ...
예상 EPS $1.03 · 매출 $8.89B · 3 명의 애널리스트
$0.68 주당
예상 EPS $0.57 · 매출 $8.97B · 3 명의 애널리스트
예상 EPS $3.59 · 매출 $34.04B · 6 명의 애널리스트
$0.68 주당
EPS £0.22 · 매출 £8.41B
EPS £0.86 · 매출 £7.63B
EPS £2.78 · 매출 £32.67B
EPS £0.98 · 매출 £8.55B
EPS £0.70 · 매출 £7.99B
| 지표 | 최신 | 전년 대비YoY는 Year-over-Year(전년 대비)를 의미합니다. 최근 연도 값을 이전 연도 값과 비교하여 장기 추세의 강도를 보여줍니다. | 전분기 대비QoQ는 Quarter-over-Quarter(전분기 대비)를 의미합니다. 최근 분기를 직전 분기와 비교하여 단기 모멘텀 변화를 보여줍니다. |
|---|---|---|---|
| 매출고객에게 물건을 판매하여 청구서가 지급되기 전까지 들어온 총 금액입니다. 고객의 모든 카드 결제의 총합이라고 보시면 됩니다. (YoY는 올해를 작년 성과와 비교하며, QoQ는 최근 3개월을 이전 3개월과 비교합니다). | $32.7B | +4.1% | +10.2% |
| 순이익절대적인 최종 이익입니다. 회사가 모든 공급업체, 직원, 은행, 세무 당국에 비용을 지불하고 남은 실제 금액입니다. | $5.7B | +122.0% | -75.0% |
| 매출총이익률기본적인 마진입니다. 100달러짜리 운동화를 판매한다면, 이 비율은 원료와 끈 비용을 지불한 직후의 이익이 가격의 얼마인지를 나타내며, 매장 임대료나 TV 광고 같은 비용은 제외됩니다. | +72.4% | +1.7% | -3.1% |
| 영업이익률본업의 효율성 점수입니다. 고객이 지불하는 1달러 중에서 제품을 만들고 모든 일상적인 회사 운영비(급여, 마케팅, 임대료 등)를 지불한 후 회사가 보유하는 금액을 나타냅니다. | +25.5% | +99.2% | -81.0% |
| 순이익률최종 이익 비율입니다. 모든 비용, 세금, 이자를 차감한 후, 매출 1달러 중 회사가 실제로 보유하는 정확한 액수입니다. | +17.5% | +113.2% | -77.3% |
| 잉여현금흐름기업 현금흐름의 핵심입니다. 일상적인 운영비를 지불하고 생존에 필요한 큰 설비(공장, 서버 등)에 투자한 후 남은 사용 가능한 실제 현금입니다. 배당금이나 자사주 매각에 사용될 수 있는 '자유' 현금입니다. | $5.8B | +63.1% | +216.1% |
| FCF 마진궁극의 현금 전환율입니다. 일반 매출을 즉시 사용 가능한 현금으로 얼마나 잘 전환하는지를 나타냅니다. 비율이 높을수록 현금 창출 능력이 우수합니다. | +17.8% | +56.6% | +186.8% |
| 부채/자본재무 리스크 지표입니다. 차입금으로 구축된 자산과 주주의 자기자본 비율을 비교합니다. 높으면 레버리지가 크고 위험이 큽니다. | 108.2% | -12.9% | -3.2% |
| 유동비율12개월 생존 점검입니다. 현재 보유한 현금과 즉시 현금화 가능한 자산으로 1년 내 갚아야 할 즉시 청구서를 갚을 수 있는지를 비교합니다. 1 이상이면 당장 지급에 충분합니다. | 0.82x | +4.5% | +3.0% |
| 총자산회사의 절대적인 규모입니다. 계산대의 현금, 창고의 재고, 소프트웨어 특허, 공장 등 회사가 보유한 모든 가치 있는 자산을 합친 것입니다. | $61.0B | +2.6% | -26.0% |
| 지표 | 연간 (실적 vs 추정치) | 연간 서프라이즈 | 분기 (실적 vs 추정치) | 분기 서프라이즈 |
|---|---|---|---|---|
| EPS 서프라이즈 | 2.78 vs 3.37 | -17.4% | 0.22 vs 0.93 | -76.3% |
| 매출 서프라이즈 | $32.7B vs $32.4B | +0.9% | $8.4B vs $8.3B | +1.9% |
Operator: Good morning, everyone. Welcome to the Gibson Energy second quarter 2026 conference call. Please be advised that this call is being recorded. I would now like to turn the meeting over to Beth Pollock, Vice President, Capital Markets and Corporate Development. Ms. Pollock, please go ahead. Beth Pollock: Thank you, and good morning, everyone. We appreciate you joining us today to discuss Gibson's second quarter 2026 results. Joining me are Curtis Philippon, our President and Chief Executive Officer, and Riley Hicks, our Senior Vice President and Chief Financial Officer. Other members of our senior leadership team are also with us and will be available during the Q&A should any additional questions come up. Before we begin, I'd like to remind listeners that today's call will include references to non-GAAP financial measures and forward-looking information, which are subject to certain assumptions and risks. Additional information, including reconciliations of these measures and related disclosures, are available in our investor presentation and our continuous disclosure documents on SEDAR+, as well as on our website. With that, Curtis, over to you. Curtis Philippon: Thank you, Beth, and good morning, everyone. We appreciate you joining us today as we review Gibson's second quarter 2026 results. This was a significant quarter for Gibson, and I would like to begin by recognizing our team. Their hard work, disciplined execution, and commitment made these results possible. Most importantly, we achieved a notable safety milestone in the quarter, surpassing one full year without a recordable injury, inclusive of both employees and contractors. This milestone reflects the strength of our safety culture, the experience and commitment of our teams, the quality of our program, and the relentless focus on continuous improvement across the organization. Turning to the quarter, I'd like to start with the macro backdrop because it has changed meaningfully over the past several months. Looking at the environment today, I see a more constructive backdrop for North American energy infrastructure than even a quarter ago. While this created opportunities which benefited our second quarter results, what gives me the greatest confidence is the long-term opportunity it creates for Gibson. The strategic importance of secure, reliable North American energy has never been more clear. Gibson is well-positioned to support our customers with our infrastructure strategically located at critical hubs across the global energy supply chain. In Canada, recent market and access announcements and pipeline developments have created positive momentum for the energy infrastructure sector. This reinforces our long-term growth strategy and has already accelerated commercial discussions with our customers. Historically, every new barrel of pipeline egress has required approximately four barrels of storage capacity. Over the past decade, Gibson has developed a significant share …
| 이름 | 직함 | 보수 | 성별 | 출생 연도 | 상태 |
|---|---|---|---|---|---|
Emma Natasha Walmsley | Executive Officer | GBP 7,616,716 | Female | 1969 | Active |
Luke V. Miels | Chief Executive Officer & Director | GBP 6,073,646 | Male | 1974 | Active |
Julie Brown | Chief Financial Officer & Executive Director | GBP 6,072,020 | Female | 1962 | Active |
Jesse L. Goodman | Scientific & Medical Expert | GBP 83,000 | — | 1951 | Active |
Constantin Fest | Senior Vice President & Head of Investor Relations | — | Male | 1977 | Active |
Shobie Ramakrishnan | Chief Digital & Technology Officer | — | Female | 1971 | Active |
David Simon Redfern | President of Corporate Development | — | Male | 1966 | Active |
James Ford | Senior Vice President & Group General Counsel of Legal & Compliance | — | Male | — | Active |
Tony Wood | Chief Scientific Officer and Head of R&D | — | Male | — | Active |
Roanne Parry | Chief People Officer | — | Female | 1974 | Active |
GSK PLC (LSE:GSK, NYSE:GSK) got a grudging nod from Citi on Thursday, as the investment bank lifted its earnings forecasts for the drugmaker but stopped...

GSK PLC (LSE:GSK, NYSE:GSK) got a grudging nod from Citi on Thursday, as the investment bank lifted its earnings forecasts for the drugmaker but stopped well short of a buy call. The shares edged up 0.31% to 1,922p as Citi kept its 'neutral' rating, tweaking its model after GSK's Accelerate Growth event and second-quarter results.

On August 19, 2026, GSK PLC (GSK) shares rose 3.4% to a current price of $52.88. The stock has experienced notable price fluctuations over the past year, tradin

President Donald Trump's latest executive order calls for splitting the measles, mumps and rubella, or MMR, vaccine into three separate shots. But doctors and other experts say that effort has no scientific basis and is unlikely to get off the ground.

Vaccine maker GlaxoSmithKline Pharmaceuticals reported a 15.7% rise in first-quarter profit on Monday, aided by stable demand across its vaccine and drug portfolio, including respiratory and specialty medicines.
