Net Income Margin Trends in Leading Pharmaceutical Companies

A Comparative Analysis Over the Last 8 Quarters

In the ever-evolving pharmaceutical industry, understanding financial health is crucial. This analysis delves into the net income margins of four major players: GlaxoSmithKline, AstraZeneca, Takeda, and Eli Lilly, over the past two years.

Key Insights

• Eli Lilly consistently outperformed its peers, boasting an average net income margin of approximately 20.3%. Despite a dip to -0.6% in Q3 2023, it rebounded strongly to 26.3% by Q1 2024.
• GlaxoSmithKline maintained a steady performance with an average margin of 15.7%, peaking at 22.6% in Q2 2023.
• AstraZeneca showed variability, averaging a 13.4% margin. Notably, it experienced a low of 8.0% in Q4 2022 but recovered to 17.2% by Q1 2024.
• Takeda lagged behind, with an average margin of 5.2%. It faced challenges, including a negative margin of -4.6% in Q3 2023, but showed signs of recovery in subsequent quarters.

This comparative analysis highlights the financial resilience and challenges faced by these pharmaceutical giants, providing valuable insights for investors and industry stakeholders.