Feb. 27 at 6:26 AM
$LXRX $VTRS =:CRUSHED IT! 📈💎
THE BEAT: 🚀
Revenue:
$3.70B Actual vs.
$3.53B Expected (Massive
$170M Beat!)
EPS:
$0.57 Actual vs.
$0.54 Expected.
Cash Flow: This is a MONEY MACHINE.
$2.3 Billion in operating cash flow for the year. Yes, they are very cash flow positive!
THE GUIDANCE & THE BLIP: 🚒💨
2026 Guidance is out & it’s actually strong, but the market is focused on a TEMPORARY FACTORY FIRE BLIP.
Mid-Feb fire at the Nashik plant = production pause until April.
It’s already baked into the numbers. Smart money knows this is a short-term hurdle, not a long-term problem.
SALES & REVENUES ARE STRONG: 💪💰
Brands are up 8% in Greater China & Emerging Markets.
OUR IP PERFORMANCE: 100+ new product approvals coming in 2026.
INPEFA Milestone: Global IP is moving! UAE launch done, Australia/Canada next. Royalties are coming home!
VERDICT: Viatris is executing perfectly. Beats on top & bottom lines, massive cash flow, & the "fire blip" just creates a better entry point. 🦾🦾
