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TAKTakeda Pharmaceutical Company Limited
$15.95$49.8B
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TAK logoTakeda Pharmaceutical Company Limited(TAK)Earnings, Financials & Key Ratios

TAK•NYSE
$15.95
40.5× P/E·Price updated Jul 6, 2026
SectorHealthcareIndustrySpecialty & Generic PharmaSub-IndustryTherapy-focused branded biopharma
AboutTakeda Pharmaceutical Company Limited engages in the research, development, manufacture, marketing, and out-licensing of pharmaceutical products in Japan, the United States, Europe, Canada, Latin America, Russia, rest of Asia, and internationally. It offers pharmaceutical products in the areas of gastroenterology, rare diseases, plasma derived therapies, oncology, and neuroscience. The company provides its products under the Entyvio, Gattex/Revestive, Takecab, Alofisel, Dexilant, Natpara, Adynovate/Adynovi, Takhzyro, Livtencity, Elaprase, Replagal, Advate, Vpriv, Gammagard Liquid/Kiovig, Hyqvia, Cuvitru, Exkivity, Velcade, Leuplin/Enantone, Adcetris, Vyvansese, Trintellix, and Alunbrig brands. Takeda Pharmaceutical Company Limited has out-licensing agreement with Neurocrine Biosciences, Inc.; collaborations and in-licensing agreements with the University of Texas MD Anderson Cancer Center, Arrowhead Pharmaceuticals Inc., and Ovid Therapeutics Inc.; and collaboration with Evox Therapeutics Ltd., as well as a licensing agreement with ProThera Biologics Inc. It also has research collaboration and licensing agreement with Crescendo Biologics, Code Bio, Immusoft, Poseida Therapeutics, Selecta Biosciences, BridGene Biosciences, Skyhawk Therapeutics, and StrideBio; and strategic alliances with Egle Therapeutics SAS; Evotec SE; Neurocrine Biosciences, Inc.; Carmine Therapeutics; KSQ Therapeutics; and Anima Biotech. Takeda Pharmaceutical Company Limited was founded in 1781 and is headquartered in Tokyo, Japan.Show more
  • Revenue$4777.45B+4.3%
  • EBITDA$1337.66B+21.2%
  • Net Income$203.33B+88.4%
  • EPS (Diluted)63.91+90.1%
  • Gross Margin51.06%-22.1%
  • EBITDA Margin28%+16.2%
  • Operating Margin11.99%+60.4%
  • Net Margin4.26%+80.7%
  • ROE2.76%+81.6%

TAK Price & Volume

Takeda Pharmaceutical Company Limited (TAK) stock price & volume — 10-year historical chart

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Margin Compression Challenges Takeda's Operational Scaling

Investment Thesis • Updated 2025Q4

VerdictNegative: The firm's operating margin has collapsed to 4.3% in 2025Q4
Growth:Mixed
Profitability:Strained
Financial:Strained
Cash Flow:Deteriorating
Primary Risk:Margin compression from LOE

Key Thesis Takeaways

  • Takeda faces a complex transition period as it attempts to offset the loss of exclusivity for legacy assets like Vyvanse while managing a highly capital-intensive plasma-derived therapy infrastructure.
  • The firm's reliance on past acquisitions, evidenced by $5.8 trillion in goodwill, creates significant balance sheet sensitivity to operational performance.
  • Investors should monitor the company's ability to stabilize its erratic net income, which swung from a $124.2 billion profit in 2025Q1 to a $24.8 billion loss in 2025Q4, as it navigates structural margin headwinds.

Verdict Logic

indicating that the current business model struggles to generate consistent shareholder returns amidst high fixed-cost requirements.

TAK Growth Metrics

Takeda Pharmaceutical Company Limited (TAK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years10.21%
5 Years8.36%
3 Years5.86%
TTM-0.75%

Profit CAGR

10 Years9.75%
5 Years-11.57%
3 Years-13.76%
TTM79.07%

EPS CAGR

10 Years2.31%
5 Years-11.76%
3 Years-14.14%
TTM80.51%

Return on Capital

10 Years3.89%
5 Years3.54%
3 Years3.06%
Last Year4.62%

TAK Recent Earnings

Takeda Pharmaceutical Company Limited (TAK) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 7/12 qtrs (64%)●Beat Revenue 8/12 qtrs (73%)
Q2 2026Latest
May 13, 2026
Metric
Actual
Est
EPS
$0.28+33.3%
$0.21
Rev
$6.9B-3.0%
$7.1B
Q1 2026
Jan 29, 2026
Metric
Actual
Est
EPS
$0.48-12.7%
$0.55
Rev
$7.7B+2.5%
$7.5B
Q4 2025
Oct 30, 2025
Metric
Actual
Est
EPS
$0.44+0.0%
$0.44
Rev
$7.4B-0.9%
$7.5B
Q3 2025
Jul 30, 2025
Metric
Actual
Est
EPS
$0.52+10.6%
$0.47
Rev
$7.6B-3.9%
$8.0B
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 13, 2026
$0.28vs $0.21+33.3%
$6.9Bvs $7.1B-3.0%
Q1 2026Jan 29, 2026
$0.48vs $0.55-12.7%
$7.7Bvs $7.5B+2.5%
Q4 2025Oct 30, 2025
$0.44vs $0.44+0.0%
$7.4Bvs $7.5B-0.9%
Q3 2025Jul 30, 2025
$0.52vs $0.47+10.6%
$7.6Bvs $8.0B-3.9%
Based on last 12 quarters of dataView full earnings history →

Latest TAK News

Recent stock market news and headlines for Takeda Pharmaceutical Company Limited (TAK)

PRNewsWire·6 days ago
Insilico Medicine Announces Collaboration with Takeda to Advance Strategic AI Drug Discovery

Partnership to leverage Pharma.AI platform for novel drug candidates across Takeda's therapeutic areas CAMBRIDGE, Mass., July 1, 2026 /PRNewswire/ -- Insilico Medicine ("Insilico" HKEX:3696), a leader in clinical-stage generative AI for drug discovery, today announced a strategic collaboration agreement with Takeda to use its proprietary end-to-end platform, Pharma.AI, to advance drug candidates across the company's therapeutic areas.

WSJ·6 days ago
Takeda, InSilico Strike AI Drug-Discovery Deal Worth Up to $600 Million

Takeda is set to pay InSilico to use its proprietary Pharma. AI platform to advance drug candidates across several therapeutic areas, according to people familiar with the matter.

Fool - Investing News·Jun 30, 2026
Recursion Pharmaceuticals vs. Summit Therapeutics: Which Healthcare Stock Is a Better Buy in 2026?

Recursion harnesses AI for large-scale drug discovery, while Summit's betting on a single oncology candidate. How do their financials and risk profiles stack up?

Business Wire·Jun 24, 2026
Takeda Announces New Assignments of Directors and Appointment of Julie Kim as Representative Director, President and CEO

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--In the final step of its 18-month CEO transition, Takeda (TOKYO:4502/NYSE:TAK) today announced that Julie Kim was officially appointed Takeda's Representative Director, President and Chief Executive Officer. During the 150th Annual General Meeting of Shareholders, which took place in Osaka, Japan, shareholders elected Julie as a new internal director to the Board of Directors. Following the vote and conclusion of the meeting, the Board of Direct.

Business Wire·Jun 15, 2026
New Pivotal Study Data Show Takeda's Oveporexton Improved Daily Function, Cognition and Nighttime Sleep for People with Narcolepsy Type 1

OSAKA, Japan & CAMBRIDGE, Mass.--(BUSINESS WIRE)--Takeda (TSE:4502/NYSE:TAK) today presented additional results from two pivotal studies at SLEEP 2026, showing oveporexton (TAK-861), an oral orexin receptor 2 (OX2R)-selective agonist, improved daily functioning as well as cognitive and sleep-related symptoms associated with narcolepsy type 1 (NT1).1,2,3 Oveporexton is designed to address the underlying orexin deficiency that causes NT1 by restoring orexin signaling. These data, along with previ.

Peers Comparison

Key metrics vs top competitors for Takeda Pharmaceutical Company Limited (TAK)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
TAK logoTAKTakeda Pharmaceutical Company LimitedCurrent
$15.95$49.84B40.504.28%4.26%2.76%3.99%
NVO logoNVONovo Nordisk A/S
$49.26$218.9B14.006.43%37.2%66.36%—
AZN logoAZNAstraZeneca PLC
$190.16$294.8B29.088.63%17.19%22.24%—
SNY logoSNYSanofi
$42.61$102.45B11.665.49%16.72%10.78%—
NVS logoNVSNovartis AG
$155.49$296.69B21.635.97%24.14%31.42%—
GSK logoGSKGSK plc
$53.09$106.77B7.164.11%19.19%31.48%—

Compare TAK vs Peers

Takeda Pharmaceutical Company Limited (TAK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs NVO

Most directly comparable listed peer for TAK.

Scale Benchmark

vs LLY

Larger-name benchmark to compare TAK against a more recognizable public peer.

Peer Set

Compare Top 5

vs NVO, AZN, SNY, NVS

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TAK Frequently Asked Questions

Takeda Pharmaceutical Company Limited (TAK) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Takeda Pharmaceutical Company Limited's revenue?

Takeda Pharmaceutical Company Limited (TAK) reported $4.55T in revenue for fiscal year 2025. This represents a 372% increase from $963.48B in 2000.

How fast is Takeda Pharmaceutical Company Limited growing?

Takeda Pharmaceutical Company Limited (TAK) grew revenue by 4.3% over the past year. Growth has been modest.

Is TAK profitable?

Yes, Takeda Pharmaceutical Company Limited (TAK) is profitable, generating $193.19B in net income for fiscal year 2025 (4.3% net margin).

Dividend & Returns
Does TAK pay dividends?

Yes, Takeda Pharmaceutical Company Limited (TAK) pays a dividend with a yield of 3.99%. This makes it attractive for income-focused investors.

What is TAK's return on equity?

Takeda Pharmaceutical Company Limited (TAK) has a return on equity (ROE) of 2.8%. This is below average, suggesting room for improvement.

What is Takeda Pharmaceutical Company Limited's free cash flow?

Takeda Pharmaceutical Company Limited (TAK) generated $757.21B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in TAK back in 2000?

Total return calculator · dividends reinvested · 26+ years of data

See returns →