GSK Raises 2025 Sales Profit Guidance Amid Strong Specialty Medicines Growth

GlaxoSmithKline (GSK) reported robust third-quarter results in 2025, with sales increasing 8% to $11.53 billion and core earnings per share rising 15%, surpassing analyst expectations. Specialty Medicines, particularly in respiratory, oncology, and HIV, drove growth with a 16% increase, while vaccines sales also grew modestly. GSK upgraded its full-year 2025 guidance, now expecting sales growth between 6% and 7%, core operating profit growth of 9% to 11%, and core earnings per share growth of 10% to 12%, reflecting strong momentum and confidence in future performance. Outgoing CEO Emma Walmsley, who will be succeeded by Luke Miels, highlighted the company’s improved operating performance and growth prospects, emphasizing a clear pathway for sustained shareholder value. The company has committed $30 billion over five years to R&D and supply chain infrastructure in the U.S. to support its drug pipeline and medium-term sales targets. Despite some pipeline cuts, GSK remains well-positioned to achieve its longer-term growth outlook and navigate potential challenges such as tariffs and market conditions.