Biogen Inc. logo

Biogen Inc.

BIIB
Q3 2025

Revenue

$2B

-2%

Net Income

$467M

-27%
BIIB
Healthcare
Biotech

Biogen Inc.

CIK: 0000875045

Biogen Inc. logo

Next Earnings Report

Estimated based on historical filing patterns

Thu, Jan 29, 2026
Estimated
10-K
FQ4 2025

This date is an estimate based on the company's typical quarterly filing schedule. The actual filing date may vary.

Earnings Analysis

Analyzed 11 of 12 reports

Performance Summary - Q3 2025
neutral (59)
maintained

Revenue
$1.8B
QoQ:-1.7%
YoY:+4.4%
Net Income
$466.5M
QoQ:-26.5%
YoY:+20.1%
Peer Comparison
Biotech
(7 peers)
Peers: MRNA, BNTX, GILD, VRTX, REGN, CRSP, BEAM
Analyze peer companies to see comparative metrics here

Reality-Based Sentiment Analysis
neutral
59/100

Based on actual market data, not just management spin. Weighted score: 10% management tone + 40% earnings beat/miss + 30% price action + 20% guidance accuracy.

Management Tone (10%)
45
From earnings report
Earnings Beat/Miss (40%)
50
7-Day Price Action (30%)
80
+8.7% post-earnings
Guidance Accuracy (20%)
50
Unknown

Financial Performance Trend

Market:
bull
neut
43
neut
52
neut
41
neut
46
neut
49
neut
48
neut
47
bear
34
neut
57
neut
59
Guidance:
maintain
maintain
maintain
maintain
maintain
maintain
maintain
maintain
maintain
maintain
maintain

Overall Analysis & Outlook

Over the past 5 quarters, Biogen Inc. has been showing mixed sentiment with stable guidance. Revenue has declined 25% during this period. The latest quarter shows neutral sentiment with cautious tone from management.

Latest Quarter Highlights:

Biogen delivered stable quarterly performance with modest growth in key MS and rare disease franchises. The company continues its strategic restructuring program and is making selective investments in pipeline and AI technologies while managing expenses.

Detailed Quarterly Reports

In-depth analysis of each quarter's earnings filing

Q3 2025

10-Q • Filed 10/30/2025

neutral

Summary

Biogen delivered stable quarterly performance with modest growth in key MS and rare disease franchises. The company continues its strategic restructuring program and is making selective investments in pipeline and AI technologies while managing expenses.

Revenue

$1.85B

Net Income

$466.5M

Guidance

maintained

Tone

cautious

Capex

$109.9M

Partnerships

Eisai (LEQEMBI)
Genentech (anti-CD20 programs)
Supernus (ZURZUVAE)
Samsung
Human Immunology Biosciences
Ionis Pharmaceuticals
Alcyone Therapeutics

Key Quotes

"We remain focused on our long-term strategy of discovering and developing innovative therapies for serious and complex diseases."

"Our Fit for Growth program is expected to generate approximately $1.0 billion in gross operating expense savings by the end of 2025."

Q2 2025

10-Q • Filed 7/31/2025

neutral

Summary

Biogen delivered stable quarterly performance with modest revenue of $1.88B and net income of $634.8M. The company continues to focus on cost reduction via its Fit for Growth program while making strategic investments in pipeline and emerging technologies.

Revenue

$1.88B

Net Income

$634.8M

Guidance

maintained

Tone

neutral

Capex

$63.7M

Partnerships

Eisai (LEQEMBI)
Genentech (anti-CD20 therapies)
Sage (ZURZUVAE)
HI-Bio acquisition
Samsung

Key Quotes

"We are focused on advancing our pipeline in neurology, specialized immunology and rare diseases"

"The Fit for Growth program is expected to generate approximately $1.0 billion in gross operating expense savings by the end of 2025"

Q1 2025

10-Q • Filed 5/1/2025

neutral

Summary

Biogen delivered stable quarterly performance with revenue of $2.43B and net income of $240.5M, reflecting continued focus on cost management through its Fit for Growth program. The company maintains a cautious outlook amid ongoing restructuring and regulatory challenges.

Revenue

$2.43B

Net Income

$240.5M

Guidance

maintained

Tone

cautious

Capex

$37.1M

Partnerships

Eisai (Alzheimer's collaboration)
Genentech (anti-CD20 therapeutic programs)
Samsung Bioepis (biosimilars)
HI-Bio (acquired in July 2024)
Samsung
Roche Group Genentech

Key Quotes

"We are focused on advancing our pipeline in neurology, specialized immunology and rare diseases"

"The Fit for Growth program is expected to generate approximately $1.0 billion in gross operating expense savings by the end of 2025"

Q4 2024

10-K • Filed 2/12/2025

bearish

Summary

Biogen faces significant headwinds from generic competition, challenging pricing environment, and ongoing strategic repositioning focused on neurology and specialized immunology.

Revenue

N/A

Net Income

N/A

Guidance

maintained

Tone

cautious

Partnerships

Eisai (LEQEMBI)
Sage (ZURZUVAE)
Genentech (anti-CD20 therapies)
Samsung Bioepis (biosimilars)
Samsung
Reata Pharmaceuticals
Ionis Pharmaceuticals

Key Quotes

"We are focused on advancing our pipeline in neurology, specialized immunology and rare diseases."

"Multiple TECFIDERA generic entrants are now in North America, Brazil and certain European countries and have deeply discounted prices"

Q3 2024

10-Q • Filed 10/30/2024

neutral

Summary

Biogen delivered steady quarterly performance with $1.77B in revenue and $388.5M net income. The company continues strategic restructuring efforts through its Fit for Growth program and recently completed the HI-Bio acquisition to strengthen its immunology pipeline.

Revenue

$1.77B

Net Income

$388.5M

Guidance

maintained

Tone

neutral

Capex

$114.4M

Partnerships

Genentech anti-CD20 therapeutic programs
Eisai LEQEMBI collaboration
Samsung Bioepis biosimilars
Samsung
Reata Pharmaceuticals Inc.
Ionis Pharmaceuticals Inc.

Key Quotes

"We are focused on advancing our pipeline in neurology, specialized immunology and rare diseases."

"The Fit for Growth program is expected to generate approximately $1.0 billion in gross operating expense savings by the end of 2025"

Q2 2024

10-Q • Filed 8/1/2024

neutral

Summary

Biogen delivered stable quarterly performance with modest revenue growth. The company continues its cost reduction efforts through the Fit for Growth program while maintaining a diversified portfolio across multiple therapeutic areas.

Revenue

$2.46B

Net Income

$583.6M

Guidance

maintained

Tone

neutral

Capex

$79.4M

Partnerships

Eisai - LEQEMBI collaboration
Genentech - Anti-CD20 therapeutic programs
Samsung Bioepis - Biosimilars
Samsung
Ionis Pharmaceuticals
Reata Pharmaceuticals
Human Immunology Biosciences

Key Quotes

"We are focused on advancing our pipeline in neurology, specialized immunology and rare diseases."

"The Fit for Growth program is expected to generate approximately $1.0 billion in gross operating expense savings by the end of 2025"

Q1 2024

10-Q • Filed 4/24/2024

neutral

Summary

Biogen delivered stable financial performance in Q1 2024, with modest revenue decline offset by cost management efforts. The company continues strategic focus on neurology and rare disease therapies while implementing cost reduction initiatives.

Revenue

$1.71B

Net Income

$393.4M

Guidance

maintained

Tone

neutral

Capex

$45.9M

Partnerships

Eisai (LEQEMBI)
Genentech (anti-CD20 therapies)
Sage (ZURZUVAE)
Samsung
Roche
Reata Pharmaceuticals

Key Quotes

"We are focused on advancing our pipeline in neurology, specialized immunology and rare diseases."

"We initiated additional cost saving measures as part of our Fit for Growth program to reduce operating costs"

Q4 2023

10-K • Filed 2/14/2024

bearish

Summary

Biogen is experiencing significant revenue pressures from generic competition, particularly for TECFIDERA. The company is exploring strategic options and focusing on new product launches like LEQEMBI and SKYCLARYS while managing manufacturing capacity challenges.

Revenue

$4.47B

Net Income

$1.47B

Guidance

maintained

Tone

cautious

Capex

$195M

Partnerships

Eisai (LEQEMBI)
Sage (ZURZUVAE)
Genentech (anti-CD20 therapies)
Samsung
Roche Group Genentech
Eisai
Reata Pharmaceuticals

Key Quotes

"We are focused on advancing our pipeline in neurology, specialized immunology and rare diseases."

"The generic competition for TECFIDERA has significantly reduced our TECFIDERA revenue and we expect that TECFIDERA revenue will continue to decline in the future."

Q3 2023

10-Q • Filed 11/8/2023

neutral

Summary

Biogen experienced revenue decline and a quarterly net loss, driven by challenges in multiple sclerosis franchise and ongoing restructuring. The company completed the Reata acquisition, adding Friedreich's Ataxia treatment SKYCLARYS, and continues cost reduction initiatives.

Revenue

$1.81B

Net Income

$-68.1M

Guidance

maintained

Tone

cautious

Capex

$211.8M

Partnerships

Eisai (LEQEMBI)
Genentech (anti-CD20 therapies)
Sage Therapeutics (ZURZUVAE)
Samsung

Key Quotes

"We initiated additional cost saving measures as part of our Fit for Growth program to reduce operating costs, while improving operating efficiency and effectiveness."

"The Fit for Growth program is expected to generate approximately $1.0 billion in gross operating expense savings by 2025"

Q2 2023

10-Q • Filed 7/25/2023

neutral

Summary

Biogen experienced revenue and earnings decline driven by MS product weakness. Cost reduction initiatives ongoing, with continued focus on strategic partnerships and new product launches.

Revenue

$2.46B

Net Income

$593.3M

Guidance

maintained

Tone

cautious

Capex

$137.6M

Partnerships

Eisai (LEQEMBI)
Genentech (Anti-CD20 therapies)
Samsung
Roche Group Genentech

Key Quotes

"We are focused on advancing our pipeline in neurology, neuropsychiatry, specialized immunology and rare diseases"

"We initiated additional cost saving measures as part of our Fit for Growth initiative"

Q1 2023

10-Q • Filed 4/25/2023

bullish

Summary

Biogen delivered a solid Q1 2023 with robust revenue and earnings, driven by continued strength in multiple sclerosis portfolio and new collaboration revenues. The company is managing costs through restructuring and maintaining a confident outlook.

Revenue

$2.46B

Net Income

$387.6M

Guidance

maintained

Tone

neutral

Capex

$66.6M

Partnerships

Eisai (LEQEMBI)
Genentech (Anti-CD20 programs)
Samsung
Roche Group Genentech
Eisai
Centers for Medicare and Medicaid Services

Key Quotes

"We are focused on advancing our pipeline in neurology, neuropsychiatry, specialized immunology and rare diseases."

"We collaborate with Eisai on the commercialization of LEQEMBI for the treatment of Alzheimer's disease"

Sector Comparison

How BIIB performs vs Healthcare sector and Biotech peers

Sector Ranking (Healthcare)

#1of 2

Category Ranking (Biotech)

#1of 2

Key Metrics vs Averages

Revenue (Quarterly)
8% above avg

BIIB

$1,846.9M

Biotech Avg

$1,717.3M

Healthcare Avg

$1,717.3M

Overall Sentiment
neutral

Guidance: maintained • Tone: cautious