Amgen Inc. (AMGN) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

Each quarterly earnings release is furnished as Exhibit 99.1 to a Form 8-K (Item 2.02) and carries a consolidated statement of income and a consolidated balance sheet (GAAP), plus non-GAAP reconciliations and a reconciliation of operating cash flow to free cash flow. None of the releases contains a full cash flow statement.

• Form 8-K filed August 4, 2026, accession 0000318154-26-000124: unaudited results for the three and six months ended June 30, 2026 and financial position as of June 30, 2026 (income statement, balance sheet, non-GAAP and cash flow reconciliations).
• Form 8-K filed April 30, 2026, accession 0000318154-26-000054: three months ended March 31, 2026 and balance sheet as of March 31, 2026.
• Form 8-K filed February 3, 2026, accession 0000318154-26-000003: fourth quarter and full year ended December 31, 2025.

Earnings and guidance

• August 4, 2026 - second quarter 2026 results (0000318154-26-000124). Total revenues rose 10% to $10.1 billion; product sales rose 9% on volume growth. GAAP EPS was $4.37 versus $2.65; non-GAAP EPS was $6.29 versus $6.02. Free cash flow was $3.5 billion versus $1.9 billion. Cash and cash equivalents were $14.0 billion and debt outstanding was $57.3 billion at June 30, 2026. No shares were repurchased in the quarter.
• Full-year 2026 guidance raised (same filing). Total revenues $38.2 billion to $39.4 billion (from $37.1 billion to $38.5 billion in the April release). Non-GAAP EPS $22.30 to $23.50 (from $21.70 to $23.10). GAAP EPS $15.80 to $17.08 (from $15.62 to $17.10). Non-GAAP tax rate 15.0% to 16.5% (unchanged); capital expenditures about $2.6 billion and share repurchases up to $3.0 billion (both unchanged).
• April 30, 2026 - first quarter 2026 results (0000318154-26-000054). Total revenues rose 6% to $8.6 billion; GAAP EPS $3.34 versus $3.20; non-GAAP EPS $5.15 versus $4.90; free cash flow $1.5 billion. Guidance was raised from the February figures: revenues to $37.1 billion to $38.5 billion (from $37.0 billion to $38.4 billion), non-GAAP EPS to $21.70 to $23.10 (from $21.60 to $23.00).
• February 3, 2026 - fourth quarter and full year 2025 results (0000318154-26-000003). Full-year 2025 total revenues rose 10% to $36.8 billion; GAAP EPS was $14.23 versus $7.56. Initial 2026 guidance: revenues $37.0 billion to $38.4 billion, non-GAAP EPS $21.60 to $23.00, GAAP EPS $15.45 to $16.94, capital expenditures about $2.6 billion, share repurchases not to exceed $3 billion.

Capital actions

• February 17-19, 2026 - senior notes offering (0001193125-26-059490). Amgen issued and sold $4.0 billion of senior notes under its effective shelf registration: $1.0 billion 4.200% due 2031, $1.75 billion 4.850% due 2036, $500 million 5.500% due 2046 and $750 million 5.650% due 2056. Net proceeds were about $3.96 billion. Interest is payable semi-annually from August 19, 2026.
• Dividend. The second quarter 2026 dividend of $2.52 per share (declared March 4, 2026, paid June 5, 2026) is 6% above the prior-year period (0000318154-26-000124). The first quarter 2026 dividend was also $2.52 per share (0000318154-26-000054).
• Repurchases. The releases for the first and second quarters of 2026 each report no share repurchases under the stock repurchase program.

Regulatory and legal

• July 31, 2026 - cybersecurity incident (Item 1.05, 0000318154-26-000119). Amgen reported unauthorized activity in July 2026 involving data in cloud environments hosted by third-party providers. Some data, including proprietary data and patient protected health information, was exfiltrated. The company determined on July 29, 2026 that the incident is material, but states it has not identified any impact to products, manufacturing operations or financial reporting systems and believes the incident is not reasonably likely to have a material impact on its financial condition or results of operations. The investigation is ongoing and the company said it will amend the report as further information is determined.
• TAVNEOS (0000318154-26-000054 and 0000318154-26-000124). The first quarter release states that on April 27, 2026 the FDA's Center for Drug Evaluation and Research proposed to withdraw approval of TAVNEOS, and on April 30, 2026 the FDA published a Federal Register notice offering a hearing opportunity; TAVNEOS remains on the market during the process. The second quarter release states the company requested a hearing on June 1, 2026 and submitted supporting materials on July 23, 2026. TAVNEOS second quarter sales were $150 million.
• Blinatumomab subcutaneous studies (0000318154-26-000124). Two studies of subcutaneous blinatumomab paused enrollment of new patients following a partial clinical hold by the FDA; discussions with the FDA on a path to reopen are underway.

Management and governance

• May 19, 2026 - CFO transition (0000318154-26-000097). Peter H. Griffith will retire as Executive Vice President and Chief Financial Officer effective August 31, 2026 and remain an Executive Vice President (non-executive) until January 31, 2027. Thomas Dittrich, formerly Chief Financial Officer of Galderma Group AG, joins as Executive Vice President on July 1, 2026 and becomes Chief Financial Officer effective September 1, 2026, reporting to Chairman and CEO Robert A. Bradway. The filing attaches his employment offer agreement and an expatriate assignment letter as Exhibits 10.1 and 10.2, including one-time cash, restricted stock unit and retention awards.
• April 22, 2026 - Chief Technology Officer retirement (0000318154-26-000048). David M. Reese will retire as Executive Vice President and Chief Technology Officer; the role's responsibilities are redistributed effective June 1, 2026 to James E. Bradner, Murdo Gordon and Peter H. Griffith, and Dr. Reese retires June 30, 2026.
• May 19, 2026 - annual meeting (0001193125-26-232786, filed May 20, 2026). All 12 director nominees were elected, executive compensation was approved on an advisory basis, Ernst & Young LLP was ratified for 2026, and a stockholder proposal for an independent board chairman was not approved (72.9 million for, 338.5 million against).

Collaborations and portfolio

• January 30, 2026 - Kyowa Kirin termination (0001193125-26-030518). Amgen and Kyowa Kirin entered into a Termination Agreement ending their June 2021 license and collaboration agreement for rocatinlimab; at signing the termination was conditioned on Hart-Scott-Rodino clearance. The fourth quarter release describes it as portfolio prioritization, with Kyowa Kirin assuming ownership of the program and Amgen providing transition services (0000318154-26-000003). The Form 10-K reports that Hart-Scott-Rodino clearance was received in February 2026, which made the termination effective, and that Kyowa Kirin assumes full responsibility for rocatinlimab worldwide beginning in the first quarter of 2026, while Amgen continues to manufacture rocatinlimab and perform other transition activities for an agreed period (0000318154-26-000010).
• AMG 513 (0000318154-26-000124). The second quarter release states future development of AMG 513 will be discontinued; the ongoing Phase 1 study continues to completion.

Mergers and acquisitions

The filings reviewed for this period report no new acquisition signings or closings. References to the Horizon and ChemoCentryx acquisitions in the releases concern amortization and other acquisition-related adjustments for deals completed earlier.