Takeda reported six-month revenue of JPY 2,407.0 billion and net profit of JPY 305.7 billion for the period ended September 30, 2026. ORZEYFUL received U.S., Japan and China approvals, MIMRYLO won U.S. approval, and arcotatug tavatecan met primary endpoints.
TAK · Takeda Pharmaceutical Co Ltd
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Takeda reported September 30, 2026 six-month revenue of JPY 2,407.0 billion (+8.4% AER) and operating profit of JPY 406.7 billion (+60.4% AER). FY2026 revenue forecast was revised to JPY 4,700.0 billion; a JPY 102 per-share interim dividend was approved.
Metrics snapshot
Useful current figures from the complete screener profile.
Equibles Research
our published analysis of this company-
Research ThesisHims & Hers has 26.4% shorts arguing against $2.9B of guided 2026 revenue; the Q2 print decides whether subscriber growth or ARPU decay wins
Hims & Hers closed at $32.84, off 50.4% from its 52-week high, with short interest at 26.4% of shares outstanding and the steepest positioning in the comp set against a +59.0% TTM revenue base and a 10%–12% full-year adjusted EBITDA guide — the next quarter decides whether the multiple re-rates with subscriber growth or compresses further on the 6% ARPU slide.
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Research ThesisEmergent BioSolutions: leveraged biodefense name trades like a Narcan story while international MCM mix hits 37%
A $413.3M small-cap MCM franchise that has signed a $140M Canada agreement, a $54M ASPR award, and an ACAM2000 modification while net leverage fell to 1.9x and a $50M buyback was reauthorized — yet the equity is the worst YTD performer in the peer set with 19.9% short interest, leaving the print of the next four quarters to test whether the international MCM pivot can offset the Narcan generics drag.
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Versus peers
Drug Manufacturers - Specialty & Generic — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
TAK
this stock
Takeda Pharmaceutical Co Ltd
|
$68.47B | +37.5% | — | — | 0.1% |
|
GALDY
Galderma Group AG
|
$53.23B | +10.1% | — | — | 0.0% |
|
TEVA
Teva Pharmaceutical Industries Ltd
|
$51.92B | +42.6% | +4.3% | 101.1 | 2.4% |
|
JHPCY
Jiangsu Hengrui Pharmaceuticals Co., Ltd.
|
$40.66B | — | — | — | 0.0% |
|
HLN
Haleon plc
|
$40.25B | -9.3% | — | — | 0.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Oct 29, 2026
- This year
- 32
Takeda reported six-month revenue of JPY 2,407.0 billion and net profit of JPY 305.7 billion for the period ended September 30, 2026. ORZEYFUL received U.S., Japan and China approvals, MIMRYLO won U.S. approval, and arcotatug tavatecan met primary endpoints.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| TAK | +2.0% | +9.0% | +35.0% | +2.5% | +37.5% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | -0.6% | +10.1% | +34.5% | +2.7% | +26.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.