GSK plc filed a Form 6-K with the U.S. Securities and Exchange Commission on 28 October 2026, reporting its third-quarter and year-to-date 2026 financial results and reaffirming full-year guidance.

Key Highlights

  • Q3 total turnover: £8,887 million, up 4% at actual exchange rates (AER) and up 5% at constant exchange rates (CER), according to the filing.
  • Specialty Medicines sales: £3,877 million, up 14% AER / 15% CER, led by HIV at £2,116 million (+10% CER), Oncology at £622 million (+23% CER), and Respiratory, Immunology and Inflammation at £1,139 million (+21% CER).
  • Total operating profit fell 16% CER to £2,127 million for Q3, with total EPS down 21% CER to 38.5p, driven by major restructuring charges of £328 million related to the Accelerate Growth programme.
  • Core operating profit rose 5% CER to £3,076 million in Q3, with Core EPS up 1% CER to 54.6p.
  • Free cash flow: £2.1 billion in Q3, with cash generated from operations of £3,122 million.
  • Q3 2026 dividend of 17p per share declared; full-year 2026 dividend expected to be 70p.
  • Full-year 2026 guidance reaffirmed: turnover growth 3% to 5% (upper half of range), Core operating profit growth 7% to 9% (upper half), and Core EPS growth 7% to 9% (lower half), all at CER.

GSK Q3 2026 Results: Specialty Medicines Growth Offsets Restructuring Charges

According to the filing, GSK plc (NYSE:GSK) reported Q3 2026 total turnover of £8,887 million, a 5% increase at CER. Specialty Medicines was the primary growth driver at £3,877 million (+15% CER), with HIV contributing £2,116 million (+10% CER), Oncology £622 million (+23% CER), and Respiratory, Immunology and Inflammation £1,139 million (+21% CER). Vaccines sales declined 2% CER to £2,583 million, with Shingrix down 5% CER to £780 million and Arexvy down 24% CER to £195 million, while Meningitis vaccines grew 12% CER to £599 million. General Medicines turnover was £2,427 million, described as stable at CER, with Trelegy contributing £0.8 billion (+8%).

The filing reports that total operating profit fell 16% CER to £2,127 million for Q3, with total operating margin contracting 6.1 percentage points CER to 23.9%. The company attributed the decline to major restructuring charges of £328 million related to the Accelerate Growth programme and lower other net operating income. Core operating profit, a non-IFRS measure, rose 5% CER to £3,076 million, with Core operating margin at 34.6%. Year-to-date turnover reached £24,925 million (+5% CER), with Core operating profit for the period at £8,526 million (+7% CER).

The filing also disclosed several pipeline developments, including U.S. and Japan approval of Hibsago for chronic hepatitis B, U.S. approval of Jemperli as the first immunotherapy for adults with dMMR/MSI-H locally advanced rectal cancer, and positive registrational data for Jideytro in first-line ROS1-positive non-small cell lung cancer. GSK also disclosed a definitive agreement with the U.S. Government, effective 9 April 2026, providing Section 232 tariff relief for GSK and ViiV Healthcare through 20 January 2029, subject to implementation and ongoing compliance. The company noted that full-year guidance incorporates the expected impact of those agreements. The filing states GSK completed its £2 billion share buyback programme in Q2 2026.

What Was Disclosed

GSK's Form 6-K for October 2026 covers Q3 and year-to-date 2026 financial results, a reaffirmation of full-year guidance, pipeline regulatory updates, a Q3 dividend declaration of 17p per share, and details of a U.S. Government tariff relief agreement.