VT

Viatris Inc. stock research

Dec 31, 2025

FY2025 Q4

Viatris (VTRS) Gross Margin — Quarter Ended Dec 31, 2025

Revenue was unchanged from the prior quarter but higher than the same quarter last year. Gross profit and gross margin both weakened compared to the prior quarter and the year-ago quarter, as cost of revenue increased relative to revenue.

Gross margin takeaway

Quarter ended Dec 31, 2025 · FY2025 Q4

Revenue was unchanged from the prior quarter but higher than the same quarter last year. Gross profit and gross margin both weakened compared to the prior quarter and the year-ago quarter, as cost of revenue increased relative to revenue.

  • The decline in gross margin from the prior quarter was driven by a higher cost of revenue relative to revenue, while gross profit decreased. Compared to the year-ago quarter, gross margin also weakened as cost of revenue grew faster than revenue.
  • Revenue was stable sequentially but higher year-over-year. Gross profit and gross margin were lower both sequentially and year-over-year, indicating a weakening in profitability from revenue.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

31.1%

Gross profit

$1.1B

Revenue

$3.7B

Cost of revenue

$2.6B

Quarter-over-quarter change

-5.5 pts

Year-over-year change

-3.5 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Mar 31, 2025$3.2B$1.2B$2.1B35.8%
Jun 30, 2025$3.6B$1.3B$2.2B37.3%
Sep 30, 2025$3.7B$1.4B$2.4B36.6%
Dec 31, 2025$3.7B$1.1B$2.6B31.1%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Sep 30, 2025

-5.5 pts

Year-over-year change

Dec 31, 2024

-3.5 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

The decline in gross margin from the prior quarter was driven by a higher cost of revenue relative to revenue, while gross profit decreased. Compared to the year-ago quarter, gross margin also weakened as cost of revenue grew faster than revenue.

Revenue was stable sequentially but higher year-over-year. Gross profit and gross margin were lower both sequentially and year-over-year, indicating a weakening in profitability from revenue.

Monitor the trend in cost of revenue relative to revenue, as its increase has pressured gross margin in the current quarter.