AMGNHIGH SIGNALFINANCIAL10-K

AMGN delivered exceptional financial performance with net income surging 88.5% to $7.7B while significantly expanding capital investments and strengthening its balance sheet.

The dramatic net income increase combined with substantial capex growth (+69.5%) suggests AMGN is both generating strong returns and investing heavily for future growth. The strengthened equity position and higher receivables indicate robust business expansion, though the declining cash position and operating cash flow warrant monitoring for liquidity management.

Comparing 2026-02-13 vs 2025-02-14View on EDGAR →
FINANCIAL ANALYSIS

AMGN demonstrated exceptional profitability with net income nearly doubling to $7.7B and operating income growing 25% to $9.1B, while substantially increasing capital expenditures by 69.5% to $1.9B, signaling aggressive growth investments. The balance sheet strengthened considerably with stockholders' equity rising 47% to $8.7B and accounts receivable growing 41% to $9.6B, though cash declined 24% to $9.1B and operating cash flow dropped 13% to $10.0B. Overall, the financial picture reflects a company in strong growth mode with excellent profitability but transitioning from cash accumulation to active investment and expansion.

FINANCIAL STATEMENT CHANGES
Net Income
P&L
+88.5%
$4.1B$7.7B

Net income grew 88.5% — bottom-line growth signals improving overall business health.

Capital Expenditure
Cash Flow
+69.5%
$1.1B$1.9B

Capital expenditure jumped 69.5% — major investment cycle underway; assess returns on deployment.

Stockholders Equity
Balance Sheet
+47.3%
$5.9B$8.7B

Equity base grew 47.3% — retained earnings accumulation or equity issuance strengthening the balance sheet.

Accounts Receivable
Balance Sheet
+41.1%
$6.8B$9.6B

Receivables surged 41.1% — revenue recognized but not yet collected; watch for collection issues or channel stuffing.

Operating Income
P&L
+25.1%
$7.3B$9.1B

Operating income improving — cost discipline or growing revenue base absorbing fixed costs.

Cash & Equivalents
Balance Sheet
-23.8%
$12.0B$9.1B

Cash decreased 23.8% — monitor burn rate and upcoming capital needs.

Operating Cash Flow
Cash Flow
-13.3%
$11.5B$10.0B

Operating cash flow softened — monitor whether temporary working capital timing or structural deterioration.

Inventory
Balance Sheet
-11%
$7.0B$6.2B

Inventory reduced 11% — lean inventory management or demand outpacing supply.

Current Liabilities
Balance Sheet
+10.3%
$23.1B$25.5B

Current liabilities rose 10.3% — increased short-term obligations, watch current ratio.

LANGUAGE CHANGES
NEW — 2026-02-13
PRIOR — 2025-02-14
ADDED
BUSINESS 1 Significant Developments 1 Marketing, Distribution and Selected Marketed Products 3 Reimbursement 11 Manufacturing, Distribution and Raw Materials 13 Government Regulation 15 Research and Development and Selected Product Candidates 18 Business Relationships 24 Human Capital Resources 25 Information about our Executive Officers 27 Geographic Area Financial Information 28 Investor Information 28 Item 1A.
Term Description 2017 Tax Act Tax Cuts and Jobs Act of 2017 340B Program Federal 340B Drug Pricing Program AI artificial intelligence Amended 2009 Plan Amended and Restated 2009 Equity Incentive Plan AOCI accumulated other comprehensive income (loss) AstraZeneca AstraZeneca plc ASU Accounting Standards Update ATMOS Amgen Technology and Medical Organizations B-ALL B-cell acute lymphoblastic leukemia BeOne BeOne Medicines Ltd.
Department of Justice EC European Commission EMA European Medicines Agency EO Executive Order EPO European Patent Office EPS earnings per share EU European Union FASB Financial Accounting Standards Board FCPA U.S.
generally accepted accounting principles GDPR General Data Protection Regulation GIPR glucose-dependent insulinotropic polypeptide receptor GLP-1 glucagon like peptide 1 HHS U.S.
Department of Health and Human Services ii Term Description Horizon Horizon Therapeutics plc IGF-1R insulin-like growth factor-1 receptor IgG4-RD Immunoglobulin G4-related disease IND Investigational New Drug Application IPR D in-process research and development IRA Inflation Reduction Act of 2022 IRS Internal Revenue Service July MFN Letter Letter dated July 31, 2025, by the Administration to a number of pharmaceutical manufacturers, including Amgen KRAS Kirsten rat sarcoma viral oncogene homologue Kyowa Kirin Kyowa Kirin Co., Ltd.
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REMOVED
BUSINESS 1 Significant Developments 1 Marketing, Distribution and Selected Marketed Products 2 Reimbursement 10 Manufacturing, Distribution and Raw Materials 12 Government Regulation 13 Research and Development and Selected Product Candidates 17 Business Relationships 23 Human Capital Resources 24 Information about our Executive Officers 26 Geographic Area Financial Information 27 Investor Information 27 Item 1A.
Term Description 2017 Tax Act Tax Cuts and Jobs Act of 2017 340B Program Federal 340B Drug Pricing Program Amended 2009 Plan Amended and Restated 2009 Equity Incentive Plan AOCI accumulated other comprehensive income (loss) ASR Accelerated Share Repurchase AstraZeneca AstraZeneca plc ASU Accounting Standards Update ATMOS Amgen Technology and Medical Organizations B-ALL B-cell precursor acute lymphoblastic leukemia BeiGene BeiGene, Ltd.
Department of Justice EC European Commission Eczac ba EIS Eczac ba la , S nai ve Finansal Yat r mlar Sanayi ve Ticaret A.
EMA European Medicines Agency EPO European Patent Office EPS earnings per share ESG environmental, social and governance EU European Union FASB Financial Accounting Standards Board FCPA U.S.
generally accepted accounting principles GDPR General Data Protection Regulation Gensenta Gensenta la Sanayi ve Ticaret A.
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