EarningsQ2 2026 Earnings Report
MX:BNTXN Q2 2026 EPS Results
Actual EPS-$65.55
Consensus EPS-$42.49
Beat/MissMissed by -$23.06
One Year Ago EPS-$32.37
MX:BNTXN Q2 2026 Revenue Results
Actual Revenue$2.21B
Expected Revenue$3.19B
Beat/MissMissed by -$981.19M
YoY Revenue Growth-58.46%
Earnings Announcement Details
QuarterQ2 2026
Date08/04/2026
TimeBefore Open
Conference CallTuesday, August 4, 2026
MX:BNTXN Upcoming Earnings
BioNTech SE's next earnings date is estimated for November 3, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
MX:BNTXN Q2 2026 Earnings Call
0:00 / 0:00
Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balances meaningful near‑term financial headwinds (sharp Q2 revenue decline, guidance reduction, increased SG&A and some timeline pushes) against substantial clinical and strategic progress: multiple encouraging Phase II signals (pumitamig, gotistobart), initiation of a Phase III for LCD, continued advancement of mRNA oncology programs, a strong cash position (EUR 16.6B) and active capital return. The pipeline momentum and capital strength mitigate short‑term revenue weakness, but the quarter highlights both execution progress and clear near‑term commercial challenges.Company Guidance
Promising pumitamig Phase II Global Data
Pumitamig (PD-L1/VEGF bispecific) showed robust activity in a global Phase II cohort (40 evaluable patients): unconfirmed ORR 72.5% and confirmed ORR 62.5%. Notable subgroup efficacy: PD-L1 TPS <1% (≈58% of cohort) confirmed ORR 47.6%; TPS 1–49% 77.8%; TPS ≥50% 100% (6/6). Data consistent across China and global cohorts in multiple tumor types (SCLC, NSCLC, TNBC), supporting ongoing pivotal Phase III programs.
Gotistobart Demonstrates Durable Benefit in IO-Pretreated NSCLC
Gotistobart (selective TREG-depleting anti–CTLA-4) from non‑pivotal Stage 1 of PRESERVE-003 showed a 12‑month PFS rate of 25% vs 0% for docetaxel, a 54% reduction in risk of death (HR 0.46), median OS not yet reached vs ~10 months for docetaxel, and 12‑month OS of 63% vs 30%. Pivotal-stage interim analysis expected toward end of 2026.
LCD (B7-H3 ADC) Advances to Phase III in mCRPC
LCD (elfetabart drozuntecan, BNT324) dosed first patient in a Phase III trial vs docetaxel for taxane‑naive metastatic castration‑resistant prostate cancer. Over 1,000 patients treated to date across >10 tumor types (including ~400 patients in combination with pumitamig), with favorable safety profile supporting registrational development.
Progress Across mRNA Cancer Immunotherapy Portfolio
Key programs advanced: autogene cevumeran randomized adjuvant colorectal cancer Phase II enrollment complete and DSMB recommended continuing blinded; final readout expected 2027. BNT113 (HPV16 FixVac) Phase II/III interim PFS analysis expected in 2026. T‑PAM is in two pivotal trials (endometrial and HER2‑low HR+ breast); primary breast analysis expected Q4 2026.
Strong Balance Sheet and Capital Returns
Cash, cash equivalents and investments of EUR 16.6 billion at quarter end vs EUR 16.0 billion a year earlier (+EUR 0.6 billion, +3.8% YoY). Share repurchase program execution: $152 million repurchased to date against an up-to-$1 billion authorization (~15.2% executed).
R&D Prioritization and Cost Discipline
Adjusted R&D expenses in Q2 decreased to EUR 477 million from EUR 509 million YoY (−6.3%), reflecting portfolio prioritization and favorable cost-sharing with partners while maintaining investment in prioritized oncology and ADC programs.
MX:BNTXN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed