Every material Form 8-K Amgen has filed with the SEC since January 30, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Amgen reported third-quarter 2026 financial results, showing an 8% increase in total revenues to $10.4 billion compared to the same period in 2025. GAAP earnings per share rose 19% to $7.08, while non-GAAP earnings per share grew 14% to $6.45.
Total revenues for the third quarter of 2026 increased 8% year-over-year to $10.4 billion.
GAAP earnings per share rose 19% to $7.08 for the third quarter of 2026.
Non-GAAP earnings per share increased 14% to $6.45 for the third quarter of 2026.
Full-year 2026 total revenues are expected to be in the range of $38.9 billion to $39.7 billion.
Amgen's board appointed David W. Gibbs as a director effective October 26, 2026. He will sit on the Audit Committee and the Compensation and Management Development Committee, and the board will have 13 directors, 12 of them independent. The filing describes a board seat, not a change in management, and discloses no financial results.
Gibbs was CEO of Yum! Brands from 2020 to September 2025 and has advised the company since October 2025.
He also serves on the boards of Under Armour, Inc. (since 2021) and PepsiCo, Inc. (since 2026).
Non-employee director pay includes a $115,000 annual cash retainer and a $220,000 annual equity grant, prorated for 2026.
The board will have 13 directors, 12 of whom are independent.
Amgen reported second-quarter 2026 results on August 4, 2026, with total revenues up 10% to $10.1 billion and non-GAAP EPS up 4% to $6.29. The company also issued full-year 2026 guidance of $38.2 billion to $39.4 billion in total revenues and non-GAAP EPS of $22.30 to $23.50. Product sales were mixed: Repatha, Evenity and Tezspire grew strongly, while Prolia and Otezla declined.
GAAP EPS rose 65% to $4.37 from $2.65, and GAAP operating income rose to $3.5 billion from $2.7 billion.
Non-GAAP operating margin was 48.4%, down 0.5 percentage points from a year earlier.
Free cash flow was $3.5 billion versus $1.9 billion, and the company made no share repurchases in the quarter.
Prolia sales fell 32% to $759 million, while Repatha sales rose 37% to $953 million.
Amgen disclosed in an SEC 8-K filed July 31, 2026 that unauthorized actors accessed and exfiltrated some company data, including proprietary data and patient protected health information, from cloud environments hosted by third-party providers. The company determined on July 29, 2026 that the incident is material, but says it has not identified any impact on products, manufacturing, financial reporting systems, or its ability to meet patient needs, and does not expect a material effect on financial condition or results.
Unauthorized activity was identified in July 2026 in data stored in third-party-hosted cloud environments.
Company determined on July 29, 2026 that the incident is material, citing file volume and the sensitivity of the information.
Amgen believes the incident is not reasonably likely to have a material impact on its financial condition or results of operations.
Investigation is ongoing, and patient notifications will be made as required.
Amgen said Chief Financial Officer Peter Griffith will retire, with his CFO role ending August 31, 2026. Thomas Dittrich, former CFO of Galderma Group AG, will join as executive vice president on July 1, 2026 and become CFO on September 1, 2026, reporting to Chairman and CEO Robert A. Bradway. A change in the top finance role is significant for shareholders, and the filing lists Dittrich's pay and retention terms in Swiss francs.
Peter Griffith's CFO role ends August 31, 2026; he stays as a non-executive executive vice president from September 1, 2026 to January 31, 2027.
Thomas Dittrich, age 62, starts as executive vice president on July 1, 2026 and becomes CFO on September 1, 2026.
Dittrich's annual base salary is CHF 1,070,000, with a 100% target bonus opportunity.
Dittrich receives a one-time, two-year retention bonus of CHF 5,800,000, repayable pro rata if he leaves or is terminated for certain misconduct within two years.
Amgen reported first-quarter 2026 results on April 30, 2026, with total revenues up 6% to $8.6 billion and non-GAAP EPS up 5% to $5.15. Sales of Prolia and Enbrel declined, and the company issued full-year 2026 revenue and EPS ranges. The filing also discloses an FDA proposal to withdraw approval of TAVNEOS, which the company says will remain on the market during the review.
Total revenues rose 6% to $8.6 billion in the first quarter of 2026 versus the first quarter of 2025.
GAAP EPS rose 4% to $3.34 from $3.20; non-GAAP EPS rose 5% to $5.15 from $4.90.
2026 guidance: total revenues of $37.1 billion to $38.5 billion and non-GAAP EPS of $21.70 to $23.10.
On April 27, 2026, the FDA proposed withdrawing approval of TAVNEOS, which had $119 million of first-quarter sales.
Amgen said Executive Vice President and Chief Technology Officer David M. Reese will retire on June 30, 2026. His technology responsibilities move to three executives effective June 1, 2026, and the company named Sean Bruich as senior vice president and Chief Technology Officer.
Reese retires as Executive Vice President on June 30, 2026, and will receive retirement benefits under company plans.
Effective June 1, 2026, James E. Bradner, Murdo Gordon and Chief Financial Officer Peter H. Griffith take over the CTO role's responsibilities.
Sean Bruich will serve as senior vice president and Chief Technology Officer, effective June 1, 2026, according to the press release.
The filing gives no financial figures for the change, and the company describes it as part of a move to integrate science and technology.
Amgen issued and sold $4.0 billion of senior unsecured notes in four tranches on February 17, 2026, under an effective Form S-3 shelf registration. Net proceeds were approximately $3.96 billion after underwriters' discounts and offering expenses, and the notes carry fixed rates from 4.200% to 5.650%. The filing describes new debt obligations rather than a change in operations or earnings.
Four tranches: $1.0 billion of 4.200% notes due 2031, $1.75 billion of 4.850% notes due 2036, $500 million of 5.500% notes due 2046, and $750 million of 5.650% notes due 2056
Net proceeds to the company of approximately $3,961,495,000
Interest is paid semi-annually on February 19 and August 19, starting August 19, 2026
Holders may require repurchase at 101% of principal plus accrued interest upon a change in control triggering event
Amgen reported fourth-quarter and full-year 2025 results, with total revenue up 9% to $9.9 billion in the quarter and up 10% to $36.8 billion for the year. Full-year non-GAAP EPS rose 10% to $21.84, while fourth-quarter non-GAAP EPS was roughly flat at $5.29, and the company guided 2026 total revenue to $37.0 billion to $38.4 billion. Shareholders also face the FDA's January 16, 2026 request that TAVNEOS be voluntarily withdrawn from the U.S. market, which the filing does not quantify.
Full-year total revenue rose 10% to $36.8 billion; fourth-quarter total revenue rose 9% to $9.9 billion.
Full-year GAAP EPS rose 88% to $14.23 and non-GAAP EPS rose 10% to $21.84; fourth-quarter non-GAAP EPS was $5.29 versus $5.31.
2026 guidance: total revenue of $37.0 billion to $38.4 billion and non-GAAP EPS of $21.60 to $23.00.
On January 16, 2026, the FDA requested that ChemoCentryx voluntarily withdraw TAVNEOS from the U.S. market.
Amgen and Kyowa Kirin signed a Termination Agreement on January 30, 2026, to end their License and Collaboration Agreement dated June 1, 2021. The termination takes effect only after regulatory approval is received, and the filing gives no financial terms or reasons.
Termination Agreement dated January 30, 2026 with Kyowa Kirin Co., Ltd.
Ends the License and Collaboration Agreement dated June 1, 2021
Termination is effective upon receipt of regulatory approval
Agreement filed as Exhibit 10.1; portions omitted as not material
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