88% probability Pfizer does not cut the lower bound of its FY2026 adjusted-EPS guidance ($2.80–$3.00) at its Q2 results. The guide (revenue $59.5–62.5bn) was reaffirmed at the December call and again at Q1. Resolves ~4 Aug 2026.
Pfizer provided FY2026 guidance of revenue $59.5–62.5bn and adjusted diluted EPS $2.80–$3.00 (Dec 2025) and reaffirmed all components at Q1 2026 (Q1 revenue $14.5bn, adj EPS $0.75, both above consensus). We lock that the Q2 print keeps the lower bound ≥$2.80. Source: Pfizer Q2 2026 results, ~4 Aug 2026 (pfizer.com).
We lock a binary: at its Q2 2026 results, Pfizer does not cut the lower bound of its FY2026 adjusted diluted EPS guidance ($2.80), per the company's release. Confidence 88%.
Pfizer reaffirmed the FY2026 guide at its December call and again at Q1 (which beat on both lines); cutting the floor mid-year would reverse that. We hold 88%, not higher, because pharma guidance can be trimmed on a clinical/regulatory setback, a faster loss-of-exclusivity erosion, or an FX swing. Resolves against the Q2 guidance.
RAOSCAFF locks P-129 on 2026-06-26, before the Q2 release. Scored on whether Pfizer's FY2026 adjusted-EPS guidance lower bound stays ≥$2.80.
Scored on the FY adjusted-EPS guidance lower bound — a mid-year clinical/LOE shock is the disclosed tail.