# Grifols, S.A. (GRFS)

> Source: Nexqual · https://nexqual.com/GRFS · data as of 2026-10-22 20:00 UTC · cite as "Nexqual, Grifols, S.A. (GRFS), nexqual.com/GRFS" · informational, not investment advice.

**Price:** USD 7.45 (-0.67% on the day) · last close of Oct 22, 2026; US market pre market, not a live price. Prev close 7.5 · day 7.37–7.49 · 52w 6.96–9.9 · market cap $5.07B · NMS

## Key facts
- Total return with dividends: 1Y -20.9% vs S&P 500 +14.9%; 5Y -44.2% vs S&P 500 +80.3%.
- Next earnings: 2026-07-28, EPS estimate USD 0.3, revenue estimate $1.99B.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-23) | 5Y (from 2021-10-18) |
|---|---|---|
| Total return | -20.9% | -44.2% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -21.0% | -11.0% |
| Volatility (annualized) | 32.0% | 49.1% |
| Max drawdown | -27.2% (Feb 2026→Jun 2026) | -55.8% (Oct 2021→Oct 2022) |

## Peers (Drug Manufacturers - General)
OGN (Organon & Co.) USD 13.75 +0.00% · BIIB (Biogen Inc.) USD 253.84 +5.34% · SNY (Sanofi) USD 41.96 +2.42% · GSK (GSK plc) USD 51.21 +2.38% · BMY (Bristol-Myers Squibb Company) USD 63 +3.08% · PFE (Pfizer, Inc.) USD 30.42 +1.91%

## More
Full page: https://nexqual.com/GRFS · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt

## Supply chain and relationships (SEC annual reports)

Named in GRFS's own 20-F filed 2026-04-17 (https://www.sec.gov/Archives/edgar/data/1438569/000110465926044901/grfs-20251231x20f.htm):

| Relationship | Company | Sentence in the filing |
|---|---|---|
| Supplier | Siemens | "In connection with the termination, we entered into a new multi-year Exclusive Supply Agreement with Ortho under which we continue to manufacture and supply antigens to Ortho, as well as to third parties including Abbott…" |
| Supplier | Grifols Canada Plasma | "In addition to plasma collected at Grifols Canada Plasma's centers, we fulfill this agreement with other plasma collected from a Canada-based plasma collection center network owned and managed by us, manufacturing our pr…" |
| Supplier | Haema GmbH and BPC Plasma | "Although we currently do not hold any equity interests in either Haema GmbH or BPC Plasma Inc., we retain control over such entities due to, among other factors, (1) the call option agreement to reacquire their shares an…" |
| Supplier | Haema | "Although we currently do not hold any equity interests in either Haema GmbH or BPC Plasma Inc., we retain control over such entities due to, among other factors, (1) the call option agreement to reacquire their shares an…" |
| Supplier | BPC Plasma | "Although we currently do not hold any equity interests in either Haema GmbH or BPC Plasma Inc., we retain control over such entities due to, among other factors, (1) the call option agreement to reacquire their shares an…" |
| Customer | Alpha Therapeutic | "In 2024, net revenue from our albumin sales increased by 7.1% (8.0% at constant currency) as compared to 2023, continuing to see increased demand across China and the U.S. Net revenue from sales of Alpha-1 and specialty …" |
| Partner | Scranton Plasma | "Also on December 28, 2018, we entered into a call option agreement with Scranton Plasma B.V. whereby we may repurchase the shares of Haema GmbH and BPC Plasma Inc. at any time." |
| Partner | Canadian Plasma Resources | "Through an agreement with Grifols Canada Plasma (formerly named Canadian Plasma Resources Corporation) we have the right to obtain plasma donated at collection centers owned by Grifols Canada Plasma." |
| Partner | AESKU Diagnostics | "Pursuant to an exclusive agreement with AESKU Diagnostics GmbH & Co. ("AESKU"), we distribute autoimmunity diagnostic products in Chile, Mexico, Portugal and Spain." |
| Partner | Immunotek GH | "Pursuant to this collaboration agreement, we formed ITK JV, a joint operation company through which we initially held a 75% interest in each of the 28 plasma collection centers, while ImmunoTek held the remaining 25%." |
| Partner | Scranton Enterprises | "On July 29, 2025, we entered into a sponsorship agreement with Club Joventut Badalona, S.A.D., an entity in which Scranton Enterprises B.V. (one of our major shareholders) is the majority shareholder." |
| Partner | Biomat USA | "In November 2021 approval was received from the pertinent authorities to close the agreement with GIC (Sovereign Fund of Singapore), announced in June 2021, whereby the Group received an amount of US Dollars 990 million …" |

## Analyst estimates and revisions

| Period | EPS est. | 90d ago | Change | Revenue est. | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends 2026-09-30) | $0.30 | $0.29 | +3.5% | $1.99B | 1 |
| Next quarter (ends 2026-12-31) | $0.39 | $0.33 | +18.3% | $2.17B | 1 |
| Current fiscal year (ends 2026-12-31) | $1.16 | $1.06 | +9.3% | $7.68B | 2 |
| Next fiscal year (ends 2027-12-31) | $1.44 | $1.45 | -0.3% | $8.16B | 2 |

## Options: expected move (Cboe, 15-min delayed)

| Expiration | Days | ATM IV | Expected move |
|---|---|---|---|
| 2026-11-20 | 28 | 62.1% | ±13.7% |
| 2026-12-18 | 56 | 77.1% | ±21.7% |
| 2027-02-19 | 119 | 33.8% | ±22.8% |
| 2027-05-21 | 210 | 43.2% | ±45.2% |
