NASDAQ$ALKS

Alkermes plc · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Alkermes demonstrated strong financial performance in Q2 2023, driven by proprietary product growth and the Janssen arbitration outcome.

Alkermes reported strong Q2 2023 financial results, with total revenues of $617.4 million, including $248.4 million from the Janssen arbitration. Net sales of proprietary products increased by 21% year-over-year. The company reiterated its financial expectations for the full year 2023.

  • Total revenues for the quarter were $617.4 million, compared to $276.2 million for the same period in the prior year.
  • Net sales of proprietary products increased approximately 21% year-over-year.
  • GAAP net income was $237.1 million, or $1.38 per diluted share.
  • The company recorded cash, cash equivalents and total investments of $907.2 million.

Headline financials

Total Revenue

$617M

Previous: $276M+123.5%
EPS (adj)

$0.55

Previous: $0.06+816.7%
Capital Expenditures

-$16.6M

Previous: -$17.8M+6.7%
Free Cash Flow

$221M

Previous: -$47.9M+560.4%
Net Income

$237M

Previous: -$30.1M+886.7%
Operating Income

$239M

Previous: -$34.5M+794.2%
Gross Profit

$554M

Previous: $218M+154.4%
Cash & Equivalents

$666M

Previous: $255M+161.5%
Total Assets

$2.19B

Previous: $1.96B+11.7%
Stock-Based Comp

$28.5M

Previous: $23.4M+21.9%

Revenue & EPS history

Alkermes · Revenue · Quarterly

$617M

Q2 2023+123.5%vs Q2 2022
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Alkermes · $232M total across 3 segments · Q2 2023

  • VIVITROL
    $102M+6.2%
  • ARISTADA
    $82.4M+10.5%
  • LYBALVI
    $47M+133.8%

Forward guidance

Alkermes reiterated its financial expectations for 2023.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

-0.6%

Avg return

Earnings day

-0.0%

Avg return

5 days after

-0.5%

Avg return

30 days after

45%

27 / 60 earnings

Positive

+16.6%

Q4 2017

Best reaction

-14.8%

Q1 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.2%+2.5%+27.0%
Q4 2025-6.6%-9.4%-12.0%
Q3 2025+3.9%+3.3%+0.0%
Q1 2025+6.3%+5.5%+6.4%
Q4 2024+4.8%+12.3%+6.5%
Q3 2024-6.3%-5.1%+3.3%
Q2 2024+12.2%+11.7%+11.8%
Q1 2024-2.8%-1.8%-4.6%
Q4 2023+15.0%+8.6%+2.7%
Q3 2023-2.4%-4.0%-3.7%
Q2 2023-1.8%-5.1%-11.9%
Q1 2023-7.1%-6.1%-3.9%
Q4 2022+4.0%+2.9%-3.6%
Q3 2022+3.8%+0.3%+12.2%
Q2 2022-9.7%-14.4%-16.5%
Q1 2022+9.8%+6.4%+12.5%
Q4 2021+8.8%+7.6%+12.1%
Q3 2021-8.2%-5.0%-28.7%
Q2 2021+5.9%+11.6%+28.9%
Q1 2021-3.2%-1.6%+0.8%
Q4 2020-11.8%-13.7%-15.3%
Q3 2020+5.6%+5.9%+20.2%
Q2 2020-8.8%-7.4%-19.0%
Q1 2020-14.8%-14.7%+1.6%
Q4 2019-7.0%-7.8%-15.5%
Q3 2019+5.7%+6.0%+13.9%
Q2 2019-10.2%+1.2%-12.3%
Q1 2019-12.2%-12.7%-31.1%
Q4 2018-1.2%+3.6%+3.3%
Q3 2018+3.0%+6.5%-11.6%
Q2 2018-0.1%-0.3%+2.0%
Q1 2018+1.5%+1.4%+3.9%
Q4 2017+16.6%+23.0%+12.0%
Q3 2017+0.7%-1.5%+3.2%
Q2 2017-4.1%-5.4%-12.4%
Q1 2017+2.0%+2.4%+1.0%
Q4 2016-2.9%-4.6%+3.7%
Q3 2016-1.4%+4.0%+8.4%
Q2 2016-3.6%-6.0%-14.1%
Q1 2016-2.0%
Q4 2015-1.4%
Q3 2015+7.6%
Q2 2015+2.4%
Q1 2015+3.1%
Q4 2014-3.4%
Q3 2014+7.7%
Q2 2014-7.2%
Q1 2014+3.2%
Q4 2013-7.7%
Q3 2013-3.7%
Q2 2013+3.5%
Q1 2013+3.9%
Q4 2010-1.0%
Q4 2012-9.9%
Q3 2012+2.2%
Q3 2011+2.2%
Q2 2011-7.7%
Q2 2012-7.7%
Q4 2011-7.7%
Q2 2010-3.0%

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