NASDAQ$ALKS

Alkermes plc · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Alkermes reported solid execution across its business, delivering double-digit, year-over-year growth for its proprietary commercial product portfolio and robust profitability.

Alkermes reported second quarter revenues of $399.1 million. GAAP net income from continuing operations was $94.7 million, with diluted GAAP earnings per share from continuing operations of $0.55. The company reiterated its 2024 financial expectations.

  • Second quarter revenues were $399.1 million.
  • Net sales of proprietary products increased approximately 16% year-over-year.
  • GAAP net income from continuing operations was $94.7 million and diluted GAAP earnings per share from continuing operations was $0.55.
  • The company reiterated its 2024 financial expectations.

Headline financials

Total Revenue

$399M

Previous: $617M-35.4%
EPS

$0.53

Previous: $0.55-3.6%
Total Proprietary Net Sales

$269M

No prior period
Capital Expenditures

-$15.5M

Previous: -$16.6M+6.7%
Free Cash Flow

$75.9M

Previous: $221M-65.6%
Net Income

$91.4M

Previous: $237M-61.5%
Operating Income

$110M

Previous: $239M-54.1%
Gross Profit

$338M

Previous: $554M-39.1%
Cash & Equivalents

$535M

Previous: $666M-19.6%
Total Assets

$2.21B

Previous: $2.19B+0.9%
R&D Expense

$58.2M

No prior period
Stock-Based Comp

$20.6M

Previous: $28.5M-27.7%

Revenue & EPS history

Alkermes · Revenue · Quarterly

$399M

Q2 2024-35.4%vs Q2 2023
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Revenue by segment

Alkermes · $232M total across 3 segments · Q3 2023

  • VIVITROL
    $99.3M+2.9%
  • ARISTADA
    $81.8M+8.1%
  • LYBALVI
    $50.7M+87.1%

Forward guidance

Alkermes reiterates its financial expectations for 2024, as set forth in its press release dated Feb. 15, 2024.

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 2024

Historical avgQ2 2024

-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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