NASDAQ$ALKS

Alkermes plc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Reported strong year-over-year growth of proprietary commercial products and reiterated 2024 financial expectations.

Alkermes reported third-quarter revenues of $378.1 million, with net sales of proprietary products increasing approximately 18% year-over-year. GAAP net income from continuing operations was $92.8 million, with diluted GAAP earnings per share from continuing operations of $0.56. The company reiterated its 2024 financial expectations.

  • Third quarter revenues reached $378.1 million.
  • Net sales of proprietary products increased approximately 18% year-over-year.
  • GAAP net income from continuing operations was $92.8 million, with diluted GAAP earnings per share of $0.56.
  • Company reiterated its 2024 financial expectations.

Headline financials

Total Revenue

$378M

Previous: $381M-0.7%
EPS

$0.55

Previous: $0.64-14.1%
Total Proprietary Net Sales

$273M

No prior period
EBITDA

$112M

No prior period
Adjusted EBITDA

$134M

No prior period
R&D Expense (Cont. Ops)

$59.9M

No prior period
SG&A Expense (Cont. Ops)

$150M

No prior period
Basic EPS

$0.57

No prior period
Diluted EPS

$0.56

No prior period
Basic Weighted Avg Shares

163.4M

No prior period
Diluted Weighted Avg Shares

167.0M

No prior period
Capital Expenditures

-$23.7M

Previous: -$31M+23.6%
Free Cash Flow

$68.7M

Previous: $16.7M+310.2%
Net Income

$92.4M

Previous: $47.8M+93.4%
Operating Income

$105M

Previous: $43.8M+138.9%
Gross Profit

$315M

Previous: $319M-1.4%
Cash & Equivalents

$396M

Previous: $648M-38.8%
Total Assets

$2.16B

Previous: $2.28B-5.4%
R&D Expense

$59.9M

Previous: $97.1M-38.3%
Stock-Based Comp

$22.5M

Previous: $23.9M-5.8%

Revenue & EPS history

Alkermes · Revenue · Quarterly

$378M

Q3 2024-0.7%vs Q3 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 reiterated 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 Q3 2024

Historical avgQ3 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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