NASDAQ$AMGN

Amgen Inc · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Amgen's financial results for Q1 2022 were announced, demonstrating revenue growth and progress in key product areas.

Amgen reported a 6% increase in total revenues, reaching $6.2 billion, driven by volume growth in key products and contributions from COVID-19 manufacturing collaborations. GAAP EPS decreased by 5% to $2.68, while non-GAAP EPS increased by 15% to $4.25. The company reaffirmed its 2022 total revenue guidance and revised its EPS guidance.

  • Total revenues increased by 6% to $6.2 billion, driven by a 2% growth in global product sales and increased Other Revenue from COVID-19 manufacturing collaboration.
  • GAAP EPS decreased 5% to $2.68, while non-GAAP EPS increased 15% to $4.25, driven by increased revenues and lower weighted-average shares outstanding.
  • GAAP operating income increased 17% to $2.5 billion, and GAAP operating margin increased 5.5 percentage points to 43.6%.
  • The company generated $2.0 billion of free cash flow, compared to $1.9 billion in the first quarter of 2021.

Headline financials

Total Revenue

$6.24B

Previous: $5.9B+5.7%
EPS (adj)

$4.25

Previous: $3.70+14.9%
Capital Expenditures

-$190M

Previous: -$166M-14.5%
Free Cash Flow

$1.29B

Previous: $1.48B-13.1%
Net Income

$1.48B

Previous: $1.65B-10.3%
Operating Income

$2.5B

Previous: $2.13B+17.4%
Gross Profit

$4.68B

Previous: $4.41B+6.0%
Cash & Equivalents

$6.53B

Previous: $6.11B+6.8%
Total Assets

$59.2B

Previous: $62.5B-5.3%

Revenue & EPS history

Amgen · Revenue · Quarterly

$6.24B

Q1 2022+5.7%vs Q1 2021
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Amgen · $5.36B total across 18 segments · Q1 2022

  • Enbrel
    $862M-6.7%
  • Prolia
    $852M+12.4%
  • XGEVA
    $502M+7.3%
  • Otezla
    $451M-5.3%
  • Aranesp
    $358M+0.8%
  • Neulasta
    $348M-27.8%
  • Repatha
    $329M+15.0%
  • KYPROLIS
    $287M+14.3%
  • Nplate
    $266M+17.2%
  • MVASI
    $244M-17.0%
  • Vectibix
    $201M+5.2%
  • EVENITY
    $170M+58.9%
  • BLINCYTO
    $138M+29.0%
  • AMJEVITA/AMGEVITA
    $108M+1.9%
  • Parsabiv
    $86M+8.9%
  • Other products
    $85M+18.1%
  • LUMAKRAS/LUMYKRAS
    $62M
  • TEZSPIRE
    $7M

Forward guidance

Amgen reaffirmed its 2022 total revenues guidance at $25.4-$26.5 billion and non-GAAP EPS guidance at $17.00-$18.00. The company revised its GAAP EPS guidance to $12.53-$13.58.

Tailwinds

  • Total revenues are expected to be in the range of $25.4 billion to $26.5 billion.
  • Non-GAAP EPS is expected to be in the range of $17.00 to $18.00.
  • Capital expenditures are anticipated to be approximately $950 million.
  • Share repurchases are planned in the range of $6.0 billion to $7.0 billion.
  • Non-GAAP tax rate is expected to be in the range of 13.5% to 14.5%.

Headwinds

  • GAAP EPS is projected to be in the range of $12.53 to $13.58.
  • GAAP tax rate is expected to be in the range of 10.5% to 12.0%.
  • The company is contesting adjustments and penalties proposed by the IRS for the 2010-15 period, which could result in additional federal tax of approximately $5.1 billion, plus interest, and penalties of approximately $2 billion.
  • The IRS is currently auditing the 2016-2018 period, and the outcome is uncertain.
  • Potential transfer pricing adjustments by the IRS for the 2016-2018 period may be lessened by the change in tax rates resulting from the 2017 tax reform law.

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 Q1 2022

Historical avgQ1 2022

+0.3%

Avg return

Earnings day

+0.0%

Avg return

5 days after

+0.1%

Avg return

30 days after

53%

39 / 73 earnings

Positive

+12.2%

Q1 2024

Best reaction

-8.7%

Q3 2016

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.9%-4.4%-2.7%
Q4 2025+3.0%+11.0%+9.1%
Q3 2025+7.7%+9.1%+11.2%
Q2 2025-5.1%-5.0%-5.5%
Q1 2025-1.1%-2.8%+1.6%
Q4 2024+6.5%+2.0%+12.4%
Q3 2024+1.3%+0.3%-10.5%
Q2 2024-3.9%-0.8%-0.3%
Q1 2024+12.2%+8.3%+10.3%
Q4 2023-8.1%-9.6%-15.3%
Q3 2023-0.9%+2.5%+2.5%
Q2 2023+5.6%+13.2%+11.4%
Q1 2023+0.4%-1.2%-9.2%
Q4 2022-2.1%-2.6%-6.7%
Q3 2022+0.0%+8.7%+6.1%
Q2 2022-0.4%+0.5%-1.9%
Q1 2022-4.7%-7.6%+2.2%
Q4 2021+8.5%+2.7%+4.2%
Q3 2021+4.0%+1.9%-4.1%
Q2 2021-4.8%-4.0%-5.8%
Q1 2021-7.4%-6.2%-7.9%
Q4 2020-1.4%-1.7%-7.7%
Q3 2020-2.5%-1.5%+0.6%
Q2 2020-1.9%-3.5%-0.3%
Q1 2020-2.0%+0.3%-2.5%
Q4 2019-4.9%-2.4%-12.1%
Q3 2019+2.9%+6.3%+14.4%
Q2 2019+6.0%+6.3%+17.5%
Q1 2019-2.8%-2.1%-6.7%
Q4 2018-3.7%-2.5%-1.0%
Q3 2018+2.4%-0.6%+7.5%
Q2 2018-0.3%+1.8%+1.9%
Q1 2018+0.1%+1.6%+1.9%
Q4 2017+0.5%-5.1%-0.5%
Q3 2017-2.1%-3.2%-5.7%
Q2 2017-2.9%-3.6%-6.1%
Q1 2017-1.2%-1.3%-5.9%
Q4 2016+4.9%+4.5%+12.9%
Q3 2016-8.7%-11.5%-8.5%
Q2 2016+2.2%+3.9%+2.6%
Q1 2016-1.7%
Q4 2015+1.5%
Q3 2015-0.9%
Q2 2015+3.0%
Q1 2015+1.9%
Q4 2014-3.2%
Q3 2014+6.7%
Q2 2014+6.0%
Q1 2014-3.2%
Q4 2013+0.5%
Q3 2013+1.8%
Q2 2013-1.0%
Q1 2013-7.5%
Q4 2012-0.8%
Q3 2012+0.8%
Q2 2012+7.6%
Q1 2012+0.2%
Q4 2011-0.8%
Q3 2011+4.9%
Q2 2011-3.0%
Q1 2011-1.5%
Q4 2007+0.7%
Q4 2010+0.7%
Q3 2008+0.7%
Q3 2010-0.9%
Q2 2010-0.4%
Q1 2009+1.5%
Q1 2010+1.2%
Q4 2009+0.5%
Q3 2009+1.6%
Q4 2008+3.8%
Q2 2009+3.8%
Q2 2008+3.8%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro