NASDAQ$AMGN

Amgen Inc · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Amgen's financial results for Q2 2022 were announced, demonstrating revenue growth and increased EPS.

Amgen reported a 1% increase in total revenues to $6.6 billion for Q2 2022. GAAP EPS increased to $2.45, and non-GAAP EPS increased to $4.65. The company generated $1.7 billion in free cash flow.

  • Total revenues increased 1% to $6.6 billion, driven by growth in global product sales.
  • GAAP EPS increased to $2.45, and non-GAAP EPS increased to $4.65, driven by lower operating expenses.
  • Free cash flow remained consistent at $1.7 billion compared to Q2 2021.
  • 2022 total revenues guidance revised to $25.5-$26.4 billion; EPS guidance revised to $11.01-$12.15 on a GAAP basis, and reaffirmed at $17.00-$18.00 on a non-GAAP basis.

Headline financials

Total Revenue

$6.59B

Previous: $6.53B+1.0%
EPS (adj)

$4.65

Previous: $4.38+6.2%
Capital Expenditures

-$436M

Previous: -$351M-24.2%
Free Cash Flow

$881M

Previous: $113M+679.6%
Net Income

$1.32B

Previous: $464M+183.8%
Operating Income

$2.18B

Previous: $828M+162.8%
Gross Profit

$5.08B

Previous: $4.89B+4.0%
Cash & Equivalents

$5.2B

Previous: $6.63B-21.5%
Total Assets

$59.3B

Previous: $59.8B-0.8%

Revenue & EPS history

Amgen · Revenue · Quarterly

$6.59B

Q2 2022+1%vs Q2 2021
Beat estimate in 11 of 16 quarters(69%)
ActualEstimate

Revenue by segment

Amgen · $5.67B total across 17 segments · Q2 2022

  • Enbrel
    $1.05B-8.1%
  • Prolia
    $922M+13.3%
  • Otezla
    $594M+11.2%
  • XGEVA
    $533M+9.2%
  • Aranesp
    $357M-2.7%
  • Repatha
    $325M+13.6%
  • KYPROLIS
    $317M+13.2%
  • Neulasta
    $310M-36.2%
  • Nplate
    $284M+15.9%
  • Vectibix
    $207M-13.4%
  • EVENITY
    $191M+45.8%
  • BLINCYTO
    $139M+28.7%
  • AMJEVITA/AMGEVITA
    $116M+8.4%
  • Other products
    $113M+46.8%
  • Parsabiv
    $103M+45.1%
  • LUMAKRAS/LUMYKRAS
    $77M
  • TEZSPIRE
    $29M

Forward guidance

Amgen has revised its full year 2022 guidance, expecting total revenues to be in the range of $25.5 billion to $26.4 billion. GAAP EPS is projected to be between $11.01 and $12.15, while non-GAAP EPS is reaffirmed at $17.00 to $18.00.

Tailwinds

  • Total revenues are expected to be in the range of $25.5 billion to $26.4 billion.
  • Capital expenditures are projected to be approximately $950 million.
  • Share repurchases are expected to be in the range of $6.0 billion to $7.0 billion.
  • GAAP EPS in the range of $11.01 to $12.15.
  • Non-GAAP EPS reaffirmed at $17.00 to $18.00.

Headwinds

  • GAAP tax rate is expected to be in the range of 11.5% to 13.0%.
  • Non-GAAP tax rate is expected to be in the range of 14.0% to 15.0%.
  • Unspecified potential negative impacts from market competition.
  • Unspecified potential negative impacts from pricing pressure.
  • Unspecified potential negative impacts from reimbursement policies.

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 2022

Historical avgQ2 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%

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