NASDAQ$AMGN

Amgen Inc · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Amgen's financial performance for Q3 2024 reflected strong growth in sales and earnings, driven by volume growth and the acquisition of Horizon Therapeutics.

Amgen reported a strong third quarter in 2024, with total revenues increasing by 23% to $8.5 billion. Product sales grew by 24%, driven by a 29% increase in volume. GAAP EPS increased by 62% to $5.22, while non-GAAP EPS increased by 13% to $5.58. The company generated $3.3 billion in free cash flow.

  • Total revenues increased by 23% to $8.5 billion, with product sales growing by 24%.
  • GAAP EPS increased by 62% to $5.22, and non-GAAP EPS increased by 13% to $5.58.
  • Ten products delivered at least double-digit sales growth, including Repatha, TEZSPIRE, and BLINCYTO.
  • The company generated $3.3 billion of free cash flow.

Headline financials

Total Revenue

$8.5B

Previous: $6.9B+23.2%
EPS

$5.22

Previous: $4.96+5.2%
Free Cash Flow

$3.31B

No prior period
Capital Expenditures

-$725M

Previous: -$863M+16.0%
Net Income

$2.83B

Previous: $1.73B+63.6%
Operating Income

$2.05B

Previous: $2.02B+1.3%
Gross Profit

$5.19B

Previous: $5.1B+1.9%
Cash & Equivalents

$9.01B

Previous: $34.7B-74.1%
Total Assets

$90.9B

Previous: $90.5B+0.4%
R&D Expense

$1.44B

No prior period
Stock-Based Comp

$136M

Previous: $104M+30.8%

Revenue & EPS history

Amgen · Revenue · Quarterly

$8.5B

Q3 2024+23.2%vs Q3 2023
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Revenue by segment

Amgen · $6.14B total across 17 segments · Q3 2023

  • Enbrel
    $1.04B-6.4%
  • Prolia
    $986M+14.4%
  • Otezla
    $567M-9.6%
  • XGEVA
    $519M+4.8%
  • Nplate
    $419M+45.5%
  • Repatha
    $406M+31.4%
  • KYPROLIS
    $349M+9.7%
  • Aranesp
    $323M-9.8%
  • EVENITY
    $307M+52.7%
  • Vectibix
    $252M+2.0%
  • BLINCYTO
    $220M+54.9%
  • MVASI
    $213M+1.9%
  • Other products
    $167M+46.5%
  • TEZSPIRE
    $161M+192.7%
  • Neulasta
    $124M-49.8%
  • LUMAKRAS/LUMYKRAS
    $52M-30.7%
  • TAVNEOS
    $37M

Forward guidance

For the full year 2024, Amgen expects total revenues to be in the range of $33.0 billion to $33.8 billion and non-GAAP EPS in the range of $19.20 to $20.00.

Tailwinds

  • Total revenues in the range of $33.0 billion to $33.8 billion.
  • On a non-GAAP basis, EPS in the range of $19.20 to $20.00.
  • Tax rate in the range of 9.0% to 10.5% on a GAAP basis.
  • Tax rate in the range of 14.0% to 15.0% on a non-GAAP basis.
  • Capital expenditures to be approximately $1.3 billion.

Headwinds

  • Share repurchases not to exceed $500 million.
  • GAAP EPS in the range of $8.71 to $9.56.
  • Lower interest income.
  • Continued sales erosion driven by competition for MVASI.
  • Continued declining net selling price and relatively flat volumes for Enbrel.

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

+0.3%

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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