NASDAQ$JAZZ

Jazz Pharmaceuticals · Q1 2020 earnings

Q1 2020 earnings · · Investor relations

Briefing

Jazz Pharmaceuticals' financial results for Q1 2020 were announced, with total revenues increasing by 5% compared to Q1 2019.

Jazz Pharmaceuticals announced its Q1 2020 financial results, reporting a 5% increase in total revenues to $535 million compared to the first quarter of 2019. The company is managing operating expenses and prioritizing investments in its most important current and future revenue drivers.

  • Total revenues increased 5% to $535 million compared to the first quarter of 2019.
  • Xyrem net revenues were $408 million, an increase of 11% compared to the first quarter of 2019.
  • Cash from operations exceeded $270 million, with cash and investments of $1 billion at quarter end.
  • Full-year revenue guidance was reduced due to the anticipated impact of the COVID-19 pandemic.

Headline financials

Total Revenue

$535M

Previous: $508M+5.2%
EPS (adj)

$0.45

Previous: $3.67-87.7%
GAAP Gross Margin

94.6%

Previous: 93.3%+1.4%
Capital Expenditures

-$4.83M

Previous: $7.95M-160.8%
Free Cash Flow

-$163M

Previous: $85.2M-290.9%
Net Income

-$158M

Previous: $85.2M-285.2%
Operating Income

-$190M

Previous: $134M-241.8%
Gross Profit

$157K

Previous: $162K-3.1%
Cash & Equivalents

$702M

Previous: $547M+28.2%
Total Assets

$5.22B

Previous: $5.28B-1.2%
Stock-Based Comp

$28.7M

Previous: $27.6M+4.0%

Revenue & EPS history

Jazz Pharmaceuticals · Revenue · Quarterly

$535M

Q1 2020+5.2%vs Q1 2019
Beat estimate in 12 of 16 quarters(75%)
ActualEstimate

Revenue by segment

Jazz Pharmaceuticals · $493M total across 4 segments · Q1 2020

  • Xyrem
    $408M+10.7%
  • Defitelio/defibrotide
    $47.4M+14.3%
  • Vyxeos
    $32.7M+13.0%
  • Royalties & Contract Revenue
    $4.52M-6.9%

Forward guidance

The May 5, 2020 guidance provided reflects the anticipated financial impact of COVID-19 to the company's business. This guidance assumes the majority of the negative impact will be in the second quarter, with a return to normalized operations later in the year.

Tailwinds

  • Proactive management of operating expenses following prioritization of investments in the company's most important current and future revenue drivers.
  • Gross margin % 94%
  • SG&A expenses $785 - $843
  • R&D Expenses $277 - $313
  • Net income per diluted share$2.70 - $4.30

Headwinds

  • Guidance update reflects management's current expectations and includes the impact of factors such as declines in medical visits
  • Fewer patients accessing treatment
  • Declines in sales representative access to healthcare providers with social distancing
  • Closure of offices and treatment centers and shifting of healthcare system focus to caring for COVID-19 patients
  • Increased unemployment, and loss of healthcare coverage.

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 2020

Historical avgQ1 2020

-0.3%

Avg return

Earnings day

+0.6%

Avg return

5 days after

+0.7%

Avg return

30 days after

52%

34 / 65 earnings

Positive

+13.4%

Q4 2025

Best reaction

-13.4%

Q3 2018

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.1%+8.6%+15.4%
Q4 2025+13.4%+9.6%+5.1%
Q3 2025-2.4%-0.1%+23.7%
Q1 2025-8.6%-6.8%-0.0%
Q4 2024+3.2%+0.4%-12.0%
Q3 2024+6.9%+14.1%+10.0%
Q2 2024+1.9%-0.6%+3.3%
Q1 2024-1.3%-0.8%-5.0%
Q4 2023-10.1%-11.1%-9.0%
Q3 2023-12.8%-8.7%-9.9%
Q2 2023+2.2%+5.9%+3.1%
Q1 2023+1.2%-0.6%-6.2%
Q4 2022+2.8%+1.7%+4.2%
Q3 2022+5.1%+4.1%+6.5%
Q2 2022-1.0%+0.9%+1.4%
Q1 2022-1.9%-9.2%-2.9%
Q4 2021+11.4%+12.4%+13.3%
Q3 2021+2.3%+4.7%-7.7%
Q2 2021-10.1%-12.1%-20.5%
Q1 2021+3.4%+5.7%+5.0%
Q4 2020+7.3%+3.9%+3.1%
Q3 2020+3.2%+3.2%+0.3%
Q2 2020+9.2%+12.6%+20.0%
Q1 2020+4.2%+1.6%+12.1%
Q4 2019-10.9%-12.4%-23.0%
Q3 2019-1.0%+1.2%+15.1%
Q2 2019+0.9%+1.4%-6.4%
Q1 2019+5.9%+4.8%-3.0%
Q4 2018+9.2%+10.1%+11.0%
Q3 2018-13.4%-10.2%-11.5%
Q2 2018-0.6%-0.3%-4.4%
Q1 2018+6.3%+11.8%+19.4%
Q4 2017-1.8%-4.1%+2.4%
Q3 2017-2.7%-1.1%-3.9%
Q2 2017-8.1%-8.3%-3.1%
Q1 2017+0.1%-1.8%-1.4%
Q4 2016-0.9%-2.2%+6.4%
Q3 2016+4.7%+5.2%-5.3%
Q2 2016-6.0%-8.4%-18.4%
Q1 2016+0.7%
Q4 2015-2.9%
Q3 2015-4.5%
Q2 2015-3.4%
Q1 2015+0.3%
Q4 2014+3.4%
Q3 2014-1.8%
Q2 2014+3.7%
Q1 2014-5.8%
Q4 2013-5.6%
Q3 2013+3.5%
Q2 2013+3.3%
Q1 2013-7.1%
Q4 2012+3.1%
Q3 2012+0.4%
Q2 2012-4.9%
Q1 2011-2.4%
Q1 2012+2.0%
Q1 2010+3.8%
Q4 2011+3.8%
Q4 2009+3.8%
Q3 2010-0.6%
Q3 2011-0.6%
Q2 2011-9.2%
Q4 2010-9.2%
Q2 2010-9.2%

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