NASDAQ$JAZZ

Jazz Pharmaceuticals · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Financial results for the second quarter of 2022 were announced and 2022 financial guidance was affirmed.

Jazz Pharmaceuticals announced strong second quarter financial results with total revenues of $932.9 million, a 24% increase compared to the same period in 2021, and affirmed its 2022 financial guidance.

  • Total revenues for 2Q22 were $932.9 million, a 24% increase compared to the same period in 2021.
  • Net product sales for the combined oxybate business increased 10% to $504.4 million in 2Q22 compared to the same period in 2021.
  • Epidiolex/Epidyolex net product sales increased 12% to $175.3 million in 2Q22 compared to the same period in 2021, on a proforma basis.
  • Rylaze net product sales were $73.0 million in 2Q22.

Headline financials

Total Revenue

$933M

Previous: $752M+24.1%
EPS (adj)

$4.30

Previous: $3.90+10.3%
GAAP Gross Margin

86.6%

Previous: 84.1%+3.0%
Capital Expenditures

-$24.6M

Previous: -$9.35M-162.9%
Free Cash Flow

$10.1M

Previous: -$373M+102.7%
Net Income

$34.7M

Previous: -$363M+109.5%
Operating Income

$85.5M

Previous: -$69.6M+222.9%
Gross Profit

$809M

Previous: $0.00
Cash & Equivalents

$711M

Previous: $891M-20.2%
Total Assets

$11.2B

Previous: $13.2B-15.2%
Stock-Based Comp

$53.7M

Previous: $48.2M+11.5%

Revenue & EPS history

Jazz Pharmaceuticals · Revenue · Quarterly

$933M

Q2 2022+24.1%vs Q2 2021
Beat estimate in 7 of 15 quarters(47%)
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 Company has updated its GAAP guidance primarily to reflect the impact of foreign currency exchange movements on non-USD denominated amortization and inventory step up expense. The Company is affirming its non-GAAP adjusted guidance.

Tailwinds

  • Revenues: $3,500 - $3,700 million
  • Neuroscience (includes potential Xyrem authorized generic royalties): $2,600 - $2,800 million
  • Oncology: $840 - $920 million
  • Gross margin %: 85%
  • Effective tax rate: (22)% - 1,104%

Headwinds

  • SG&A expenses: $1,299 - $1,389 million
  • SG&A expenses as % of total revenues: 35% - 40%
  • R&D expenses: $621 - $669 million
  • R&D expenses as % of total revenues: 17% - 19%
  • Acquired in-process research and development expenses: $69 million

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

+0.6%

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%

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