NASDAQ$JAZZ

Jazz Pharmaceuticals · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Jazz Pharmaceuticals reported strong Q2 2023 results, driven by commercial excellence and increased adoption of key products.

Jazz Pharmaceuticals announced strong second-quarter 2023 financial results, with total revenues of $957 million. The company saw significant demand for Xywav, Epidiolex, and Rylaze, and raised its full-year 2023 financial guidance. They are resuming share repurchases under their existing program.

  • Total revenues for Q2 2023 were $957 million.
  • Xywav net product sales increased by 39% year-over-year.
  • Epidiolex net product sales increased by 15% year-over-year.
  • Rylaze net product sales increased by 39% year-over-year.

Headline financials

Total Revenue

$957M

Previous: $933M+2.6%
EPS (adj)

$4.51

Previous: $4.30+4.9%
GAAP Gross Margin

89.7%

Previous: 86.6%+3.6%
Capital Expenditures

-$9.56M

Previous: -$24.6M+61.1%
Free Cash Flow

$94.9M

Previous: $10.1M+839.8%
Net Income

$104M

Previous: $34.7M+201.3%
Operating Income

$158M

Previous: $85.5M+84.3%
Gross Profit

$860M

Previous: $809M+6.3%
Cash & Equivalents

$1.28B

Previous: $711M+80.3%
Total Assets

$11.3B

Previous: $11.2B+0.5%
Stock-Based Comp

$61.4M

Previous: $53.7M+14.4%

Revenue & EPS history

Jazz Pharmaceuticals · Revenue · Quarterly

$957M

Q2 2023+2.6%vs Q2 2022
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 is updating its full year 2023 financial guidance. Revenues are expected to be between $3,725 - $3,875 million. GAAP Net income per diluted share is expected to be $6.60-$8.15 and Non-GAAP adjusted net income per diluted share is expected to be $18.15-$19.00.

Tailwinds

  • Total revenues are projected to be $3,725 - $3,875 million.
  • Neuroscience revenue (includes royalties from high-sodium oxybate AG) is projected to be $2,715 - $2,825 million.
  • Oncology revenue is projected to be $950 - $1,050 million.
  • GAAP Gross margin % is expected to be 89%.
  • Non-GAAP Gross margin % is expected to be 93%.

Headwinds

  • GAAP SG&A expenses are projected to be $1,220 - $1,295 million.
  • GAAP R&D expenses are projected to be $739 - $793 million.
  • GAAP Effective tax rate is expected to be (35)% - (15)%.
  • Non-GAAP SG&A expenses are projected to be $1,045 - $1,105 million.
  • Non-GAAP R&D expenses are projected to be $675 - $725 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 2023

Historical avgQ2 2023

-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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