NASDAQ$JAZZ

Jazz Pharmaceuticals · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

Reported record revenues driven by strong execution and increased demand for key growth drivers.

Jazz Pharmaceuticals announced strong Q2 2024 results with total revenues of over $1 billion, driven by Xywav, Epidiolex and Rylaze. The company is narrowing its 2024 total revenue guidance to $4.0 to $4.1 billion and affirming GAAP and non-GAAP adjusted net income guidance.

  • Xywav net product sales grew 13% year-over-year.
  • Epidiolex/Epidyolex net product sales grew 22% year-over-year.
  • Rylaze/Enrylaze net product sales grew 6% year-over-year.
  • Zanidatamab granted Priority Review by U.S. FDA for 2L BTC with a PDUFA date of November 29, 2024.

Headline financials

Total Revenue

$1.02B

Previous: $957M+6.9%
EPS

$2.49

Previous: $4.51-44.8%
GAAP Gross Margin

88.6%

Previous: 89.7%-1.2%
Non-GAAP Gross Margin

92.5%

No prior period
GAAP SG&A % of Revenue

33.1%

No prior period
GAAP R&D % of Revenue

21.6%

No prior period
GAAP Effective Tax Rate

-22.2%

No prior period
Non-GAAP Effective Tax Rate

5.8%

No prior period
Capital Expenditures

-$14M

Previous: -$9.56M-46.4%
Free Cash Flow

$155M

Previous: $94.9M+62.9%
Net Income

$169M

Previous: $104M+61.4%
Operating Income

$199M

Previous: $158M+26.5%
Cash & Equivalents

$1.36B

Previous: $1.28B+5.7%
Total Assets

$11.4B

Previous: $11.3B+0.9%
R&D Expense

$221M

No prior period
Stock-Based Comp

$56.7M

Previous: $61.4M-7.8%

Revenue & EPS history

Jazz Pharmaceuticals · Revenue · Quarterly

$1.02B

Q2 2024+6.9%vs Q2 2023
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

Jazz Pharmaceuticals is narrowing its 2024 total revenue guidance to $4.0 to $4.1 billion and affirming GAAP and non-GAAP adjusted net income guidance.

Tailwinds

  • Narrowing 2024 total revenue guidance range to $4.0 to $4.1 billion.
  • Narrowing Neuroscience guidance to $2.825 to $2.925 billion.
  • Affirming GAAP net income guidance of $385 to $530 million.
  • Affirming non-GAAP adjusted net income guidance of $1.275 to $1.350 billion.
  • Raising GAAP EPS guidance range by approximately $1.00 to $6.00 to $8.00 and non-GAAP EPS guidance to $19.20 to $20.30.

Headwinds

  • Lowering Oncology guidance to $1.10 to $1.15 billion.

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 2024

Historical avgQ2 2024

-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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