NASDAQ$JAZZ

Jazz Pharmaceuticals · Q3 2023 earnings

Q3 2023 earnings · · Investor relations

Briefing

Jazz Pharmaceuticals reported strong Q3 2023 financial results, driven by diversified revenue streams and key growth drivers.

Jazz Pharmaceuticals announced strong financial results for the third quarter of 2023, with total revenues of $972 million and GAAP net income of $146.8 million. The company raised its total revenue and Oncology revenue guidance for the year.

  • Total revenues for 3Q23 were $972 million.
  • Combined revenues from Xywav, Epidiolex, and Rylaze increased 24% year-over-year.
  • Xywav net product sales grew 30% year-over-year.
  • The company plans to initiate zanidatamab rolling BLA submission this year for accelerated approval in second-line biliary tract cancers.

Headline financials

Total Revenue

$972M

Previous: $941M+3.3%
EPS (adj)

$4.84

Previous: $5.17-6.4%
GAAP Gross Margin

89.1%

Previous: 85.7%+4.0%
Capital Expenditures

-$13.9M

Previous: -$19.7M+29.5%
Free Cash Flow

$133M

Previous: -$39.3M+438.2%
Net Income

$147M

Previous: -$19.6M+847.3%
Operating Income

$172M

Previous: $24.8M+596.2%
Gross Profit

$870M

Previous: $807M+7.8%
Cash & Equivalents

$1.34B

Previous: $839M+59.1%
Total Assets

$11.2B

Previous: $10.4B+7.9%
R&D Expense

$234M

No prior period
Stock-Based Comp

$56.1M

Previous: $56.7M-1.0%

Revenue & EPS history

Jazz Pharmaceuticals · Revenue · Quarterly

$972M

Q3 2023+3.3%vs Q3 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

Jazz Pharmaceuticals updated its full year 2023 financial guidance.

Tailwinds

  • Revenues: $3,750 - $3,875 million
  • Neuroscience revenue (includes royalties from high-sodium oxybate AG): $2,715 - $2,825 million
  • Oncology revenue: $975 - $1,050 million
  • GAAP Gross margin %: 89%
  • Non-GAAP Gross margin %: 93%

Headwinds

  • GAAP SG&A expenses: $1,240 - $1,295 million
  • GAAP R&D expenses: $844 - $888 million
  • GAAP Effective tax rate: (59)% - (33)%
  • Non-GAAP SG&A expenses: $1,065 - $1,105 million
  • Non-GAAP R&D expenses: $780 - $820 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 Q3 2023

Historical avgQ3 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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