NYSE$PFE

Pfizer · Q1 2022 earnings

Q1 2022 earnings · · Investor relations

Briefing

Pfizer reported strong financial results, marked by substantial revenue growth and EPS, driven by key products like Comirnaty and Paxlovid. The company reaffirmed its full-year financial guidance and provided updates on various clinical programs.

Pfizer's Q1 2022 earnings showcase significant revenue growth, driven by strong performance of Comirnaty and Paxlovid. The company reaffirms its full-year financial outlook, demonstrating confidence in its portfolio and strategic direction.

  • Q1 2022 revenues reached $25.7 billion, reflecting an 82% operational growth.
  • Reported diluted EPS was $1.37, and adjusted diluted EPS was $1.62, including a $0.05 negative impact for acquired in-process R&D expenses.
  • Full-year 2022 financial guidance reaffirmed for revenues of $98.0 to $102.0 billion.
  • Full-year 2022 adjusted diluted EPS guidance revised to a range of $6.25 to $6.45, reflecting an accounting policy change.

Headline financials

Total Revenue

$25.7B

Previous: $14.6B+76.0%
EPS (adj)

$1.62

Previous: $0.93+74.2%
Cost of sales

$9.98B

Previous: $4.21B+137.1%
R&D expenses

$2.3B

Previous: $2.01B+14.3%
Capital Expenditures

-$643M

Previous: -$554M-16.1%
Free Cash Flow

$7.22B

Previous: $4.32B+67.0%
Net Income

$7.86B

Previous: $4.88B+61.2%
Operating Income

-$15.3B

Previous: -$8.91B-72.0%
Gross Profit

$15.7B

Previous: $10.4B+51.2%
Cash & Equivalents

$2.47B

Previous: $1.77B+39.7%
Total Assets

$184B

Previous: $159B+15.8%
Stock-Based Comp

$86M

Previous: $172M-50.0%

Revenue & EPS history

Pfizer · Revenue · Quarterly

$25.7B

Q1 2022+76%vs Q1 2021
Beat estimate in 13 of 16 quarters(81%)
ActualEstimate

Revenue by segment

Pfizer · $25.7B total across 2 segments · Q1 2022

  • Biopharma
    $25.3B
  • Pfizer CentreOne
    $338M

Forward guidance

Pfizer reaffirms its full-year 2022 revenue guidance of $98.0 to $102.0 billion and revises adjusted diluted EPS guidance to $6.25 to $6.45, reflecting operational increases offset by foreign exchange impacts and accounting policy changes.

Tailwinds

  • Reaffirms revenue guidance for Comirnaty of approximately $32 billion.
  • Reaffirms revenue guidance for Paxlovid of approximately $22 billion.
  • Revenue guidance represents 27% operational growth from 2021 revenues at the midpoint.
  • Guidance reflects anticipated operational increases in COVID-19-related products.
  • Incremental investments planned in COVID-19-related vaccine and anti-viral life-cycle management programs.

Headwinds

  • Approximately $2 billion of negative foreign exchange impacts on revenues.
  • ~$1 billion unfavorable impact from foreign exchange on Comirnaty revenue.
  • ~$0.5 billion unfavorable impact from foreign exchange on Paxlovid revenue.
  • Adjusted diluted EPS revised to reflect an $0.11 negative impact for an accounting policy change.
  • Anticipated negative revenue impact of $0.7 billion due to recent and expected generic and biosimilar competition.

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 2022

Historical avgQ1 2022

-0.3%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+0.1%

Avg return

30 days after

50%

36 / 72 earnings

Positive

+8.1%

Q1 2024

Best reaction

-10.0%

Q2 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%-2.5%-2.3%
Q4 2025-3.3%+2.1%-0.2%
Q3 2025-1.5%-0.9%+4.2%
Q1 2025+3.2%+5.0%+1.7%
Q4 2024-1.3%-1.8%+0.2%
Q3 2024-1.2%-2.7%-10.5%
Q2 2024-0.6%-0.9%-6.5%
Q1 2024+8.1%+9.9%+11.9%
Q4 2023-1.5%-2.0%-3.3%
Q3 2023-0.1%+2.3%-0.3%
Q2 2023-2.0%-2.9%-1.9%
Q1 2023-1.9%-1.8%-3.0%
Q4 2022+1.0%+1.2%-6.7%
Q3 2022+1.1%+1.4%+9.7%
Q2 2022-2.8%-4.4%-9.9%
Q1 2022+2.7%+1.4%+9.0%
Q4 2021-3.3%-4.6%-7.5%
Q3 2021+2.7%+11.4%+21.5%
Q2 2021+1.6%+4.4%+10.7%
Q1 2021+0.4%-0.6%-2.2%
Q4 2020-2.7%-2.5%-4.5%
Q3 2020-6.5%-6.4%+1.5%
Q2 2020+4.6%+2.5%+0.9%
Q1 2020-0.5%-1.8%-0.4%
Q4 2019-6.4%-7.3%-15.1%
Q3 2019+3.2%+3.0%+3.6%
Q2 2019-10.0%-11.8%-18.6%
Q1 2019+3.0%+4.5%+5.8%
Q4 2018+5.2%+8.5%+9.7%
Q3 2018-0.4%-0.7%+5.3%
Q2 2018+4.3%+5.1%+7.5%
Q1 2018-4.7%-4.8%-1.9%
Q4 2017-5.1%-6.2%-8.7%
Q3 2017+0.3%+1.1%+3.2%
Q2 2017-0.7%+1.4%+2.3%
Q1 2017-0.9%-0.9%-3.2%
Q4 2016+1.1%+2.5%+10.2%
Q3 2016-3.4%-5.4%-0.8%
Q2 2016-5.4%-5.0%-7.0%
Q1 2016+1.8%
Q4 2015-1.6%
Q3 2015+3.8%
Q2 2015+4.1%
Q1 2015-0.9%
Q4 2014-2.6%
Q3 2014+1.6%
Q2 2014-2.8%
Q1 2014-4.3%
Q4 2013+1.5%
Q3 2013+0.6%
Q2 2013-1.0%
Q1 2013-5.0%
Q4 2012+2.5%
Q3 2012-1.3%
Q2 2012+0.9%
Q1 2012+0.9%
Q4 2011-0.6%
Q3 2011+3.4%
Q2 2011+4.8%
Q1 2011+0.8%
Q4 2010+1.5%
Q3 2010-1.4%
Q2 2010+0.5%
Q1 2009-4.1%
Q1 2010-1.1%
Q4 2007+0.4%
Q4 2009+0.4%
Q3 2008+0.2%
Q3 2009+0.2%
Q4 2008+0.6%
Q2 2008+0.6%
Q2 2009+0.6%

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