NYSE$PFE

Pfizer · Q3 2024 earnings

Q3 2024 earnings · · Investor relations

Briefing

Pfizer reported strong third-quarter results, driven by focused commercial execution and robust double-digit revenue growth across the product portfolio. The company raised full-year 2024 revenue and adjusted diluted EPS guidance.

Pfizer reported a strong third quarter in 2024, marked by a 32% year-over-year operational revenue increase to $17.7 billion. Excluding Paxlovid and Comirnaty, revenues grew 14% operationally. The company raised its full-year revenue guidance to $61.0 to $64.0 billion and adjusted diluted EPS guidance to $2.75 to $2.95.

  • Third-quarter revenues reached $17.7 billion, a 32% operational increase year-over-year.
  • Excluding Paxlovid and Comirnaty, revenues grew 14% operationally.
  • Reported diluted EPS was $0.78, and adjusted diluted EPS was $1.06.
  • Full-year revenue guidance raised to $61.0 to $64.0 billion, and adjusted diluted EPS guidance raised to $2.75 to $2.95.

Headline financials

Total Revenue

$17.7B

Previous: $13.2B+33.8%
EPS

$0.78

Previous: -$0.17+558.8%
Cost of sales

$5.26B

Previous: $9.27B-43.2%
R&D expenses

$2.6B

Previous: $2.71B-4.2%
Reported tax rate

5.0%

No prior period
Adjusted cost of sales

$4.87B

Previous: $8.91B-45.3%
Adj. cost of sales %

27.5%

No prior period
Adjusted SI&A

$3.22B

No prior period
Adjusted R&D

$2.56B

Previous: $2.68B-4.4%
Adjusted tax rate

10.8%

No prior period
Capital Expenditures

-$1.99B

Previous: -$2.86B+30.4%
Free Cash Flow

$2.47B

Previous: -$5.25B+147.1%
Net Income

$4.47B

Previous: -$2.38B+287.4%
Operating Income

$2.64B

Previous: -$5.67B+146.5%
Gross Profit

$12.4B

Previous: $3.96B+213.9%
Cash & Equivalents

$1.09B

Previous: $3.15B-65.3%
Total Assets

$219B

Previous: $215B+2.1%
R&D Expense

$2.57B

Previous: $2.68B-4.4%
Stock-Based Comp

$274M

Previous: $151M+81.5%

Revenue & EPS history

Pfizer · Revenue · Quarterly

$17.7B

Q3 2024+33.8%vs Q3 2023
Beat estimate in 13 of 15 quarters(87%)
ActualEstimate

Revenue by segment

Pfizer · $12.9B total across 1 segment · Q3 2023

  • Biopharma
    $12.9B-42.1%

Forward guidance

Pfizer raised its full-year 2024 revenue guidance to a range of $61.0 to $64.0 billion and adjusted diluted EPS guidance to a range of $2.75 to $2.95.

Tailwinds

  • Revenue guidance increased by $1.5 billion at the midpoint.
  • Adjusted diluted EPS guidance increased by $0.30 at the midpoint.
  • Revenue guidance includes approximately $10.5 billion in anticipated revenues for Comirnaty.
  • Revenue guidance includes approximately $5.5 billion for Paxlovid.
  • Excluding Comirnaty and Paxlovid, Pfizer expects full-year 2024 operational revenue growth of 9% to 11%.

Headwinds

  • Guidance does not assume completion of any business development transactions not completed as of September 29, 2024.
  • Guidance anticipates an immaterial impact from recent and expected generic and biosimilar competition.
  • Guidance reflects anticipated unfavorable impact of approximately $0.3 billion on revenues due to changes in foreign exchange rates.
  • Guidance assumes no share repurchases in 2024.
  • Guidance assumes the seasonal cadence of certain products and that Paxlovid results trend with infection rates.

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 2024

Historical avgQ3 2024

-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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