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AstraZeneca PLC (AZN)
NYSE:AZN
Earnings Data
Report Date
Apr 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
2.5Last Year’s EPS
2.49Same Quarter Last Year
Strong Buy
Based on 16 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive picture: solid topline growth (8% revenue increase), double-digit core EPS growth (11%), strong cash generation (+23% operating cash flow) and substantial late-stage pipeline momentum (16 positive Phase III readouts in 2025; >100 Phase III trials ongoing) with material risk-adjusted revenue opportunities (> $10bn) in 2026 and 2027. Management reiterated disciplined capital allocation, an increased dividend and confident 2026 guidance (mid- to high-single-digit revenue growth and low double-digit core EPS growth at CER). Near-term headwinds include Farxiga U.S. loss of exclusivity, China VBP impacts, higher R&D and CapEx investment, deal-related payments and some biosimilar/generic pressure—risks that management has factored into guidance. Overall, positive commercial and pipeline momentum outweighs the identifiable near-term pressures.Company Guidance
Revenue and Product Revenue Growth
Total revenue increased 8% in 2025, with product revenue (product sales + alliance revenue) up 10%, driven by global demand for innovative medicines.
Earnings and Profitability Gains
Core EPS grew 11% in 2025; operating profit increased 9%. Core gross margin was 82% for the year, broadly in line with expectation.
Strong Cash Flow and Capital Allocation
Operating cash flow rose 23% to $14.6 billion in 2025. CapEx increased to $3.3 billion (up $1.1 billion year-on-year) with planned ~33% further CapEx increase in 2026 to expand capacity; net debt-to-EBITDA at 1.2x and management comfortable with leverage.
Dividend Increase
Declared full-year 2025 dividend of $3.20 per share and intention to increase the annual declared dividend to $3.30 per share in 2026, reflecting confidence in cash generation and capital allocation.
Oncology Commercial Momentum
Oncology revenues of $25.6 billion in 2025, up 14% (17% excluding a 2024 Lynparza sales milestone). Key brands: Tagrisso >$7 billion, Imfinzi >$6 billion, Calquence >$3.5 billion, Enhertu >$2.5 billion (Enhertu Q4 growth +46%); Q4 oncology sales exceeded $7 billion (up ~20% y/y excl milestone).
Pipeline Productivity and Late-stage Readiness
16 positive Phase III trial readouts in 2025 with a combined peak-year sales potential of ~$10 billion. Over 100 Phase III trials ongoing and >300 active trials overall; management expects ~20 Phase III readouts in 2026 and risk-adjusted peak-year revenue opportunities in excess of $10 billion for 2026 (and similar for 2027).
Regulatory and Launch Success
43 approvals in the last 12 months across major regions; strong launches and rapid NRDL/Hospital listing traction in China for products such as Enhertu, Fasenra, Truqap and Calquence tablets.
BioPharma and Rare Disease Growth
BioPharmaceuticals grew 5% to $23.0 billion in 2025 with R&I up 10% in Q4 and growth medicines up 27%; Rare Disease delivered $9.1 billion (+4%) with Ultomiris up 15% in the quarter and Strensiq +15%.
AZN Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
AZN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 10, 2026 | $186.05 | $191.39 | +2.87% |
Nov 06, 2025 | $158.19 | $167.24 | +5.72% |
Jul 29, 2025 | $141.62 | $147.88 | +4.43% |
Apr 29, 2025 | $136.37 | $142.44 | +4.45% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AstraZeneca PLC (AZN) report earnings?
AstraZeneca PLC (AZN) is schdueled to report earning on Apr 29, 2026, Before Open (Confirmed).
What is AstraZeneca PLC (AZN) earnings time?
AstraZeneca PLC (AZN) earnings time is at Apr 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is AZN EPS forecast?
AZN EPS forecast for the fiscal quarter 2026 (Q1) is 2.5.