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Jazz Pharmaceuticals (JAZZ)
NASDAQ:JAZZ
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
4.55Last Year’s EPS
1.68Same Quarter Last Year
Strong Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong execution and multiple material positives: record revenues, blockbuster Epidiolex, robust Xywav performance, the highly important practice-changing Phase III zanidatamab data with an expedited regulatory path, a promising Modeyso launch, substantial cash generation, and meaningful litigation and tax benefits. Offsetting items include evolving competitive pressure in the sleep (high-sodium oxybate) market leading to an expected modest decline in Rare Sleep revenue in 2026, increased R&D investment and modest margin pressure, the termination of one orexin program (JZP441), a conservative 2026 top-line growth guide (~2.5% at midpoint) and no EPS guidance, and potential share dilution from convertible note conversions. Overall, the positive commercial momentum, high-impact oncology data and strong financial position outweigh the challenges and near-term headwinds.Company Guidance
Record Revenue and Sustained Topline Growth
Total 2025 revenue reached a record $4.3 billion (21st consecutive year of topline growth). Fourth quarter 2025 revenue was a record $1.2 billion, up 10% year-over-year.
Strong Cash Generation and Profitability
Full year 2025 non-GAAP adjusted net income was approximately $522 million with non-GAAP adjusted EPS of $8.38. Cash from operations totaled ~$1.4 billion and year-end cash and investments were $2.4 billion.
Xywav Growth and Market Position
Xywav generated approximately $1.7 billion in 2025 (up 12% year-over-year). Fourth quarter Xywav revenue was $465 million (up 16% YoY). More than 16,000 patients on Xywav, ~500 net patient adds in Q4 and >2,000 net patient adds in 2025; active IH patients grew ~34%.
Epidiolex Reaches Blockbuster Status
Epidiolex achieved $1.1 billion in 2025 revenue (up 9% year-over-year) with 7% volume growth. Fourth quarter revenue was $287 million (up 4% YoY). Company highlights continued investment to expand adult patient uptake and new formulations.
Zanidatamab (Ziihera) — Practice-Changing Phase III Data
Phase III zanidatamab plus atezolizumab and chemotherapy in first-line HER2-positive metastatic GEA showed median OS >2 years, >7 months improvement vs control and a 28% reduction in risk of death; PFS improvement of >4 months. FDA granted Breakthrough Therapy designation; supplemental BLA submission under real-time oncology review planned in Q1 with potential launch in H2 2026.
Modeyso Launch and Early Uptake
Following the April acquisition of Chimerix, Modeyso launched in August and generated $48 million in 2025 revenue (4.5 months of launch). >360 patients treated in 2025; company believes U.S. commercial opportunity >$500 million contingent on broader uptake and ACTION trial outcomes.
Zepzelca Expansion and Growth
Zepzelca expanded into first-line maintenance (with atezolizumab) and generated $307 million in 2025 revenue. Fourth quarter revenue ~ $90 million, up 15% YoY, driven in part by initial first-line demand.
Litigation Resolutions and Tax/One-Time Financial Benefits
Company resolved nearly all major litigation (including ANDA litigation for Epidiolex) extending runways into the very late 2030s. Recognized a deferred tax asset from Chimerix transaction expected to reduce future cash taxes by >$200 million. Sold a priority review voucher for $200 million gross proceeds (50% to Jazz).
Robust Pipeline and Early-Stage Advancements
New INDs/initiations in 2025 include in-house JZP047 (Phase I for absence epilepsy) and Phase Ib Epidiolex in focal onset seizures. Ongoing registrational and exploratory trials across oncology (including breast, PAN-tumor baskets) and rare disease.
JAZZ 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
JAZZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 24, 2026 | $173.83 | $196.83 | +13.23% |
Nov 05, 2025 | $137.22 | $134.05 | -2.31% |
Aug 05, 2025 | $113.20 | $105.93 | -6.42% |
May 06, 2025 | $111.17 | $101.44 | -8.75% |
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 Jazz Pharmaceuticals (JAZZ) report earnings?
Jazz Pharmaceuticals (JAZZ) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Jazz Pharmaceuticals (JAZZ) earnings time?
Jazz Pharmaceuticals (JAZZ) earnings time is at May 06, 2026, After Close (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 JAZZ EPS forecast?
JAZZ EPS forecast for the fiscal quarter 2026 (Q1) is 4.55.