Jazz Pharmaceuticals (JAZZ)
NASDAQ:JAZZ
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
6Last Year’s EPS
-8.25Same Quarter Last Year
Strong Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong commercial execution and substantial pipeline/regulatory progress that drove record Q1 revenue, robust product-level growth (notably oncology, Xywav and Epidiolex), solid cash generation and clear near-term catalysts (zanidatumab PDUFA, multiple interim readouts). Headline growth was partially boosted by an extra shipping week and FX effects, and management highlighted expected competitive dynamics in sleep and areas of margin and policy uncertainty. Overall, the positives (record revenue, high growth rates, cash strength, promising pivotal data and imminent regulatory milestones) outweigh the outlined risks and uncertainties.Company Guidance
Record First-Quarter Revenue and Strong Top-Line Growth
Reported highest-ever Q1 total revenues of approximately $1.07–$1.10 billion, representing more than 19% year-over-year growth; non-GAAP adjusted EPS of $6.34 and reaffirmation of full-year 2026 revenue guidance of $4.25 billion to $4.5 billion.
Robust Oncology Performance
Oncology portfolio grew 45% year-over-year, driven by strong uptake of Zepzelca and early traction for Midevo and ZYHERA; Zepzelca net product sales increased 60% to $101 million in Q1; ZYHERA generated $13 million and is positioned for potential rapid uptake in GEA pending FDA decision.
Breakthrough Zanidatumab Data and Regulatory Milestone
Horizon GEA trial triplet arm delivered a median overall survival (OS) of 26.4 months (improvement of >6 months vs prior HER2-positive metastatic GEA studies) and median duration of response of 20.7 months; supplemental BLA for zanidatumab (ZYHERA) accepted with Priority Review and PDUFA date of 08/25/2026.
Strong Performance in Sleep and Epilepsy Franchises
Xywav net product sales increased 18% to $408 million with ~425 net patient adds and ~16,600 active patients; Epidiolex net product sales increased 15% to $250 million with 16% volume growth, driven by adult and long-term care expansion.
Successful New Product Launch and Early Uptake
Midevo generated $41 million in Q1 with ~500 patients treated since its August 2025 launch; management cites strong unmet need and believes the product can reach a ~$500 million peak U.S. opportunity, supported by ACTION trial pursuing earlier-line use.
Cash Generation and Strong Balance Sheet
Generated $408 million of cash from operations in Q1 and ended the quarter with $2.9 billion in cash and investments, providing flexibility for R&D, commercial investment and business development.
Pipeline Momentum and Upcoming Catalysts
Multiple registrational and early-stage zanidatumab trials progressing (including a breast cancer post-ENHERTU trial and planned interim OS readouts midyear); ACTION trial interim OS readout anticipated late 2026/early 2027; additional data planned to be presented at ASCO.
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 Aug 11, 2026, After Close (Confirmed).
What is Jazz Pharmaceuticals (JAZZ) earnings time?
Jazz Pharmaceuticals (JAZZ) earnings time is at Aug 11, 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 (Q2) is 6.