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Jazz Pharmaceuticals (JAZZ) investor relations material
Jazz Pharmaceuticals Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Record Q3 revenue of $1,243.0M, up 10% YoY; Oncology grew 35% and Xywav 12%, supporting raised FY26 revenue guidance of $4.775B-$4.85B.
Ziihera’s first-line HER2-positive GEA launch and the Actio acquisition of ABS-1230 added commercial and pipeline growth drivers; zanidatamab peak sales potential is $3B-$5B.
Financial highlights
Q3 revenue was $1,243.0M versus $1,126.1M in Q3 2025; nine-month revenue rose 15% to $3,520.2M.
Q3 GAAP net loss was $483.4M, or $7.48 per diluted share; adjusted net loss was $250.8M, or $3.88 per diluted share.
Q3 operating loss was $413.4M; nine-month operating income was $171.4M versus a $684.8M loss in 2025.
Nine-month net income was $2.5M, including a $122.8M PRV-sale gain; prior-year results included litigation costs and a $206M deferred-tax benefit.
Outlook and guidance
FY26 revenue guidance rose to $4.775B-$4.85B from $4.6B-$4.75B; rare sleep revenue guidance is $2.125B-$2.175B.
Adjusted gross margin guidance is 90.5%-91.5%; adjusted SG&A is $1.33B-$1.37B, adjusted R&D $725M-$775M, and adjusted tax rate 19.5%-21.5%.
Xywav is expected to grow low double digits to low teens; combined rare oncology and epilepsy revenue is expected to grow at double digits.
Milestones include initial ABS-1230 data in 4Q26, ACTION results in 1H27, Epidiolex capsule PDUFA on April 16, 2027, and EmpowHER-303 data in late 2027 or early 2028.
- Oncology growth, zanidatamab expansion, and robust financials drive a strong diversified outlook.JAZZ
Morgan Stanley 24th Annual Global Healthcare Conference - Zanidatamab and EPIDIOLEX anchor a robust pipeline targeting oncology and epilepsy growth.JAZZ
Deutsche Bank 2026 Healthcare Summit - Record growth, new launches, and AI-driven strategies fuel rare disease expansion and raised outlook.JAZZ
Citigroup’s Biopharma Back to School Summit 2026 - Strong commercial execution and pipeline innovation drive robust growth and future potential.JAZZ
Wells Fargo 21st Annual Healthcare Conference - FDA approved Ziihera regimens for first-line HER2+ GEA, setting a new survival benchmark.JAZZ
FDA announcement - Q2 2026 revenue up 16% YoY to $1.21B; 2026 guidance raised on strong portfolio growth.JAZZ
Q2 2026 - Shareholders will vote on director nominees and five proposals at the July 2026 AGM.JAZZ
Proxy filing - Strong neuroscience growth and robust pipeline progress offset oncology headwinds, supporting 2024 outlook.JAZZ
Bank of America 2025 Healthcare Conference - Q1 2025 revenue steady at $898M; Chimerix closed; 2025 outlook affirmed despite headwinds.JAZZ
Q1 2025
Next Jazz Pharmaceuticals earnings date
Next Jazz Pharmaceuticals earnings date
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