Jazz Pharmaceuticals
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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.
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Q3 2026 earnings summary2 Nov, 2026

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.

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Jefferies Global Healthcare Conference17 Nov, 2026
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Jefferies Global Healthcare Conference17 Nov, 2026

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Frequently asked questions

Jazz Pharmaceuticals plc is a biopharmaceutical company focused on developing and commercializing treatments for neurological disorders, sleep medicine, and oncology. The company’s portfolio includes products designed to address rare and complex conditions, particularly in the areas of sleep disorders, epilepsy, and cancer. Jazz Pharmaceuticals engages in research, development, and global distribution of its therapies, working to advance treatment options for patients with unmet medical needs. The company is headquartered in Dublin, Ireland, and its shares are listed on the NASDAQ.