Core Insights - AstraZeneca reported fourth-quarter 2025 core earnings of $2.12 per share, missing the Zacks Consensus Estimate of $2.18 per share, with a 1% year-over-year increase on a reported basis but a 2% decline on a constant exchange rate (CER) [1] - Total revenues reached $15.5 billion, a 4% increase on a reported basis and 2% at CER, but fell short of the Zacks Consensus Estimate of $15.78 billion [1] Product Sales & Alliance Revenues - Product sales increased by 7% to $14.54 billion, while alliance revenues rose 33% to $959 million, driven by growth from partnered medicines [3] - Key oncology drugs such as Tagrisso and Imfinzi contributed significantly to revenue growth, with Tagrisso generating $1.9 billion (up 10%) and Imfinzi at $1.75 billion (up 37%) [5][7] Segment Performance - In the CVRM segment, Farxiga recorded product sales of $2.06 billion (up 2%), while Brilinta/Brilique sales fell 54% to $158 million due to generic competition [11][12] - In the R&I segment, Symbicort sales rose 2% to $704 million, and Fasenra sales increased by 10% to $530 million, although Fasenra missed estimates [13][14] Guidance and Future Outlook - AstraZeneca expects mid-to-high single-digit revenue growth and low double-digit core EPS growth for 2026 [19][20] - The company aims to achieve $80 billion in total revenues by 2030 and plans to launch 20 new medicines, with many expected to generate over $5 billion in peak-year revenues [24] Stock Performance - Despite missing fourth-quarter estimates, AstraZeneca's shares rose around 2% in pre-market trading, likely due to its positive outlook for 2026 [23]

Core Insights - AstraZeneca (AZN) is set to report its fourth-quarter and full-year 2025 results on February 10, with a consensus estimate for quarterly sales at $15.71 billion and earnings at $2.18 per share [1][8] Group 1: Sales Drivers - Key medicines, particularly cancer drugs Calquence, Lynparza, Tagrisso, and Imfinzi, along with diabetes medication Farxiga/Forxiga, are expected to significantly contribute to fourth-quarter sales, driven by strong demand [2][8] - The Zacks Consensus Estimates for the key drugs are as follows: Calquence at $916 million, Lynparza at $881 million, Tagrisso at $1.88 billion, Imfinzi at $1.67 billion, and Farxiga/Forxiga at $2.01 billion [2] Group 2: Additional Contributions - Other drugs, including asthma medication Fasenra, COPD treatment Breztri, and lupus drug Saphnelo, are also anticipated to support sales growth, with estimates for Symbicort and Fasenra at $696 million and $544 million, respectively [4] - Sales from AstraZeneca's Rare Disease drugs, particularly Ultomiris and Strensiq, have shown significant growth and are expected to continue this trend in the upcoming quarter [5] Group 3: Financial Performance and Costs - The company is expected to see a rise in core operating costs due to investments in recent product launches and increased expenses for new clinical studies [6] - AstraZeneca has a history of decent performance, beating earnings estimates in three of the last four quarters, with an average surprise of 3.81% [7] Group 4: Earnings Prediction - The current Earnings ESP for AstraZeneca stands at -4.59%, indicating that an earnings beat is not predicted this time [10][11] - The Most Accurate Estimate for earnings is $2.08 per share, while the Zacks Consensus Estimate remains at $2.18 [11]

Core Insights - AstraZeneca reported revenue of $14.46 billion for the quarter ended June 2025, reflecting an 11.7% increase year-over-year and a surprise of +3.04% over the Zacks Consensus Estimate of $14.03 billion [1] - The company's EPS for the quarter was $1.09, unchanged from the consensus estimate, compared to $0.99 in the same quarter last year [1] Financial Performance Metrics - AstraZeneca's stock has returned +2.8% over the past month, while the Zacks S&P 500 composite increased by +3.6% [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Segment Performance - BioPharmaceuticals - CVRM - Farxiga: $106 million, +2.9% year-over-year, slightly below the average estimate of $106.86 million [4] - BioPharmaceuticals - V&I - Europe: $24 million, +242.9% year-over-year, significantly above the average estimate of $15.81 million [4] - BioPharmaceuticals - CVRM - Lokelma: $37 million, +32.1% year-over-year, above the average estimate of $34.81 million [4] - BioPharmaceuticals - CVRM - Crestor: $32 million, -11.1% year-over-year, below the average estimate of $35.95 million [4] - Oncology - Tagrisso: $209 million, +9.4% year-over-year, slightly below the average estimate of $215.72 million [4] - Oncology - Imfinzi: $174 million, -4.9% year-over-year, below the average estimate of $191.28 million [4] - Oncology - Lynparza: $69 million, +4.6% year-over-year, below the average estimate of $74.14 million [4] - Oncology - Calquence: $42 million, +27.3% year-over-year, above the average estimate of $36.78 million [4] - Overall Oncology: $591 million, +5.4% year-over-year, below the average estimate of $607.27 million [4] - BioPharmaceuticals - R&I - Symbicort: $91 million, +9.6% year-over-year, above the average estimate of $86.31 million [4] - BioPharmaceuticals - R&I - Fasenra: $44 million, +18.9% year-over-year, above the average estimate of $42.25 million [4] - BioPharmaceuticals - R&I - Breztri: $25 million, +31.6% year-over-year, slightly above the average estimate of $24.8 million [4]