Core Insights - Jazz Pharmaceuticals reported revenue of $1.2 billion for the quarter ended December 2025, reflecting a year-over-year increase of 10.1% and an EPS of $6.64, slightly up from $6.60 in the previous year [1] - The revenue exceeded the Zacks Consensus Estimate of $1.18 billion by 1.56%, while the EPS also surpassed the consensus estimate of $6.62 by 0.27% [1] Revenue Performance by Segment - Oncology revenue from Vyxeos was $34.73 million, significantly below the estimated $47.69 million, marking a decline of 34.8% year-over-year [4] - Oncology revenue from Defitelio/defibrotide reached $58.87 million, slightly above the estimated $56.26 million, with a year-over-year increase of 2.1% [4] - Neuroscience revenue from Oxybate (Xywav) was $465.45 million, exceeding the estimated $448.99 million, representing a year-over-year growth of 16.1% [4] - Neuroscience revenue from Epidiolex/Epidyolex was $287.12 million, slightly below the estimated $297.23 million, with a year-over-year increase of 4.4% [4] - Neuroscience revenue from Sativex was $1.5 million, significantly lower than the estimated $5.12 million, reflecting a year-over-year decline of 71% [4] - Total Neuroscience revenue, including Oxybate (Xywav & Xyrem), was $503.23 million, surpassing the estimated $481.03 million, with a year-over-year increase of 11.8% [4] - Total Neuroscience revenue amounted to $791.86 million, exceeding the estimated $783.39 million, with a year-over-year growth of 8.4% [4] - Total Oncology revenue was $337.28 million, above the estimated $322.89 million, reflecting a year-over-year increase of 15.6% [4] - Revenue from Rylaze/Enrylaze was $108.16 million, slightly above the estimated $105.81 million, with a year-over-year increase of 6.6% [4] - Revenue from Zepzelca was $90.44 million, exceeding the estimated $84.24 million, marking a year-over-year growth of 15.5% [4] - Net product sales reached $1.13 billion, surpassing the estimated $1.11 billion, with a year-over-year increase of 10.5% [4] - Oncology revenue from Ziihera was $8.54 million, below the estimated $11.91 million [4] Stock Performance - Jazz Pharmaceuticals' shares have returned +4.2% over the past month, contrasting with a -1% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Viewpoint - Analysts forecast Jazz Pharmaceuticals (JAZZ) to report quarterly earnings of $6.62 per share, reflecting a year-over-year increase of 0.3%, with anticipated revenues of $1.18 billion, an increase of 8.4% compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 13% in the past 30 days, indicating a reassessment by covering analysts [2]. - Changes in earnings estimates are crucial for predicting investor reactions, as empirical studies show a strong correlation between earnings estimate revisions and short-term stock performance [3]. Revenue Projections - Analysts project 'Total revenues- Oncology- Vyxeos' to be $47.69 million, a decrease of 10.4% year-over-year [5]. - For 'Total revenues- Oncology- Defitelio/defibrotide', the estimate is $56.26 million, reflecting a decline of 2.4% [5]. - 'Total revenues- Neuroscience- Oxybate- Xywav' is expected to reach $448.99 million, an increase of 12% from the previous year [6]. - 'Total revenues- Neuroscience- Epidiolex/Epidyolex' is projected at $297.23 million, showing an 8.1% increase [6]. - The consensus for 'Total revenues- Neuroscience- Total' is $783.39 million, indicating a year-over-year change of 7.2% [7]. - 'Total revenues- Oncology- Total' is estimated at $322.89 million, reflecting a 10.7% increase [8]. - 'Total revenues- Oncology- Rylaze/Enrylaze' is projected at $105.81 million, suggesting a 4.3% year-over-year change [8]. - 'Total revenues- Oncology- Zepzelca' is expected to be $84.24 million, indicating a 7.6% increase [9]. - 'Revenues- Product sales, net' is anticipated to be $1.11 billion, reflecting an 8.2% increase [9]. - 'Revenues- Royalties and contract revenues' is projected at $63.75 million, indicating a 1.3% increase [9]. Stock Performance - Over the past month, Jazz shares have recorded a return of -0.3%, compared to the Zacks S&P 500 composite's -0.8% change [10]. - Based on its Zacks Rank 3 (Hold), JAZZ is expected to perform in line with the overall market in the upcoming period [10].

Core Insights - Jazz Pharmaceuticals reported revenue of $1.13 billion for the quarter ended September 2025, reflecting a 6.7% increase year-over-year and a surprise of +2.16% over the Zacks Consensus Estimate of $1.1 billion [1] - The company's EPS for the quarter was $8.13, significantly higher than the $6.61 reported in the same quarter last year, resulting in an EPS surprise of +41.64% compared to the consensus estimate of $5.74 [1] Revenue Breakdown - Total revenues from Oncology products amounted to $287.84 million, slightly below the average estimate of $291.13 million, with a year-over-year change of +1.1% [4] - Vyxeos generated $37.58 million, which was lower than the $39.17 million average estimate, but showed a year-over-year increase of +9.5% [4] - Defitelio/defibrotide revenues were $51.75 million, down -21.4% year-over-year and below the $56.1 million estimate [4] - Total revenues from Neuroscience products reached $774.43 million, exceeding the $745.62 million estimate, with a year-over-year increase of +10.2% [4] - Oxybate (Xywav) generated $431.41 million, slightly below the $434.72 million estimate, but up +11.1% year-over-year [4] - Epidiolex/Epidyolex revenues were $302.61 million, surpassing the $273.8 million estimate, with a year-over-year increase of +20.3% [4] - Sativex reported revenues of $4.75 million, slightly below the $4.84 million estimate, reflecting a +3.6% year-over-year change [4] - Rylaze/Enrylaze generated $99.87 million, below the $103.76 million estimate, with a year-over-year change of +1.1% [4] - Zepzelca revenues were $79.3 million, lower than the $82.01 million estimate, representing a -7.6% change year-over-year [4] - Net product sales were $1.06 billion, exceeding the $1.04 billion estimate, with a year-over-year increase of +7.6% [4] - Other revenues totaled $2.14 million, below the $3.32 million estimate, reflecting a -3.9% year-over-year change [4] Stock Performance - Jazz Pharmaceuticals' shares returned +0.4% over the past month, underperforming the Zacks S&P 500 composite's +1% change [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]

Core Insights - Jazz Pharmaceuticals reported revenue of $1.05 billion for the quarter ended June 2025, reflecting a year-over-year increase of 2.1% but a slight miss of 0.26% against the Zacks Consensus Estimate [1] - The company experienced a significant decline in EPS, reporting -$8.25 compared to $5.30 in the same quarter last year, resulting in an EPS surprise of -34.8% against the consensus estimate of -$6.12 [1] Revenue Breakdown - Total revenues from royalties and contract revenues were $60.14 million, exceeding the average estimate of $55.53 million by analysts [4] - Product sales, net, amounted to $985.57 million, slightly below the average estimate of $999.45 million, with a year-over-year change of +2.2% [4] - Neuroscience total revenues reached $707.02 million, which was lower than the estimated $716.27 million, but represented a year-over-year increase of +3.3% [4] - Oncology total revenues were $274.15 million, marginally below the average estimate of $274.32 million, reflecting a year-over-year decrease of -1.1% [4] - Specific product performance included: - Rylaze/Enrylaze: $100.66 million, below the estimate of $105.31 million, a -6.7% change year-over-year [4] - Oxybate (Xywav & Xyrem): $450.67 million, exceeding the estimate of $440.11 million, with a +4.7% change year-over-year [4] - Sativex: $4.62 million, below the estimate of $5.63 million, a -27.7% change year-over-year [4] - Oxybate - Xyrem: $35.35 million, slightly above the estimate of $34.64 million, a -43.2% change year-over-year [4] - Defitelio/defibrotide: $48.11 million, above the estimate of $47.83 million, a +5.9% change year-over-year [4] - Vyxeos: $44.85 million, exceeding the estimate of $41.48 million, a +4.3% change year-over-year [4] - Zepzelca: $74.54 million, below the estimate of $77.82 million, an -8% change year-over-year [4] - Oxybate - Xywav: $415.32 million, above the estimate of $405.49 million, a +12.7% change year-over-year [4] Stock Performance - Jazz Pharmaceuticals' shares have returned +7.9% over the past month, outperforming the Zacks S&P 500 composite, which changed by +1% [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3]

Core Insights - Jazz Pharmaceuticals reported revenue of $897.84 million for Q1 2025, a year-over-year decline of 0.5% and an EPS of $1.68, down from $2.68 a year ago, indicating significant underperformance against analyst expectations [1] - The revenue fell short of the Zacks Consensus Estimate of $981.41 million by 8.52%, while the EPS was 62.75% below the consensus estimate of $4.51 [1] Revenue Breakdown - Royalties and contract revenues were $58.42 million, slightly above the estimated $56.30 million [4] - Product sales, net, were $839.42 million, compared to the average estimate of $925.39 million, reflecting a year-over-year change of -0.3% [4] - Total revenues from Neuroscience for Oxybate (Xywav) were $344.80 million, below the estimate of $377.35 million, with a year-over-year increase of 9.4% [4] - Revenues from Epidiolex/Epidyolex totaled $217.74 million, compared to the estimate of $233.21 million, marking a 9.6% increase year-over-year [4] - Sativex revenues were $5.41 million, exceeding the estimate of $3.79 million, with a significant year-over-year increase of 97.7% [4] - Total Neuroscience revenues were $605.19 million, below the estimate of $652.54 million, with a year-over-year increase of 4.2% [4] - Total Oncology revenues were $229.45 million, below the estimate of $269.04 million, reflecting a year-over-year decline of 10.9% [4] - Rylaze revenues were $94.23 million, below the estimate of $104.20 million, with an 8.3% decline year-over-year [4] - Revenues from Defitelio/defibrotide were $40.66 million, below the estimate of $47.89 million, representing a 14.7% year-over-year decline [4] - Vyxeos revenues were $29.54 million, below the estimate of $34.56 million, with a year-over-year decline of 7.7% [4] - Zepzelca revenues were $63.03 million, below the estimate of $80.75 million, reflecting a year-over-year decline of 16.1% [4] Stock Performance - Jazz Pharmaceuticals' shares returned +10.5% over the past month, compared to the Zacks S&P 500 composite's +11.5% change, indicating a performance in line with the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]