Jazz Pharmaceuticals plc · JAZZ · FY2026 Q2 · Calendar Q3 2026

Jazz Pharmaceuticals raises 2026 revenue outlook after record Q2

Jazz’s raised revenue outlook and growth across oncology, Xywav and Epidiolex support a constructive operating picture, while EPS below consensus and competitive, regulatory and launch-execution risks temper that view.

Reported August 3, 2026After market closeNASDAQHealthcare $13.92B market cap

100quality score

Earnings scorecard

Reported versus consensus

Reported EPS $5.71 Consensus $6.18

EPS surprise -7.6% Reported versus consensus

Reported revenue $1.21B Consensus $1.11B

Revenue surprise +8.4% Reported versus consensus

Market reaction

event-close to next-session close

Stock move +4.0% Event window

SPY move +1.8% Same window

Abnormal move +2.2% Stock minus SPY

Volume 2.6× Versus trailing sessions

Subsequent drift -6.8% Up to 20 sessions

JAZZSPY benchmark

Ask FN2 about JAZZ FY2026 Q2

Transcript, numbers and history already loaded

Why did JAZZ rise 4.0% after missing EPS estimates in FY2026 Q2?What changed in JAZZ's guidance and outlook in FY2026 Q2?Give me the bull and bear case for JAZZ after FY2026 Q2 earnings.

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Transcript intelligence

What changed

Management lifted full-year 2026 revenue guidance to $4.60–$4.75 billion from $4.25–$4.50 billion, pointing to Xywav field execution and oncology momentum. Q2 revenue was a record, but reported EPS was below consensus.

Guidance delta

Raised FY2026 revenue guidance to $4.60–$4.75 billion from $4.25–$4.50 billion.

Key takeaways

Record Q2 revenue was supported by growth in oncology, Xywav and Epidiolex.
EPS was below consensus even as revenue exceeded consensus.
Management highlighted zanidatamab’s pending regulatory decision and potential HER2-positive GEA launch.

Management priorities

Continue commercial execution for Xywav and other growth products.
Prepare for a potential zanidatamab launch, subject to regulatory approval.
Advance pipeline programs and pursue external innovation and rare-disease business development.

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Company context

Snapshot as of publication

Jazz Pharmaceuticals plc identifies, develops, and commercializes pharmaceutical products in the United States, Europe, and internationally. The company offers Xywav to treat cataplexy or excessive daytime sleepiness (EDS) with narcolepsy and idiopathic hypersomnia (IH); Epidiolex for seizures associated with Lennox-Gastaut syndrome (LGS), Dravet syndrome (DS), or tuberous sclerosis complex (TSC); Rylaze for the treatment of acute lymphoblastic leukemia or lymphoblastic lymphoma; Enrylaze to treat acute lymphoblastic leukemia and lymphoblastic lymphoma; Zepzelca for the treatment of metastatic small cell lung cancer with disease progression on or after platinum-based chemotherapy; Ziihera to treat HER2-positive biliary tract cancers; Modeyso for the treatment of diffuse midline glioma harboring an H3 K27M mutation; and Defitelio to treat severe veno-occlusive disease.…

Historical context

All JAZZ earnings

-0.7%FY2026 Q3 · Calendar Q4 2026+7.7%FY2026 Q1 · Calendar Q2 2026+13.2%FY2025 Q4 · Calendar Q1 2026

Healthcare peers this season

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Sources

Earnings call transcript and parsed analysis · 2026-08-04T15:13:07.867436+00:00
FN2 earnings calendar · 2026-09-08T01:23:13.784197+00:00
Polygon adjusted daily market bars · 2026-11-03T08:40:47.801075+00:00
Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-11-03T08:40:47.798378+00:00

Methodology

Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.

Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.

By FN2 Research · Updated November 3, 2026 · As of 2026-11-03. For educational purposes only; not investment advice.