Jul. 29 at 2:50 PM
$AZN reports 2Q25 EPS of
$1.08 [up +9.65 y/y] vs est of
$1.10 [miss by -1.36%] on Revs of
$14.46B [up +11.35% y/y] vs est of
$14.07B [beat by +2.75%]
Note: 1 ADR = 2 common shares - adj'd EPS wsa
$2.17
Rev Segments:
- Oncology:
$6.312B [up +18% y/y]
- CVRM:
$3.264B [up +3% y/y]
- R&I:
$2.15B [up +13% y/y]
- V&I: 185M [up +56% y/y]
- Rare Disease:
$2.294B [up +7% y/y]
- Other:
$244M [up +12% y/y]
12 positive Phase III readouts & 19 approvals in major
regions
Gross Margin: 83%
Op Margin: 24%
YTD CFFO:
$7.099B
YTD FCF:
$6.011B
Total Cash:
$7.108B
FY25 Guide:
- Total Revs to increase by a high single-digit percentage
- Core EPS to increase by a low double-digit percentage
CFO: Company will not be significantly impacted by US tariffs, if any impact, it is going to be short-lived
Anticipated FX impact5 – neutral on Total Revs & Core EPS
