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8-K ·Filed Feb 24, 2026

JAZZ

Jazz Pharmaceuticals plc
BULLISH
Impact 7/10
Horizonmonths Processed8mo ago SEC0001232524-26-000012
8-K Item 2.02: Earnings release
Actionable Insight ▲ Bullish

Monitor upcoming catalysts including the sBLA submission for zanidatamab in 1L GEA and the launch of Modeyso, while watching for margin pressure from increased R&D and SG&A expenses.

DirectionBullish
Confidencehigh
Horizonmonths
Final — all horizons settled through T+60d
JAZZ ▲ +22.04% at T+60d
LONG call ✓ call won +22.04% · α vs SPY +15.08% · entry $195.85 → $239.01
Entry = T+0 close
Feb 24, 2026
via day close
T+1d
-3.92%
call -3.92% · α -3.37%
$188.18
settled 8mo ago
T+5d
-4.09%
call -4.09% · α -2.99%
$187.84
settled 8mo ago
T+20d
-3.93%
call -3.93% · α +1.31%
$188.16
settled 7mo ago
T+60d
+22.04%
call +22.04% · α +15.08%
$239.01
settled 5mo ago

Price Chart

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Executive Summary

Jazz Pharmaceuticals reported strong 2025 financial results with $4.3 billion in revenue (+5% YoY) and $1.2 billion in 4Q25 (+10% YoY), driven by Xywav and Epidiolex growth. The company provided 2026 revenue guidance of $4.25-$4.5 billion and highlighted key pipeline progress, including the expected sBLA submission for zanidatamab in 1L GEA.

Key Financial Metrics

Revenue
$4.3B
+5.0% YoY
Adj. EPS
$8.38
GAAP: $-5.84
Guidance
$4.25 - $4.50 billion
Gross Margin
87.5%

Key Facts

  • Total revenue was $4.3 billion in 2025 (+5% YoY) and $1.2 billion in 4Q25 (+10% YoY)
  • Xywav revenue was $1.7 billion (+12% YoY) and Epidiolex revenue was $1.1 billion (+9% YoY)
  • 2026 revenue guidance is $4.25-$4.5 billion
  • Non-GAAP adjusted EPS was $8.38 in 2025, down from $20.65 in 2024
  • Company expects to submit sBLA for zanidatamab in 1L GEA in 1Q26

Financial Impact

$4.3 billion in 2025 revenue, $1.2 billion in 4Q25 revenue, $4.25-$4.5 billion 2026 guidance

revenueeps

Segment Breakdown

SegmentRevenueGrowth
Xywav$1.7B+12.0%
Epidiolex$1.1B+9.0%
Zepzelca$307.3M-4.0%

Risk Factors

  • Non-GAAP adjusted EPS declined significantly from 2024 to 2025
  • Increased R&D and SG&A expenses could pressure margins
  • Dependence on key products Xywav and Epidiolex for revenue growth

Market Snapshot

Exchange
Nasdaq

Investment Themes

Biotech & Drug Discovery

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001232524-26-000012
Document: jazz-20260224.htm0001232524-26-000012
Document: 0001232524-26-000012-index-headers.html0001232524-26-000012
Document: 0001232524-26-000012-index.html0001232524-26-000012
Document: 0001232524-26-000012.txt0001232524-26-000012
28 reports for JAZZ
Performance horizon
75% Hit rate @ T+1 3 of 4 directional calls Went positive at some point 3 of 4 best @ T+20▲ +4.80%Sep 2, 2026
Filters
Rows
Reports for JAZZ — sortable, filterable
TypeNow
Oct 19, 2026
6d ago
Press Release
NEUTRAL ★ 1/10
$213.76 $211.97▼ −0.84%▼ −1.36%$210.99 (−1.30%)
Oct 9, 2026
17d ago
8-K
NEUTRAL ★ 2/10
$218.42 $216.75▼ −0.76%▼ −0.70%$210.99 (−3.40%)
Oct 8, 2026
17d ago
144
NEUTRAL ★ 2/10
$218.42 $216.75▼ −0.76%▼ −0.70%$210.99 (−3.40%)
Oct 6, 2026
19d ago
144
NEUTRAL ★ 2/10
$231.19 $222.45▼ −3.78%▼ −3.36%$210.99 (−8.74%)
Oct 1, 2026
24d ago
144
NEUTRAL ★ 2/10
$235.67 $236.04▲ +0.16%▼ −0.52%$210.99 (−10.47%)
Sep 15, 2026
5w ago
8-K
BULLISH ★ 6/10
$240.83 $243.59▲ +1.15%▲ +1.59%$210.99 (−12.39%)
Sep 14, 2026
5w ago
Insider Cluster
NEUTRAL ★ 3/10
$240.83 $243.59▲ +1.15%▲ +1.59%$210.99 (−12.39%)
Sep 10, 2026
6w ago
Insider Cluster
NEUTRAL ★ 2/10
$245.80 $245.87▲ +0.03%▲ +0.47%$210.99 (−14.16%)
Sep 2, 2026
7w ago
Insider Cluster
BEARISH ★ 4/10
$247.57 $246.81▲ +0.30%▼ −0.08%$210.99 (+14.78%)
Aug 31, 2026
7w ago
144
NEUTRAL ★ 2/10
$243.71 $245.57▲ +0.76%▲ +0.32%$210.99 (−13.43%)
Showing 10 of 28

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Report published Feb 24, 2026