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Apr 03, 2022

Pfizer Q1 2022 Earnings Report

Pfizer reported strong financial results, marked by substantial revenue growth and EPS, driven by key products like Comirnaty and Paxlovid. The company reaffirmed its full-year financial guidance and provided updates on various clinical programs.

Key Takeaways

Pfizer's Q1 2022 earnings showcase significant revenue growth, driven by strong performance of Comirnaty and Paxlovid. The company reaffirms its full-year financial outlook, demonstrating confidence in its portfolio and strategic direction.

Q1 2022 revenues reached $25.7 billion, reflecting an 82% operational growth.

Reported diluted EPS was $1.37, and adjusted diluted EPS was $1.62, including a $0.05 negative impact for acquired in-process R&D expenses.

Full-year 2022 financial guidance reaffirmed for revenues of $98.0 to $102.0 billion.

Full-year 2022 adjusted diluted EPS guidance revised to a range of $6.25 to $6.45, reflecting an accounting policy change.

Total Revenue
$25.7B
Previous year: $14.6B
+76.0%
EPS
$1.62
Previous year: $0.93
+74.2%
SI&A Expenses
$2.59B
Previous year: $2.78B
-6.8%
R&D Expenses
$2.3B
Previous year: $2.01B
+14.3%
Effective Tax Rate
12.9%
Previous year: 14.2%
-9.2%
Gross Profit
$15.7B
Previous year: $10.4B
+51.2%
Cash and Equivalents
$2.47B
Previous year: $1.77B
+39.7%
Free Cash Flow
$5.9B
Previous year: $3.98B
+48.0%
Total Assets
$184B
Previous year: $159B
+15.8%

Pfizer

Pfizer

Pfizer Revenue by Segment

Pfizer Revenue by Geographic Location

Forward Guidance

Pfizer reaffirms its full-year 2022 revenue guidance of $98.0 to $102.0 billion and revises adjusted diluted EPS guidance to $6.25 to $6.45, reflecting operational increases offset by foreign exchange impacts and accounting policy changes.

Positive Outlook

  • Reaffirms revenue guidance for Comirnaty of approximately $32 billion.
  • Reaffirms revenue guidance for Paxlovid of approximately $22 billion.
  • Revenue guidance represents 27% operational growth from 2021 revenues at the midpoint.
  • Guidance reflects anticipated operational increases in COVID-19-related products.
  • Incremental investments planned in COVID-19-related vaccine and anti-viral life-cycle management programs.

Challenges Ahead

  • Approximately $2 billion of negative foreign exchange impacts on revenues.
  • ~$1 billion unfavorable impact from foreign exchange on Comirnaty revenue.
  • ~$0.5 billion unfavorable impact from foreign exchange on Paxlovid revenue.
  • Adjusted diluted EPS revised to reflect an $0.11 negative impact for an accounting policy change.
  • Anticipated negative revenue impact of $0.7 billion due to recent and expected generic and biosimilar competition.