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Apr 02, 2023

Pfizer Q1 2023 Earnings Report

Pfizer's first-quarter results were reported, indicating a decline in revenues primarily due to decreased demand for Comirnaty, but with positive progress in new product approvals and strategic acquisitions.

Key Takeaways

Pfizer reported first-quarter 2023 revenues of $18.3 billion, a 26% operational decrease driven by lower Comirnaty revenue. Excluding Comirnaty and Paxlovid, revenues grew 5% operationally. Reported diluted EPS was $0.97, down 29%, and adjusted diluted EPS was $1.23, down 24%. Pfizer reaffirmed its full-year 2023 financial guidance and continued to advance new product launches.

First-quarter revenues totaled $18.3 billion, a 26% operational decline driven by decreased Comirnaty revenue.

Excluding Comirnaty and Paxlovid, revenues grew 5% operationally.

Reported diluted EPS was $0.97, a 29% year-over-year decline, and adjusted diluted EPS was $1.23, a 24% year-over-year decline.

Pfizer reaffirmed its full-year 2023 financial guidance.

Total Revenue
$18.3B
Previous year: $25.7B
-28.8%
EPS
$1.23
Previous year: $1.62
-24.1%
SI&A Expenses
$3.42B
Previous year: $2.59B
+31.8%
R&D Expenses
$2.51B
Previous year: $2.3B
+8.9%
Effective Tax Rate
11.4%
Previous year: 12.9%
-11.6%
Gross Profit
$12.2B
Previous year: $15.7B
-22.0%
Cash and Equivalents
$2.17B
Previous year: $2.47B
-12.3%
Free Cash Flow
$73M
Previous year: $5.9B
-98.8%
Total Assets
$196B
Previous year: $184B
+6.4%

Pfizer

Pfizer

Pfizer Revenue by Segment

Pfizer Revenue by Geographic Location

Forward Guidance

Pfizer reaffirms its full-year 2023 financial guidance, expecting operational revenue growth of 7% to 9% excluding COVID-19 products, with significant growth anticipated in the second half of the year due to near-term launches.

Positive Outlook

  • Reaffirms full-year 2023 financial guidance.
  • Expects 7% to 9% operational revenue growth for fiscal year 2023, excluding COVID-19 products.
  • Majority of growth expected in the second half of 2023 due to near-term launches.
  • Integration planning for Seagen acquisition is underway, expected to close in late 2023 or early 2024.
  • Strong balance sheet provides flexibility for future dividend increases, share repurchase activity, and business development.

Challenges Ahead

  • Anticipates lower revenues from COVID-19 products.
  • Expects higher spending to support near-term launches.
  • Plans greater investment in certain late-stage pipeline projects.
  • Foreign exchange rates may have an unfavorable impact on revenues and adjusted diluted EPS.
  • Financial guidance assumes no share repurchases in 2023.