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Sep 29, 2024

Pfizer Q3 2024 Earnings Report

Pfizer reported strong third-quarter results, driven by focused commercial execution and robust double-digit revenue growth across the product portfolio. The company raised full-year 2024 revenue and adjusted diluted EPS guidance.

Key Takeaways

Pfizer reported a strong third quarter in 2024, marked by a 32% year-over-year operational revenue increase to $17.7 billion. Excluding Paxlovid and Comirnaty, revenues grew 14% operationally. The company raised its full-year revenue guidance to $61.0 to $64.0 billion and adjusted diluted EPS guidance to $2.75 to $2.95.

Third-quarter revenues reached $17.7 billion, a 32% operational increase year-over-year.

Excluding Paxlovid and Comirnaty, revenues grew 14% operationally.

Reported diluted EPS was $0.78, and adjusted diluted EPS was $1.06.

Full-year revenue guidance raised to $61.0 to $64.0 billion, and adjusted diluted EPS guidance raised to $2.75 to $2.95.

Total Revenue
$17.7B
Previous year: $13.2B
+33.8%
EPS
$1.06
Previous year: -$0.17
-723.5%
SI&A Expenses
$3.22B
Previous year: $3.28B
-1.9%
R&D Expenses
$2.56B
Previous year: $2.71B
-5.5%
Effective Tax Rate
10.8%
Previous year: 28.8%
-62.5%
Gross Profit
$11.1B
Previous year: $2.63B
+323.2%
Cash and Equivalents
$9.95B
Previous year: $3.15B
+216.1%
Free Cash Flow
$6.06B
Previous year: $2.65B
+129.1%
Total Assets
$219B
Previous year: $215B
+2.1%

Pfizer

Pfizer

Pfizer Revenue by Segment

Pfizer Revenue by Geographic Location

Forward Guidance

Pfizer raised its full-year 2024 revenue guidance to a range of $61.0 to $64.0 billion and adjusted diluted EPS guidance to a range of $2.75 to $2.95.

Positive Outlook

  • Revenue guidance increased by $1.5 billion at the midpoint.
  • Adjusted diluted EPS guidance increased by $0.30 at the midpoint.
  • Revenue guidance includes approximately $10.5 billion in anticipated revenues for Comirnaty.
  • Revenue guidance includes approximately $5.5 billion for Paxlovid.
  • Excluding Comirnaty and Paxlovid, Pfizer expects full-year 2024 operational revenue growth of 9% to 11%.

Challenges Ahead

  • Guidance does not assume completion of any business development transactions not completed as of September 29, 2024.
  • Guidance anticipates an immaterial impact from recent and expected generic and biosimilar competition.
  • Guidance reflects anticipated unfavorable impact of approximately $0.3 billion on revenues due to changes in foreign exchange rates.
  • Guidance assumes no share repurchases in 2024.
  • Guidance assumes the seasonal cadence of certain products and that Paxlovid results trend with infection rates.