London · Delayed Price · Currency is GBP · Price in GBX AstraZeneca Earnings Call Transcripts
Fiscal Year 2026
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Q1 2026 saw 8% revenue growth and 12% operating profit growth, led by strong oncology and rare disease performance, while BioPharmaceuticals faced headwinds from loss of exclusivity. Four positive phase III readouts and 14 new approvals support a robust outlook through 2030.
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Strong 2025 growth was driven by oncology and new medicines, with robust late-stage pipeline progress and multiple regulatory milestones. AI and transformative technologies are accelerating innovation, while 2026 and beyond are set for major Phase 3 readouts and continued investment in R&D.
Fiscal Year 2025
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Revenue and product sales grew strongly in 2025, driven by blockbuster medicines and robust pipeline progress. Despite upcoming patent expiries and pricing headwinds, guidance for 2026 remains positive, with continued investment in R&D and expansion in key markets.
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Revenue grew 11% and core EPS rose 15% year-over-year, driven by strong performance in oncology, biopharma, and rare disease segments. The company reiterated its full-year guidance, highlighted major regulatory and pipeline milestones, and addressed U.S. and China market dynamics.
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Pivotal data from multiple oncology trials, including DESTINY-Breast and TROPION-Breast, demonstrated significant survival benefits and solidified new standards of care. The company remains on track for its 2030 financial targets, with a robust pipeline and strategic focus on early-stage treatment and innovative combinations.
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Baxdrostat demonstrated robust, sustained blood pressure reductions and a favorable safety profile in hard-to-control hypertension, supporting its $5 billion+ commercial potential as both monotherapy and in combination. The company plans a global launch in 2026, leveraging its strong infrastructure and ongoing trials to expand into broader cardiorenal indications.
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Revenue grew 11% and core EPS rose 17% year-over-year in H1 2025, driven by strong performance in oncology, biopharmaceuticals, and rare disease. The company reiterated guidance for high single-digit revenue and low double-digit EPS growth, with robust pipeline progress and major investments in manufacturing and R&D.
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Significant progress was made on 2024 sustainability targets, including major reductions in emissions, expanded renewable energy, and the launch of a next-generation inhaler propellant. Health equity and system resilience remain core priorities, with ambitious goals to impact 1 billion people by 2030.
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Q1 2025 saw 10% revenue growth, 12% operating profit growth, and 21% core EPS growth, driven by strong demand, new approvals, and robust performance across all regions. Oncology and biopharma segments led growth, while guidance for high single-digit revenue and low double-digit EPS growth in 2025 was reiterated.
Fiscal Year 2024
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Revenue grew 21% year-over-year in 2024, with strong performance across all segments and geographies. Guidance for 2025 anticipates continued growth despite headwinds from regulatory and pricing pressures, with ongoing investments in pipeline and manufacturing to support long-term ambitions.
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Revenue grew 21% in Q3 and 19% year-to-date, with all regions and segments delivering double-digit growth. Upgraded guidance forecasts high-teens percentage increases in both revenue and core EPS, supported by strong global demand, new investments, and robust R&D pipeline.
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Revenue surpassed $45 billion in 2023, with a robust pipeline and ambitious $80 billion target by 2030. Strategic investments in R&D, manufacturing, and sustainability underpin growth, while disciplined capital allocation and a progressive dividend policy support long-term value.
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Ambitious growth targets are underpinned by robust clinical data, especially in lung and bladder cancer, with innovative ADCs, IO agents, and biomarker strategies driving pipeline confidence. NIAGARA establishes a new standard in bladder cancer, and multiple first-line trials support future revenue growth.
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Revenue grew 18% in H1 2024, with double-digit gains across all major segments and geographies. Upgraded guidance now expects mid-teens % growth in both revenue and core EPS, driven by strong product demand and pipeline momentum, while legacy products and FX remain key uncertainties.