Jazz (JAZZ) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Jazz Pharmaceuticals (JAZZ) reported $1.24 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 10.4%. EPS of -$3.88 for the same period compares to $8.13 a year ago.

The reported revenue represents a surprise of +2.56% over the Zacks Consensus Estimate of $1.21 billion. With the consensus EPS estimate being -$4.09, the EPS surprise was +5.13%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

Here is how Jazz performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:

• Revenues- Royalties and contract revenues: $46.5 million versus $38.07 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a -24.6% change.

• Total revenues- Oncology- Total: $387.1 million versus $362.93 million estimated by six analysts on average. Compared to the year-ago quarter, this number represents a +34.5% change.

• Total revenues- Neuroscience- Oxybate- Xywav: $482.8 million versus $478.43 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +11.9% change.

• Total revenues- Neuroscience- Epidiolex/Epidyolex: $295.4 million versus $309.96 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -2.4% change.

• Total revenues- Neuroscience- Oxybate (Xywav & Xyrem): $451.6 million compared to the $502.7 million average estimate based on five analysts. The reported number represents a change of -3.3% year over year.

• Total revenues- Oncology- Rylaze/Enrylaze: $106.3 million compared to the $103.09 million average estimate based on five analysts. The reported number represents a change of +6.4% year over year.

• Total revenues- Oncology- Defitelio/defibrotide: $60.7 million compared to the $52.83 million average estimate based on five analysts. The reported number represents a change of +17.3% year over year.

• Total revenues- Oncology- Vyxeos: $34 million versus $34.85 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a -9.5% change.

• Total revenues- Oncology- Zepzelca: $104.4 million versus $95.56 million estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +31.7% change.

• Revenues- Product sales, net: $1.2 billion versus $1.18 billion estimated by five analysts on average. Compared to the year-ago quarter, this number represents a +12.4% change.

• Total revenues- Oncology- Ziihera: $20.6 million compared to the $22.95 million average estimate based on five analysts. The reported number represents a change of +148% year over year.

• Total revenues- Modeyso: $61.1 million versus $53.63 million estimated by five analysts on average.