Jazz Pharmaceuticals (JAZZ)
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
$246.81-0.31%
Close 2026-09-04 · 1-day change
NASDAQHealth CareBiotechnologySnapshot 2026-09-04
QuarterlyIQ Insights · JAZZ
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within health care on a research-validated quality screen. As of 2026-09-04.
The screen ranks JAZZ against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 4 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 2 of the last 3 quarter-over-quarter moves. Historically, Health Care names rated strong grew net income 53% of the time over the next year (vs 41% for the rest of the cohort, n=9986).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Focus on advancing clinical development and regulatory submissions for key pipeline products including zanidatamab and Modeyso.
Stated as a priority in 3 of last 3 quarters. Management emphasized advancing pipeline with zanidatamab sBLA Priority Review granted in 2026-Q1 and expected PDUFA in 2026-Q3, plus Modeyso Phase 3 ACTION trial on track for late 2026/early 2027 readout. The acquisition of Actio Biosciences in 2026-Q2 further expands the pipeline. The trajectory shows active advancement and regulatory progress.
“Acquisition of Actio Biosciences expands rare epilepsy portfolio and pipeline.”
“Zanidatamab sBLA granted Priority Review; Phase 3 ACTION trial remains on track.”
“Expect to complete sBLA submission in 1Q26 under RTOR for zanidatamab in HER2+ 1L GEA.”
Drive top-line growth through strong commercial execution across franchises and new product launches.
Stated as a priority in 4 of last 4 quarters. Revenue grew from $897.8 million in 2025-Q1 to $1.21 billion in 2026-Q2, reflecting strong commercial execution and new product launches. The 19% year-over-year growth in 2026-Q1 and continued revenue increase in 2026-Q2 demonstrate delivering on this priority.
Pursue strategic acquisitions to expand portfolio and pipeline in rare diseases and oncology.
Stated as a priority in 2 of last 3 quarters. The acquisition of Actio Biosciences for $820 million upfront plus up to $500 million in milestones was announced in 2026-Q2, expanding Jazz's rare epilepsy portfolio. This demonstrates active corporate development consistent with management's stated focus.
Focus on operational efficiency to improve operating income and profitability.
Stated as a priority in 4 of last 4 quarters. Operating income improved significantly from a loss of $686 million in 2025-Q2 to a positive $248 million in 2026-Q2, reflecting disciplined execution and expense management. The trajectory shows delivering on improving operating income.
“Operating income was $248 million in 2026-Q2, down from $337 million in 2026-Q1.”
Increase cash generation from operating activities to support growth and capital allocation.
Stated as a priority in 3 of last 3 quarters. Cash from operations was $429 million in 2025-Q1 and $408 million in 2026-Q1, with $1.4 billion generated in full year 2025. The cash flow generation remains strong and consistent with management's focus on enhancing cash from operations.
“Generated $408 million in cash from operations in 2026-Q1.”
Over the trailing year it converted 4.54x of net income into operating cash flow. Historically, Health Care names rated robust grew net income 55% of the time over the next year (vs 45% for the rest of the cohort, n=2490).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to real (inflation-adjusted) rates, long-term interest rates, the US dollar, Fed net liquidity (low R² over the window).
17 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Health Care names rated neutral grew net income 53% of the time over the next year (vs 49% for the rest of the cohort, n=5275).
Not investment advice. As of 2026-09-04.
“Total revenues of $1.21 billion in 2026-Q2, up from $1.07 billion in 2026-Q1.”
“Total revenues grew 19% year-over-year to $1.07 billion.”
“Record total revenues of $1.2 billion in 4Q25, 10% year-over-year growth.”
“Total revenues of $1.13 billion in 3Q25, up from prior quarters.”
“Jazz Pharmaceuticals to acquire Actio Biosciences, expanding rare epilepsy portfolio.”
“Management emphasized corporate development efforts to bring more life-changing therapies.”
“Operating income increased to $337 million in 2026-Q1 from prior year.”
“Operating income was $255 million in 2025-Q4, up from prior quarters.”
“Operating income was $57.5 million in 2025-Q3, reflecting improvement from losses.”
“Generated $1.4 billion cash from operations in 2025.”
“Generated $430 million cash from operations in 2025-Q1.”