AstraZeneca delivered a robust performance in the third quarter of 2026, surpassing analyst expectations for both top and bottom-line figures. The results were underpinned by strong double-digit growth in the Oncology and Respiratory & Immunology segments, which effectively neutralized headwinds from generic competition for Farxiga and Brilinta. Commercial momentum remains high with 47 approvals in major regions since the start of the year, supporting the company's reconfirmed full-year 2026 guidance.
Key Highlights
- Total Revenue reached $16.21 billion for the quarter, up 7% year-on-year at constant exchange rates.
- Oncology product revenue grew 17% to $7.77 billion, driven by surging demand for Enhertu (up 36%) and Imfinzi (up 24%).
- Core EPS of $2.79 beat the analyst estimate of $2.59, representing a 17% increase as the company scales its pipeline investments.