AstraZeneca Plc reported its financial results for the fourth quarter of 2025 on Tuesday, revealing a revenue figure of $15.50 billion. This represents a 4% increase compared to the same period the previous year, or 2% growth when adjusted for constant currency effects. The sales number closely aligned with analysts' forecasts, which estimated $15.49 billion in revenue.
In terms of profitability, the company posted adjusted earnings per share (EPS) of $2.12, surpassing the consensus estimate of $2.09. This positive earnings surprise contributed to favorable investor sentiment.
The company’s oncology segment remained a key driver of revenue, accounting for 45% of total sales and growing 11% year over year (9% at constant currency) to reach $7.03 billion. Several products within oncology saw solid sales gains:
- Tagrisso revenues increased by 12% (10% cc) to $1.90 billion.
- Imfinzi sales rose sharply by 39% (37% cc) to $1.75 billion.
- Calquence posted a 20% increase (17% cc) to $967 million.
- Lynparza sales grew 4% (1% cc) to $878 million.
Outside oncology, cardiovascular, renal, and metabolism (CVRM) sales accounted for 20% of total revenue but experienced a decline of 3% (-6% cc), totaling $3.05 billion. Within this segment, Farxiga remained the top-selling product, achieving a 7% increase (2% cc) to $2.06 billion.
Respiratory and immunology (R&I) sales reached $2.37 billion, representing a increase of 12% (10% cc). Key contributors included:
- Symbicort, with revenues up 3% (2% cc) to $704 million.
- Fasenra, which grew sales 12% (10% cc) to $530 million.
The rare disease portfolio remained relatively stable, with total sales nearly flat at $2.37 billion (-1% cc). This segment featured contrasting performance among major products; Ultomiris sales increased 16% (15% cc) to $1.27 billion, while Soliris declined 26% to $401 million.
Regionally, AstraZeneca experienced a 6% revenue increase in the United States, reporting sales of $6.93 billion in the quarter. Meanwhile, sales in China were relatively flat, increasing 1% to $1.38 billion.
Chief Executive Officer Pascal Soriot commented on the company’s performance and future outlook: “The momentum across our company is continuing in 2026, and we are looking forward to the results of more than 20 Phase 3 trial readouts this year. We have more than 100 Phase 3 studies ongoing, including a substantial and growing number of trials of our transformative technologies, which have the potential to revolutionise outcomes for patients and drive our growth well beyond 2030.”
For the full fiscal year 2026, AstraZeneca projects that total revenue will increase by a mid-to-high single-digit percentage, while core earnings per share are expected to rise by a low double-digit percentage.
The stock reacted positively to the quarterly report, rising 2.82% to $193.31 at the time of publication on Tuesday. This value is close to its 52-week high of $193.97. This market movement reflects investor confidence in the company’s current performance and future growth prospects.