AstraZeneca PLC
Shortcut
2.57Normalized basic EPS
-0.6% vs Street
Street
2.59Normalized basic EPS
October 25 consensus snapshot
Real
2.79AstraZeneca issuer Core BASIC EPS, USD per direct ordinary share
Model download
Explore the assumptions and calculations behind the forecast.
Shortcut’s reasoning.
Revenue $16.0bn (+5.4% Y/Y) built medicine-by-medicine: Oncology +16% Y/Y (Tagrisso, Imfinzi, Enhertu, Calquence) and Rare Disease +6% offset Farxiga US generic erosion (CVRM -19% Y/Y); in line with consensus $15.995bn and JPM $16.02bn previews.
Core margin drivers anchored to issuer commentary: core gross margin 82.2% (2H seasonally below 1H 83%), R&D 23.5% and SG&A 25.2% of revenue, OOI ~$170m (2H similar to 1H $341m) -> core operating profit $5.38bn vs consensus $5.37bn.
Below the line: core net finance expense $345m (CFO guided 2H above 1H $621m) and core tax rate 20.5% (FY guide 18-22%; 1Q26A 21%) give Core EPS $2.57 vs $2.59 consensus.
On the record.
- Reporting period
- Q3 2026 (FQ3 2026 - Sep 2026; quarter ended 30-Sep-2026)
- Reporting basis
- AstraZeneca Core normalized BASIC EPS, USD per direct ordinary share; raw diluted metadata preserved
- Consensus snapshot
- October 25, 2026
- Model / effort
- Opus 5.5 · High effort
- Workbook
- Reviewed workbook
Record history
- Forecast generated
- Oct 26, 2026 at 5:32 PM PDT
- Reviewed revision completed
- Oct 26, 2026 at 5:32 PM PDT
- First published
- Oct 26, 2026 at 8:36 PM PDT
Result basis
The issuer RNS Q32026 summary and Table 11 explicitly report Core EPS 2.79. Table 11 bridges reported 2.02 to Core 2.79. The current-quarter income statement explicitly identifies reported 2.02 as BASIC ordinary-share EPS and separately diluted 2.00, using 1551m basic and 1560m diluted shares. This confirms the existing Core BASIC convention, without constructing an actual from net income or YTD subtraction. The ordinary share has USD reporting and direct NYSE listing; no former ADS ratio or GBP conversion is applied. The issuer website 403 and alternate RNS.info certificate failure are retained; the full issuer RNS distributed via Investegate.co.uk was independently read in the browser and fetched byte-for-byte on the VM. The public accepted basis already documents all six historical Core BASIC/frozen normalized matches. No exhaustive vendor item-level equivalence is claimed.