AstraZeneca (AZN.L): 3Q'26 Consensus Comparison: JPMe Core EPS in line with Consensus; expected guidance reiteration to underpin Consensus

Ahead of AstraZeneca's 3Q'26 results on 30 October 2026, J.P. Morgan compares its forecasts with company-collated consensus. It is in line on Product Sales ($14,946m vs. $14,897m consensus), Core Operating Profit ($5,373m vs. $5,362m) and Core EPS ($2.60 vs. $2.59). Higher forecasts for Farxiga, Strensiq, Calquence and Koselugo are largely offset by lower forecasts for Imfinzi/Imjudo, Lynparza, Tagrisso and Roxadustat. For FY'26, JPM expects management to reiterate guidance of mid- to high-single-digit CER revenue growth and low-double-digit CER Core EPS growth, with a low-single-digit positive FX impact on revenue and neutral FX on Core EPS, implying revenue of $64,108m (c.1% above consensus) and Core EPS of $10.26 (in line). JPM expects a solid quarter and reiterates its Overweight rating.