The earnings call demonstrated strong financial performance and strategic advancements, particularly in the pharmaceutical segment with robust sales growth and significant pipeline developments. However, there were notable challenges, including the impact of China's pricing reforms on Diagnostics, safety concerns with Elevidys, and mixed trial results for some drugs.

Company Guidance -

Q4 2025

During the call, Roche reported strong half-year results for fiscal year 2025, with group sales increasing by 7%, led by a 10% rise in the Pharmaceuticals division, and a core operating profit boost of 11%. The Diagnostics division remained flat due to Chinese healthcare pricing reforms, although it would have seen a 6% increase without these reforms. The company achieved a core EPS growth of 12% and improved its core operating margin by 1.1 percentage points. Roche also revised its full-year loss of exclusivity (LOE) impact guidance to CHF 1 billion, down from CHF 1.2 billion. Notable milestones included the approval of Itovebi in the EU and Susvimo in the U.S., with strong performance in its oncology and neurology portfolios. For the full year, Roche anticipates mid-single-digit sales growth and high single-digit core EPS growth, maintaining a conservative outlook due to geopolitical uncertainties. The company's commitment to R&D excellence and resource reallocation was emphasized, with significant savings and reinvestments aimed at fast-tracking key assets. The company is also preparing for an exciting year with multiple Phase III transitions and regulatory approvals.

Strong Group Sales Growth

Group sales increased by 7%, with Pharma growing by 10%, and Diagnostics growth would have been 6% without China pricing reforms.

Core Operating Profit Increase

Core operating profit grew by 11%, with core EPS increasing by 12%.

Pipeline Advancements

Significant pipeline developments with 4 drugs moving to Phase III trials, including prasi for Parkinson's disease and zosu for gram-negative bacteria.

Pharmaceutical Achievements

Vabysmo showed strong momentum with 18% growth, and Hemlibra had strong performance across all patient segments with a focus on non-inhibitor patients.

Diagnostics Innovation

Roche is preparing for the launch of the AXELIOS sequencing solution in 2026, which promises high speed and accuracy.

Improved Financial Outlook

Reduction in LOE impact guidance from CHF 1.2 billion to CHF 1 billion.

Global Regulatory Approvals

EU approval of Itovebi and U.S. approval of Susvimo.

Roche Holding (RHHBY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RHHBY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 29, 2026	2025 (Q4)	1.43 / -	1.181	―	―	―
Jul 24, 2025	2025 (Q2)	1.69 / 1.74	1.433	21.56% (+0.31)
Jan 30, 2025	2024 (Q4)	1.11 / 1.18	1.229	-3.91% (-0.05)
Jul 25, 2024	2024 (Q2)	1.30 / 1.43	4.96	-71.11% (-3.53)
Feb 01, 2024	2023 (Q4)	1.22 / 1.23	1.136	8.19% (+0.09)
Jul 27, 2023	2023 (Q2)	1.45 / 4.96	1.516	227.18% (+3.44)
Feb 02, 2023	2022 (Q4)	1.08 / 1.14	1.258	-9.70% (-0.12)
Jul 21, 2022	2022 (Q2)	1.42 / 1.52	1.437	5.50% (+0.08)	―	―
Feb 03, 2022	2021 (Q4)	1.29 / 1.26	1.205	4.40% (+0.05)	―	―
Jul 22, 2021	2021 (Q2)	1.37 / 1.44	1.41	1.91% (+0.03)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RHHBY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	$41.14	$41.44	+0.73%
Jan 30, 2025	$38.07	$39.03	+2.52%
Jul 25, 2024	$37.76	$38.76	+2.65%
Feb 01, 2024	$33.58	$32.79	-2.35%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Roche Holding (RHHBY) report earnings?

Roche Holding (RHHBY) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).

What is Roche Holding (RHHBY) earnings time?

Roche Holding (RHHBY) earnings time is at Jan 29, 2026, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RHHBY EPS forecast?

RHHBY EPS forecast for the fiscal quarter 2025 (Q4) is 1.43.

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