The earnings call highlighted strong sales growth in Pharmaceuticals, successful product approvals, and robust pipeline expansion. However, the flat performance in Diagnostics due to China reforms, mixed clinical trial results, and ongoing geopolitical and currency risks were significant concerns. Despite these challenges, the overall performance and strategic advancements suggest a positive outlook.

Company Guidance -

Q4 2025

In the call, Roche provided a comprehensive update on its financial performance and strategic initiatives. The company reported a 7% increase in group sales, with Pharmaceuticals showing strong growth at 10% and even 11% in Q2. Diagnostics remained flat due to pricing reforms in China, but would have grown by 6% without these reforms. Core operating profit rose by 11%, with a 1.1 percentage point increase in the core operating margin, and core EPS grew by 12%. Roche lowered its full-year loss of exclusivity (LOE) impact guidance to CHF 1 billion from CHF 1.2 billion. Key milestones included EU approval of Itovebi, U.S. approval of Susvimo, and several Phase III transitions, including prasi in Parkinson's disease and zosu as a novel antibiotic for gram-negative bacteria. The company highlighted the strong momentum of Vabysmo with 18% growth and Xolair's impressive performance with over 60,000 patients in the U.S. Roche also reaffirmed its commitment to R&D excellence, mentioning a 26% increase in the total value of its portfolio and improvements in pipeline project peak sales by 55%. The company emphasized its disciplined approach to cost management, achieving CHF 1 billion in savings towards a 2030 target of CHF 3 billion, with reinvestments in innovation and productivity. Roche maintained a conservative guidance, citing geopolitical uncertainties but expressed confidence in its ability to deliver, highlighting its track record of exceeding guidance in recent years.

Strong Group Sales Growth

Overall group sales increased by 7%, with Pharmaceuticals growing by 10% and Diagnostics flat due to China healthcare pricing reforms. Core operating profit grew by 11%, and core EPS increased by 12%.

Pharmaceutical Milestones

Approval of Itovebi in the EU and Susvimo in the U.S., with strong performance in oncology, neurology, and immunology sectors. Vabysmo and Xolair showed significant growth, and Columvi was approved in 35 countries.

Diagnostics Achievements

Launch of Accu-Chek SmartGuide and mass spectrometry solutions, with new segments entering multibillion markets. Core Lab excluding China grew by 9%.

R&D Excellence and Pipeline Expansion

Four medicines moved into Phase III, with an increase in the share of best-in-disease potential assets to 67%. A significant reduction in R&D costs while maintaining robust pipeline growth.

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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