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Lonza Group Ltd (CH:LONN)
:LONN
Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
8.07Last Year’s EPS
7.51Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a predominantly positive operational and financial picture: robust revenue growth (+21.7% CC), meaningful margin expansion (CORE EBITDA 31.6%, +1.4pp), strong cash generation (CHF 545m FCF), successful Vacaville integration, and clear 2026 guidance (11%–12% CC sales growth; CORE EBITDA >32%). Challenges were noted—operational issues in Cell & Gene and a small decline in Specialized Modalities, some platform mix dilution in Integrated Biologics, FX headwinds (~2.5pp), and continued high multi-year CapEx needs—but these were framed as manageable with remediation plans, maturation of projects, and disciplined capital allocation. Overall, the positive achievements and forward guidance substantially outweigh the contained challenges.Company Guidance
Strong Revenue Growth
Continuing Lonza CDMO business delivered CHF 6.5 billion in sales for FY2025, an increase of CHF 1.0 billion versus FY2024 and +21.7% in constant currencies, ahead of upgraded guidance (20%–21%).
Margin Expansion and Profitability
CORE EBITDA margin expanded to 31.6%, up 1.4 percentage points versus prior year and above the guided range of 30%–31%; management expects further expansion to above 32% in 2026.
Vacaville Integration and Contribution
Vacaville acquisition (paid CHF 1.1 billion) contributed roughly CHF 0.6 billion in sales in 2025 (slightly above prior CHF 0.5 billion forecast), successful tech transfer, post-merger integration finalized mid-2025, and only minor FDA observations resolved rapidly.
Organic Growth in Underlying Business
Excluding Vacaville, the organic CDMO business grew at low-teens in line with Lonza's CDMO organic growth model; management cites underlying market/outlook supporting low-teens structural growth (10%–13%).
Contracting Momentum and Future Revenue Visibility
Commercial contracting well above CHF 10 billion signed in 2025 (adds to CHF10bn+ in prior years) providing multi-year revenue visibility; 23 large growth CapEx projects (~CHF 7 billion) underway, 90% aimed at commercial/mixed assets in U.S. and Europe.
Platform Outperformance – Advanced Synthesis (ADS)
ADS grew ~22% organically in 2025 with margin improvement of ~5 percentage points to ~42%, driven by bioconjugates and small molecule ramp-ups; management expects ADS margins to remain a strong contributor going forward.
Cash Generation and Working Capital Improvement
Continuing business free cash flow of CHF 545 million in 2025 (almost double 2024), driven by disciplined CapEx, strong inventory and trade working capital management (trade working capital fell as % of sales by ~5 points).
Shareholder Returns and ESG Milestones
Board proposed a 25% dividend increase to CHF 5.00 per share; ESG targets (GHG emission intensity and waste intensity) met five years ahead of schedule with electricity in U.S./Europe/China from renewable sources as of Jan 2026; EcoVadis Gold rating and Ethisphere recognition.
CH:LONN Earnings History
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
CH:LONN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | CHF558.40 | CHF546.80 | -2.08% |
Jul 23, 2025 | CHF555.00 | CHF570.60 | +2.81% |
Jan 29, 2025 | CHF590.47 | CHF574.98 | -2.62% |
Jul 25, 2024 | CHF518.97 | CHF555.91 | +7.12% |
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 Lonza Group Ltd (CH:LONN) report earnings?
Lonza Group Ltd (CH:LONN) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is Lonza Group Ltd (CH:LONN) earnings time?
Lonza Group Ltd (CH:LONN) earnings time is at Jul 29, 2026, TBA (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 the P/E ratio of Lonza Group Ltd stock?
The P/E ratio of Lonza Group Ltd is N/A.
What is CH:LONN EPS forecast?
CH:LONN EPS forecast for the fiscal quarter 2026 (Q2) is 8.07.