The earnings call reflected a strong performance overall with significant growth in sales and margins in the CDMO business and successful integration of new business platforms. However, challenges in specialized modalities and currency headwinds were noted as areas of concern.

Company Guidance

In the fiscal year 2025 second quarter conference call, Lonza provided an optimistic outlook for the year, projecting a CDMO business sales growth of 20% to 21% at constant exchange rates (CER) and a core EBITDA margin of 30% to 31%. In H1, the company reported CHF 3.6 billion in sales, indicating a robust 19% CER sales growth compared to 2024, and a core EBITDA of CHF 1.1 billion, representing a margin growth to 29.6%. The CDMO business, excluding Capsules and Health Ingredients (CHI), achieved 23.1% sales growth, with a core EBITDA margin slightly above 30%. The company also highlighted its CapEx spending, which reached 19% of sales, and announced plans for continued investment in growth projects across its CDMO platforms. The newly acquired Vacaville site contributed significantly to sales, with expectations for it to maintain a CHF 0.5 billion run rate over the next few years. Despite challenges in specialized modalities, Lonza remains confident in its ability to navigate the macroeconomic and geopolitical landscape, with strong customer interest across its facilities in the U.S., Europe, and Asia.

Strong Half-Year Performance

Lonza reported CHF 3.6 billion in sales, translating to 19% CER sales growth compared to 2024, and a core EBITDA of CHF 1.1 billion, representing a margin growth of 0.4 percentage points to 29.6%.

CDMO Business Growth

Excluding CHI, the CDMO business saw 23.1% sales growth leading to a core EBITDA margin slightly above 30%. The company also upgraded its CDMO outlook for full year 2025 to 20% to 21% CER sales growth and a core EBITDA margin of 30% to 31%.

Integrated Biologics Platform Success

The Integrated Biologics platform reported almost 40% CER sales growth compared to H1 2024, supported by the Vacaville acquisition and high demand for assets, with a core EBITDA margin increase to 36%.

Advanced Synthesis Platform Growth

The platform reported strong CER sales growth of above 18% compared to H1 2024, driven by demand for complex small molecules, leading to a core EBITDA margin of 40.3%, an increase of 6.9 percentage points versus H1 2024.

Progress in New Operating Model

The new operating model successfully went live on April 1, 2025, perfectly in line with the original time line without any complications.

Lonza Group Ltd (CH:LONN) 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

Daily Earnings Calendar >

CH:LONN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 28, 2026	2025 (Q4)	9.09 / -	7.99	―	―	―
Jul 23, 2025	2025 (Q2)	7.06 / 7.51	7.02	6.98% (+0.49)	―	―
Jan 29, 2025	2024 (Q4)	7.99 / 7.99	6.27	27.43% (+1.72)	―	―
Jul 25, 2024	2024 (Q2)	5.08 / 7.02	6.12	14.71% (+0.90)	―	―
Jan 26, 2024	2023 (Q4)	6.85 / 6.27	7.43	-15.61% (-1.16)	―	―
Jul 21, 2023	2023 (Q2)	8.32 / 6.12	7.28	-15.93% (-1.16)	―	―
Jan 25, 2023	2022 (Q4)	7.10 / 7.43	5.67	31.04% (+1.76)	―	―
Jul 22, 2022	2022 (Q2)	7.30 / 7.28	6.97	4.45% (+0.31)	―	―
Jan 26, 2022	2021 (Q4)	8.00 / 5.67	6.48	-12.50% (-0.81)	―	―
Jul 23, 2021	2021 (Q2)	3.90 / 6.97	7.44	-6.32% (-0.47)	―	―

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
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%
Jan 26, 2024	CHF364.93	CHF417.36	+14.37%

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 Jan 28, 2026, TBA (Confirmed).

What is Lonza Group Ltd (CH:LONN) earnings time?

Lonza Group Ltd (CH:LONN) earnings time is at Jan 28, 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 2025 (Q4) is 9.09.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing