The earnings call showcased strong growth in Pharmaceuticals and solid advancements in the pipeline with new approvals and Phase III transitions. However, challenges persist, particularly in the Diagnostics division due to China reforms and mixed clinical trial results. Geopolitical uncertainties and currency impacts add caution to the outlook.

Company Guidance -

Q4 2025

In the recent call, Roche provided a robust update on its financial performance and strategic initiatives. The Group experienced a 7% increase in overall sales, with Pharma showing significant growth at 10% and Diagnostics remaining flat due to pricing reforms in China, which otherwise would have grown by 6%. Core operating profit rose by 11%, boosting the core operating margin by 1.1 percentage points, and core EPS surged by 12%. The company revised its full-year loss of exclusivity (LOE) impact guidance down to CHF 1 billion from CHF 1.2 billion. Key milestones included the EU approval of Itovebi and the U.S. approval of Susvimo, alongside a mixed outcome in astegolimab trials. Furthermore, Roche emphasized its pipeline expansion, with four medicines transitioning to Phase III and plans for 8 to 11 medicines to move from Phase II to Phase III. Despite geopolitical uncertainties, Roche remains confident in its growth outlook, maintaining a mid-single-digit sales growth target and a high single-digit core EPS growth target for the year.

Strong Group Sales and Pharma Growth

Overall group sales increased by 7%, with Pharmaceuticals showing a robust growth of 10% and even 11% in Q2. Core operating profit grew by 11%, and core EPS increased by 12%.

Pipeline Progress and Approvals

EU approval of Itovebi and U.S. approval of Susvimo were achieved. Four medicines moved into Phase III, with plans for more by year-end. Key Phase III data readouts are expected between 2027-2029.

Ophthalmology Market Expansion

Vabysmo continues to grow with an 18% increase and is gaining a market share of 3 percentage points in the branded market.

Neurology and Oncology Growth

Neurology portfolio grew by 10%, with Ocrevus showing good momentum. Oncology showed 7% growth, driven by EU label update for Phesgo and expansion of Alecensa.

Diagnostics Innovations

New product launches in Diagnostics, including sequencing solutions and CGM, are expected to drive future growth.

Roche Holding Ltd (CH:RO) 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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CH:RO Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 29, 2026	2025 (Q4)	9.27 / -	8.57	―	―	―
Jul 24, 2025	2025 (Q2)	10.77 / 11.08	10.23	8.31% (+0.85)	―	―
Jan 30, 2025	2024 (Q4)	8.12 / 8.57	8.47	1.18% (+0.10)	―	―
Jul 25, 2024	2024 (Q2)	9.37 / 10.23	34.746	-70.56% (-24.52)	―	―
Feb 01, 2024	2023 (Q4)	8.37 / 8.47	8.27	2.42% (+0.20)	―	―
Jul 27, 2023	2023 (Q2)	10.15 / 34.75	11.76	195.46% (+22.99)	―	―
Feb 02, 2023	2022 (Q4)	8.64 / 8.27	9.25	-10.59% (-0.98)	―	―
Jul 21, 2022	2022 (Q2)	11.09 / 11.76	10.56	11.36% (+1.20)	―	―
Feb 03, 2022	2021 (Q4)	9.54 / 9.25	8.71	6.20% (+0.54)	―	―
Jul 22, 2021	2021 (Q2)	8.13 / 10.56	10.44	1.15% (+0.12)	―	―

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:RO Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 24, 2025	CHF277.00	CHF280.40	+1.23%
Jan 30, 2025	CHF290.35	CHF294.81	+1.54%
Jul 25, 2024	CHF287.44	CHF295.78	+2.90%
Feb 01, 2024	CHF244.32	CHF230.50	-5.66%

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 Ltd (CH:RO) report earnings?

Roche Holding Ltd (CH:RO) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).

What is Roche Holding Ltd (CH:RO) earnings time?

Roche Holding Ltd (CH:RO) 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 the P/E ratio of Roche Holding Ltd stock?

The P/E ratio of Roche Holding Ltd is N/A.

What is CH:RO EPS forecast?

CH:RO EPS forecast for the fiscal quarter 2025 (Q4) is 9.27.

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