The call highlighted strong growth in pharmaceutical sales and robust pipeline development, particularly in oncology and neurology. However, challenges in the Diagnostics segment due to China's pricing reforms and mixed clinical trial results tempered the positive outlook. Additionally, regulatory setbacks and geopolitical uncertainties added caution.
Company Guidance -
Q4 2025
In the call, Roche provided comprehensive guidance on its financial and operational performance, highlighting several key metrics and strategic decisions. The Group reported a 7% increase in overall sales, driven by a strong 10% growth in the Pharmaceuticals division, with notable contributions from products like Phesgo and Xolair. Diagnostics, although flat overall due to China’s healthcare pricing reforms, would have grown by 6% without these reforms. Core operating profit increased by 11%, with a core operating margin up by 1.1 percentage points and core EPS growing 12%. The company updated its full-year guidance, lowering the LOE impact from CHF 1.2 billion to CHF 1 billion. Roche is also advancing its pipeline, with four medicines moving into Phase III and expectations for 8 to 11 more by year-end. Additionally, Roche is maintaining strong cost management, saving CHF 1 billion, aiming for CHF 3 billion in savings by 2030, and reallocating resources efficiently to support innovation and R&D excellence. Despite geopolitical uncertainties, Roche maintains a conservative approach to its guidance, emphasizing its track record of meeting or exceeding expectations.
Strong Overall Growth
Group sales increased by 7%, driven by a 10% growth in Pharma, with core operating profit growing by 11% and core EPS by 12%.
Pharmaceutical Achievements
EU approval of Itovebi and U.S. approval of Susvimo. Significant progress in the oncology and neurology segments, with Xolair and Ocrevus showing strong momentum.
Pipeline Development
Four new medicines moved into Phase III trials, with plans for more advancements. Positive Phase II data for fenebrutinib in MS and promising Phase II data for prasi in Parkinson's.
Diagnostics Innovation
Launch of new products including sequencing solutions and the Accu-Chek SmartGuide. Notable advancements in mass spectrometry and pathology assays.
Roche Holding AG (CH:ROG) 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
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:ROG Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 24, 2025
CHF261.30
CHF265.10
+1.45%
Jan 30, 2025
CHF271.81
CHF276.07
+1.57%
Jul 25, 2024
CHF264.74
CHF268.62
+1.46%
Feb 01, 2024
CHF229.66
CHF217.02
-5.50%
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 (CH:ROG) report earnings?
Roche Holding (CH:ROG) is schdueled to report earning on Jan 29, 2026, Before Open (Confirmed).
What is Roche Holding (CH:ROG) earnings time?
Roche Holding (CH:ROG) earnings time is at Jan 29, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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