Ypsomed Holding AG (CH:YPSN)
:YPSN
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Earnings Data
Report Date
Nov 18, 2026Before Open (Confirmed)
Period Ending
2027 (Q2)Consensus EPS Forecast
5.25Last Year’s EPS
10.19Same Quarter Last Year
Moderate Buy
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call emphasized strong financial performance, record new project wins, accelerated service capabilities (time‑to‑clinic), and substantial strategic investments (new recyclable platforms and factory capacity). Delivery Systems achieved robust 20% revenue growth and a 33% EBIT margin, free cash generation was strong, and the balance sheet remains healthy (ROCE ~20%, net debt/EBITDA ~0.8). Management acknowledged some one‑off impairments, phased‑out contract manufacturing (modest near‑term revenue reduction), and ramp‑up/stranded costs tied to large capital projects, plus limited tariff and regional competition risks. Overall, positive operational momentum and a clear midterm outlook (CHF 0.9–1.1bn sales and CHF 280–340m EBIT by end of decade) outweigh the manageable near‑term challenges.Company Guidance
Strong Top-Line and Delivery Systems Growth
Group sales of CHF 731 million with Delivery Systems (core business) at CHF 601 million (>80% of group). Delivery Systems grew 20% year-over-year (from CHF 501m to CHF 601m).
Improved Profitability and High EBIT Margin
Delivery Systems EBIT reported at CHF 196 million with an EBIT margin of 33%. Group profitability materially improved versus prior year (management highlighted a strong increase in EBIT year-over-year).
Exceptional Cash Generation and Robust Balance Sheet
Operating cash flow above CHF 300 million; strong free cash flow generation used to repurchase CHF 150 million of shares and reduce debt. Balance sheet shows >55% equity and net debt / EBITDA of ~0.8.
Record New Project Wins and Large, Diverse Pipeline
A record 44 deals signed in the year (previous record was <40). 80 products launched, 180 in pipeline (260 total). Hit rate ~70%, implying roughly 120 of the 180 pipeline projects could reach market in 2–5 years. Client base >130 with top customer <15% revenue and top 10 <50%.
Strategic Platform & Product Innovation
Three new recyclable platform launches (YpsoLoop auto‑injector, YpsoDot GLP‑1‑optimized pen, YpsoFlow spring‑driven pen) introduced and awarded; management expects these to extend IP protection into the 2030s–2040s and to be attractive to customers focused on ecodesign.
Faster Time‑to‑Clinic (Service Innovation)
Clear‑to‑Clinic program reduced average time to clinic from 18 months to 6 months (≈66% reduction), improving attractiveness to small biotech and accelerating customer development timelines.
Major Capacity & Global Footprint Investments
CHF 295 million invested in factories during the year (Solothurn tool shops, Schwerin expansion 'Sarin II', China Changshu operational, Holly Springs US site). Growth CapEx program now expected to be ~CHF 1.3 billion through end of decade (co‑financing from customers ~30%).
Operational Wins in New Sites and Tooling
New Solothurn tool shop capacity ~100 plastic molding tools/year; Changshu (China) factory operational and reporting COGS below other sites after half a year; Schwerin expansion on track with Phase 1 capacity ~250–300 million devices.
Capital Efficiency and ROCE
Return on capital employed around 20%, demonstrating that growth investments are generating shareholder value. Management expects to remain around 20% ROCE over the medium term.
CH:YPSN 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:YPSN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 20, 2026 | CHF304.40 | CHF332.80 | +9.33% |
Nov 12, 2025 | CHF324.00 | CHF340.00 | +4.94% |
May 21, 2025 | CHF353.13 | CHF372.53 | +5.49% |
Nov 13, 2024 | CHF402.87 | CHF403.86 | +0.25% |
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 Ypsomed Holding AG (CH:YPSN) report earnings?
Ypsomed Holding AG (CH:YPSN) is schdueled to report earning on Nov 18, 2026, Before Open (Confirmed).
What is Ypsomed Holding AG (CH:YPSN) earnings time?
Ypsomed Holding AG (CH:YPSN) earnings time is at Nov 18, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of Ypsomed Holding AG stock?
The P/E ratio of Ypsomed Holding AG is N/A.
What is CH:YPSN EPS forecast?
CH:YPSN EPS forecast for the fiscal quarter 2027 (Q2) is 5.25.