Evotec AG (EVO)
NASDAQ:EVO
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
-0.1Same Quarter Last Year
Based on 2 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously optimistic outlook driven by a transformational pivot and strong momentum in the Just-Evotec Biologics segment: sizable one-time and structural revenue gains (Sandoz deal, grants, growing non-Sandoz revenues), meaningful cash and cost-savings progress, and improved group EBITDA. However, material weakness persists in the Discovery & Preclinical Development segment (revenue declines and negative segment EBITDA), one-off license timing effects and external headwinds (early-stage funding softness, DoW budget cuts, FX) create near-term pressure. Management has a defined Horizon plan to realize ~EUR 75m run-rate savings and midterm targets (>EUR 1bn revenue by 2030; 20% adjusted EBITDA by 2028), suggesting the company expects the positives and structural actions to outweigh current operational challenges over time.Company Guidance
Strong Q4 Revenue Growth and Constant-Currency Improvement
Group Q4 2025 revenues rose EUR 32.1m (+14.5%) to EUR 253.3m; on a constant currency basis Q4 revenues grew ~21% year-over-year, signaling late-2025 momentum.
Breakthrough Performance in Just-Evotec Biologics (JEB)
JEB revenues surged: Q4 up EUR 59.4m (+104.2%); FY 2025 JEB revenues rose EUR 73.8m (+39.8%) to EUR 259.4m. Adjusted EBITDA for JEB increased ~EUR 43.3m (+443%) to EUR 53.2m for the full year.
Landmark Sandoz Transaction and Biologics Commercialization Upside
Strategic agreement with Sandoz closed Dec 2025 valued at $650m plus royalty potential on 10 biosimilars; company expects royalties and platform-derived revenues to contribute meaningfully over time (royalties post-2028).
Material Cash Position and Balance Sheet Strength
Year-end cash liquidity of EUR 476m and a net cash position; entered 2026 with no active financial covenants, increasing financial flexibility.
Substantial Cost Savings and Run-Rate Improvement
Company reported delivering >EUR 60m in annualized cost savings in 2025 and announced Horizon transformation targeting ~EUR 75m structural run-rate savings by end-2027 (20–30% of savings expected in 2026).
Improved Adjusted Group EBITDA
Adjusted group EBITDA increased to EUR 58.0m in Q4 (+EUR 29.5m; +103.6%) and to EUR 41.1m for FY 2025 (+EUR 18.5m; +81.9%), reflecting margin improvement driven by JEB and cost discipline.
Successful Portfolio Monetizations and Future Upside
Realized proceeds and transactions include sale of minority stake in Dark Blue Therapeutics (~EUR 13m upfront) and announced Toulouse sale expected to deliver ~EUR 100m upfront plus >EUR 150m contingent milestones, reflecting EVOequity monetization strategy.
Growing Non-Sandoz/Non-DoW JEB Revenue Base and Grants
Non-Sandoz/non-DoW JEB customers grew >60% in 2025; management expects this cohort to be ~50% of Just revenue by end-2026 (vs ~30% in 2025). Additional awards/grants include up to $10m BioMaP award and Gates Foundation grant for 10 projects.
EVO 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
EVO Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 08, 2026 | $2.58 | $2.69 | +4.26% |
Nov 05, 2025 | $3.97 | $3.35 | -15.74% |
Aug 13, 2025 | $3.81 | $3.81 | 0.00% |
May 06, 2025 | $4.17 | $4.05 | -2.88% |
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 Evotec AG (EVO) report earnings?
Evotec AG (EVO) is schdueled to report earning on May 06, 2026, TBA (Confirmed).
What is Evotec AG (EVO) earnings time?
Evotec AG (EVO) earnings time is at May 06, 2026, TBA (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 EVO EPS forecast?
Currently, no data Available