Evotec AG (EVO)
NASDAQ:EVO
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Earnings Data
Report Date
Aug 13, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.01Last Year’s EPS
-0.14Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: significant near-term financial weakness driven by the nonrecurrence of a large prior-year license payment, FX headwinds, negative adjusted EBITDA and substantial restructuring charges contrasted with clear strategic actions and early signs of commercial stabilization. Management initiated the Horizon transformation, added experienced leadership, pointed to improving commercial leading indicators (higher proposal activity, faster turnaround, fewer change orders and net sales orders +15% YoY), and maintained full-year guidance while highlighting expected structural savings (~EUR 75m run-rate by end-2027, with ~20–30% in 2026) and an anticipated USD 100m cash inflow in Q2. Given material near-term negatives balanced against concrete transformation moves, underlying Just momentum (ex-Sandoz) and improving D&PD indicators, the overall tone is cautious but constructive.Company Guidance
Revenue and Guidance Maintained
Q1 group revenues of EUR 156.6m; company confirmed full-year 2026 revenue guidance of EUR 700m–EUR 789m (EUR 730m–EUR 810m at constant FX) and adjusted EBITDA guidance of EUR 0m–EUR 40m (EUR 10m–EUR 15m at constant FX), with performance expected to be weighted to the second half.
Underlying Just-Evotec Biologics Momentum (Excluding Sandoz & FX)
When excluding the nonrecurrence of the Sandoz license payment and foreign exchange effects, Just-Evotec Biologics revenues increased by 11% year-over-year and non-DoW/non-Sandoz revenues grew ~50% year-over-year, indicating underlying strength in biologics services.
Early Commercial Recovery Signals in D&PD
Leading commercial indicators improved: proposal activity in discovery & preclinical development reached the highest level in the past 12 months, proposal turnaround times shortened below 2025 average, negative change orders declined versus H2 2025, and net sales orders increased ~15% year-over-year.
Horizon Transformation Initiated
Horizon moved from announcement into implementation with work council consultations underway, site consolidation (including Framingham exit) and organizational adjustments focused on operational excellence, science leadership and commercial execution to drive future cost discipline and scalability.
Leadership Strengthening
Key management additions to support execution: Claire Hinshelwood appointed CFO (effective May 1), Ingrid Muller appointed COO (effective May 1), and recent appointment of Ashiq Khan as CCO; intended to provide continuity and operational/commercial focus.
Solid Balance Sheet and Expected Cash Inflow
Total liquidity of EUR 444.8m and the group remained net cash at quarter end; expected gross proceeds of approximately USD 100m from the Tubulis (EVOequity) acquisition by Gilead, anticipated in Q2 2026, which will strengthen liquidity further.
Strategic Partnerships and Scientific Achievements
Progress across partnerships and grants: Gates Foundation awarded two grants for tuberculosis programs, ongoing BARDA engagement for viral preparedness, and a fast-moving dermatology collaboration with Almirall that nominated a preclinical candidate in ~2 years, validating AI-enabled integrated discovery platforms.
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 |
|---|---|---|---|
May 06, 2026 | $3.20 | $3.24 | +1.25% |
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% |
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 Aug 13, 2026, TBA (Confirmed).
What is Evotec AG (EVO) earnings time?
Evotec AG (EVO) earnings time is at Aug 13, 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 EVO EPS forecast?
EVO EPS forecast for the fiscal quarter 2026 (Q2) is 0.01.