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Lonza Group (LZAGY)
OTHER OTC:LZAGY
Earnings Data
Report Date
Jul 29, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.02Last Year’s EPS
0.95Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicated a strong operational and financial performance for FY2025 with robust revenue growth (+21.7% ccy), margin expansion (CORE EBITDA 31.6%, +1.4pp) and material free cash flow improvement. Management provided clear evidence of successful Vacaville integration, high contracting activity, and an optimistic 2026 outlook (11%–12% ccy growth and margin above 32%). Key challenges include softness in Specialized Modalities (notably Cell & Gene operational issues), mix-related dilution in Integrated Biologics, FX headwinds and continued high but normalizing CapEx and working capital requirements. On balance, the positive metrics, guidance upgrade to earlier-than-expected margin corridor, strong cash generation and successful integration evidence significantly outweigh the operational and market risks noted.Company Guidance
Strong Revenue Growth
Continuing Lonza CDMO sales of CHF 6.5 billion in FY2025, up CHF 1.0 billion versus FY2024 and +21.7% in constant currency, ahead of upgraded guidance of 20%–21%.
Expanded Profitability and Margin Expansion
CORE EBITDA margin increased to 31.6%, up 1.4 percentage points versus prior year and ahead of the guided 30%–31% range; management expects margin >32% in 2026 and entry into the 32%–34% corridor earlier than previously forecast.
Vacaville Acquisition Performing Above Expectations
Vacaville contributed roughly CHF 0.6 billion of sales in 2025 (above the CHF 0.5 billion forecast); post-merger integration completed mid-2025; first FDA inspection under new ownership resulted in only minor observations that were closed quickly.
Strong Contracting Pipeline
Commercial contracting well above CHF 10 billion signed in 2025, supporting multi-year revenue visibility; Vacaville already has five significant long-term contracts and additional late-stage negotiations.
High-Performing Platforms and Notable ADS Performance
Advanced Synthesis (ADS) grew ~22% organically in 2025 with exceptional profitability (margins above 40%, reported ~42%); Integrated Biologics grew ~32% supported by Vacaville contribution.
CapEx and Growth Project Footprint
Lonza executed 23 large growth CapEx projects worth CHF 7 billion (90% commercial, 100% in Europe and the U.S.); CDMO CapEx spend in 2025 was ~CHF 1.3 billion with peak CapEx behind and normalization to high teens expected.
Improved Cash Generation
Continuing-business free cash flow of CHF 545 million in 2025, almost double 2024; trade working capital increased by CHF 200 million but trade working capital as a percent of sales declined by ~5 percentage points and inventory coverage fell by almost one week.
Progress on ESG and Corporate Governance
GHG emission intensity and waste intensity targets achieved 5 years ahead of schedule; renewable electricity across U.S., Europe and China as of January 2026; awarded EcoVadis Gold and named by Ethisphere as one of the world’s most ethical companies.
Shareholder Returns and Capital Allocation
Board proposed a 25% dividend increase to CHF 5 per share; capital allocation priorities reiterated (maintenance/infrastructure, progressive dividend, disciplined discretionary investments including bolt-on M&A).
Positive Market Positioning and Long-term Growth Model
Management reiterated low-teens selected market growth opportunity (10%–13%) for Lonza, driven by market growth (6%–7%), outsourcing tailwinds (1%–2%), active market selection (1%–2%) and Lonza Engine advantage (2%–3%), plus stated ability to outgrow market.
LZAGY 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
LZAGY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jan 28, 2026 | $72.73 | $71.08 | -2.26% |
Jul 23, 2025 | $69.77 | $71.88 | +3.02% |
Jan 29, 2025 | $65.36 | $63.59 | -2.71% |
Jul 25, 2024 | $58.87 | $63.35 | +7.60% |
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 Lonza Group (LZAGY) report earnings?
Lonza Group (LZAGY) is schdueled to report earning on Jul 29, 2026, TBA (Confirmed).
What is Lonza Group (LZAGY) earnings time?
Lonza Group (LZAGY) earnings time is at Jul 29, 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 LZAGY EPS forecast?
LZAGY EPS forecast for the fiscal quarter 2026 (Q2) is 1.02.