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UCB SA (UCBJY)
OTHER OTC:UCBJY
Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.43Last Year’s EPS
2.02Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented a broadly positive operational and financial story: strong top-line growth, meaningful margin expansion, doubled EPS, sizable commercial traction for BIMZELX and other growth drivers, important regulatory wins (KYGEVVI) and pipeline momentum. Challenges noted include net-price/gross-to-net pressure as access expands, near-term LOE for BRIVIACT, industry headwinds in clinical trials and competitive risks in several programs. On balance the positives (robust growth, profitability, pipeline progress and a strengthened balance sheet) outweigh the challenges, although execution on pricing, trial execution and competitive positioning will be important in 2026.Company Guidance
Strong Top-Line Growth
Total revenues of EUR 7.7 billion in FY2025, up 26% (29% at constant exchange rates); net sales near EUR 7.4 billion, up 32% (35% at constant exchange rates).
Five Growth Drivers Doubling Contribution
The five growth drivers reached EUR 3.3 billion in 2025 — more than double the revenue they delivered in the prior year — with BIMZELX contributing >EUR 2.2 billion.
BIMZELX Commercial Momentum
BIMZELX net sales >EUR 2.2 billion in 2025, approved in 50+ countries, treated >116,000 patients; dynamic patient share ~30% in psoriasis, ~20% in rheumatology, ~45% in HS; U.S. HS market share ~32% (up from ~25% in July).
Significant Profitability Expansion
Adjusted gross profit EUR 6.1 billion (up 27%), gross margin 79.2%; adjusted EBITDA EUR 2.6 billion (up 79%, 87% at constant FX) with EBITDA margin up 10 percentage points to 34%; group profit EUR 1.6 billion (vs EUR 1.1 billion prior year).
EPS and Cash / Balance Sheet Strength
Core EPS EUR 9.99, roughly doubled year-over-year. Strong cash generation allowed the company to fully deleverage the balance sheet and reduce net financial expenses to EUR 126 million.
Pipeline and Regulatory Milestones
KYGEVVI received U.S. approval and positive CHMP opinion (TK2 deficiency) with U.S. launch planned Q1 2026; two bispecifics in atopic dermatitis met primary endpoints and UCB is prioritizing galvokimig; bepranemab (anti-tau) achieved positive Phase II and received FDA fast-track designation.
Clinical & Development Momentum
Upcoming/accelerated readouts and starts: BE BOLD psoriatic arthritis results moved earlier to H1 2026; FINTEPLA headed to Rett syndrome Phase III; RYSTIGGO ocular myasthenia gravis Phase III to start; galvokimig entering COPD and bronchiectasis programs.
Strategic Manufacturing Investment
Announced a major U.S. investment of $5 billion (direct and indirect) to build a mammalian manufacturing site to produce BIMZELX, strengthening supply and U.S. footprint.
Partner Contributions and Other Franchise Strength
EVENITY partner net contribution EUR 632 million (up 32%); RYSTIGGO + ZILBRYSQ generated incremental net sales >EUR 270 million; FINTEPLA grew 26% YoY to EUR 427 million and >14,000 patients treated; CIMZIA volumes grew 4% despite pricing pressures.
2026 Guidance & Margin Upside
2026 guidance: revenues expected to grow high single-digit to low double-digit at constant FX; adjusted EBITDA expected to grow high single-digit to high-teens (and on an adjusted EUR 2.4B base, high-teens to high-20s), driven by portfolio mix and margin expansion.
ESG Recognition
Improved CDP climate change rating to A and ranked #2 Industry Leader in Global Biotech by Sustainalytics.
UCBJY 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
UCBJY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $159.14 | $146.54 | -7.92% |
Jul 31, 2025 | $106.42 | $108.99 | +2.41% |
Feb 27, 2025 | $95.14 | $93.31 | -1.92% |
Jul 25, 2024 | $79.08 | $81.17 | +2.64% |
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 UCB SA (UCBJY) report earnings?
UCB SA (UCBJY) is schdueled to report earning on Jul 23, 2026, Before Open (Confirmed).
What is UCB SA (UCBJY) earnings time?
UCB SA (UCBJY) earnings time is at Jul 23, 2026, Before Open (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 UCBJY EPS forecast?
UCBJY EPS forecast for the fiscal quarter 2026 (Q2) is 2.43.