Sign In
Buy LZAGF
Lonza Group AG Earnings Calls
| Release date | Jan 28, 2026 |
| EPS estimate | $11.98 |
| EPS actual | $10.55 |
| EPS Surprise | -11.94% |
| Revenue estimate | 5.012B |
| Revenue actual | 4.387B |
| Revenue Surprise | -12.47% |
| Release date | Jul 23, 2025 |
| EPS estimate | $8.90 |
| EPS actual | $7.64 |
| EPS Surprise | -14.16% |
| Revenue estimate | 4.396B |
| Revenue actual | 4.501B |
| Revenue Surprise | 2.38% |
| Release date | May 08, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | May 14, 2025 |
| EPS estimate | $8.79 |
| EPS actual | $4.74 |
| EPS Surprise | -46.08% |
| Revenue estimate | 3.883B |
| Revenue actual | 3.872B |
| Revenue Surprise | -0.278% |
Last 4 Quarters for Lonza Group AG
Below you can see how LZAGF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | May 14, 2025 |
| Price on release | $682.15 |
| EPS estimate | $8.79 |
| EPS actual | $4.74 |
| EPS surprise | -46.08% |
| Date | Price |
|---|---|
| May 08, 2025 | $707.35 |
| May 09, 2025 | $711.25 |
| May 12, 2025 | $692.60 |
| May 13, 2025 | $692.60 |
| May 14, 2025 | $682.15 |
| May 15, 2025 | $683.15 |
| May 16, 2025 | $689.50 |
| May 19, 2025 | $674.95 |
| May 20, 2025 | $699.45 |
| 4 days before | -3.56% |
| 4 days after | 2.54% |
| On release day | 0.147% |
| Change in period | -1.12% |
| Release date | May 08, 2025 |
| Price on release | $707.35 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| May 02, 2025 | $740.00 |
| May 05, 2025 | $734.86 |
| May 06, 2025 | $699.65 |
| May 07, 2025 | $707.35 |
| May 08, 2025 | $707.35 |
| May 09, 2025 | $711.25 |
| May 12, 2025 | $692.60 |
| May 13, 2025 | $692.60 |
| May 14, 2025 | $682.15 |
| 4 days before | -4.41% |
| 4 days after | -3.56% |
| On release day | 0.551% |
| Change in period | -7.82% |
| Release date | Jul 23, 2025 |
| Price on release | $735.25 |
| EPS estimate | $8.90 |
| EPS actual | $7.64 |
| EPS surprise | -14.16% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $721.50 |
| Jul 18, 2025 | $715.65 |
| Jul 21, 2025 | $705.70 |
| Jul 22, 2025 | $708.15 |
| Jul 23, 2025 | $735.25 |
| Jul 24, 2025 | $692.87 |
| Jul 25, 2025 | $737.41 |
| Jul 28, 2025 | $718.05 |
| Jul 29, 2025 | $724.10 |
| 4 days before | 1.91% |
| 4 days after | -1.52% |
| On release day | -5.76% |
| Change in period | 0.360% |
| Release date | Jan 28, 2026 |
| Price on release | $716.21 |
| EPS estimate | $11.98 |
| EPS actual | $10.55 |
| EPS surprise | -11.94% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $700.39 |
| Jan 23, 2026 | $715.12 |
| Jan 26, 2026 | $712.23 |
| Jan 27, 2026 | $743.37 |
| Jan 28, 2026 | $716.21 |
| Jan 29, 2026 | $705.21 |
| Jan 30, 2026 | $681.45 |
| Feb 02, 2026 | $685.12 |
| Feb 03, 2026 | $670.67 |
| 4 days before | 2.26% |
| 4 days after | -6.36% |
| On release day | -1.54% |
| Change in period | -4.24% |
Lonza Group AG Earnings Call Transcript Summary of Q4 2025
Lonza reported strong full‑year 2025 results for its continuing CDMO business: CHF 6.5bn sales (≈21.7% constant‑currency growth, including ~CHF 0.6bn from Vacaville), CORE EBITDA margin of 31.6% (up 1.4pp and ahead of prior guidance), and CHF 545m free cash flow (nearly double 2024). Organic CDMO growth (ex‑Vacaville) ran in the low‑teens, consistent with Lonza’s CDMO organic growth model. Management launched a new One Lonza operating model, completed Vacaville integration (five large commercial contracts secured) and is running 23 growth CapEx projects (~CHF 7bn pipeline). 2026 guidance: sales growth of 11–12% (constant currency) and CORE EBITDA margin expanding to well above 32% (reaching the 32–34% corridor earlier than prior 2028 target). CapEx peaked in 2025 and should decline toward the mid/high‑teens of sales over time. CHI (Capsugel/consumer healthcare) will be treated as discontinued operations and an exit process is underway. Capital allocation: priority to maintenance/infrastructure, progressive dividend (Board proposing +25% to CHF 5/share), and disciplined use of any CHI proceeds for organic or bolt‑on M&A. ESG progress strong—GHG and waste intensity targets met early and electricity in major regions to be 100% renewable as of Jan 2026.
