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Lonza Group Earnings Calls
| Release date | Jan 28, 2026 |
| EPS estimate | $1.19 |
| EPS actual | $1.07 |
| EPS Surprise | -10.08% |
| Revenue estimate | 4.987B |
| Revenue actual | 4.528B |
| Revenue Surprise | -9.20% |
| Release date | Jul 23, 2025 |
| EPS estimate | $0.87 |
| EPS actual | $0.764 |
| EPS Surprise | -12.08% |
| Revenue estimate | 4.316B |
| Revenue actual | 4.501B |
| Revenue Surprise | 4.28% |
| Release date | Jul 23, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | May 14, 2025 |
| EPS estimate | $0.88 |
| EPS actual | $0.474 |
| EPS Surprise | -46.19% |
| Revenue estimate | 3.889B |
| Revenue actual | 3.872B |
| Revenue Surprise | -0.424% |
Last 4 Quarters for Lonza Group
Below you can see how LZAGY 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 | $67.42 |
| EPS estimate | $0.88 |
| EPS actual | $0.474 |
| EPS surprise | -46.19% |
| Date | Price |
|---|---|
| May 08, 2025 | $69.14 |
| May 09, 2025 | $70.53 |
| May 12, 2025 | $68.09 |
| May 13, 2025 | $68.67 |
| May 14, 2025 | $67.42 |
| May 15, 2025 | $67.89 |
| May 16, 2025 | $68.48 |
| May 19, 2025 | $69.10 |
| May 20, 2025 | $69.31 |
| 4 days before | -2.49% |
| 4 days after | 2.80% |
| On release day | 0.697% |
| Change in period | 0.246% |
| Release date | Jul 23, 2025 |
| Price on release | $72.49 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 17, 2025 | $70.83 |
| Jul 18, 2025 | $70.86 |
| Jul 21, 2025 | $70.04 |
| Jul 22, 2025 | $70.62 |
| Jul 23, 2025 | $72.49 |
| Jul 24, 2025 | $71.16 |
| Jul 25, 2025 | $71.60 |
| Jul 28, 2025 | $70.27 |
| Jul 29, 2025 | $72.03 |
| 4 days before | 2.34% |
| 4 days after | -0.635% |
| On release day | -1.83% |
| Change in period | 1.69% |
| Release date | Jul 23, 2025 |
| Price on release | $72.49 |
| EPS estimate | $0.87 |
| EPS actual | $0.764 |
| EPS surprise | -12.08% |
| Date | Price |
|---|---|
| Jul 17, 2025 | $70.83 |
| Jul 18, 2025 | $70.86 |
| Jul 21, 2025 | $70.04 |
| Jul 22, 2025 | $70.62 |
| Jul 23, 2025 | $72.49 |
| Jul 24, 2025 | $71.16 |
| Jul 25, 2025 | $71.60 |
| Jul 28, 2025 | $70.27 |
| Jul 29, 2025 | $72.03 |
| 4 days before | 2.34% |
| 4 days after | -0.635% |
| On release day | -1.83% |
| Change in period | 1.69% |
| Release date | Jan 28, 2026 |
| Price on release | $70.50 |
| EPS estimate | $1.19 |
| EPS actual | $1.07 |
| EPS surprise | -10.08% |
| Date | Price |
|---|---|
| Jan 22, 2026 | $70.05 |
| Jan 23, 2026 | $71.15 |
| Jan 26, 2026 | $70.89 |
| Jan 27, 2026 | $72.76 |
| Jan 28, 2026 | $70.50 |
| Jan 29, 2026 | $69.95 |
| Jan 30, 2026 | $67.63 |
| Feb 02, 2026 | $68.01 |
| Feb 03, 2026 | $67.05 |
| 4 days before | 0.642% |
| 4 days after | -4.89% |
| On release day | -0.780% |
| Change in period | -4.28% |
Lonza Group Earnings Call Transcript Summary of Q4 2025
Lonza delivered a strong 2025: continuing CDMO revenues were CHF 6.5bn (≈+21.7% CC), CORE EBITDA margin expanded to 31.6% (up 1.4pp) and free cash flow for the continuing business improved to CHF 545m (roughly double 2024). Vacaville (acquired 2024) contributed ~CHF 0.6bn and has five large commercial contracts in place; integration is complete and initial FDA inspection returned only minor observations. Management launched the One Lonza operating model and reaffirmed the CDMO organic growth model: low‑teens underlying growth potential, mid‑to‑high‑teens CapEx as % of sales, and margin expansion ahead of sales. They expect 2026 constant‑currency sales growth of 11–12% and CORE EBITDA margin “well above 32%.” The company is executing 23 growth CapEx projects (~CHF 7bn pipeline), is progressing an exit of the CHI (consumer health/ingredients) business (to be reported as discontinued), and will keep a disciplined capital allocation framework prioritizing maintenance/infrastructure, a progressive dividend, and selective M&A. ESG targets (GHG and waste intensity) were met five years early; electricity in US/Europe/China will be renewable from Jan 2026. The Board proposes a 25% dividend increase to CHF 5/share.
