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Roche Holding AG Earnings Calls
| Release date | Jul 23, 2026 |
| EPS estimate | $1.58 |
| EPS actual | $1.66 |
| EPS Surprise | 5.06% |
| Revenue estimate | 38.142B |
| Revenue actual | 38.518B |
| Revenue Surprise | 0.99% |
| Release date | Jan 29, 2026 |
| EPS estimate | $1.35 |
| EPS actual | $1.36 |
| EPS Surprise | 0.741% |
| Revenue estimate | 38.957B |
| Revenue actual | 39.701B |
| Revenue Surprise | 1.91% |
| Release date | Jan 28, 2026 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Jul 24, 2025 |
| EPS estimate | $1.62 |
| EPS actual | $1.74 |
| EPS Surprise | 7.41% |
| Revenue estimate | 38.313B |
| Revenue actual | 40.064B |
| Revenue Surprise | 4.57% |
Last 4 Quarters for Roche Holding AG
Below you can see how RHHBY 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 | Jul 24, 2025 |
| Price on release | $41.39 |
| EPS estimate | $1.62 |
| EPS actual | $1.74 |
| EPS surprise | 7.41% |
| Date | Price |
|---|---|
| Jul 18, 2025 | $40.09 |
| Jul 21, 2025 | $39.78 |
| Jul 22, 2025 | $40.23 |
| Jul 23, 2025 | $41.15 |
| Jul 24, 2025 | $41.39 |
| Jul 25, 2025 | $40.99 |
| Jul 28, 2025 | $40.64 |
| Jul 29, 2025 | $40.30 |
| Jul 30, 2025 | $40.08 |
| 4 days before | 3.24% |
| 4 days after | -3.17% |
| On release day | -0.97% |
| Change in period | -0.0254% |
| Release date | Jan 28, 2026 |
| Price on release | $54.31 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jan 22, 2026 | $54.79 |
| Jan 23, 2026 | $55.23 |
| Jan 26, 2026 | $56.12 |
| Jan 27, 2026 | $56.95 |
| Jan 28, 2026 | $54.31 |
| Jan 29, 2026 | $57.02 |
| Jan 30, 2026 | $56.75 |
| Feb 02, 2026 | $57.12 |
| Feb 03, 2026 | $56.58 |
| 4 days before | -0.89% |
| 4 days after | 4.19% |
| On release day | 5.00% |
| Change in period | 3.27% |
| Release date | Jan 29, 2026 |
| Price on release | $57.02 |
| EPS estimate | $1.35 |
| EPS actual | $1.36 |
| EPS surprise | 0.741% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $55.23 |
| Jan 26, 2026 | $56.12 |
| Jan 27, 2026 | $56.95 |
| Jan 28, 2026 | $54.31 |
| Jan 29, 2026 | $57.02 |
| Jan 30, 2026 | $56.75 |
| Feb 02, 2026 | $57.12 |
| Feb 03, 2026 | $56.58 |
| Feb 04, 2026 | $57.26 |
| 4 days before | 3.24% |
| 4 days after | 0.421% |
| On release day | -0.474% |
| Change in period | 3.68% |
| Release date | Jul 23, 2026 |
| Price on release | $54.01 |
| EPS estimate | $1.58 |
| EPS actual | $1.66 |
| EPS surprise | 5.06% |
| Date | Price |
|---|---|
| Jul 17, 2026 | $51.60 |
| Jul 20, 2026 | $50.96 |
| Jul 21, 2026 | $51.14 |
| Jul 22, 2026 | $51.60 |
| Jul 23, 2026 | $54.01 |
| Jul 24, 2026 | $54.70 |
| Jul 27, 2026 | $54.77 |
| Jul 28, 2026 | $56.52 |
| Jul 29, 2026 | $54.99 |
| 4 days before | 4.67% |
| 4 days after | 1.81% |
| On release day | 1.28% |
| Change in period | 6.57% |
Roche Holding AG Earnings Call Transcript Summary of Q2 2026
Roche delivered a strong H1 2026: group sales grew ~6% at constant exchange rates (6% Pharma, 3% Diagnostics; Diagnostics +6% ex-China), core operating profit rose 10% (core margin +1.7pp) and core EPS grew ~9%. Management reconfirmed mid-single-digit sales growth and high single-digit core EPS growth for 2026, increased the dividend in CHF and expects LOE impact this year of ~CHF 600m (better than prior expectation). Diagnostics was affected by China's pricing reform and a weak respiratory season (c. CHF 200–250m group impact from mild flu season), but launches and product momentum (AXELIOS sequencing platform, Elecsys pTau217, Elecsys IGRA TB, other assay and instrument launches) underpin medium-term growth. Pharma saw broad product strength (Hemlibra, Vabysmo, Ocrevus growth from subcutaneous formulation, continued uptake of Polivy and other oncology franchises) and significant late‑stage pipeline progress: 5 FDA priority reviews in 2026, multiple positive Phase III readouts, and a high Phase III success rate (~80% YTD). Key BD activity includes PathAI and Nurix (BTK degrader), plus other selective deals. Cash flow and operating free cash flow improved (operating free cash flow +21% H1) though net debt rose in H1 primarily due to timing and the dividend; gross debt stable. Management emphasized disciplined BD and cost/reallocation actions that have freed R&D investment capacity. Major near-term investor catalysts: Pharma Day (28 Sep), multiple regulatory decisions (including several PDUFAs in H2), and numerous Phase II/III readouts and launches through H2 2026 and into 2027–2029.
