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Roche Holding AG Earnings Calls
| Release date | Jan 29, 2026 |
| EPS estimate | $10.83 |
| EPS actual | $10.56 |
| EPS Surprise | -2.49% |
| Revenue estimate | 39.218B |
| Revenue actual | 38.564B |
| Revenue Surprise | -1.67% |
| Release date | Jun 30, 2025 |
| EPS estimate | $13.18 |
| EPS actual | $11.61 |
| EPS Surprise | -11.91% |
| Revenue estimate | 38.92B |
| Revenue actual | 40.083B |
| Revenue Surprise | 2.99% |
| Release date | Jul 24, 2025 |
| EPS estimate | - |
| EPS actual | - |
| Revenue estimate | - |
| Revenue actual | - |
| Release date | Dec 31, 2024 |
| EPS estimate | $9.25 |
| EPS actual | $2.77 |
| EPS Surprise | -70.05% |
| Revenue estimate | 33.895B |
| Revenue actual | 34.837B |
| Revenue Surprise | 2.78% |
Last 4 Quarters for Roche Holding AG
Below you can see how RHHVF 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 | Dec 31, 2024 |
| Price on release | $280.00 |
| EPS estimate | $9.25 |
| EPS actual | $2.77 |
| EPS surprise | -70.05% |
| Date | Price |
|---|---|
| Dec 24, 2024 | $275.83 |
| Dec 26, 2024 | $281.50 |
| Dec 27, 2024 | $280.86 |
| Dec 30, 2024 | $285.00 |
| Dec 31, 2024 | $280.00 |
| Jan 02, 2025 | $273.10 |
| Jan 03, 2025 | $282.00 |
| Jan 06, 2025 | $285.00 |
| Jan 07, 2025 | $291.14 |
| 4 days before | 1.51% |
| 4 days after | 3.98% |
| On release day | 0% |
| Change in period | 5.55% |
| Release date | Jul 24, 2025 |
| Price on release | $333.95 |
| EPS estimate | - |
| EPS actual | - |
| Date | Price |
|---|---|
| Jul 18, 2025 | $324.56 |
| Jul 21, 2025 | $321.46 |
| Jul 22, 2025 | $317.30 |
| Jul 23, 2025 | $329.54 |
| Jul 24, 2025 | $333.95 |
| Jul 25, 2025 | $330.52 |
| Jul 28, 2025 | $327.04 |
| Jul 29, 2025 | $323.06 |
| Jul 30, 2025 | $312.38 |
| 4 days before | 2.89% |
| 4 days after | -6.46% |
| On release day | -1.03% |
| Change in period | -3.75% |
| Release date | Jun 30, 2025 |
| Price on release | $324.58 |
| EPS estimate | $13.18 |
| EPS actual | $11.61 |
| EPS surprise | -11.91% |
| Date | Price |
|---|---|
| Jun 24, 2025 | $323.09 |
| Jun 25, 2025 | $322.75 |
| Jun 26, 2025 | $329.00 |
| Jun 27, 2025 | $323.59 |
| Jun 30, 2025 | $324.58 |
| Jul 01, 2025 | $330.82 |
| Jul 02, 2025 | $330.00 |
| Jul 03, 2025 | $320.40 |
| Jul 07, 2025 | $323.13 |
| 4 days before | 0.460% |
| 4 days after | -0.447% |
| On release day | 1.92% |
| Change in period | 0.0105% |
| Release date | Jan 29, 2026 |
| Price on release | $455.00 |
| EPS estimate | $10.83 |
| EPS actual | $10.56 |
| EPS surprise | -2.49% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $443.00 |
| Jan 26, 2026 | $446.17 |
| Jan 27, 2026 | $449.89 |
| Jan 28, 2026 | $444.80 |
| Jan 29, 2026 | $455.00 |
| Jan 30, 2026 | $443.14 |
| Feb 02, 2026 | $452.17 |
| Feb 03, 2026 | $452.20 |
| Feb 04, 2026 | $458.67 |
| 4 days before | 2.71% |
| 4 days after | 0.81% |
| On release day | -2.61% |
| Change in period | 3.54% |
Roche Holding AG Earnings Call Transcript Summary of Q4 2025
Roche reported a strong 2025: group sales +7% (Pharma +9%, Diagnostics +2% impacted by China pricing reforms; Diagnostics would be +7% ex‑China). Core operating profit rose 13% with core EPS +11% (EPS growth partially dampened by higher taxes). The company delivered a very busy pipeline quarter with multiple positive Phase III readouts (notably giredestrant lidERA and evERA, fenebrutinib FENtrepid/FENhance, Gazyva in lupus nephritis/INS/SLE, Enspryng in MOG‑AD, CT‑388 in obesity) and 10 NMEs advancing into Phase III (a company record). Roche launched its AXELIOS/next‑generation sequencing solution and other diagnostic products (Elecsys dengue, cobas BV/CV, automated mass spec), positioning Diagnostics for multi‑product growth once China headwinds fade (headwinds expected to abate through 2026 and largely disappear by 2027). Roche reached a contract with the U.S. government (includes $50bn U.S. investment over 5 years, exemptions from tariffs, and Medicaid rebate commitments). Guidance for 2026: mid‑single‑digit sales growth and high single‑digit core EPS growth, with expected continued dividend increases. Cash flow was lower in 2025 (CHF 16.2bn) due to working capital and FX, but management expects a stronger cash conversion in 2026. Key commercial notes: Vabysmo continues to gain share despite a soft branded U.S. market in 2025; Ocrevus subcutaneous uptake is expanding the addressable MS market; Xolair and other franchises face biosimilar timing/impact considerations. Management emphasized disciplined R&D spend, ongoing AI and efficiency efforts, and intent to sustain margins and deliver launches/readouts across 2026–2029.
