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Lonza Group (DE:LO3A)
FRANKFURT:LO3A

Lonza Group (LO3A) Price & Analysis

4 Followers

LO3A Stock Chart & Stats

€61.00
€1.00(1.77%)
At close: 4:00 PM EDT
€61.00
€1.00(1.77%)

Bulls Say, Bears Say

Bulls Say
Broad-Based CDMO GrowthGrowth across Integrated Biologics, Advanced Synthesis, and Specialized Modalities indicates broad customer demand rather than reliance on one platform. This diversification supports more durable revenue expansion and improves Lonza’s ability to absorb weakness in any individual modality or program.
Strong Margin ExpansionMaterial EBITDA expansion alongside strong sales growth demonstrates operating leverage, improved mix, and better execution. The upgraded full-year margin target supports the view that profitability gains can persist beyond a single quarter, strengthening reinvestment and earnings capacity.
Focused CDMO StrategyPortfolio simplification should concentrate capital and management attention on Lonza’s core outsourced development and manufacturing model. Planned ADC capacity and disciplined investment thresholds can reinforce competitive capabilities while supporting long-term growth in specialized therapies.
Bears Say
Weak Historical Cash ConversionPersistently weak cash conversion means reported profitability has not consistently translated into funds available for debt reduction, shareholder returns, or internally financed growth. This limits financial flexibility and increases dependence on execution and working-capital improvement.
Recent Revenue ContractionThe recent top-line decline shows that improved cost control has partly offset, rather than eliminated, demand and portfolio growth pressure. Sustained revenue expansion remains important because weaker volume can eventually constrain operating leverage and the durability of margin gains.
Vacaville Growth DelayThe shutdown and declining Roche volumes create a multi-period drag on site utilization and delay the contribution of replacement business. This can weigh on near-term growth and margins while the facility undergoes readiness work and new customer programs mature.

Lonza Group News

LO3A FAQ

What was Lonza Group’s price range in the past 12 months?
Lonza Group lowest stock price was €49.60 and its highest was €67.00 in the past 12 months.
    What is Lonza Group’s market cap?
    Lonza Group’s market cap is €46.58B.
      When is Lonza Group’s upcoming earnings report date?
      Lonza Group’s upcoming earnings report date is Jan 27, 2027 which is in 95 days.
        How were Lonza Group’s earnings last quarter?
        Lonza Group released its earnings results on Jul 22, 2026. The company reported €0.89 earnings per share for the quarter, missing the consensus estimate of €0.956 by -€0.067.
          Is Lonza Group overvalued?
          According to Wall Street analysts Lonza Group’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Lonza Group pay dividends?
            Lonza Group does not currently pay dividends.
            What is Lonza Group’s EPS estimate?
            Lonza Group’s EPS estimate is 1.
              How many shares outstanding does Lonza Group have?
              Lonza Group has 702,290,200 shares outstanding.
                What happened to Lonza Group’s price movement after its last earnings report?
                Lonza Group reported an EPS of €0.89 in its last earnings report, missing expectations of €0.956. Following the earnings report the stock price went down -6.612%.
                  Which hedge fund is a major shareholder of Lonza Group?
                  Currently, no hedge funds are holding shares in DE:LO3A
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Lonza Group Stock Smart Score

                    6
                    Neutral
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                    Learn more about TipRanks Smart Score

                    Company Description

                    Lonza Group

                    Lonza Group AG engages in the supply of pharmaceutical, healthcare, and life science products. It operates through the following segments: Biologics, Small Molecules, Cell and Gene, Capsule and Health Ingredients, and Corporate. The Biologics segment serves as contract development and manufacturing partner for biopharmaceuticals, catering customers for all clinical and commercial manufacturing needs throughout the product lifecycle. The Small Molecules segment design, development, and manufacturing, with the ability to offer integrated drug substances to drug product solutions, including particle engineering and drug product packaging. The Cell and Gene segment develops, de-risk, commercializes, and scales their emerging therapies through its three business areas Cell and Gene Technologies, Bioscience, and Personalized Medicine. The Capsule and Health Ingredients segment provides innovative capsules, dosage form solutions, and health ingredients for pharmaceutical and nutraceutical companies. The Corporate segment refers to finance and accounting, legal, communication, information technology, and human resources functions. The company was founded on October 27, 1897 and is headquartered in Basel, Switzerland.

                    Lonza Group (LO3A) Earnings & Revenues

                    LO3A Company Deck

                    LO3A Earnings Call

                    Q2 2026
                    0:00 / 0:00
                    Earnings Call Sentiment|Positive
                    The call emphasized strong, broad-based organic growth, meaningful margin expansion, and a large improvement in free cash flow, supported by strategic portfolio moves (divestment) and targeted growth investments. Near-term headwinds include FX effects, site-specific shutdowns and ramp-related margin dilution, and elevated working capital. Management reiterated disciplined capital allocation and an upgraded margin outlook, while cautioning that H2 will likely see normalized growth rates and margins versus an unusually strong H1. Overall the positives (robust growth, profitability, cash flow and strategic clarity) materially outweigh the operational and timing-related drawbacks.View all DE:LO3A earnings summaries
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