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Lonza Group (DE:LO3A)
FRANKFURT:LO3A

Lonza Group (LO3A) Price & Analysis

4 Followers

LO3A Stock Chart & Stats

€55.50
€1.50(2.65%)
At close: 4:00 PM EST
€55.50
€1.50(2.65%)

Bulls Say, Bears Say

Bulls Say
Pure‑play CDMO FocusDivesting Capsules & Health Ingredients crystallizes Lonza as a pure‑play CDMO, concentrating management attention and capital on higher‑margin biologics, small molecules and advanced modalities. This structural focus supports repeatable, contract‑based revenues and clearer long‑term strategic allocation.
Diversified Platform GrowthBroad‑based organic growth across Integrated Biologics, Advanced Synthesis and Specialized Modalities reduces dependency on any single end market or customer. Platform diversification increases resilience to product‑specific cycles and supports cross‑selling, utilization gains and long‑term demand for outsourced manufacturing.
Improving Margins And Cash MetricsSustained margin expansion and a meaningful uptick in free cash flow alongside ROIC improvement indicate stronger operational leverage and capital efficiency. Over months this enhances internal funding capacity for targeted capex and de‑risking of large projects, supporting durable profitability.
Bears Say
Persistent Negative Free Cash FlowMulti‑year negative free cash flow limits financial flexibility and constrains options for debt reduction, dividends or share buybacks. Even with recent H1 improvement, ongoing capex intensity and weak cash conversion imply structural pressure on liquidity and capital allocation over the medium term.
Elevated Working CapitalHigh trade working capital ties up cash and reduces free cash flow conversion, increasing sensitivity to sales swings. Structurally elevated receivables and inventory can necessitate external financing during growth or ramp phases and reduce funds available for strategic uses over coming quarters.
Ramp And Site Execution RiskLarge asset ramp‑ups and site shutdowns can dilute margins and defer revenue for years. Lonza’s long timelines and dependency on successful scaling of complex biologics and ADC capacity create execution risk that can suppress medium‑term returns and amplify volatility in cash generation.

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 €63.00 in the past 12 months.
    What is Lonza Group’s market cap?
    Lonza Group’s market cap is €40.10B.
      When is Lonza Group’s upcoming earnings report date?
      Lonza Group’s upcoming earnings report date is Jan 27, 2027 which is in 184 days.
        How were Lonza Group’s earnings last quarter?
        Lonza Group released its earnings results on Jul 22, 2026. The company reported €0.877 earnings per share for the quarter, missing the consensus estimate of €0.935 by -€0.058.
          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 0.98.
              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 €0.877 in its last earnings report, missing expectations of €0.935. 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

                    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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