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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 CDMO Capabilities And Recurring Outsourcing ModelLonza’s broad development and manufacturing capabilities support customers from early development through commercial supply. This creates switching costs, diversified demand, and potential for recurring multi-year revenue as therapies advance.
Broad-based Organic Growth Across All PlatformsGrowth across every operating platform reduces reliance on one business line and indicates improving customer demand for complex outsourced manufacturing. Broad execution provides a stronger foundation for sustained expansion than isolated product or site performance.
Improved Margins And Cash Generation OutlookHigher margins and sharply improved free cash flow strengthen Lonza’s ability to fund capacity expansion and improve returns. The upgraded outlook suggests operating leverage and execution gains can partially offset the company’s heavy investment needs.
Bears Say
Historically Weak Cash Conversion And Negative Free Cash FlowDespite reported profitability and recent cash-flow improvement, persistently weak conversion indicates substantial working-capital or reinvestment demands. If this pattern continues, less cash will be available for debt reduction, shareholder returns, or flexibility.
Top-line Contraction Remains A Structural ConcernRecent H1 momentum is encouraging, but the prior revenue decline shows that demand and project timing remain uneven. Sustained recovery depends on converting current investments and contracts into durable commercial volumes rather than temporary phasing benefits.
Capital Intensity And Execution Risk From Large ExpansionsThe expansion program can support long-term capacity and revenue growth, but its scale increases execution, utilization, and return-on-capital risk. Multi-year ramp periods may depress margins and cash conversion before new facilities reach efficient production.

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 €38.82B.
      When is Lonza Group’s upcoming earnings report date?
      Lonza Group’s upcoming earnings report date is Jan 27, 2027 which is in 138 days.
        How were Lonza Group’s earnings last quarter?
        Lonza Group released its earnings results on Jul 22, 2026. The company reported €0.866 earnings per share for the quarter, missing the consensus estimate of €0.923 by -€0.057.
          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 0.99.
              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 €0.866 in its last earnings report, missing expectations of €0.923. 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

                    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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