The earnings call highlighted strong sales growth and performance in key business segments like Integrated Biologics and Advanced Synthesis, along with an upgraded outlook for the CDMO business. However, challenges such as currency headwinds, sales decline in specialized modalities, and ongoing integration efforts in Vacaville were noted. Despite some lowlights, the strong financial performance and positive outlook suggest a generally favorable business environment.

Company Guidance

During the Half Year Results 2025 Investor and Analyst Conference Call, Lonza provided an optimistic outlook for the remainder of the fiscal year, driven by a robust performance in the first half. The company reported CHF 3.6 billion in sales, marking a 19% constant exchange rate (CER) sales growth compared to 2024, and a core EBITDA of CHF 1.1 billion with a margin of 29.6%. The CDMO business saw a 23.1% sales increase, leading to a core EBITDA margin exceeding 30%. As a result, Lonza upgraded its full-year 2025 guidance, forecasting a 20% to 21% CER sales growth and a core EBITDA margin of 30% to 31%. The company emphasized its strategic focus on its three new CDMO business platforms: integrated biologics, advanced synthesis, and specialized modalities, alongside the Capsules and Health Ingredients (CHI) segment, which is on track for a planned exit. Despite macroeconomic and geopolitical uncertainties, Lonza remains confident in its ability to continue delivering strong results, attributing its success to disciplined cost management, high asset utilization, and strategic investments across its business platforms.

Strong H1 Sales Growth

Lonza reported CHF 3.6 billion in sales across the group, with a 19% constant exchange rate (CER) sales growth compared to 2024.

CDMO Business Performance

The CDMO business excluding CHI saw 23.1% sales growth, leading to a core EBITDA margin slightly above 30%.

Upgraded CDMO Outlook

The company raised its guidance with an upgraded CDMO outlook for full year 2025 of 20% to 21% CER sales growth and a core EBITDA margin of 30% to 31%.

Integrated Biologics Growth

Integrated Biologics reported almost 40% CER sales growth compared to H1 2024, with a core EBITDA margin increase to 36%.

Advanced Synthesis Margin Improvement

Advanced synthesis reported a core EBITDA margin of 40.3%, a 6.9 percentage point increase versus H1 2024.

Capsules and Health Ingredients Recovery

Capsules and Health Ingredients showed flat sales growth versus H1 2024, with a core EBITDA margin increase to 26.2%.

Lonza Group (LZAGY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

Daily Earnings Calendar >

LZAGY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jan 28, 2026	2025 (Q4)	1.16 / -	0.964	―	―	―
Jul 23, 2025	2025 (Q2)	0.87 / 0.95	0.798	18.55% (+0.15)
Jan 29, 2025	2024 (Q4)	0.88 / 0.96	0.727	32.60% (+0.24)
Jul 25, 2024	2024 (Q2)	0.56 / 0.80	0.707	12.87% (+0.09)
Jan 26, 2024	2023 (Q4)	0.78 / 0.73	0.806	-9.80% (-0.08)
Jul 21, 2023	2023 (Q2)	0.90 / 0.71	0.758	-6.73% (-0.05)
Jan 25, 2023	2022 (Q4)	0.77 / 0.81	0.613	31.48% (+0.19)
Jul 22, 2022	2022 (Q2)	0.74 / 0.76	0.756	0.26% (<+0.01)	―	―
Jan 26, 2022	2021 (Q4)	0.87 / 0.61	0.72	-14.86% (-0.11)	―	―
Jul 23, 2021	2021 (Q2)	0.53 / 0.76	0.806	-6.20% (-0.05)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

LZAGY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 23, 2025	$69.77	$71.88	+3.02%
Jan 29, 2025	$65.36	$63.59	-2.71%
Jul 25, 2024	$58.87	$63.35	+7.61%
Jan 26, 2024	$42.24	$48.57	+14.99%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Lonza Group (LZAGY) report earnings?

Lonza Group (LZAGY) is schdueled to report earning on Jan 28, 2026, TBA (Confirmed).

What is Lonza Group (LZAGY) earnings time?

Lonza Group (LZAGY) earnings time is at Jan 28, 2026, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is LZAGY EPS forecast?

LZAGY EPS forecast for the fiscal quarter 2025 (Q4) is 1.16.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing