BeOne Medicines Resultados de beneficios anteriores
Pasado controles de criterios 3/6
BeOne Medicines ha aumentado sus beneficios a una tasa media anual de 38%, mientras que los beneficios de la industria de Biotechs han experimentado un crecimiento de 33.8% anual. Los ingresos han ido creciendo a una tasa media de 38.7% al año. La rentabilidad financiera de BeOne Medicines es de 10.8%, y sus márgenes netos son de 8.9%.
Información clave
38.04%
Tasa de crecimiento de los beneficios
40.12%
Tasa de crecimiento del BPA
| Crecimiento de la industria Biotechs | 17.04% |
| Tasa de crecimiento de los ingresos | 38.73% |
| Rentabilidad financiera | 10.78% |
| Margen neto | 8.94% |
| Última actualización de beneficios | 31 Mar 2026 |
Actualizaciones de resultados anteriores recientes
Recent updates
Actualización de narrativa • May 23
ONC: Hematology Franchise And Upcoming Trial Readouts Will Support Future Upside
Analysts lifted the price target on BeOne Medicines by $3 to $411.51, as updated models reflect the recent FDA accelerated approval for sonrotoclax in relapse and refractory mantle cell lymphoma, along with ongoing combination trials and a higher assumed profit margin that more than offsets slightly lower projected revenue growth and a reduced future P/E multiple. Analyst Commentary Recent research on BeOne Medicines centers on how the first FDA accelerated approval for sonrotoclax and the outlook for Brukinsa affect valuation, growth expectations, and perceived execution risk.Artículo de análisis • May 08
Results: BeOne Medicines AG Beat Earnings Expectations And Analysts Now Have New Forecasts
As you might know, BeOne Medicines AG ( NASDAQ:ONC ) just kicked off its latest quarterly results with some very strong...
Actualización de narrativa • Apr 30
ONC: Hematology Leadership And 2026 Pipeline Readouts Will Re Rate Shares
BeOne Medicines' updated analyst price target reflects a modest adjustment, with fair value moving by about $1 per share as analysts balance slightly higher revenue and profit margin assumptions with a lower future P/E multiple following recent target changes and mixed rating updates across the Street. Analyst Commentary Recent research updates on BeOne Medicines show a mix of views, but there is a clear cluster of bullish analysts who see support for the current valuation and room for further upside based on execution around core products and the pipeline.
Actualización de narrativa • Apr 16
ONC: Hematology Strength And Slower Pipeline Progress Will Shape Fairly Valued Shares
The updated analyst price target for BeOne Medicines shifts to $336 from $321, as analysts factor in slightly higher modeled revenue growth, profit margins, and future P/E assumptions, alongside mixed recent research that includes both trims and increases in published targets. Analyst Commentary Recent research around BeOne Medicines reflects a mix of enthusiasm for its core hematology asset and a more cautious reset on what investors should pay for that story.Actualización de narrativa • Apr 02
ONC: Hematology Pipeline Strength And Upcoming Data Readouts Will Drive Future Upside
BeOne Medicines' analyst price target has been nudged higher to reflect a fair value estimate of about $408, as analysts balance slightly softer long term growth and margin assumptions with ongoing confidence in Brukinsa and the broader hematology pipeline, including support from several recent target hikes and one downgrade to Hold. Analyst Commentary Bullish Takeaways Bullish analysts highlight Brukinsa as a core value driver, treating it as one of the stronger hematology assets and a key pillar supporting current fair value estimates in the low $400s.Actualización de narrativa • Mar 19
ONC: Hematology Franchise Strength And Pipeline Readouts Will Re Rate Shares
BeOne Medicines' updated analyst price target has moved lower, reflecting a reduced fair value estimate to $478.80 as analysts factor in more moderate revenue growth, slimmer profit margins, a slightly higher discount rate, and a higher future P/E multiple. This multiple is anchored by strong Brukinsa performance but a slower build for the next wave of assets.Actualización de narrativa • Mar 04
ONC: Brukinsa Reliance And Hematology Pipeline Will Shape Fairly Valued Shares
The analyst price target for BeOne Medicines has been nudged higher by about $13 to align with a fair value update to roughly $321. Analysts are factoring in Q4 results, ongoing Brukinsa performance, and a higher future P/E assumption, alongside slightly more conservative revenue growth and profit margin inputs.Actualización de narrativa • Feb 18
ONC: Hematology Pipeline Hype Will Pressure Shares If Execution Slips
Analysts have raised their price targets on BeOne Medicines by $9, citing a pipeline they view as underappreciated by the market and supporting that view with updated assumptions regarding growth, profitability, and valuation multiples. Analyst Commentary Recent research has centered on how fully the market is pricing BeOne Medicines' drug pipeline and long term earnings power into the current share price.Actualización de narrativa • Feb 04
ONC: Hematology And Solid Tumor Pipeline Progress Will Drive Future Upside
Analysts lifted their price target for BeOne Medicines to about $404, up roughly $3, citing increased conviction in the value of its hematology and solid tumor pipeline, which is reflected in a slightly higher assumed future P/E multiple. Analyst Commentary Recent research updates on BeOne Medicines cluster around a similar theme: bullish analysts are raising price targets and citing comfort with both the hematology and solid tumor franchises, while also highlighting execution risks that investors should keep in mind.Actualización de narrativa • Jan 21
ONC: Hematology Franchise And Oncology Pipeline Are Expected To Re Rate Shares
Analysts have lifted their price targets on BeOne Medicines into the low US$400s, and our fair value estimate has edged up to about US$508 as they highlight what they see as underappreciation of the pipeline, the potential for best in class hematology assets, and additional upside from oncology trial updates. Analyst Commentary Recent Street research on BeOne Medicines has tilted clearly positive, with a series of price target increases into the low US$400s range and at least one rating upgrade.Actualización de narrativa • Jan 07
ONC: Fair View Balances Blood Cancer Progress With Gastroesophageal Cancer Opportunity
The analyst price target for BeOne Medicines has moved higher to reflect a fair value estimate of $292.03, with analysts pointing to stronger modeled revenue growth and profit margins, supported by recent Street research around Brukinsa performance, Ziihera phase III progress in HER2-positive GEA with Tevimbra, and continued confidence in the CLL and solid tumor pipeline. Analyst Commentary Recent Street research on BeOne Medicines has generally pointed to constructive views on the company’s core franchises, with several price targets adjusted higher alongside updates on Brukinsa, sonrotoclax, and the broader CLL and solid tumor pipeline.Actualización de narrativa • Dec 14
ONC: Priority Review And Trial Progress Will Drive Future Upside Momentum
Analysts have nudged their blended price target for BeOne Medicines up by about $3 to roughly $402, citing stronger confidence in the chronic lymphocytic leukemia and solid tumor pipelines, recent Ziihera and Tevimbra data, and repeated quarterly beats that support steadily improving margins despite a slightly higher discount rate. Analyst Commentary Bullish analysts point to a broad set of recent price target hikes in the high $380s to low $420s range as evidence that the market is re-rating BeOne Medicines higher on both execution and pipeline visibility.Actualización de narrativa • Nov 29
ONC: Priority Review And Trial Updates Will Drive Momentum Amid Sector Risks
BeOne Medicines’ analyst price target has edged up from $395 to $399, as analysts point to key clinical updates and solid quarterly performance as catalysts for incremental upside. Analyst Commentary Recent research notes from Street analysts highlight both strengths and risks for BeOne Medicines as the company navigates pivotal clinical developments and posts strong financial results.Actualización de narrativa • Nov 15
ONC: Pipeline Data And Conference Updates Will Shape Outlook Amid Sector Risks
Analysts have increased their fair value estimate for BeOne Medicines to $395.37 from $382.29, citing strong quarterly results as well as an improved outlook for key therapies and pipeline advancements. Analyst Commentary Bullish analysts emphasized several positive trends in BeOne Medicines' recent performance and outlook, resulting in a series of raised price targets and continued positive ratings.Artículo de análisis • Nov 14
We Think BeOne Medicines' (NASDAQ:ONC) Profit Is Only A Baseline For What They Can Achieve
Even though BeOne Medicines AG's ( NASDAQ:ONC ) recent earnings release was robust, the market didn't seem to notice...Actualización de narrativa • Nov 01
ONC: Pivotal Oncology Trial Data Will Drive Future Upside Momentum
BeOne Medicines' fair value price target has risen modestly by $1.20 to $382.29. Analysts cite increased confidence in peak sales for sonrotoclax and the company's broadly advancing oncology pipeline as key drivers for the upward adjustment.Actualización de narrativa • Oct 17
Oncology Trials And Global Expansion Will Unlock Future Markets
Analysts have raised their fair value price target for BeOne Medicines from $372.97 to $381.09. They cite accelerating revenue growth, an improved profit margin outlook, and positive pivotal trial catalysts as reasons for their more optimistic projections.Seeking Alpha • Oct 14
BeOne Medicines: Sonrotoclax Could Set Next Stage Of Growth For Hematology Pipeline
Summary BeOne Medicines AG earns a Strong Buy rating, driven by robust growth of BTK inhibitor BRUKINSA and pipeline progress. BRUKINSA posted 49% year-over-year Q2 2025 revenue growth to $950 million, solidifying ONC's hematology market leadership. Sonrotoclax, a potential best-in-class BCL2 inhibitor for r/r MCL, achieved positive phase 1/2 results and FDA Breakthrough Therapy Designation. The global mantle cell lymphoma treatment market size in the 7 major markets is projected to reach $3.2 billion by 2035. Read the full article on Seeking AlphaActualización de narrativa • Oct 03
Oncology Trials And Global Expansion Will Unlock Future Markets
Analysts have increased their fair value price target for BeOne Medicines by approximately $5 to $372.97. They cite robust Q2 sales growth, encouraging pipeline developments, and upward revisions to revenue forecasts as reasons for the adjustment.Actualización de narrativa • Sep 18
Oncology Trials And Global Expansion Will Unlock Future Markets
BeOne Medicines’ consensus price target was raised to $367.68, reflecting analyst optimism driven by robust sales growth, positive pipeline updates, profitability, and increased revenue guidance. Analyst Commentary Bullish analysts highlight BeOne Medicines’ broad oncology pipeline and upcoming pivotal data readouts—specifically BTK inhibitor data in mantle cell lymphoma and PD1 inhibitor/anti-HER2 combination results in gastroesophageal cancer—as key drivers for durable growth.Actualización de narrativa • Sep 03
Oncology Trials And Global Expansion Will Unlock Future Markets
The consensus analyst price target for BeOne Medicines was raised to $363.30, primarily driven by strong Brukinsa Q2 sales, improved forward revenue guidance, and ongoing pipeline progress. Analyst Commentary Bullish analysts cite robust Q2 sales growth, particularly from Brukinsa in the US and EU, as the main driver for upward price target revisions.Actualización de narrativa • Aug 08
Oncology Trials And Global Expansion Will Unlock Future Markets
With both revenue growth and net profit margin expectations remaining essentially unchanged, analysts have maintained BeOne Medicines’ fair value at a consensus price target of $357.18. What's in the News BeOne Medicines raised 2025 revenue guidance to $5.0–$5.3 billion, now expecting positive GAAP operating income.
Nueva narrativa • Apr 24
US Facility And Phase III Trials Will Expand Markets
Expansion of manufacturing capabilities and global market presence aims to boost revenue and market share, particularly in B-cell malignancies.Seeking Alpha • Feb 28
BeiGene: Q4 Results Impress With Positive Earnings Expected In 2025
Summary BeiGene is a BUY due to Tevimbra's approval and Brukinsa's growing sales, leading to anticipated positive earnings in 2025. Q4 and full-year 2024 revenues surged to $1.1B and $3.8B respectively, with a 78% and 55% increase, positioning BeiGene for profitability. BeiGene announced a name change to BeOne Medicines, transitioning from historical losses to profitability, and potentially attracting new buyers. Despite higher valuation, BeiGene's strong performance and imminent profitability make ONC stock a BUY, supported by robust 12-month sales guidance. My 12-month price target is $305/share. Read the full article on Seeking AlphaDesglose de ingresos y gastos
Desglose de ingresos y gastos
Cómo gana y gasta dinero BeOne Medicines. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).
Historial de beneficios e ingresos
| Fecha | Ingresos | Beneficios | Gastos G+A | Gastos de I+D |
|---|---|---|---|---|
| 31 Mar 26 | 5,739 | 513 | 2,177 | 2,205 |
| 31 Dec 25 | 5,343 | 287 | 2,081 | 2,146 |
| 30 Sep 25 | 4,973 | 69 | 2,032 | 2,072 |
| 30 Jun 25 | 4,562 | -178 | 1,958 | 2,045 |
| 31 Mar 25 | 4,176 | -392 | 1,863 | 1,975 |
| 31 Dec 24 | 3,810 | -645 | 1,831 | 1,953 |
| 30 Sep 24 | 3,306 | -822 | 1,719 | 1,882 |
| 30 Jun 24 | 3,097 | -524 | 1,656 | 1,862 |
| 31 Mar 24 | 2,763 | -784 | 1,608 | 1,831 |
| 31 Dec 23 | 2,459 | -882 | 1,508 | 1,779 |
| 30 Sep 23 | 2,143 | -976 | 1,402 | 2,897 |
| 30 Jun 23 | 1,811 | -1,732 | 1,376 | 2,472 |
| 31 Mar 23 | 1,557 | -1,917 | 1,313 | 2,049 |
| 31 Dec 22 | 1,416 | -2,004 | 1,279 | 1,641 |
| 30 Sep 22 | 1,250 | -2,149 | 1,257 | 0 |
| 30 Jun 22 | 1,069 | -2,030 | 1,203 | 0 |
| 31 Mar 22 | 877 | -1,960 | 1,104 | 0 |
| 31 Dec 21 | 1,176 | -1,458 | 990 | 1,459 |
| 30 Sep 21 | 1,062 | -1,340 | 892 | 0 |
| 30 Jun 21 | 947 | -1,327 | 783 | 0 |
| 31 Mar 21 | 863 | -1,167 | 675 | 0 |
| 31 Dec 20 | 309 | -1,625 | 600 | 0 |
| 30 Sep 20 | 266 | -1,512 | 535 | 0 |
| 30 Jun 20 | 225 | -1,394 | 479 | 0 |
| 31 Mar 20 | 402 | -1,145 | 438 | 0 |
| 31 Dec 19 | 428 | -949 | 388 | 0 |
| 30 Sep 19 | 430 | -829 | 317 | 0 |
| 30 Jun 19 | 434 | -665 | 261 | 0 |
| 31 Mar 19 | 244 | -737 | 224 | 0 |
| 31 Dec 18 | 198 | -674 | 195 | 0 |
| 30 Sep 18 | 158 | -505 | 150 | 0 |
| 30 Jun 18 | 324 | -243 | 117 | 0 |
| 31 Mar 18 | 271 | -147 | 83 | 0 |
| 31 Dec 17 | 238 | -93 | 63 | 0 |
| 30 Sep 17 | 220 | -31 | 44 | -5 |
| 30 Jun 17 | 0 | -184 | 33 | 0 |
| 31 Mar 17 | 0 | -148 | 26 | 0 |
| 31 Dec 16 | 1 | -119 | 20 | 0 |
| 30 Sep 16 | 6 | -109 | 15 | 5 |
| 30 Jun 16 | 7 | -87 | 12 | 0 |
| 31 Mar 16 | 8 | -69 | 9 | 0 |
| 31 Dec 15 | 9 | -57 | 7 | 0 |
| 30 Sep 15 | 6 | -34 | 6 | 0 |
| 30 Jun 15 | 11 | -29 | 8 | 0 |
Ingresos de calidad: ONC tiene ganancias de alta calidad.
Margen de beneficios creciente: ONC pasó a ser rentable.
Análisis del flujo de caja libre vs. Beneficios
Análisis del crecimiento de los beneficios en el pasado
Tendencia de beneficios: ONC ha pasado a ser rentable en los últimos 5 años, con un crecimiento de los beneficios de 38% al año.
Acelerando crecimiento: ONC ha pasado a ser rentable en el último año, lo que dificulta la comparación de la tasa de crecimiento de los beneficios con su promedio de 5 años.
Beneficios vs. Industria: ONC ha pasado a ser rentable en el último año, lo que es difícil comparar el crecimiento de sus beneficios en el último año con el de la industria Biotechs (43%).
Rentabilidad financiera
Alta ROE: La rentabilidad financiera de ONC (10.8%) se considera baja.
Rentabilidad económica
Rendimiento del capital invertido
Descubre empresas con buenos resultados en el pasado
Análisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/05/24 07:50 |
| Precio de las acciones al final del día | 2026/05/22 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
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| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
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* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
BeOne Medicines AG está cubierta por 69 analistas. 36 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Brian Skorney | Baird |
| Peter Lawson | Barclays |