Lonza Group（LONN）株式概要ロンザグループAGは、その子会社とともに、ヨーロッパ、北中米、中南米、アジア、オーストラリア、ニュージーランド、および国際的な医薬品、バイオテクノロジー、栄養市場向けに様々な製品とサービスを提供している。 詳細LONN ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長3/6過去の実績4/6財務の健全性4/6配当金0/6報酬収益は年間17.41%増加すると予測されています 過去1年間で収益は51.2%増加しました アナリストらは、株価が36.6%上昇するだろうとほぼ一致している。 リスク分析多額の負債を抱えている すべてのリスクチェックを見るLONN Community Fair Values Create NarrativeSee what 43 others think this stock is worth. Follow their fair value or set your own to get alerts.Analyst Price TargetsAN26.8% undervaluedAnalystConsensusTarget•20h agoVacaville And Visp Facilities Will Secure Future Biologics Demand108030Top Analyst NarrativesLonza GroupANAnalystConsensusTargetBased on Analyst Price TargetsVacaville And Visp Facilities Will Secure Future Biologics DemandKey Takeaways Sustained demand and investment in advanced manufacturing are driving stable, higher-margin growth and improved operational efficiency. Divesting non-core segments and expanding globally enhance strategic focus, revenue resilience, and long-term capital allocation efficiency.View narrativeCHF 663.52FV26.8% 割安 内在価値ディスカウント11.08%Revenue growth p.a.Set Fair ValueView108users have viewed this narrative0users have liked this narrative0users have commented on this narrative30users have followed this narrativeUpdated narrativeView all narrativesLonza Group AG 競合他社Bachem HoldingSymbol: SWX:BANBMarket cap: CHF 5.1bSiegfried HoldingSymbol: SWX:SFZNMarket cap: CHF 3.4bSKAN GroupSymbol: SWX:SKANMarket cap: CHF 1.1bSandoz GroupSymbol: SWX:SDZMarket cap: CHF 27.9b価格と性能株価の高値、安値、推移の概要Lonza Group過去の株価現在の株価CHF 485.6052週高値CHF 594.8052週安値CHF 454.60ベータ0.831ヶ月の変化0.54%3ヶ月変化-2.63%1年変化-15.31%3年間の変化-13.72%5年間の変化-26.60%IPOからの変化428.98%最新ニュースBoard Change • Jun 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Steve Fry was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 05Upcoming dividend of CHF5.00 per shareEligible shareholders must have bought the stock before 12 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Swiss dividend payers (3.7%). In line with average of industry peers (1.1%).お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.分析記事 • Apr 09Lonza Group's (VTX:LONN) Solid Earnings Are Supported By Other Strong FactorsLonza Group AG ( VTX:LONN ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...Declared Dividend • Apr 04Dividend increased to CHF5.00Dividend of CHF5.00 is 25% higher than last year. Ex-date: 12th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is about the same as the industry average.最新情報をもっと見るRecent updatesBoard Change • Jun 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Steve Fry was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Upcoming Dividend • May 05Upcoming dividend of CHF5.00 per shareEligible shareholders must have bought the stock before 12 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Swiss dividend payers (3.7%). In line with average of industry peers (1.1%).お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.分析記事 • Apr 09Lonza Group's (VTX:LONN) Solid Earnings Are Supported By Other Strong FactorsLonza Group AG ( VTX:LONN ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...Declared Dividend • Apr 04Dividend increased to CHF5.00Dividend of CHF5.00 is 25% higher than last year. Ex-date: 12th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is about the same as the industry average.お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.Reported Earnings • Apr 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Major Estimate Revision • Feb 06Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CHF8.34b to CHF7.47b. EPS estimate fell from CHF18.13 to CHF16.71 per share. Net income forecast to grow 29% next year vs 22% growth forecast for Life Sciences industry in Switzerland. Consensus price target broadly unchanged at CHF673. Share price was steady at CHF517 over the past week.Reported Earnings • Jan 30Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026分析記事 • Dec 22Is There Now An Opportunity In Lonza Group AG (VTX:LONN)?Lonza Group AG ( VTX:LONN ) saw significant share price movement during recent months on the SWX, rising to highs of...分析記事 • Dec 01We Think Lonza Group (VTX:LONN) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.分析記事 • Oct 24Investors Interested In Lonza Group AG's (VTX:LONN) EarningsWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...ナラティブの更新 • Sep 19Vacaville And Visp Facilities Will Secure Future Biologics DemandGiven the absence of analyst reasoning, the consensus analyst price target for Lonza Group saw only a marginal increase from CHF665.36 to CHF676.18 alongside minimal changes in key valuation metrics such as future P/E and discount rate, indicating steady market expectations and a broadly unchanged fair value outlook. What's in the News Lonza entered a seven-year manufacturing agreement with Avidity Biosciences for commercial drug substance and product, with a minimum purchase commitment of approximately $620 million between 2026 and 2028.お知らせ • Sep 13Lonza Group AG Announces Executive Changes, Effective October 1, 2025Lonza Group AG announced the appointment of Jason Berndt as Head of Group Operations, Executive Vice President, and member of the Executive Committee (EC), effective October 1, 2025. Jason brings over two decades of experience in global operations, having held leadership roles in operational excellence, manufacturing, supply chain management, technical services, and network transformations across leading pharmaceutical and consumer goods companies. He most recently served as Head of Global Technical Services and Senior Vice President at Bristol-Myers Squibb. Prior to this, he spent over eight years in leadership roles at Teva Pharmaceuticals, six years in manufacturing operations at Procter & Gamble, and two years as a consultant at McKinsey and Company. Jason began his career in the US Army, serving five years as a military officer. He holds a Bachelor of Science degree from the United States Military Academy at West Point and an MBA from the University of Michigan. Maria Soler Nunez, currently Head of Group Operations, has been appointed as Chief Quality Officer and Executive Vice President, remaining a member of the EC, effective October 1, 2025. Maria joined Lonza in 2022 and has successfully led Lonza’s engineering, procurement, supply chain management, operational excellence, and program management Group Functions. In her new role, she will be responsible for upholding and reinforcing the highest quality standards across Lonza’s global development and manufacturing network, as well as overseeing regulatory affairs and regulatory compliance. Maria has 28 years of experience in manufacturing and quality roles in the pharmaceutical industry, having worked in multiple countries including Spain, Switzerland, and the US. Before joining Lonza, she served as Chief Quality Officer at Novartis and worked with Eli Lilly and Company for 12 years. Commencing 1 October 2025 and continuing until his retirement in 2026, Oliver Schläfli, currently serving as Global Head of Quality, will transfer his responsibilities to Maria and provide counsel on different projects across the organization.分析記事 • Sep 10What Is Lonza Group AG's (VTX:LONN) Share Price Doing?Lonza Group AG ( VTX:LONN ) saw its share price hover around a small range of CHF541 to CHF583 over the last few weeks...分析記事 • Aug 20Here's Why Lonza Group (VTX:LONN) Has A Meaningful Debt BurdenSWX:LONN 1 Year Share Price vs Fair Value Explore Lonza Group's Fair Values from the Community and select yours Some...Reported Earnings • Jul 24First half 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2025 results: EPS: CHF6.08 (up from CHF4.61 in 1H 2024). Revenue: CHF3.58b (up 17% from 1H 2024). Net income: CHF426.0m (up 30% from 1H 2024). Profit margin: 12% (up from 11% in 1H 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 11+ 1 more updateLonza Group AG Announces Board AppointmentsLonza Group Ltd. at its AGM held on 9 May 2025, approved election of three newly proposed Board members – Juan Andres, Eric Drapé and David Meline – was approved by the shareholders, each for a term in office until the completion of the AGM 2026. Eric Drapé will join the Board on 14 May 2025, following the expiry of his current contractual commitments.Upcoming Dividend • May 06Upcoming dividend of CHF4.00 per shareEligible shareholders must have bought the stock before 13 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (0.8%).Declared Dividend • Apr 06Dividend of CHF4.00 announcedShareholders will receive a dividend of CHF4.00. Ex-date: 13th May 2025 Payment date: 15th May 2025 Dividend yield will be 0.8%, which is lower than the industry average of 0.9%.お知らせ • Feb 20Lonza Reportedly Is Said to Tap Bofa, Centerview for Sale of Capsules UnitLonza Group AG (SWX:LONN) has selected Bank of America Corp. and Centerview Partners to arrange the sale of its capsules and health ingredients business (Capsugel, Inc.), according to people familiar with the matter, as part of the firm’s efforts to streamline its corporate structure. The capsules unit could be worth at least €2.5 billion ($2.6 billion) in a deal, said one of the people, who asked not to be identified as the information is private. Deliberations are ongoing and details of a transaction could still change, the people said.新しいナラティブ • Feb 02CDMO Focus And Vacaville Acquisition To Drive Operational Improvements By 2025 Focus on CDMO business and Vacaville acquisition to drive revenue growth and boost sales. New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF8.93. Revenue: CHF6.57b (down 2.1% from FY 2023). Net income: CHF636.0m (down 2.8% from FY 2023). Profit margin: 9.7% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland.お知らせ • Oct 30Lonza Group AG to Report First Half, 2025 Results on Jul 23, 2025Lonza Group AG announced that they will report first half, 2025 results on Jul 23, 2025お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).Buy Or Sell Opportunity • Oct 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to CHF525. The fair value is estimated to be CHF437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.お知らせ • Oct 02Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG).Lonza Group AG (SWX:LONN) entered into an agreement to acquire Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) for $1.2 billion on March 20, 2024. Under the agreement, approximately 750 Genentech employees at the Vacaville (US) facility will be offered employment by Lonza. The transaction is subject to customary closing conditions. Upon closing, the Vacaville (US) site will be integrated into Lonza’s Biologics division, joining a network of existing mammalian manufacturing sites in Visp (CH), Slough (UK), Singapore (SG), Portsmouth (US) and Porriño (ES). The transaction is expected to close in H2 2024. As the transaction is expected to be accretive to sales growth, Lonza has updated its Mid-Term Guidance 2024 – 2028. BofA Securities acted as financial advisors to Lonza. Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) on October 1, 2024.Reported Earnings • Jul 28First half 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2024 results: EPS: CHF4.61 (down from CHF5.54 in 1H 2023). Revenue: CHF3.06b (flat on 1H 2023). Net income: CHF329.0m (down 20% from 1H 2023). Profit margin: 11% (down from 13% in 1H 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CHF581. The fair value is estimated to be CHF484, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.お知らせ • Jul 26Lonza Group AG to Report Fiscal Year 2024 Results on Jan 30, 2025Lonza Group AG announced that they will report fiscal year 2024 results on Jan 30, 2025お知らせ • May 12Lonza Group AG Announces Board ChangesLonza Group AG announced that Albert M. Baehny, former Chairman of the Board of Directors, did not stand for re-election at the Annual General Meeting (AGM) of 8 May 2024. Jean-Marc Huët has been elected as new member and Chairman of the Board of Directors at this AGM.お知らせ • May 11Lonza Group AG Approves Cash Dividend, Payable on May 15, 2024Lonza Group AG at its AGM held on May 8, 2024 approved Final cash dividend of CHF 2.00 per share and Share premium dividend of CHF 2.00 per share. Ex date is May 13, 2024, payment date is May 15, 2024 and record date is May 14, 2024.Reported Earnings • Apr 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Declared Dividend • Apr 04Dividend increased to CHF4.00Dividend of CHF4.00 is 14% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%.Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 52% to CHF533. The fair value is estimated to be CHF672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.お知らせ • Apr 02Lonza Group AG Announces Chief Executive Officer ChangesLonza Group AG announced that Wolfgang Wienand has been appointed Chief Executive Officer (CEO), and will join the company during the summer of 2024. Wolfgang is currently CEO of the Swiss contract development and manufacturing organization (CDMO) Siegfried Holding AG, a role he has held since 2019. Prior to this, Wolfgang first served as Chief Scientific Officer and then as Chief Strategy Officer in Siegfried’s executive leadership team. Before joining Siegfried in 2010, Wolfgang held a series of increasingly senior positions at the German specialty chemicals company Evonik Industries. Wolfgang will succeed Albert M. Baehny, who took on the additional responsibility of CEO on an ad interim basis in October 2023 while the search for a permanent CEO took place. Albert will remain at Lonza for a transition period during the summer, before retiring from the company.Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 29% to CHF454. The fair value is estimated to be CHF569, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.Price Target Changed • Feb 02Price target increased by 7.3% to CHF503Up from CHF468, the current price target is an average from 20 analysts. New target price is 18% above last closing price of CHF428. Stock is down 23% over the past year. The company is forecast to post earnings per share of CHF12.02 for next year compared to CHF8.88 last year.お知らせ • Jan 27+ 2 more updatesLonza Group AG to Report First Half, 2024 Results on Jul 25, 2024Lonza Group AG announced that they will report first half, 2024 results on Jul 25, 2024Reported Earnings • Jan 27Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Jan 12Lonza Group AG to Report Fiscal Year 2023 Results on Jan 26, 2024Lonza Group AG announced that they will report fiscal year 2023 results on Jan 26, 2024お知らせ • Jan 07Lonza Group AG, Annual General Meeting, May 08, 2024Lonza Group AG, Annual General Meeting, May 08, 2024.Price Target Changed • Dec 12Price target decreased by 8.9% to CHF463Down from CHF508, the current price target is an average from 18 analysts. New target price is 43% above last closing price of CHF325. Stock is down 32% over the past year. The company is forecast to post earnings per share of CHF12.70 for next year compared to CHF16.37 last year.Price Target Changed • Oct 27Price target decreased by 8.4% to CHF539Down from CHF588, the current price target is an average from 18 analysts. New target price is 71% above last closing price of CHF315. Stock is down 39% over the past year. The company is forecast to post earnings per share of CHF12.66 for next year compared to CHF16.37 last year.Price Target Changed • Oct 20Price target decreased by 8.5% to CHF569Down from CHF623, the current price target is an average from 17 analysts. New target price is 66% above last closing price of CHF342. Stock is down 31% over the past year. The company is forecast to post earnings per share of CHF12.58 for next year compared to CHF16.37 last year.Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF357, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Life Sciences industry in Switzerland. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF550 per share.お知らせ • Sep 21Lonza Group AG Provides Sales Guidance for the Year 2023Lonza Group AG provided sales guidance for the year 2023. The company is reconfirming its Outlook 2023. During the company’s Half-Year Results presentation in July 2023, the Outlook was set at mid-to-high single-digit CER sales growth.Buying Opportunity • Sep 19Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CHF555, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.お知らせ • Sep 18Lonza Group AG Announces CEO ChangesLonza Group AG announced that Pierre-Alain Ruffieux, CEO, will leave the company at the end of September 2023 by mutual agreement. The Board of Directors also announced that Albert M. Baehny, Chairman, will take on the additional responsibility of Chief Executive Officer on an ad interim basis until a permanent successor is appointed.Major Estimate Revision • Jul 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF6.62b to CHF6.46b. EPS estimate also fell from CHF14.73 per share to CHF12.99 per share. Net income forecast to shrink 7.4% next year vs 4.0% decline forecast for Life Sciences industry in Switzerland. Consensus price target down from CHF681 to CHF651. Share price rose 2.1% to CHF501 over the past week.New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Reported Earnings • Jul 23First half 2023 earnings: EPS and revenues miss analyst expectationsFirst half 2023 results: EPS: CHF5.54 (down from CHF6.67 in 1H 2022). Revenue: CHF3.08b (up 3.2% from 1H 2022). Net income: CHF410.0m (down 17% from 1H 2022). Profit margin: 13% (down from 17% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jun 02Lonza Group AG (SWX:LONN) acquired Synaffix BV.Lonza Group AG (SWX:LONN) acquired Synaffix BV for €160 million on June 1, 2023. The consideration comprises an initial financial consideration of €100 million in cash and up to €60 million in additional performance-based consideration. Synaffix will continue to operate under the Synaffix name and further expand its operations in Oss (NL). Bird & Bird LLP, Netherlands acted as legal advisor to Lonza Group. William Blair & Company, L.L.C. acted as financial advisor, Goodwin Procter LLP and NautaDutilh N.V. acted as legal advisor to Synaffix. Lonza Group AG (SWX:LONN) completed the acquisition of Synaffix BV on June 1, 2023.お知らせ • May 11Lonza Group AG Reiterates Sales Guidance for the Years 2023Lonza Group AG reiterated sales guidance for the years 2023. For the year 2023, the company reiterates high single digit CER sales growth.Upcoming Dividend • May 02Upcoming dividend of CHF3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Swiss dividend payers (4.2%). In line with average of industry peers (0.6%).Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CHF16.37 (up from CHF9.08 in FY 2021). Revenue: CHF6.22b (up 15% from FY 2021). Net income: CHF1.22b (up 80% from FY 2021). Profit margin: 20% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 27Lonza Group AG to Report First Half, 2023 Results on Jul 21, 2023Lonza Group AG announced that they will report first half, 2023 results on Jul 21, 2023Reported Earnings • Jan 26Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CHF16.37 (up from CHF9.08 in FY 2021). Revenue: CHF6.22b (up 15% from FY 2021). Net income: CHF1.22b (up 80% from FY 2021). Profit margin: 20% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 26Lonza Group AG Provides Earnings Guidance for the Year 2023Lonza Group AG provided earnings guidance for the year 2023. The company anticipates delivering high single-digit sales growth at constant currency with a margin of 30% to 31% in 2023.株主還元LONNCH Life SciencesCH 市場7D-3.0%-3.7%-1.2%1Y-15.3%-11.3%6.6%株主還元を見る業界別リターン: LONN過去 1 年間で-11.3 % の収益を上げたSwiss Life Sciences業界を下回りました。リターン対市場: LONNは、過去 1 年間で6.6 % のリターンを上げたSwiss市場を下回りました。価格変動Is LONN's price volatile compared to industry and market?LONN volatilityLONN Average Weekly Movement3.4%Life Sciences Industry Average Movement6.1%Market Average Movement4.5%10% most volatile stocks in CH Market8.2%10% least volatile stocks in CH Market2.4%安定した株価: LONN 、 Swiss市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: LONNの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト189720,000Wolfgang Wienandwww.lonza.comロンザグループAGは、その子会社とともに、欧州、北中米、中南米、アジア、オーストラリア、ニュージーランド、および国際的な医薬品、バイオテクノロジー、栄養市場向けに様々な製品とサービスを提供している。バイオロジクス事業、低分子事業、細胞・遺伝子事業、カプセル・健康成分事業を展開している。生物製剤部門は、原薬・製剤製造を含む製品ライフサイクル全体を通じて、臨床および商業的製造ニーズに対応したバイオ医薬品の受託開発・製造を行っている。低分子事業は、低分子医薬品とその中間体の開発・製造の一貫したサービスを提供している。また、粒子工学や医薬品パッケージングなど、設計・開発・製造のあらゆる側面から顧客をサポートする。細胞・遺伝子分野では、細胞・遺伝子治療の製造プロセスや生産を工業化する技術やプラットフォームを開発し、様々な同種・自家細胞治療、エクソソームベースの治療、ウイルスベクター遺伝子治療などの開発・製造受託サービスや薬事サポートを提供している。また、患者規模の細胞治療製造のためのクローズド自動化システムであるコクーン・プラットフォームや、細胞・遺伝子治療、注射薬、ワクチン、バイオ製造市場における特殊原料や実現技術ソリューションも提供している。カプセル＆健康成分部門は、製薬および栄養補助食品顧客向けにカプセル、剤形ソリューション、健康成分を提供している。ロンザグループは1897年に設立され、スイスのバーゼルに本社を置いている。もっと見るLonza Group AG 基礎のまとめLonza Group の収益と売上を時価総額と比較するとどうか。LONN 基礎統計学時価総額CHF 33.92b収益（TTM）CHF 909.00m売上高(TTM)CHF 6.53b37.3xPER（株価収益率5.2xP/SレシオLONN は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計LONN 損益計算書（TTM）収益CHF 6.53b売上原価CHF 4.18b売上総利益CHF 2.35bその他の費用CHF 1.44b収益CHF 909.00m直近の収益報告Dec 31, 2025次回決算日Jul 22, 2026一株当たり利益（EPS）13.01グロス・マージン35.97%純利益率13.92%有利子負債／自己資本比率54.3%LONN の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り39%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/07 16:01終値2026/06/05 00:00収益2025/12/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Lonza Group AG 23 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50 アナリスト機関Charles PitmanBarclaysSebastian BrayBerenbergXian DengBerenberg47 その他のアナリストを表示
Board Change • Jun 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Steve Fry was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 05Upcoming dividend of CHF5.00 per shareEligible shareholders must have bought the stock before 12 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Swiss dividend payers (3.7%). In line with average of industry peers (1.1%).
お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.
お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.
分析記事 • Apr 09Lonza Group's (VTX:LONN) Solid Earnings Are Supported By Other Strong FactorsLonza Group AG ( VTX:LONN ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...
Declared Dividend • Apr 04Dividend increased to CHF5.00Dividend of CHF5.00 is 25% higher than last year. Ex-date: 12th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is about the same as the industry average.
Board Change • Jun 01High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Steve Fry was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • May 05Upcoming dividend of CHF5.00 per shareEligible shareholders must have bought the stock before 12 May 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Swiss dividend payers (3.7%). In line with average of industry peers (1.1%).
お知らせ • Apr 24Simulations Plus, Inc. Announces Collaboration with Lonza Group Ag and U.S. Food and Drug Administration to Advance Predictive Frameworks for Complex Oral Drug ProductsSimulations Plus, Inc. had announced a funded research collaboration with Lonza Group AG and the U.S. Food and Drug Administration to develop and validate a mechanistic, predictive framework for assessing the in vivo performance of amorphous solid dispersion drug products. Mechanistic modeling approach and experimental integration designed to improve early risk identification, strengthen regulatory confidence, and expand AI-enabled workflows connecting data to decision-making. The collaboration evaluates whether advanced in vitro dissolution systems—particularly those incorporating dynamic gastrointestinal physiology—combined with mechanistic physiologically based biopharmaceutics modeling, can reliably predict key in vivo outcomes, including food effects and the impact of elevated gastric pH conditions. By establishing and validating these predictive capabilities, the collaboration aims to provide a scientific foundation for reducing reliance on certain clinical bioequivalence studies while maintaining the rigor and transparency required by regulators. Lonza will lead experimental work, including in vitro dissolution testing under fasted, fed, and elevated gastric pH conditions using advanced systems such as Controlled Transfer Dissolution, as well as the characterization and, where needed, manufacturing of amorphous solid dispersion formulation variants. Simulations Plus will lead the development and validation of in vitro–in vivo extrapolation frameworks using its DDDPlus® and GastroPlus® platforms, translating experimental data into predictions of in vivo pharmacokinetics and supporting virtual bioequivalence assessments. At the same time, it creates new opportunities to extend these capabilities into grounded AI-enabled workflow environments, where data, mechanistic models, and simulation outputs will be more directly connected. The Company will also contribute to interpretation within a regulatory context, ensuring alignment with evolving expectations for model-informed drug development. This work is supported in part through FDA funding and includes ongoing engagement with FDA scientists to directly align with regulatory priorities to advance model-informed drug development, modernize bioequivalence assessment for complex products, and reduce unnecessary reliance on human studies. By combining regulatory collaboration with open, non-proprietary data and validated methods based on real-world, FDA-approved amorphous solid dispersion products, the initiative is intended to inform future regulatory approaches and support broader adoption of science-based alternatives.
お知らせ • Apr 16Lonza Group AG Proposes Final Cash Dividend, Payable on May 15, 2026Lonza Group AG proposed final cash dividend of CHF 2.50 per share (Gross dividend per equity), Net dividend per equity of CHF 1.625 per share. Date of GM: May 8, 2026, Ex date: May 12, 2026, Payment date: May 15, 2026, Record date: May 13, 2026.
分析記事 • Apr 09Lonza Group's (VTX:LONN) Solid Earnings Are Supported By Other Strong FactorsLonza Group AG ( VTX:LONN ) just reported healthy earnings but the stock price didn't move much. Our analysis suggests...
Declared Dividend • Apr 04Dividend increased to CHF5.00Dividend of CHF5.00 is 25% higher than last year. Ex-date: 12th May 2026 Payment date: 15th May 2026 Dividend yield will be 1.0%, which is about the same as the industry average.
お知らせ • Apr 02Lonza Group AG, Annual General Meeting, May 08, 2026Lonza Group AG, Annual General Meeting, May 08, 2026, at 10:00 W. Europe Standard Time.
Reported Earnings • Apr 02Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 7.1%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Major Estimate Revision • Feb 06Consensus revenue estimates fall by 10%The consensus outlook for revenues in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from CHF8.34b to CHF7.47b. EPS estimate fell from CHF18.13 to CHF16.71 per share. Net income forecast to grow 29% next year vs 22% growth forecast for Life Sciences industry in Switzerland. Consensus price target broadly unchanged at CHF673. Share price was steady at CHF517 over the past week.
Reported Earnings • Jan 30Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: CHF12.98 (up from CHF8.94 in FY 2024). Revenue: CHF6.53b (flat on FY 2024). Net income: CHF909.0m (up 43% from FY 2024). Profit margin: 14% (up from 9.7% in FY 2024). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 5.5%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 29+ 1 more updateLonza Group AG Proposes Dividend for 2025Lonza Group AG announced that Board of Directors will propose to increase the dividend for 2025 by +25% to CHF 5.00 per share at the Lonza AGM in May 2026. Subject to approval, 50% of the dividend will be paid out of the capital contribution reserve, meaning it will be exempt from Swiss withholding tax.
お知らせ • Jan 28+ 2 more updatesLonza Group AG to Report Q1, 2026 Results on May 08, 2026Lonza Group AG announced that they will report Q1, 2026 results on May 08, 2026
分析記事 • Dec 22Is There Now An Opportunity In Lonza Group AG (VTX:LONN)?Lonza Group AG ( VTX:LONN ) saw significant share price movement during recent months on the SWX, rising to highs of...
分析記事 • Dec 01We Think Lonza Group (VTX:LONN) Is Taking Some Risk With Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
お知らせ • Nov 25+ 1 more updateMicrosize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN).Microsize, Inc. and Schedio SA signed an agreement to acquire Micro-Macinazione S.A. from Lonza Group AG (SWX:LONN) on November 24, 2025. Microsize and Schedio will jointly invest in Mic Mac to further enhance its capabilities and accelerate modernization. The partnership aims to establish an integrated European-American network for advanced particle engineering, combining Microsize’s CDMO expertise with Schedio’s process equipment and containment technologies. The transaction is subject to customary closing conditions and is expected to close during the first quarter of 2026.
お知らせ • Oct 24Lonza Group Ag Affirms Earnings Guidance for 2025Lonza Group AG affirmed earnings guidance for 2025. For the period, company expects CER sales growth of 20-21%.
分析記事 • Oct 24Investors Interested In Lonza Group AG's (VTX:LONN) EarningsWhen close to half the companies in Switzerland have price-to-earnings ratios (or "P/E's") below 19x, you may consider...
ナラティブの更新 • Sep 19Vacaville And Visp Facilities Will Secure Future Biologics DemandGiven the absence of analyst reasoning, the consensus analyst price target for Lonza Group saw only a marginal increase from CHF665.36 to CHF676.18 alongside minimal changes in key valuation metrics such as future P/E and discount rate, indicating steady market expectations and a broadly unchanged fair value outlook. What's in the News Lonza entered a seven-year manufacturing agreement with Avidity Biosciences for commercial drug substance and product, with a minimum purchase commitment of approximately $620 million between 2026 and 2028.
お知らせ • Sep 13Lonza Group AG Announces Executive Changes, Effective October 1, 2025Lonza Group AG announced the appointment of Jason Berndt as Head of Group Operations, Executive Vice President, and member of the Executive Committee (EC), effective October 1, 2025. Jason brings over two decades of experience in global operations, having held leadership roles in operational excellence, manufacturing, supply chain management, technical services, and network transformations across leading pharmaceutical and consumer goods companies. He most recently served as Head of Global Technical Services and Senior Vice President at Bristol-Myers Squibb. Prior to this, he spent over eight years in leadership roles at Teva Pharmaceuticals, six years in manufacturing operations at Procter & Gamble, and two years as a consultant at McKinsey and Company. Jason began his career in the US Army, serving five years as a military officer. He holds a Bachelor of Science degree from the United States Military Academy at West Point and an MBA from the University of Michigan. Maria Soler Nunez, currently Head of Group Operations, has been appointed as Chief Quality Officer and Executive Vice President, remaining a member of the EC, effective October 1, 2025. Maria joined Lonza in 2022 and has successfully led Lonza’s engineering, procurement, supply chain management, operational excellence, and program management Group Functions. In her new role, she will be responsible for upholding and reinforcing the highest quality standards across Lonza’s global development and manufacturing network, as well as overseeing regulatory affairs and regulatory compliance. Maria has 28 years of experience in manufacturing and quality roles in the pharmaceutical industry, having worked in multiple countries including Spain, Switzerland, and the US. Before joining Lonza, she served as Chief Quality Officer at Novartis and worked with Eli Lilly and Company for 12 years. Commencing 1 October 2025 and continuing until his retirement in 2026, Oliver Schläfli, currently serving as Global Head of Quality, will transfer his responsibilities to Maria and provide counsel on different projects across the organization.
分析記事 • Sep 10What Is Lonza Group AG's (VTX:LONN) Share Price Doing?Lonza Group AG ( VTX:LONN ) saw its share price hover around a small range of CHF541 to CHF583 over the last few weeks...
分析記事 • Aug 20Here's Why Lonza Group (VTX:LONN) Has A Meaningful Debt BurdenSWX:LONN 1 Year Share Price vs Fair Value Explore Lonza Group's Fair Values from the Community and select yours Some...
Reported Earnings • Jul 24First half 2025 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2025 results: EPS: CHF6.08 (up from CHF4.61 in 1H 2024). Revenue: CHF3.58b (up 17% from 1H 2024). Net income: CHF426.0m (up 30% from 1H 2024). Profit margin: 12% (up from 11% in 1H 2024). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 11+ 1 more updateLonza Group AG Announces Board AppointmentsLonza Group Ltd. at its AGM held on 9 May 2025, approved election of three newly proposed Board members – Juan Andres, Eric Drapé and David Meline – was approved by the shareholders, each for a term in office until the completion of the AGM 2026. Eric Drapé will join the Board on 14 May 2025, following the expiry of his current contractual commitments.
Upcoming Dividend • May 06Upcoming dividend of CHF4.00 per shareEligible shareholders must have bought the stock before 13 May 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Swiss dividend payers (4.0%). In line with average of industry peers (0.8%).
Declared Dividend • Apr 06Dividend of CHF4.00 announcedShareholders will receive a dividend of CHF4.00. Ex-date: 13th May 2025 Payment date: 15th May 2025 Dividend yield will be 0.8%, which is lower than the industry average of 0.9%.
お知らせ • Feb 20Lonza Reportedly Is Said to Tap Bofa, Centerview for Sale of Capsules UnitLonza Group AG (SWX:LONN) has selected Bank of America Corp. and Centerview Partners to arrange the sale of its capsules and health ingredients business (Capsugel, Inc.), according to people familiar with the matter, as part of the firm’s efforts to streamline its corporate structure. The capsules unit could be worth at least €2.5 billion ($2.6 billion) in a deal, said one of the people, who asked not to be identified as the information is private. Deliberations are ongoing and details of a transaction could still change, the people said.
新しいナラティブ • Feb 02CDMO Focus And Vacaville Acquisition To Drive Operational Improvements By 2025 Focus on CDMO business and Vacaville acquisition to drive revenue growth and boost sales.
New Risk • Jan 31New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 31% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. This is currently the only risk that has been identified for the company.
お知らせ • Jan 31+ 1 more updateLonza Group AG Provides Earnings Guidance for the Fiscal Year 2025Lonza Group AG provided earnings guidance for the fiscal year 2025. for the year, the company expects sales to growth in 2025, with low-to-mid-single-digit CER sales growth.
Reported Earnings • Jan 30Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: CHF8.93. Revenue: CHF6.57b (down 2.1% from FY 2023). Net income: CHF636.0m (down 2.8% from FY 2023). Profit margin: 9.7% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 23%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland.
お知らせ • Oct 30Lonza Group AG to Report First Half, 2025 Results on Jul 23, 2025Lonza Group AG announced that they will report first half, 2025 results on Jul 23, 2025
お知らせ • Oct 24Lonza Group AG Provides Earnings Guidance for Full Year 2024Lonza Group AG provided earnings guidance for full year 2024. The company reported a third quarter performance in line to deliver on its Full-year Outlook, with sales accelerating in fourth quarter based on the timing of batch releases. In this context, the company confirms its Full-year Outlook 2024 at flat year-on year sales in CER and a CORE EBITDA margin of high 20s. Operations at the new highly potent API facility in Visp are expected to commence in fourth quarter of 2024, with a significant sales contribution expected in 2025. Furthermore, construction remains on track at the large-scale commercial aseptic drug product facility in Stein (CH).
Buy Or Sell Opportunity • Oct 12Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to CHF525. The fair value is estimated to be CHF437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 24% per annum over the same time period.
お知らせ • Oct 02Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG).Lonza Group AG (SWX:LONN) entered into an agreement to acquire Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) for $1.2 billion on March 20, 2024. Under the agreement, approximately 750 Genentech employees at the Vacaville (US) facility will be offered employment by Lonza. The transaction is subject to customary closing conditions. Upon closing, the Vacaville (US) site will be integrated into Lonza’s Biologics division, joining a network of existing mammalian manufacturing sites in Visp (CH), Slough (UK), Singapore (SG), Portsmouth (US) and Porriño (ES). The transaction is expected to close in H2 2024. As the transaction is expected to be accretive to sales growth, Lonza has updated its Mid-Term Guidance 2024 – 2028. BofA Securities acted as financial advisors to Lonza. Lonza Group AG (SWX:LONN) completed the acquisition of Genentech Manufacturing Facility in Vacaville, California from Roche Holding AG (SWX:ROG) on October 1, 2024.
Reported Earnings • Jul 28First half 2024 earnings: EPS in line with analyst expectations despite revenue beatFirst half 2024 results: EPS: CHF4.61 (down from CHF5.54 in 1H 2023). Revenue: CHF3.06b (flat on 1H 2023). Net income: CHF329.0m (down 20% from 1H 2023). Profit margin: 11% (down from 13% in 1H 2023). Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Jul 28Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 11% to CHF581. The fair value is estimated to be CHF484, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has grown by 2.9%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 25% per annum over the same time period.
お知らせ • Jul 26Lonza Group AG to Report Fiscal Year 2024 Results on Jan 30, 2025Lonza Group AG announced that they will report fiscal year 2024 results on Jan 30, 2025
お知らせ • May 12Lonza Group AG Announces Board ChangesLonza Group AG announced that Albert M. Baehny, former Chairman of the Board of Directors, did not stand for re-election at the Annual General Meeting (AGM) of 8 May 2024. Jean-Marc Huët has been elected as new member and Chairman of the Board of Directors at this AGM.
お知らせ • May 11Lonza Group AG Approves Cash Dividend, Payable on May 15, 2024Lonza Group AG at its AGM held on May 8, 2024 approved Final cash dividend of CHF 2.00 per share and Share premium dividend of CHF 2.00 per share. Ex date is May 13, 2024, payment date is May 15, 2024 and record date is May 14, 2024.
Reported Earnings • Apr 05Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 9.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Apr 04Dividend increased to CHF4.00Dividend of CHF4.00 is 14% higher than last year. Ex-date: 13th May 2024 Payment date: 15th May 2024 Dividend yield will be 0.7%, which is lower than the industry average of 0.9%.
Buy Or Sell Opportunity • Apr 03Now 21% undervaluedOver the last 90 days, the stock has risen 52% to CHF533. The fair value is estimated to be CHF672, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 9.5% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
お知らせ • Apr 02Lonza Group AG Announces Chief Executive Officer ChangesLonza Group AG announced that Wolfgang Wienand has been appointed Chief Executive Officer (CEO), and will join the company during the summer of 2024. Wolfgang is currently CEO of the Swiss contract development and manufacturing organization (CDMO) Siegfried Holding AG, a role he has held since 2019. Prior to this, Wolfgang first served as Chief Scientific Officer and then as Chief Strategy Officer in Siegfried’s executive leadership team. Before joining Siegfried in 2010, Wolfgang held a series of increasingly senior positions at the German specialty chemicals company Evonik Industries. Wolfgang will succeed Albert M. Baehny, who took on the additional responsibility of CEO on an ad interim basis in October 2023 while the search for a permanent CEO took place. Albert will remain at Lonza for a transition period during the summer, before retiring from the company.
Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 29% to CHF454. The fair value is estimated to be CHF569, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 16%. For the next 3 years, revenue is forecast to grow by 8.5% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
Price Target Changed • Feb 02Price target increased by 7.3% to CHF503Up from CHF468, the current price target is an average from 20 analysts. New target price is 18% above last closing price of CHF428. Stock is down 23% over the past year. The company is forecast to post earnings per share of CHF12.02 for next year compared to CHF8.88 last year.
お知らせ • Jan 27+ 2 more updatesLonza Group AG to Report First Half, 2024 Results on Jul 25, 2024Lonza Group AG announced that they will report first half, 2024 results on Jul 25, 2024
Reported Earnings • Jan 27Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: CHF8.88 (down from CHF16.37 in FY 2022). Revenue: CHF6.72b (up 7.9% from FY 2022). Net income: CHF654.0m (down 46% from FY 2022). Profit margin: 9.7% (down from 20% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 31%. Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 8.9% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Jan 12Lonza Group AG to Report Fiscal Year 2023 Results on Jan 26, 2024Lonza Group AG announced that they will report fiscal year 2023 results on Jan 26, 2024
お知らせ • Jan 07Lonza Group AG, Annual General Meeting, May 08, 2024Lonza Group AG, Annual General Meeting, May 08, 2024.
Price Target Changed • Dec 12Price target decreased by 8.9% to CHF463Down from CHF508, the current price target is an average from 18 analysts. New target price is 43% above last closing price of CHF325. Stock is down 32% over the past year. The company is forecast to post earnings per share of CHF12.70 for next year compared to CHF16.37 last year.
Price Target Changed • Oct 27Price target decreased by 8.4% to CHF539Down from CHF588, the current price target is an average from 18 analysts. New target price is 71% above last closing price of CHF315. Stock is down 39% over the past year. The company is forecast to post earnings per share of CHF12.66 for next year compared to CHF16.37 last year.
Price Target Changed • Oct 20Price target decreased by 8.5% to CHF569Down from CHF623, the current price target is an average from 17 analysts. New target price is 66% above last closing price of CHF342. Stock is down 31% over the past year. The company is forecast to post earnings per share of CHF12.58 for next year compared to CHF16.37 last year.
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to CHF357, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 28x in the Life Sciences industry in Switzerland. Total loss to shareholders of 37% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at CHF550 per share.
お知らせ • Sep 21Lonza Group AG Provides Sales Guidance for the Year 2023Lonza Group AG provided sales guidance for the year 2023. The company is reconfirming its Outlook 2023. During the company’s Half-Year Results presentation in July 2023, the Outlook was set at mid-to-high single-digit CER sales growth.
Buying Opportunity • Sep 19Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 20%. The fair value is estimated to be CHF555, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 20% over the last 3 years. Earnings per share has grown by 25%. For the next 3 years, revenue is forecast to grow by 10% per annum. Earnings is also forecast to grow by 15% per annum over the same time period.
お知らせ • Sep 18Lonza Group AG Announces CEO ChangesLonza Group AG announced that Pierre-Alain Ruffieux, CEO, will leave the company at the end of September 2023 by mutual agreement. The Board of Directors also announced that Albert M. Baehny, Chairman, will take on the additional responsibility of Chief Executive Officer on an ad interim basis until a permanent successor is appointed.
Major Estimate Revision • Jul 28Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from CHF6.62b to CHF6.46b. EPS estimate also fell from CHF14.73 per share to CHF12.99 per share. Net income forecast to shrink 7.4% next year vs 4.0% decline forecast for Life Sciences industry in Switzerland. Consensus price target down from CHF681 to CHF651. Share price rose 2.1% to CHF501 over the past week.
New Risk • Jul 23New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Swiss stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Reported Earnings • Jul 23First half 2023 earnings: EPS and revenues miss analyst expectationsFirst half 2023 results: EPS: CHF5.54 (down from CHF6.67 in 1H 2022). Revenue: CHF3.08b (up 3.2% from 1H 2022). Net income: CHF410.0m (down 17% from 1H 2022). Profit margin: 13% (down from 17% in 1H 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 11%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jun 02Lonza Group AG (SWX:LONN) acquired Synaffix BV.Lonza Group AG (SWX:LONN) acquired Synaffix BV for €160 million on June 1, 2023. The consideration comprises an initial financial consideration of €100 million in cash and up to €60 million in additional performance-based consideration. Synaffix will continue to operate under the Synaffix name and further expand its operations in Oss (NL). Bird & Bird LLP, Netherlands acted as legal advisor to Lonza Group. William Blair & Company, L.L.C. acted as financial advisor, Goodwin Procter LLP and NautaDutilh N.V. acted as legal advisor to Synaffix. Lonza Group AG (SWX:LONN) completed the acquisition of Synaffix BV on June 1, 2023.
お知らせ • May 11Lonza Group AG Reiterates Sales Guidance for the Years 2023Lonza Group AG reiterated sales guidance for the years 2023. For the year 2023, the company reiterates high single digit CER sales growth.
Upcoming Dividend • May 02Upcoming dividend of CHF3.50 per share at 0.6% yieldEligible shareholders must have bought the stock before 09 May 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 0.6%. Lower than top quartile of Swiss dividend payers (4.2%). In line with average of industry peers (0.6%).
Reported Earnings • Mar 29Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CHF16.37 (up from CHF9.08 in FY 2021). Revenue: CHF6.22b (up 15% from FY 2021). Net income: CHF1.22b (up 80% from FY 2021). Profit margin: 20% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 27Lonza Group AG to Report First Half, 2023 Results on Jul 21, 2023Lonza Group AG announced that they will report first half, 2023 results on Jul 21, 2023
Reported Earnings • Jan 26Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: CHF16.37 (up from CHF9.08 in FY 2021). Revenue: CHF6.22b (up 15% from FY 2021). Net income: CHF1.22b (up 80% from FY 2021). Profit margin: 20% (up from 13% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 16%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Life Sciences industry in Switzerland. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 26Lonza Group AG Provides Earnings Guidance for the Year 2023Lonza Group AG provided earnings guidance for the year 2023. The company anticipates delivering high single-digit sales growth at constant currency with a margin of 30% to 31% in 2023.
