View ValuationLonza Group 향후 성장Future 기준 점검 3/6Lonza Group (는) 각각 연간 17.4% 및 10.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 17.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.5% 로 예상됩니다.핵심 정보17.4%이익 성장률17.23%EPS 성장률Life Sciences 이익 성장19.2%매출 성장률10.2%향후 자기자본이익률16.48%애널리스트 커버리지Good마지막 업데이트29 May 2026최근 향후 성장 업데이트Major 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.공시 • 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%.공시 • 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.공시 • 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).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.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.모든 업데이트 보기Recent updatesUpcoming 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%).공시 • 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.공시 • 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.분석 기사 • 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.공시 • 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.공시 • 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.공시 • 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, 2026분석 기사 • 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...분석 기사 • 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...공시 • 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.공시 • 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%.분석 기사 • 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...내러티브 업데이트 • 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.공시 • 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.분석 기사 • 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...분석 기사 • 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.분석 기사 • May 31Lonza Group AG (VTX:LONN) Not Flying Under The RadarLonza Group AG's ( VTX:LONN ) price-to-earnings (or "P/E") ratio of 63.2x might make it look like a strong sell right...공시 • 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%.공시 • 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.새로운 내러티브 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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, 2025공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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, 2024공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • 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.공시 • Jan 25Lonza Group AG (SWX:LONN) announces an Equity Buyback for CHF 2,000 million worth of its shares.Lonza Group AG (SWX:LONN) announces a share repurchase program. Under the program, the company will repurchase up to CHF 2,000 million worth of its shares. The purpose of the program is to initiate the return of excess capital to shareholders. The program is expected to be completed in H1 2025.이익 및 매출 성장 예측SWX:LONN - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20288,9511,6897992,3051812/31/20277,9881,3995942,0212312/31/20267,1301,1594071,7722312/31/20256,531909-1161,156N/A6/30/20257,093733-3751,147N/A3/31/20256,834685-2861,211N/A12/31/20245,480601-1931,274N/A9/30/20246,635605-1141,399N/A6/30/20246,696573-301,524N/A3/31/20246,707614-1691,456N/A12/31/20236,717654-3091,388N/A9/30/20236,518892-5321,239N/A6/30/20236,3191,129-7561,089N/A3/31/20236,2711,172-8281,055N/A12/31/20226,2231,215-9011,020N/A9/30/20226,0361,062-819994N/A6/30/20225,849909-737968N/A3/31/20225,629792-4501,093N/A12/31/20215,409674-1631,217N/A9/30/20215,108612-21,233N/A6/30/20214,8075501591,249N/A3/31/20214,6586401501,190N/A12/31/20204,5087301401,130N/A9/30/20203,1356562361,181N/A6/30/20203,4746963441,241N/A3/31/20203,8416722661,109N/A12/31/20194,207647188977N/A9/30/20195,821710N/AN/AN/A6/30/20195,722658N/A821N/A3/31/20195,632657N/A952N/A12/31/20185,542655N/A1,082N/A6/30/20185,034826N/A860N/A3/31/20184,791745N/A851N/A12/31/20174,548664N/A841N/A9/30/20174,758527N/A798N/A6/30/20174,423334N/A738N/A3/31/20174,278318N/A745N/A12/31/20164,132301N/A752N/A9/30/20164,025331N/A779N/A6/30/20163,918360N/A805N/A3/31/20163,861319N/A773N/A12/31/20153,803277N/A741N/A9/30/20153,774243N/A710N/A6/30/20153,744208N/A678N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: LONN 의 연간 예상 수익 증가율(17.4%)이 saving rate(0.6%)보다 높습니다.수익 vs 시장: LONN 의 연간 수익(17.4%)이 Swiss 시장(10.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: LONN 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: LONN 의 수익(연간 10.2%)이 Swiss 시장(연간 4.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: LONN 의 수익(연간 10.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: LONN의 자본 수익률은 3년 후 16.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YPharmaceuticals-biotech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/31 07:17종가2026/05/29 00:00수익2025/12/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Lonza Group AG는 52명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Charles PitmanBarclaysCharles PitmanBarclaysSebastian BrayBerenberg49명의 분석가 더 보기
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.
공시 • 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%.
공시 • 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.
공시 • 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).
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.
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.
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%).
공시 • 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.
공시 • 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.
분석 기사 • 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.
공시 • 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.
공시 • 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.
공시 • 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
분석 기사 • 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...
분석 기사 • 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...
공시 • 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.
공시 • 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%.
분석 기사 • 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...
내러티브 업데이트 • 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.
공시 • 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.
분석 기사 • 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...
분석 기사 • 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.
분석 기사 • May 31Lonza Group AG (VTX:LONN) Not Flying Under The RadarLonza Group AG's ( VTX:LONN ) price-to-earnings (or "P/E") ratio of 63.2x might make it look like a strong sell right...
공시 • 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%.
공시 • 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.
새로운 내러티브 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • 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.
공시 • Jan 25Lonza Group AG (SWX:LONN) announces an Equity Buyback for CHF 2,000 million worth of its shares.Lonza Group AG (SWX:LONN) announces a share repurchase program. Under the program, the company will repurchase up to CHF 2,000 million worth of its shares. The purpose of the program is to initiate the return of excess capital to shareholders. The program is expected to be completed in H1 2025.
