Roche Holding 향후 성장

Future 기준 점검 2/6

Roche Holding (는) 각각 연간 10.3% 및 3.9% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 35.2% 로 예상됩니다.

핵심 정보

10.3%

이익 성장률

10.75%

EPS 성장률

Pharmaceuticals 이익 성장	11.9%
매출 성장률	3.9%
향후 자기자본이익률	35.24%
애널리스트 커버리지	Good
마지막 업데이트	29 Jul 2026

최근 향후 성장 업데이트

분석 기사 • Jul 27

Analyst Estimates: Here's What Brokers Think Of Roche Holding AG (VTX:ROP) After Its Half-Yearly Report

Investors in Roche Holding AG ( VTX:ROP ) had a good week, as its shares rose 7.1% to close at CHF355 following the...

Recent updates

분석 기사 • Jul 31

Roche Holding (VTX:ROP) Is Posting Promising Earnings But The Good News Doesn’t Stop There

Investors signalled that they were pleased with Roche Holding AG's ( VTX:ROP ) most recent earnings report. According...

내러티브 업데이트 • Jul 27

ROP: Partnership Reliance And Pipeline Skepticism Will Likely Restrain Future Upside

Analysts lifted their fair value estimate for Roche Holding, implying a new price target of about CHF 260. They incorporated updated assumptions on revenue growth, margins and P/E following a series of partnership-focused research notes around the company's Nurix collaboration and a recent HSBC rating change.

분석 기사 • Jul 27

Analyst Estimates: Here's What Brokers Think Of Roche Holding AG (VTX:ROP) After Its Half-Yearly Report

Investors in Roche Holding AG ( VTX:ROP ) had a good week, as its shares rose 7.1% to close at CHF355 following the...

내러티브 업데이트 • Jul 10

ROP: Pipeline Partnerships And Oncology Data Will Shape Balanced Outlook

Analysts have modestly lifted their fair value estimate for Roche Holding to CHF 359.22 from CHF 352.00, citing updated assumptions around revenue growth, profit margins and future P/E, along with mixed but generally constructive readthroughs from recent pipeline and partnership research. Analyst Commentary Recent Street research around Roche Holding points to a mixed but constructive setup, with optimism around specific products and partnerships balanced by more cautious views on the risk and timing of future growth and execution.

내러티브 업데이트 • Jun 26

ROP: External Oncology Collaborations Will Likely Cap Near Term Upside

Analysts have updated their fair value estimate for Roche Holding to CHF 253.81 from CHF 295.00, reflecting refreshed assumptions on revenue growth, margins, and future P/E multiples in light of recent co-development agreements with partners such as Nurix Therapeutics. Analyst Commentary Recent Street research around Roche Holding and its partners gives you a mixed picture, with enthusiasm for the co-development agreements alongside more cautious voices highlighting execution and valuation risks.

새로운 내러티브 • May 12

Roche is a cash-generating, defensive large-cap pharma, with upside driven by pipeline execution.

Investment Memo – Roche Holding AG (Pharmaceutical Division / “Roche Pharma”) 1. Executive Summary Roche is a leading global pharmaceutical and diagnostics company with a strong focus on oncology, immunology, neuroscience, and rare diseases.

새로운 내러티브 • Apr 19

Late Stage Pipeline And Diagnostics Expansion Will Transform Long Term Healthcare Leadership

Catalysts About Roche Holding Roche is a global healthcare company focused on pharmaceuticals and diagnostics across oncology, neurology, immunology, ophthalmology and cardiometabolic diseases. What are the underlying business or industry changes driving this perspective?

새로운 내러티브 • Apr 04

Late Stage Pipeline And Diagnostics Expansion Will Reshape Long Term Prospects

Catalysts About Roche Holding Roche Holding is a global healthcare company with large pharmaceutical and diagnostics businesses focused on prescription medicines, biologics and lab testing solutions. What are the underlying business or industry changes driving this perspective?

새로운 내러티브 • Mar 21

Large Late Stage Pipeline And US Investment Will Support Steady Healthcare Demand

Catalysts About Roche Holding Roche Holding is a global healthcare group focused on pharmaceuticals and diagnostics, with a large late stage pipeline and extensive manufacturing and R&D infrastructure. What are the underlying business or industry changes driving this perspective?

이익 및 매출 성장 예측

SWX:ROP - 애널리스트 향후 추정치 및 과거 재무 데이터 (CHF Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
12/31/2028	68,719	17,605	17,660	22,688	13
12/31/2027	65,471	16,365	16,329	21,447	15
12/31/2026	62,645	14,580	15,336	20,208	13
6/30/2026	62,959	12,341	13,893	19,387	N/A
3/31/2026	63,158	12,611	13,484	19,120	N/A
12/31/2025	63,356	12,880	13,075	18,852	N/A
9/30/2025	63,422	11,155	13,142	19,066	N/A
6/30/2025	63,488	9,429	13,209	19,280	N/A
3/31/2025	62,942	8,853	14,147	19,687	N/A
12/31/2024	62,395	8,277	15,085	20,094	N/A
9/30/2024	61,488	9,448	13,215	18,103	N/A
6/30/2024	60,581	10,619	11,344	16,111	N/A
3/31/2024	60,511	11,059	11,395	16,103	N/A
12/31/2023	60,441	11,498	11,446	16,095	N/A
9/30/2023	61,486	11,263	11,759	16,313	N/A
6/30/2023	62,530	11,028	12,071	16,530	N/A
3/31/2023	64,172	11,725	12,661	17,167	N/A
12/31/2022	65,814	12,421	13,251	17,803	N/A
9/30/2022	66,716	13,539	15,384	19,869	N/A
6/30/2022	67,617	14,657	17,516	21,935	N/A
3/31/2022	66,734	14,294	16,972	21,456	N/A
12/31/2021	65,850	13,930	16,427	20,976	N/A
9/30/2021	63,974	13,975	15,197	20,346	N/A
6/30/2021	62,098	14,019	13,967	19,716	N/A
3/31/2021	61,221	14,157	12,922	19,141	N/A
12/31/2020	60,343	14,295	11,876	18,566	N/A
9/30/2020	61,361	13,626	13,799	19,949	N/A
6/30/2020	62,378	12,957	15,722	21,332	N/A
3/31/2020	63,065	13,227	N/A	21,859	N/A
12/31/2019	63,751	13,497	N/A	22,385	N/A
9/30/2019	62,736	12,654	N/A	21,210	N/A
6/30/2019	61,721	11,810	N/A	20,034	N/A
3/31/2019	60,609	11,155	N/A	20,007	N/A
12/31/2018	59,497	10,500	N/A	19,979	N/A
9/30/2018	58,611	10,483	N/A	19,131	N/A
6/30/2018	57,725	10,465	N/A	18,283	N/A
3/31/2018	56,736	9,549	N/A	18,154	N/A
12/31/2017	55,746	8,633	N/A	18,024	N/A
9/30/2017	54,961	9,154	N/A	17,578	N/A
6/30/2017	54,176	9,675	N/A	17,132	N/A
3/31/2017	53,406	9,626	N/A	16,067	N/A
12/31/2016	52,636	9,576	N/A	15,001	N/A
9/30/2016	52,109	9,332	N/A	14,678	N/A
6/30/2016	51,581	9,087	N/A	14,354	N/A
3/31/2016	50,992	8,975	N/A	14,803	N/A
12/31/2015	50,403	8,863	N/A	15,251	N/A
9/30/2015	50,364	8,908	N/A	15,077	N/A

애널리스트 향후 성장 전망

수입 대 저축률: ROP 의 연간 예상 수익 증가율(10.3%)이 saving rate(0.6%)보다 높습니다.

수익 vs 시장: ROP 의 연간 수익(10.3%)이 Swiss 시장(12.1%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: ROP 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: ROP 의 수익(연간 3.9%)이 Swiss 시장(연간 5.2%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: ROP 의 수익(연간 3.9%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ROP의 자본 수익률은 3년 후 35.2%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/07/31 02:34
종가	2026/07/31 00:00
수익	2026/06/30
연간 수익	2025/12/31

데이터 소스

당사의 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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Roche Holding AG는 44명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
John Staszak	Argus Research Company
Gerhard Schwarz	Baader Helvea Equity Research
Mark Purcell	Barclays

Roche Holding 향후 성장

Future 기준 점검 2/6

핵심 정보

최근 향후 성장 업데이트

Analyst Estimates: Here's What Brokers Think Of Roche Holding AG (VTX:ROP) After Its Half-Yearly Report

Recent updates

Roche Holding (VTX:ROP) Is Posting Promising Earnings But The Good News Doesn’t Stop There

ROP: Partnership Reliance And Pipeline Skepticism Will Likely Restrain Future Upside

Analyst Estimates: Here's What Brokers Think Of Roche Holding AG (VTX:ROP) After Its Half-Yearly Report

Roche Gains FDA Clearance for cobas BV/CV Molecular Vaginitis Diagnostic

First half 2026 earnings released

CHMP Backs EU Approval for Susvimo Continuous Eye Treatment in Roche Milestone

Roche Receives FDA Clearance For The Cobas BV/CV Assay Enabling Fast And Highly Accurate Vaginitis Diagnosis

Roche Names Dan Malarek CEO of Diagnostics North America as Leadership Team Shifts

FDA Sets Priority Review for Roche’s Gazyva in Rare Kidney Disease Therapy Decision

Roche Announces FDA Grants Priority Review to Roche’s Gazyva/Gazyvaro for Adults with Primary Membranous Nephropathy

Roche Unveils First Fully Automated HDV Test for Severe Hepatitis Detection and Monitoring

Roche Introduces Cobas Hepatitis D Virus Test for Use on Cobas 5800/6800/8800 Systems

ROP: Pipeline Partnerships And Oncology Data Will Shape Balanced Outlook

Roche Receives CE Mark for Automated Tuberculosis Blood Test Across Europe

Roche Presents New Data in Alzheimer’S Disease Portfolio At Aaic 2026

Roche Reports Positive Results from Phase Iii Krascendo 1 Study Evaluating Divarasib Against Approved Kras G12c Inhibitors in Previously Treated Kras G12c Non-Small Cell Lung Cancer

FDA Accepts Priority Review for Roche Enspryng in Thyroid Eye Disease Expansion

Roche Announces FDA Acceptance and Priority Review of Supplemental Biologics License Application for Enspryng for Thyroid Eye Disease

Roche Announces Launch Of AXELIOS 1 Sequencing Platform

ROP: External Oncology Collaborations Will Likely Cap Near Term Upside

Roche Backs Orano Med to Advance Lead-212 Radiopharma Cancer Therapies

Roche Receives FDA Acceptance for Supplemental Biologics License Application For Lunsumio And Polivy Combination For Relapsed Or Refractory Large B-Cell Lymphoma

Roche Receives FDA Approval for the First Companion Diagnostic to Assess PTEN Protein in People Living with Prostate Cancer

Roche Expands Cancer Diagnostics and Awaits FDA Decision on Tecentriq for Colon Cancer

Roche Announces FDA Grants Priority Review For Roche's Tecentriq For A Certain Type Of Stage III Colon Cancer

Foundation Medicine Receives Fda Approval for Foundationone Cdx as Companion Diagnostic for Itovebi (Inavolisib) in Combination with Palbociclib and Fulvestrant

Roche Launches the Liver Disease Panel Suite of Certified Algorithms to Support Chronic Liver Disease Management

Roche is a cash-generating, defensive large-cap pharma, with upside driven by pipeline execution.

Roche Receives CE Mark For Elecsys Ptau217 Blood Test For Alzheimer’S Disease Pathology

Roche Advances Breast Cancer Pipeline With FDA Review for Giredestrant and Companion Diagnostic Approval

Roche Holding AG (SWX:ROP) entered into a definitive merger agreement to acquire PathAI, Inc. for $1.1 billion.

Roche Showcases Ophthalmology Portfolio At Arvo 2026

Roche Announces FDA Acceptance of Application for Gazyva Gazyvaro for Treatment of Systemic Lupus Erythematosus

Late Stage Pipeline And Diagnostics Expansion Will Transform Long Term Healthcare Leadership

Roche Receives CE Mark for New Elecsys NfL Blood Test to Detect Neuroinflammation in Multiple Sclerosis

Late Stage Pipeline And Diagnostics Expansion Will Reshape Long Term Prospects

Insufficient new directors

Roche Launches the Cobas MPX-E Assay, A New 4-In-1 Donor Screening Test

Roche Launches the Cobas Eplex Respiratory Pathogen Panel 3

Large Late Stage Pipeline And US Investment Will Support Steady Healthcare Demand

Roche Holding AG to Report Q1, 2026 Results on Apr 23, 2026

Roche Diagnostics Expands Mass Spectrometry Menu With Steroid Assays Receiving CLIA Moderate Complexity Designation

이익 및 매출 성장 예측

애널리스트 향후 성장 전망

주당순이익 성장 예측

향후 자기자본이익률

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터 소스

분석 모델 및 스노우플레이크

산업 및 섹터 지표

분석가 소스