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Sep 30, 2025
Novartis Q3 2025 Earnings Report
Novartis reported strong financial results in Q3 2025 with solid revenue and income growth.
Key Takeaways
Novartis delivered strong Q3 2025 results, driven by key brands like Kisqali and Kesimpta, along with continued innovation success including the FDA approval of Rhapsido.
Revenue reached $13.91 billion, up from $12.82 billion the previous year
EPS rose to $2.04, with Core EPS at $2.25
Net income grew to $3.93 billion, a 23% increase YoY
FDA approved Rhapsido and strong Phase III data supported future pipeline growth
Revenue by Segment
Forward Guidance
Novartis reaffirmed its full-year 2025 guidance, expecting high single-digit sales growth and low-teens core operating income growth.
Positive Outlook
- Sales expected to grow high single-digit
- Core operating income projected to grow low-teens
- Strong performance from key brands like Kisqali and Kesimpta
- R&D pipeline progress with multiple Phase III successes
- FDA approval of Rhapsido strengthens near-term portfolio
Challenges Ahead
- Ongoing generic erosion in the US
- Pricing pressures, particularly in the US
- Impact of revenue deduction adjustments
- Slight YoY decline in core operating income margin
- Currency impact remains a risk despite Q3 neutrality
Historical Earnings Impact
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Avg. Return Before/After Earnings
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