Lonza Reports H1 2026 Earnings Wednesday July 22: CHF 3.37 Billion in Sales (+11.2% AER, +16.0% Constant Exchange Rate), CHF 595 Million Profit (Versus CHF 426 Million H1 2025), CHF 1.2 Billion Core EBITDA (+27.4% YoY) at a 34.8% Margin (+4.4 Percentage Points); Advanced Synthesis Division (Housing Small-Molecule and Bioconjugate Manufacturing) Delivered 27.7% CER Sales Growth Driven by Small-Molecule and Bioconjugate Demand — Lonza Also Confirmed the CDMO Capacity Expansion in Stein, Switzerland Following a Major-Pharma ADC Clinical and Commercial Manufacturing Agreement
Lonza (SIX: LONN) reported first-half 2026 earnings Wednesday July 22, 2026: sales of CHF 3.37 billion (up 11.2% at actual exchange rate, up 16.0% at constant exchange rate), CHF 595 million profit (CHF 8.18 per share) versus CHF 426 million (CHF 5.68 per share) in H1 2025, and CHF 1.2 billion core EBITDA (up 27.4% year-over-year) at a 34.8% margin (up 4.4 percentage points). The Advanced Synthesis division, which houses small-molecule and bioconjugate manufacturing, delivered 27.7% CER sales growth driven by demand for small-molecule and bioconjugate products; the Integrated Biologics division grew 10% CER. Lonza lifted its full-year 2026 margin outlook and confirmed CDMO capacity expansion in Stein, Switzerland following a major-pharma ADC clinical and commercial manufacturing agreement. The Lonza H1 print, combined with the July 20 Samsung Biologics $1.8 billion PolyPeptide tender offer and the July 2 Lonza-Nona Biosciences TfR1 BBB deal, sustains the peptide- and biologic-CDMO consolidation thesis that has run through the first half of 2026. Peptide-based GLP-1 manufacturing capacity constraints continue to drive premium CDMO pricing.