Analysts on Wall Street project that Novartis (NVS) will announce quarterly earnings of $2.26 per share in its forthcoming report, representing an increase of 9.7% year over year. Revenues are projected to reach $13.9 billion, increasing 8.4% from the same quarter last year.The consensus EPS estimate for the quarter has remained unchanged over the last 30 days. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during this timeframe.Before a company annou ...

Core Insights - Novartis reported $14.05 billion in revenue for Q2 2025, a year-over-year increase of 9.2%, with an EPS of $2.42 compared to $1.97 a year ago, exceeding both revenue and EPS consensus estimates [1][3] Revenue Performance - Oncology revenue from Tasigna in the US was $162 million, significantly below the average estimate of $221.75 million, reflecting a year-over-year decline of 29.6% [4] - Net sales of Scemblix in the Rest of the World reached $107 million, surpassing the average estimate of $95.88 million [4] - Oncology revenue from Promacta/Revolade in the US was $227 million, below the average estimate of $285.63 million, marking a year-over-year decline of 19.8% [4] - Immunology revenue from Cosentyx in the US was $921 million, slightly below the average estimate of $993.18 million, but showing a year-over-year increase of 6.1% [4] - Total revenue from Tafinlar + Mekinist in Oncology was $573 million, slightly above the average estimate of $570.15 million, with a year-over-year increase of 9.6% [4] - Kisqali in Oncology generated $1.18 billion, exceeding the average estimate of $1.09 billion, with a substantial year-over-year increase of 64.2% [4] - Total revenue from Cosentyx in Immunology was $1.63 billion, below the average estimate of $1.73 billion, but reflecting a year-over-year increase of 6.8% [4] - Cardiovascular revenue from Entresto totaled $2.36 billion, slightly above the average estimate of $2.34 billion, with a year-over-year increase of 24.2% [4] - Established Brands revenue from Galvus Group was $123 million, below the average estimate of $131 million, reflecting a year-over-year decline of 18% [4] - Established Brands revenue from Exforge Group was $191 million, exceeding the average estimate of $172.31 million, with a year-over-year increase of 7.3% [4] - Kymriah in Established Brands generated $99 million, closely matching the average estimate of $99.32 million, with a year-over-year decline of 12.4% [4] Stock Performance - Novartis shares returned +2.1% over the past month, underperforming the Zacks S&P 500 composite's +4.2% change, with a Zacks Rank 2 (Buy) indicating potential for near-term outperformance [3]

Core Viewpoint - Analysts project that Novartis will report quarterly earnings of $2.38 per share, reflecting a 20.8% year-over-year increase, with revenues expected to reach $14.04 billion, a 9% increase from the same quarter last year [1]. Revenue Estimates - Revenues from Solid Tumors for Tafinlar + Mekinist are estimated at $570.15 million, indicating a 9% increase year-over-year [4]. - Other revenues are projected to be $407.49 million, suggesting a 13.2% year-over-year increase [4]. - Revenues from Solid Tumors for Kisqali are expected to reach $1.09 billion, reflecting a significant 52.6% increase from the prior-year quarter [4]. - Hematology revenues from Promacta/Revolade are estimated at $545.35 million, showing a slight increase of 0.3% year-over-year [5]. - Hematology revenues from Tasigna in the US are projected at $221.75 million, indicating a decrease of 3.6% from the prior-year quarter [5]. - Revenues from Immunology for Cosentyx in the US are expected to be $993.18 million, reflecting a 14.4% year-over-year increase [6]. - Cardiovascular revenues from Entresto in the US are projected to reach $1.19 billion, indicating a 26% increase from the prior-year quarter [6]. - Revenues from Solid Tumors for Tafinlar + Mekinist in the ROW are estimated at $348.88 million, suggesting an 8.7% year-over-year increase [7]. - Immunology revenues for Cosentyx in the ROW are expected to be $740.74 million, reflecting a 12.6% year-over-year increase [8]. Stock Performance - Over the past month, Novartis shares have returned +1.3%, compared to a +4% change in the Zacks S&P 500 composite [8]. - Novartis currently holds a Zacks Rank 2 (Buy), indicating potential outperformance in the near future [8].