For the quarter ended September 2025, Novartis (NVS) reported revenue of $13.91 billion, up 8.5% over the same period last year. EPS came in at $2.25, compared to $2.06 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $13.9 billion, representing a surprise of +0.06%. The company delivered an EPS surprise of -0.44%, with the consensus EPS estimate being $2.26.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Novartis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Revenues- Oncology- Tasigna- US: $79 million versus the three-analyst average estimate of $119.43 million. The reported number represents a year-over-year change of -65%.
- Net sales- Scemblix- Rest of world: $125 million compared to the $119.86 million average estimate based on three analysts.
- Revenues- Oncology- Promacta/Revolade- US: $88 million versus the three-analyst average estimate of $180.08 million. The reported number represents a year-over-year change of -71.2%.
- Revenues- Immunology- Cosentyx- US: $1.01 billion versus $990.42 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
- Revenues- Oncology- Tafinlar + Mekinist- Total: $550 million versus the three-analyst average estimate of $555.75 million. The reported number represents a year-over-year change of +3%.
- Revenues- Net sales to third parties: $13.91 billion versus $14.07 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +8.5% change.
- Revenues- Oncology- Kisqali- Total: $1.33 billion versus the three-analyst average estimate of $1.29 billion. The reported number represents a year-over-year change of +68.9%.
- Revenues- Immunology- Cosentyx- Total: $1.7 billion compared to the $1.73 billion average estimate based on three analysts. The reported number represents a change of +0.3% year over year.
- Revenues- Cardiovascular- Entresto- Total: $1.88 billion compared to the $2.07 billion average estimate based on three analysts. The reported number represents a change of +0.6% year over year.
- Revenues- Established Brands- Galvus Group- Total: $126 million versus the three-analyst average estimate of $133.86 million. The reported number represents a year-over-year change of -20.8%.
- Revenues- Established Brands- Exforge Group- Total: $176 million versus $177.41 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +1.2% change.
- Revenues- Established brands- Kymriah- Total: $97 million versus the three-analyst average estimate of $94.37 million. The reported number represents a year-over-year change of -4.9%.
View all Key Company Metrics for Novartis here>>>
Shares of Novartis have returned +4.1% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Novartis AG (NVS): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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