During Lonza's capital markets day, the firm reaffirmed its 2026 outlook of 11%-12% sales growth at constant exchange rates and core EBITDA margin of 33%-34%. Lonza set midterm financial targets of 10%-13% organic sales growth and core EBITDA margin reaching the high-30% range.
The pharma biotech and nutrition segment is a sticky business with long-term contracts and high switching costs for its customers.
Lonza is vulnerable to facility closures, whether from natural disasters or manufacturing issues, as a warning letter from the FDA can result in manufacturing delays or closures.
Metric | LONN | ICLR | 02269 |
|---|---|---|---|
Price/Earnings (Normalized) | 40.73 | 27.17 | 31.04 |
Price/Book Value | 5.73 | 1.65 | 3.80 |
Price/Sales | 7.38 | 1.87 | 7.73 |
Price/Cash Flow | 23.80 | 16.71 | 20.99 |
Metric | LONN | ICLR | 02269 |
|---|---|---|---|
Quick Ratio | 0.59 | 1.27 | 2.64 |
Current Ratio | 1.66 | 1.32 | 3.32 |
Interest Coverage | 9.29 | 3.49 | 67.52 |
Metric | LONN | ICLR | 02269 |
|---|---|---|---|
Return on Assets (Normalized) | 6.27% | 3.47% | 10.38% |
Return on Equity (Normalized) | 13.97% | 6.12% | 14.65% |
Return on Invested Capital (Normalized) | 9.75% | 5.69% | 11.25% |
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United States