Roche's third-quarter sales beat expectations but underlying growth questioned
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Roche reported third-quarter 2026 group sales of 16.1 billion Swiss francs (about $19.6 billion), a 7% rise that beat the consensus estimate of 15.8 billion francs. Jefferies analysts, however, argued that a new ERP system inflated the reported revenue and that underlying results fell short of expectations. The report comes amid broader doubts about the company's future prospects. Roche maintained its full-year guidance of mid-single-digit growth. The open questions are whether the ERP-related boost reverses in coming quarters and whether the company can meet its guidance on an underlying basis.
Written by a model from the reports · updated 2 hours ago
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Roche's third-quarter 2026 group sales rose 7% to 16.1 billion Swiss francs (about $19.6 billion), beating the consensus estimate of 15.8 billion francs, but Jefferies analysts said a new ERP system boosted revenue and underlying results fell short. The company maintained guidance for mid single-digit growth for the full year.
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