Novartis (NOVN SW) - Q2 2026 (USD): Net Revenue 14.4bln (exp. 14.1bln), Core EPS 2.41 (exp. 2.20), Operating income 4.75bln (prev. 4.86bln Y/Y), Net income 3.26bln (prev. 4.02bln Y/Y), backs FY26 view
Sales (USD):
- Entresto 1.18bln (exp. 1.29bln)
- Cosentyx 1.82bln (exp. 1.14bln)
FY outlook:
- Expects net sales to grow low single-digit.
- Expects core operating income to decline low single-digit.
CEO:
- “Novartis delivered a solid second quarter, returning to sales growth driven by continued momentum from Kisqali, Kesimpta, Scemblix and Pluvicto."
- "We are on track for multiple important readouts ahead in the second half, and remain on track to deliver our full-year guidance and mid-term outlook.”
Context
Novartis reported a strong Q2 2026, beating revenue and EPS expectations, indicating solid underlying performance despite a year-over-year decline in net income and operating income. The results suggest confidence in their growth trajectory, supported by the CEO's remarks on ongoing momentum from key products, which may stabilize market sentiment and keep full-year guidance intact. This could positively influence investor perception and stock performance, particularly in the pharmaceuticals sector.
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