Compared to Estimates, Novartis (NVS) Q2 Earnings: A Look at Key Metrics

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17-07-2025

Novartis (NVS) reported $14.05 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 9.2%. EPS of $2.42 for the same period compares to $1.97 a year ago.
The reported revenue represents a surprise of +0.13% over the Zacks Consensus Estimate of $14.04 billion. With the consensus EPS estimate being $2.38, the EPS surprise was +1.68%.
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.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
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: $162 million versus the three-analyst average estimate of $221.75 million. The reported number represents a year-over-year change of -29.6%.
Net sales- Scemblix- Rest of world: $107 million compared to the $95.88 million average estimate based on three analysts.
Revenues- Oncology- Promacta/Revolade- US: $227 million versus the three-analyst average estimate of $285.63 million. The reported number represents a year-over-year change of -19.8%.
Revenues- Immunology- Cosentyx- US: $921 million versus the three-analyst average estimate of $993.18 million. The reported number represents a year-over-year change of +6.1%.
Revenues- Oncology- Tafinlar + Mekinist- Total: $573 million versus the three-analyst average estimate of $570.15 million. The reported number represents a year-over-year change of +9.6%.
Revenues- Net sales to third parties: $14.05 billion compared to the $14.04 billion average estimate based on three analysts. The reported number represents a change of +12.3% year over year.
Revenues- Oncology- Kisqali- Total: $1.18 billion versus the three-analyst average estimate of $1.09 billion. The reported number represents a year-over-year change of +64.2%.
Revenues- Immunology- Cosentyx- Total: $1.63 billion versus $1.73 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +6.8% change.
Revenues- Cardiovascular- Entresto- Total: $2.36 billion versus the three-analyst average estimate of $2.34 billion. The reported number represents a year-over-year change of +24.2%.
Revenues- Established Brands- Galvus Group- Total: $123 million compared to the $131 million average estimate based on three analysts. The reported number represents a change of -18% year over year.
Revenues- Established Brands- Exforge Group- Total: $191 million versus $172.31 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +7.3% change.
Revenues- Established brands- Kymriah- Total: $99 million versus the three-analyst average estimate of $99.32 million. The reported number represents a year-over-year change of -12.4%.
View all Key Company Metrics for Novartis here>>>
Shares of Novartis have returned +2.1% over the past month versus the Zacks S&P 500 composite's +4.2% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.
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This article originally published on Zacks Investment Research (zacks.com).
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