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Compared to Estimates, Novartis (NVS) Q1 Earnings: A Look at Key Metrics

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For the quarter ended March 2025, Novartis (NVS - Free Report) reported revenue of $13.23 billion, up 11.9% over the same period last year. EPS came in at $2.28, compared to $1.80 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $12.86 billion, representing a surprise of +2.88%. The company delivered an EPS surprise of +7.55%, with the consensus EPS estimate being $2.12.

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- Immunology- Cosentyx- US: $815 million versus $875.81 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +23.3% change.
  • Revenues- Immunology- Ilaris- US: $218 million versus $185.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +31.3% change.
  • Revenues- Established Brands- Exforge Group- ROW: $177 million compared to the $168.78 million average estimate based on three analysts. The reported number represents a change of -5.9% year over year.
  • Revenues- Established Brands- Exforge Group- US: $2 million versus the three-analyst average estimate of $1.99 million. The reported number represents a year-over-year change of -50%.
  • Revenues- Solid Tumors- Tafinlar + Mekinist- Total: $552 million compared to the $507.96 million average estimate based on three analysts. The reported number represents a change of +16.5% year over year.
  • Revenues- Net sales to third parties: $13.23 billion compared to the $12.92 billion average estimate based on three analysts. The reported number represents a change of +11.9% year over year.
  • Revenues- Solid Tumors- Kisqali- Total: $956 million versus the three-analyst average estimate of $936.17 million. The reported number represents a year-over-year change of +52.5%.
  • Revenues- Immunology- Cosentyx- Total: $1.53 billion versus $1.57 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.7% change.
  • Revenues- Cardiovascular- Entresto- Total: $2.26 billion versus $2.25 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +20.3% change.
  • Revenues- Established Brands- Galvus Group- Total: $124 million compared to the $123.58 million average estimate based on three analysts. The reported number represents a change of -16.8% year over year.
  • Revenues- Established Brands- Exforge Group- Total: $179 million versus the three-analyst average estimate of $170.77 million. The reported number represents a year-over-year change of -6.8%.
  • Revenues- Hematology- Kymriah- Total: $100 million compared to the $106.65 million average estimate based on three analysts. The reported number represents a change of -16.7% year over year.
View all Key Company Metrics for Novartis here>>>

Shares of Novartis have returned +1% over the past month versus the Zacks S&P 500 composite's -0.8% 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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