Sanofi: EPS $2.04 vs $1.56 expected; revenue $16.4B vs $14.7B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 2.04 | 1.56 | +30.8% | 1.70 |
| Revenue (USD bn) | 16.36 | 14.65 | +11.7% | 15.43 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 30, 2026 | Q3 FY2026 | 2.04 | 1.56 | +30.8% | 16.36 | 14.65 | +11.7% |
| Jul 30, 2026 | Q2 FY2026 | 1.21 | 1.10 | +10.0% | 14.06 | 15.34 | −8.3% |
| Apr 23, 2026 | Q1 FY2026 | 1.10 | 1.06 | +3.8% | 12.94 | 12.68 | +2.1% |
| Jan 29, 2026 | Q4 FY2025 | 0.89 | 0.84 | +6.0% | 14.34 | 11.71 | +22.4% |
| Oct 24, 2025 | Q3 FY2025 | 1.70 | 1.60 | +6.2% | 15.43 | 11.11 | — |
| Jul 31, 2025 | Q2 FY2025 | 0.90 | 0.96 | −6.2% | 12.64 | 12.36 | +2.3% |
| Apr 24, 2025 | Q1 FY2025 | 0.94 | 0.90 | +4.4% | 11.63 | 10.00 | +16.3% |
| Jan 30, 2025 | Q4 FY2024 | 0.70 | 0.71 | −1.4% | 7.90 | 9.51 | −16.9% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
Sanofi results: EPS $2.04 vs $1.56 expected; revenue $16.4B vs $14.7B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 30.8%; revenue above the estimate by 11.7%. Figures are in USD as carried for this US-traded line; the company reports in EUR.
Revenue was up 6.1% from $15.4 billion a year earlier (Q3 FY2025). EPS was up 20.0% from $1.70 a year earlier. On its record, EPS topped analysts' estimates in 5 of 7 earlier comparable reports.
What the results mean
Sanofi's business rests on a broad portfolio of medicines, vaccines and consumer healthcare products. This diversity serves a range of treatment needs, while making business performance and product mix essential to understanding revenue growth.
Specialty therapies in immunology, rare diseases and oncology are important business drivers, alongside established medicines and vaccines. The company's ability to turn sales into profit depends on this product mix and the costs of research, development, manufacturing and distribution; the available information does not establish each business's contribution to the results.
What to watch on the earnings call: Listen for management's explanation of demand across specialty medicines and vaccines, and how broadly sales growth is spread across products and markets. Also relevant are the effects of product mix, manufacturing costs and research spending on margins, alongside progress in developing treatments within Sanofi's therapeutic areas.
For the full analysis of Sanofi stock — valuation, scores and financial statements — see the stock page linked with this story.