Inferra AIResearch Tools

Inferra AI / Company / SNY

Sanofi

SNY · Health Care

Last earnings Oct 30, 2026

Important announcements

Sanofi breaks ground on new state-of-the-art insulin manufacturing facility in GermanyOct 26, 2026

Key results

CER Net revenueytd

16.2 %

Q3 2026 Change Change at CER YTD 2026 Change Change at CER Net sales 14,444 m +16.2 % +14.3 % 36,550 m +13.1 % +15.2 % IFRS net income 3,021m +7.8 % 4,979 m -42.2 % IFRS EPS 2.52 +9.6 % 4.15 -41.1 % Free cash flow 5 3,269 m +9.2 % 6,993 m +28.3 % Business operating income 5,430 m +22.2 % +19.7 % 11,688 m +19.2 % +21.1 % Business net income 4,255 m +20.0 % +17.6 % 9,020 m +17.2 % +19.1 % Business EPS 3.55 +22.0 % +19.6 % 7.52 +19.4 % +21.3 % 1 Changes in net sales are at constant exchange rates (CER) unless otherwise stated (see definition in Appendix 8).

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

CER Net revenuequarter

14.3 %

Q3 2026 Change Change at CER YTD 2026 Change Change at CER Net sales 14,444 m +16.2 % +14.3 % 36,550 m +13.1 % +15.2 % IFRS net income 3,021m +7.8 % 4,979 m -42.2 % IFRS EPS 2.52 +9.6 % 4.15 -41.1 % Free cash flow 5 3,269 m +9.2 % 6,993 m +28.3 % Business operating income 5,430 m +22.2 % +19.7 % 11,688 m +19.2 % +21.1 % Business net income 4,255 m +20.0 % +17.6 % 9,020 m +17.2 % +19.1 % Business EPS 3.55 +22.0 % +19.6 % 7.52 +19.4 % +21.3 % 1 Changes in net sales are at constant exchange rates (CER) unless otherwise stated (see definition in Appendix 8).

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

IFRS net incomequarter

7.8 %

Q3 2026 Change Change at CER YTD 2026 Change Change at CER Net sales 14,444 m +16.2 % +14.3 % 36,550 m +13.1 % +15.2 % IFRS net income 3,021m +7.8 % 4,979 m -42.2 % IFRS EPS 2.52 +9.6 % 4.15 -41.1 % Free cash flow 5 3,269 m +9.2 % 6,993 m +28.3 % Business operating income 5,430 m +22.2 % +19.7 % 11,688 m +19.2 % +21.1 % Business net income 4,255 m +20.0 % +17.6 % 9,020 m +17.2 % +19.1 % Business EPS 3.55 +22.0 % +19.6 % 7.52 +19.4 % +21.3 % 1 Changes in net sales are at constant exchange rates (CER) unless otherwise stated (see definition in Appendix 8).

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Operating incomequarter

19.7%

Business operating income In Q3 2026, business operating income (BOI) was 5,430 million and increased by 19.7% (22.2% at actual exchange rates) from 4,445 million in Q3 2025.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Net revenueytd

16.2%

ESG ratings Sanofi s current ESG rankings SANOFI PRESS RELEASE Q3 2026 8 Q3 and YTD 2026 financial results Business net income 1 Net sales were 14,444 million in Q3 2026 and increased by 16.2% (14.3% at CER) from 12,434 million in Q3 2025.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Net revenuequarter

14.3%

ESG ratings Sanofi s current ESG rankings SANOFI PRESS RELEASE Q3 2026 8 Q3 and YTD 2026 financial results Business net income 1 Net sales were 14,444 million in Q3 2026 and increased by 16.2% (14.3% at CER) from 12,434 million in Q3 2025.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Other revenuequarter

7.2%

Other revenues were 789 million in Q3 2026 and increased by 7.2% (5.6% at CER) from 736 million in Q3 2025.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Revenueytd

1.8%

In YTD 2026, other revenues were 2,227 million and increased by 1.8% (3.7% at CER) from 2,188 million in YTD 2025.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Gross marginquarter

81.0%

The business gross margin was 81.0% and increased by 2.1pp (81.0% at CER, up by 2.1pp).

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

The business gross margin was 80.2% and increased by 2.0pp (80.3% at CER, up by 2.1pp).

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Other operating incomequarter

66.4%

Other operating income net of expenses was - 2,168 million in Q3 2026 and increased by 66.4% (64.4% at CER) from - 1,303 million in Q3 2025.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

AI analysis

Latest earnings event · reported Oct 30, 2026

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Gross margin ·
81.0%
EX-99 · Oct 30, 2026

Headline figures

MetricLatest earnings eventPrior qtrYear ago
CER Net revenue14.3 %——
IFRS net income7.8 %——
Operating income19.7%——
Net revenue14.3%——
Other revenue7.2%——
Gross margin81.0%——
Other operating income66.4%——

EX-99 · Oct 30, 2026

Guidance · company-stated

Direction: Raised

Revenue

“Our strong commercial and financial momentum to date leads us to raise our 2026 guidance sales growth is now expected at a low-teens percentage and business EPS growth at a mid-teens percentage, underscoring our sustainable, profitable growth.”

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

Margin

Gross margin81.0%

Capital allocation

We remain committed to our long-term capital allocation policy, including our progressive dividend.

Free cash flow of 6,993 million was more than offset by the acquisition of Dynavax for 1,645 million the share buyback of 1,013 million the dividend payout of 4,923 million the net cash outflow from the Opella transaction of 225 million a negative foreign exchange impact on net debt of 219 million and other negative items of 181 million.

Company-stated claims

Oct 30, 2026

Historical · increased by 127.8% · revenue

“Tzield Teizeild (diabetes) sales were 42 million and increased by 127.8%.”

EX-99 · Oct 30, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Our priority is to protect earnings through Dupixent s loss of exclusivity

Based on: Earnings release (6-K exhibit) + parent 6-K — transcript not held

Guidance & outlook

Direction: Raised

Revenue: “Our strong commercial and financial momentum to date leads us to raise our 2026 guidance sales growth is now expected at a low-teens percentage and business EPS growth at a mid-teens percentage, underscoring our sustainable, profitable growth.”

Revenue — Raised (“raise”)
“Our strong commercial and financial momentum to date leads us to raise our 2026 guidance sales growth is now expected at a low-teens percentage and business EPS growth at a mid-teens percentage, underscoring our sustainable, profitable growth.”

Classified from the release's primary full-year outlook statement.

Capital allocation

We remain committed to our long-term capital allocation policy, including our progressive dividend.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Free cash flow of 6,993 million was more than offset by the acquisition of Dynavax for 1,645 million the share buyback of 1,013 million the dividend payout of 4,923 million the net cash outflow from the Opella transaction of 225 million a negative foreign exchange impact on net debt of 219 million and other negative items of 181 million.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Shareholder return On April 29, 2026, at the annual general meeting, shareholders approved the proposed dividend of 4.12 per share for 2025, marking 31 years of consecutive dividend increases.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Additionally, Sanofi executed a 1 billion share buyback programme in 2026, with the purpose of share cancellation.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Net financial expenses were 101 million in Q3 2026 compared to 64 million in Q3 2025, reflecting higher net debt in the quarter.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

In YTD 2026, net financial expenses were 283 million compared to 191 million in YTD 2025, similarly reflecting higher net debt.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Strategy & priorities

The whole organisation is focused on managing Sanofi s post-Dupixent trajectory over the next decade.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Our priority is to protect earnings through Dupixent s loss of exclusivity.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Business development In September, Sanofi and Cheplapharm announced the intention to create a new strategic partnership in mature medicines under which Cheplapharm would take over from Sanofi a selection of 20 mature medicines and three manufacturing sites worldwide.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

announced an expansion of their longstanding antibody collaboration, adding multiple next-generation, long-acting antibodies to the alliance.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Highlights Abbreviations used in the table below are explained in the body text Regulatory approvals Ayvakit indolent systemic mastocytosis, 50 mg (US) MenQuadfi meningococcal disease, six weeks+ (EU) Regulatory submission acceptance s Teizeild stage 2 T1D, one to seven years (EU) Regulatory designations Beyfortus RSV, 2nd season priority review (CN) SP0289 influenza H5 pandemic PRIME (EU) The list of all pipeline changes is available from the Q3 2026 results investor presentation, pipeline appendix.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Risks & headwinds

Other gains and losses, and litigation, of 382 million, mainly related to ongoing major litigations.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

What changed vs prior quarter

Revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Sanofi — Earnings release (6-K exhibit)EX-99Oct 30, 2026

Documents

Earnings deck slides

1 deck with slide view

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Gilead Sciences (GILD) Health CareGenmab (GMAB) Health CareAlcon (ALC) Health CareArgenx (ARGX) Health CareMerck & Co. (MRK) Health CareXencor Inc (XNCR) Health CareIllumina, Inc. (ILMN) Health CareJohnson & Johnson (JNJ) Health Care

Filings

80 documents

Earnings releases

44 documents

Presentations

1 document

Transcripts

0 documents

No transcripts for Sanofi are held in this edition of the library.

Mentioned by

20 companies

Other tracked companies whose held documents mention Sanofi by name or ticker. A mention is counted once per document, from the document text the library holds.

See also the earnings calendar for every tracked company’s next earnings date.