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Sanofi · Q1 2026 earnings

Q1 2026 earnings · · Before market open · Investor relations

Briefing

Sanofi Q1 2026: €10.5B sales (+13.6% CER), business EPS €1.88 as Dupixent tops €4B

Sanofi reported Q1 2026 net sales of €10,509 million, up 13.6% at constant exchange rates and 6.2% at actual rates, with business earnings per share of €1.88 (+14.0% CER). Business operating income was €2,967 million (+10.9% CER) on a 28.6% margin. Dupixent sales rose 30.8% to €4.2 billion while pharma launches reached €1.2 billion (+49.6%), led by Ayvakit, ALTUVIIIO, and Sarclisa. Vaccines sales increased 2.1% to €1.3 billion, benefiting from the Dynavax acquisition and Heplisav-B. IFRS net income was €1,614 million and IFRS EPS €1.34; free cash flow was €1,054 million. The company obtained five immunology regulatory approvals and positive readouts for venglustat and lunsekimig. Sanofi reaffirmed 2026 guidance for high single-digit sales growth and business EPS growing slightly faster than sales at constant exchange rates.

  • Net sales were €10.51B (+13.6% CER); business EPS €1.88 (+14.0% CER) with business operating income €2.97B.
  • Dupixent sales grew 30.8% to €4.2B; pharma launches totaled €1.17B (+49.6%).
  • US sales rose 26.2% to €5.29B; Europe +5.9% to €2.16B; Rest of World +0.2% to €3.06B.
  • Five regulatory approvals in immunology; positive phase 3 venglustat and phase 2 lunsekimig readouts.
  • FY 2026 guidance reaffirmed: high single-digit sales growth and business EPS slightly above sales growth at CER.

Headline financials

Total Revenue

€10.5B

No prior period
EPS (adj)

€1.88

No prior period
Business operating income to net sales

28.6%

No prior period
R&D expenses

€1.7B

No prior period
Business net income

€2.26B

No prior period
Free Cash Flow

€1.05B

No prior period
Net Income

€1.61B

No prior period
Operating Income

€2.97B

No prior period

Revenue & EPS history

Sanofi · Revenue · Quarterly

€10.5B

Q1 2026
Beat estimate in 9 of 15 quarters(60%)
ActualEstimate

Revenue by segment

Sanofi · €6.67B total across 3 segments · Q1 2026

  • Dupixent
    €4.2B
  • Vaccines
    €1.3B
  • Pharma launches
    €1.17B

Forward guidance

Sanofi reaffirmed 2026 guidance for high single-digit percentage sales growth at constant exchange rates and business EPS growing slightly faster than sales before share buyback, delivering profitable growth.

Tailwinds

  • Strong Dupixent and launch momentum; Dynavax acquisition expands adult immunization
  • Pipeline progress with five immunology approvals and positive rare-disease readouts

Headwinds

  • Currency headwinds estimated at roughly -2% on sales and -3% on business EPS at April 2026 rates
  • Higher Regeneron profit sharing lifted other operating expenses (+62.4%)

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

-0.5%

Avg return

Earnings day

-0.3%

Avg return

5 days after

+1.5%

Avg return

30 days after

44%

17 / 39 earnings

Positive

+6.1%

Q4 2016

Best reaction

-15.9%

Q3 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-1.0%-2.0%+64.0%
Q3 2025+2.2%+1.6%-1.5%
H1 2025-6.4%-2.9%+0.5%
Q2 2024+2.3%+1.0%+9.8%
Q4 2023-5.4%-5.7%-5.2%
Q3 2023-15.9%-13.1%-11.5%
Q2 2023-0.3%-3.8%-0.2%
Q1 2023-4.6%-5.1%-6.6%
Q4 2022-2.9%+1.0%+1.1%
Q3 2022+4.0%+3.3%+9.2%
Q2 2022-2.4%-4.2%-19.8%
Q1 2022-3.8%-1.7%+1.5%
Q4 2021+1.1%+2.3%-7.6%
Q2 2021-1.0%+4.8%-2.6%
Q3 2021+1.7%+4.8%-2.6%
Q1 2021+2.2%-1.1%-0.4%
Q4 2020+3.2%+2.0%-1.1%
Q2 2020+1.3%+3.1%+10.8%
Q3 2020-1.8%+3.1%+10.8%
Q1 2020+4.7%-2.6%-2.5%
Q4 2019+3.5%+3.9%-1.8%
Q3 2019-3.8%-3.8%-1.6%
Q2 2019-0.7%-2.5%+1.6%
Q1 2019+5.2%+5.3%+2.6%
Q4 2018-1.7%-1.5%-1.1%
Q3 2018+4.4%+3.6%+4.9%
Q2 2018+2.2%+0.2%+1.4%
Q1 2018-2.6%-3.5%-5.2%
Q4 2017-6.2%-6.0%-4.1%
Q3 2017-1.6%-1.9%-4.0%
Q2 2017-1.1%+1.1%+1.3%
Q1 2017+0.7%+1.9%+4.5%
Q4 2016+6.1%+5.7%+9.1%
Q3 2016+4.4%+6.7%+7.0%
Q2 2016-0.3%-3.9%-8.9%
Q1 2016-3.2%
Q4 2015-1.8%
Q3 2015-2.2%
Q2 2015+2.6%
Q1 2015

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