Novartis (NVS Quick QuoteNVS - Free Report) reported $14.52 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 4.4%. EPS of $2.46 for the same period compares to $2.25 a year ago.

The reported revenue compares to the Zacks Consensus Estimate of $14.56 billion, representing a surprise of -0.23%. The company delivered an EPS surprise of +9.33%, with the consensus EPS estimate being $2.25.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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- Established brands- Tasigna- US: $38 million compared to the $24.11 million average estimate based on three analysts. The reported number represents a change of -51.9% year over year.
• Net sales- Oncology- Scemblix- ROW: $179 million compared to the $204.53 million average estimate based on three analysts. The reported number represents a change of +43.2% year over year.
• Revenues- Established brands- Promacta/Revolade- US: $34 million compared to the $31.74 million average estimate based on three analysts. The reported number represents a change of -61.4% year over year.
• Revenues- Immunology- Cosentyx- US: $1.09 billion compared to the $1.05 billion average estimate based on three analysts. The reported number represents a change of +8.8% year over year.
• Revenues- Oncology- Tafinlar + Mekinist- Total: $570 million compared to the $531.43 million average estimate based on three analysts. The reported number represents a change of +3.6% year over year.
• Revenues- Net sales to third parties: $14.52 billion versus $14.39 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +4.4% change.
• Revenues- Oncology- Kisqali- Total: $1.82 billion versus $1.85 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +37% change.
• Revenues- Immunology- Cosentyx- Total: $1.86 billion compared to the $1.78 billion average estimate based on three analysts. The reported number represents a change of +9.4% year over year.
• Revenues- Cardiovascular- Entresto- Total: $1.17 billion versus the three-analyst average estimate of $1.14 billion. The reported number represents a year-over-year change of -37.9%.
• Revenues- Established Brands- Exforge Group- Total: $183 million compared to the $191.14 million average estimate based on three analysts. The reported number represents a change of +4% year over year.
• Revenues- Established brands- Kymriah- Total: $82 million versus $82.56 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -15.5% change.
• Revenues- Established brands- Tasigna- Total: $141 million compared to the $125.2 million average estimate based on three analysts. The reported number represents a change of -36.2% year over year.

View all Key Company Metrics for Novartis here>>>

Shares of Novartis have returned +4.7% 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.