Stock Markets April 23, 2026 02:33 AM

Galderma Posts Strong Q1 Growth as U.S. Sales Surge; Firm Flags Tariff Impact Will Be Manageable

Swiss skincare group's revenue climbs on U.S. momentum while guidance factors in expected tariff and import changes

By Hana Yamamoto
Galderma Posts Strong Q1 Growth as U.S. Sales Surge; Firm Flags Tariff Impact Will Be Manageable

Galderma reported a 25.5% rise in first-quarter sales on a constant-currency basis to $1.47 billion, driven by a 41.5% jump in U.S. sales. The company said it expects to manage the effects of U.S. tariffs in 2026 and has incorporated assumed tariff impacts on certain injectables and a recent U.S. announcement on pharmaceutical imports into its full-year guidance.

Key Points

  • First-quarter sales rose 25.5% in constant-currency terms to $1.47 billion, with U.S. sales up 41.5% year-on-year. - Impacts: healthcare, consumer goods and cosmetics sectors.
  • Galderma says it expects to manage the impact of U.S. tariffs in 2026 and views current-year tariff exposure as manageable. - Impacts: pharmaceuticals and trade-sensitive manufacturers.
  • Full-year guidance incorporates assumed tariffs on Sculptra and Restylane injectables and the expected effect of a recent U.S. announcement on imports of pharmaceuticals and pharmaceutical ingredients. - Impacts: medical aesthetics and pharmaceutical supply chains.

ZURICH, April 23 - Galderma, the Swiss skincare specialist, said first-quarter sales climbed 25.5% in constant-currency terms to $1.47 billion, with the United States accounting for a particularly strong contribution to growth.

The Zug-based company reported that sales in the U.S. rose 41.5% year-on-year in the January-March quarter, a pace the firm said underpins growing confidence in its outlook. "Based on the strong start to the year, the guidance is increasingly being de-risked with confidence to navigate a volatile environment," Galderma said in a statement.

Galderma noted its recent listing on the Swiss stock exchange just over two years ago and reiterated that its exposure to U.S. tariffs should remain "manageable" for the current year. The company's confirmed full-year guidance already incorporates tariff assumptions tied to its Sculptra and Restylane injectables.

In addition to those assumed tariffs, the guidance also takes into account the anticipated effects of a recent U.S. announcement concerning imports of pharmaceuticals and pharmaceutical ingredients. Management signalled it expects to be able to absorb or mitigate the expected impact of those measures in 2026.

The statement framed the company's performance and planning in the context of a volatile external environment, with management portraying the strong quarter as a factor that reduces risk to the firm's forward guidance.


Context and implications

Galderma's quarter was led by marked strength in the U.S. market, which materially lifted group sales. The firm has explicitly modelled tariff assumptions for core injectable products and factored in the likely consequences of a U.S. policy announcement on pharmaceutical imports when confirming its full-year outlook.

While management described current tariff exposure as manageable this year, the company signalled that it is preparing for a changed import environment in future planning.

Risks

  • U.S. tariffs could alter cost structures for injectables such as Sculptra and Restylane, which the company has modelled into guidance - affects pharmaceutical and cosmetics sectors.
  • A recent U.S. announcement on imports of pharmaceuticals and pharmaceutical ingredients introduces uncertainty for import-dependent supply chains; Galderma has included expected impacts in its outlook - affects healthcare and supply-chain sensitive markets.
  • Operating in a volatile environment means guidance, though described as de-risked by management after a strong start to the year, remains subject to external policy and market shifts - affects investor sentiment across consumer health and medical aesthetics segments.

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