Roche reported that its Diagnostics Division generated CHF 10.281 billion in sales during the first nine months of 2026, representing 4% growth at constant exchange rates.
Regional performance differed substantially: North America grew 9%, Latin America grew 12%, while Asia-Pacific declined 4%, all measured at constant exchange rates.
Roche explicitly attributed the Asia-Pacific decline to healthcare pricing reforms in China, while reporting that demand for core laboratory and pathology solutions supported overall divisional growth.
The company also reported 5% growth in Core Lab and 10% growth in Pathology Lab sales, despite a 5% decline in Near Patient Care. Roche
Primary source: Roche Q3 2026 financial disclosure — October 22
Why it matters strategically
The results provide another documented example of how China's healthcare pricing policies affect multinational medical technology businesses.
However, Roche's performance should not be interpreted as evidence of declining diagnostic demand across the entire Asia-Pacific region.
The reported figures are regional aggregates.
The company identifies China-related pricing reforms as an important driver, but the disclosure does not isolate every country-level contribution.
This distinction matters because a decline in reported revenue may reflect price reductions, volume changes, product mix, or some combination of these mechanisms.
