What is the revenue and EPS growth rate for Exact Sciences year over year?

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What were the key takeaways from Exact Sciences’s earnings call?

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What does Exact Sciences do and what are its main business segments?

- **Revenue Supercharge**: 20% YoY growth to $851M, driven by Cologuard's 22% surge and 0.25M+ new screenings. 
- **Cologuard Plus Dominance**: 95% sensitivity, 4 top payers contracted, targeting 30%+ volume. 
- **Cancerguard Launch**: Direct-to-consumer ads, 200k+ provider network engagement. 
- **Cash Flow Powerhouse**: $236M free cash flow YTD (+270%), 16% EBITDA margins. 
- **Freenome Milestone**: V2 data Q4, V1 FDA review for CRC blood test. 
- **2026 Vision**: 15%+ CAGR, 20%+ screening growth pace, 70%+ rescreen penetration.

**【CEO Summary Section】**
- **Record Q3 Results**: Total revenue of $851 million, up 20% YoY, driven by Cologuard's 22% growth and 0.25 million additional screenings. 
- **Cologuard Plus Momentum**: 95% sensitivity and 94% specificity, with 4 of top 10 payers now contracted. 
- **New Product Launches**: Cancerguard (multi-cancer test) and Freenome's V2 CRC blood test in development. 
- **Commercial Expansion**: 12,000+ new providers ordered Cologuard Q3, active ordering providers reach 200,000. 
- **Rescreen Penetration**: Mid-50s% of eligible patients, targeting 70%+ with automation. 

**【CFO Financial Commentary】**
- **Revenue Growth**: Screening ($666M, +22%), Precision Oncology ($183M, +12%). 
- **Profitability**: Adjusted EBITDA $135M (+37%), margins 16% (vs 14% prior). 
- **Cash Flow**: Free cash flow $190M Q3, $236M YTD (+270%). 
- **Guidance Update**: Full year revenue $3.22-3.235B, EBITDA $470-480M. 
- **Gross Margin**: 71% (-100bps due to care gap shipments). 

**【Q&A Highlights】**
- **Care Gap Impact**: 300-400bps price impact on 2026 growth, 30% of volume contracted. 
- **Cancerguard Strategy**: Direct-to-consumer marketing, leveraging 200k+ provider network. 
- **Freenome Update**: V2 data expected Q4, V1 FDA review ongoing. 
- **2026 Outlook**: 15%+ CAGR vs long-term target, 20%+ screening growth pace. 
- **MRD Progress**: Breast cancer evidence generation, MAESTRO tech launch 2026.

Exact Sciences Corporation (EXAS) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

EXAS

EXAS fundamentals

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