logo

EXEL

Exelixis·NASDAQ
--
--(--)
--
--(--)

EXEL fundamentals

Exelixis (EXEL) released its earnings on Feb 10, 2026: revenue was 598.66M (YoY +5.63%), beat estimates; EPS was 0.94 (YoY +95.83%), beat estimates.
Revenue / YoY
598.66M
+5.63%
EPS / YoY
0.94
+95.83%
Report date
Feb 10, 2026
EXEL Earnings Call Summary for Q4,2025
  • Revenue Growth: U.S. cabo franchise up 17% to $2.12B in 2025, driven by NET expansion and RCC leadership.
  • Zanza Milestone: Zanzalintinib NDA accepted for CRC, targeting December 2026 PDUFA date.
  • Commercial Expansion: GI sales team doubled to capitalize on NET growth and zanza launch readiness.
  • Pipeline Momentum: 7 zanza trials underway, including MRD+ CRC and non-clear cell RCC studies.
  • Financial Strength: $1.66B cash, $590M remaining under $750M share repurchase program.
  • Strategic Focus: Build multi-franchise oncology business in solid tumors with product, indication, and modality leadership.
EPS
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
0.150.21-0.10.0900.30.120.290.210.220.23-0.090.120.2500.270.120.770.40.480.620.750.780.94
Forecast
0.130.12070.010.05730.030.06080.19550.0610.14220.19670.1915-0.11040.16060.1540.09790.2280.22210.30980.33930.42550.35810.66780.6850.8296
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+15.38%
+73.99%
-1100.00%
+57.07%
-100.00%
+393.42%
-38.62%
+375.41%
+47.68%
+11.85%
+20.10%
+18.48%
-25.28%
+62.34%
-100.00%
+18.42%
-45.97%
+148.55%
+17.89%
+12.81%
+73.14%
+12.31%
+13.87%
+13.31%
Revenue
Q3,2017
Q4,2017
Q1,2018
Q2,2018
Q3,2018
Q4,2018
Q1,2019
Q2,2019
Q3,2019
Q4,2019
Q1,2020
Q2,2020
Q3,2020
Q4,2020
Q1,2021
Q2,2021
Q3,2021
Q4,2021
Q1,2022
Q2,2022
Q3,2022
Q4,2022
Q1,2023
Q2,2023
Q3,2023
Q4,2023
Q1,2024
Q2,2024
Q3,2024
Q4,2024
Q1,2025
Q2,2025
Q3,2025
Q4,2025
Actual
--------------------226.91M259.48M231.09M270.05M270.23M385.18M328.40M451.14M355.98M419.43M411.74M423.92M408.79M469.85M471.92M479.65M425.23M637.18M539.54M566.75M555.45M568.26M597.75M598.66M
Forecast
--------------------216.65M226.40M214.67M270.00M266.56M300.03M358.58M355.78M374.45M391.03M403.47M417.61M422.66M446.29M473.48M480.33M461.04M465.47M490.31M564.43M499.60M577.19M590.16M596.52M
Surprise
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
0.00%
+4.74%
+14.61%
+7.65%
+0.02%
+1.38%
+28.38%
-8.42%
+26.80%
-4.93%
+7.26%
+2.05%
+1.51%
-3.28%
+5.28%
-0.33%
-0.14%
-7.77%
+36.89%
+10.04%
+0.41%
+11.18%
-1.55%
+1.29%
+0.36%

Earnings Call