Exelixis, Inc. operates as a biotechnology firm dedicated to combating cancer, primarily focusing on the identification, advancement, and marketing of novel oncological ...
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Est. EPS $0.89 · Revenue $649.59M · 8 analysts
Est. EPS $3.51 · Revenue $2.55B · 10 analysts
Est. EPS $0.85 · Revenue $660.68M · 8 analysts
Est. EPS $0.97 · Revenue $672.16M · 3 analysts
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.3B | +7.0% | +2.9% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $782.6M | +50.1% | +0.8% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +96.4% | -0.1% | -0.0% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +37.6% | +34.8% | -4.0% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +33.7% | +40.3% | -2.1% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $844.3M | +33.2% | +24.0% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +36.4% | +24.5% | +20.5% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 8.0% | -5.8% | +2.8% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 3.56x | -2.1% | +6.1% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.8B | -3.5% | -3.8% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.78 vs 2.98 | -6.7% | 0.82 vs 0.89 | -7.6% |
| Revenue Surprise | $2.3B vs $2.3B | -0.1% | $628.7M vs $649.6M | -3.2% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Beckerle Mary C | director | Common Stock | D | 9,812 | $53.66 |
| Jun 1, 2026 | WYSZOMIERSKI JACK L | director | Common Stock | D | 3,925 | $50.55 |
| Jun 1, 2026 | Eckhardt Sue Gail | director | Common Stock | D | 9,812 | $50.14 |
| May 27, 2026 | PAPADOPOULOS STELIOS | director | Common Stock | A | 8,367 | — |
| May 27, 2026 | Heyman Tomas J. | director | Common Stock | A | 8,367 | — |
Kathleen : Good day, ladies and gentlemen, and welcome to the Exelixis Second Quarter 2026 Financial Results Conference Call. My name is Kathleen, and I will be your operator for today. As a reminder, this call is being recorded for replay purposes. I would now like to turn the call over to your host for today, Mr. Andrew Peters, Senior Vice President of Strategy and Investor Relations. Please proceed. Andrew Peters : Thank you, Kathleen, and thank you all for joining us for the Exelixis Second Quarter 2026 Financial Results Conference Call. Joining me on today's call are Mike Morrissey, our President; and Chris Senner, our Chief Financial Officer; Dana Aftab, our Executive Vice President of Research and Development; and P.J. Haley, our Executive Vice President of Commercial, who will review our progress for the second quarter 2026 ended June 30, 2026. During the call today, we will refer to financial measures not calculated according to generally accepted accounting principles. Please refer to today's press release, which is posted on our website for an explanation of our reasons for using such non-GAAP measures as well as tables deriving these measures from our GAAP results. During the course of this presentation, we will be making forward-looking statements regarding future events and the future performance of the company. This includes statements about possible developments regarding discovery, product development, regulatory, commercial, financial and strategic matters, potential growth opportunities and government drug pricing policies and initiatives. Actual events or results could, of course, differ materially. We refer you to the documents we file from time to time with the Securities and Exchange Commission, which, under the heading Risk Factors, identify important factors that could cause actual results to differ materially from those expressed by the company verbally and in writing today, including, without limitation, risks and uncertainties related to product commercial success, market competition, regulatory review and approval processes, conducting clinical trials, compliance with applicable regulatory requirements, our dependence on collaboration partners and the level of costs associated with the discovery, product development, business development and commercialization activities. With that, I'll turn the call over to Mike. Michael Morrissey : All right. Thank you, Andrew, and thanks to everyone for joining us on the call today. Exelixis continues to execute across the key elements of our business, positioning the company to deliver on our strategic objectives for 2026 and beyond. We are in the early innings of our next phase of growth as we deliver on our strategy to evolve from a single compound company to one with a pipeline of potential oncology franchise opportunities. Zanzalintinib is poised to transform Exelixis as our next franchise molecule, potentially first with a third-line plus CRC filing that's currently …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Brenda Hefti | Senior VP & General Counsel | USD 2,940,021 | — | 1974 | Active |
Michael Morrissey | Chief Executive Officer, President & Director | USD 2,699,631 | — | 1961 | Active |
Christopher J. Senner | Executive Vice President & Chief Financial Officer | USD 1,304,605 | Male | 1968 | Active |
Dana T. Aftab | Executive Vice President of Research & Development | USD 1,067,308 | — | 1964 | Active |
Patrick J. Haley | Executive Vice President of Commercial | USD 959,624 | Male | 1976 | Active |
Deborah Burke | Senior Vice President of Finance & Controller | USD 459,323 | Female | 1956 | Active |
Stelios Papadopoulos | Co-Founder & Independent Chair of the Board | USD 137,750 | — | 1948 | Active |
Stefan Krauss | Vice President & Head of Business Development | — | — | — | Active |
William Berg | Senior Vice President of Medical Affairs | — | — | — | Active |
Andrew Ross Peters | Senior Vice President of Strategy | — | Male | — | Active |
Exelixis lowered and narrowed its full-year 2026 revenue guidance, citing a slower-than-expected neuroendocrine-tumor ramp -- and shares declined. SueWallSt notifies investors of a pending investigation into potential securities claims on behalf of EXEL shareholders.
On May 5, 2026, Exelixis management reiterated full-year 2026 financial guidance. Weeks later, the Company lowered and narrowed that revenue outlook -- and the stock fell.
Arkadios Wealth Advisors bought a new position in Exelixis, Inc. (NASDAQ: EXEL) during the undefined quarter, according to its most recent filing with the SEC. The institutional investor bought 11,098 shares of the biotechnology company's stock, valued at approximately $476,000. Other hedge funds and other institutional investors have also bought and sold shares
Amundi cut its position in Exelixis, Inc. (NASDAQ: EXEL) by 77.9% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 34,398 shares of the biotechnology company's stock after selling 121,348 shares during the quarter. Amundi's holdings in Exelixis were worth $1,475,000 at
Exelixis beats EPS estimates but misses on revenues; cuts 2026 outlook as a slower-than-expected NET launch weighs on expectations.
