EXEL Earnings Date: Feb 9, 2027 (Estimated) — Exelixis, Inc.
NASDAQ · Healthcare · Biotechnology
Updated
When is EXEL's next earnings date?
Exelixis, Inc. (EXEL) is expected to report Q4 2026 earnings on Tuesday, February 9, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $0.87 on revenue of $662.6M.
How did EXEL do in its last earnings report?
In its most recent report on Oct 29, 2026 (Q3 2026), Exelixis, Inc. posted EPS of $0.94 versus the $0.89 estimate, a beat of 6.0%. Revenue was $658.7M against a $646.5M estimate.
How much does EXEL stock move after earnings?
EXEL beat EPS estimates in 8 of its last 8 reported quarters. Over the last 7 reports the stock moved an average of 8.8% (up or down) in the day after earnings.
About Exelixis, Inc.
Exelixis, Inc. operates as a biotechnology firm dedicated to combating cancer, primarily focusing on the identification, advancement, and marketing of novel oncological treatments within the United States. Its portfolio of commercially available therapeutics includes CABOMETYX tablets, prescribed for individuals with advanced renal cell carcinoma who have previously undergone anti-angiogenic treatment, and COMETRIQ capsules, utilized for managing progressive and metastatic medullary thyroid cancer. Both CABOMETYX and COMETRIQ originate from cabozantinib, a compound that inhibits several tyrosine kinases such as MET, AXL, RET, and VEGF receptors. Additionally, Exelixis offers COTELLIC, an MEK inhibitor employed in combination therapies for advanced melanoma, and MINNEBRO, an orally administered, non-steroidal selective mineralocorticoid receptor blocker, approved for hypertension treatment in Japan. The company's developmental pipeline features several promising candidates, such as XL092, an oral tyrosine kinase inhibitor designed to target VEGF receptors, MET, AXL, MER, and other kinases crucial for cancer proliferation; XB002, an antibody-drug conjugate containing a human monoclonal antibody against tissue factor (TF), intended for advanced solid tumors and non-Hodgkin's lymphoma; and XL102, an orally available cyclin-dependent kinase 7 (CDK7) inhibitor being developed for advanced or metastatic solid tumors. Exelixis, Inc. maintains extensive research partnerships and licensing arrangements with numerous pharmaceutical and biotechnology entities, including Ipsen Pharma SAS, Takeda Pharmaceutical Company Ltd., F. Hoffmann-La Roche Ltd., Redwood Bioscience, Inc., R.P. Scherer Technologies, LLC, Catalent Pharma Solutions, Inc., NBE Therapeutics AG, Aurigene Discovery Technologies Limited, Iconic Therapeutics, Inc., Invenra, Inc., StemSynergy Therapeutics, Inc., Genentech, Inc., Bristol-Myers Squibb Company, and Daiichi Sankyo Company, Limited. Established in 1994, the company originally operated as Exelixis Pharmaceuticals, Inc. before rebranding to Exelixis, Inc. in February 2000. Its corporate headquarters are located in Alameda, California.
🤖 AI Earnings Analysis
Exelixis delivered a solid, revenue-led quarter: revenue rose 10% year over year to $659M, beating estimates by $12M, while EPS of $0.94 topped consensus by $0.05. Strong operating income of $237M supports a positive view, though growth is steady rather than accelerating.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-29 | Q3 2026 | 0.89 | 0.94 | +5.98% | $658.7M | ✅ Beat | — | — | — |
| 2026-08-05 | Q2 2026 | 0.85 | 0.91 | +8.33% | $628.7M | ✅ Beat | -7.94% | -11.15% | +4.29% |
| 2026-05-05 | Q1 2026 | 0.74 | 0.87 | +17.57% | $610.8M | ✅ Beat | +9.64% | +11.35% | +18.17% |
| 2026-02-10 | Q4 2025 | 0.76 | 0.94 | +23.68% | $598.7M | ✅ Beat | -0.09% | +3.47% | -4.21% |
| 2025-11-04 | Q3 2025 | 0.63 | 0.78 | +23.81% | $597.8M | ✅ Beat | +6.52% | +13.39% | +17.07% |
| 2025-07-28 | Q2 2025 | 0.61 | 0.75 | +22.95% | $568.3M | ✅ Beat | -16.78% | -17.08% | -13.63% |
| 2025-05-13 | Q1 2025 | 0.44 | 0.62 | +40.91% | $555.4M | ✅ Beat | +20.84% | +20.05% | +13.07% |
| 2025-02-11 | Q4 2024 | 0.49 | 0.55 | +12.24% | $566.8M | ✅ Beat | -0.03% | +6.89% | +12.16% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q3 FY26 · $1.57B total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| Product, Gross | 54.3% | $853.7M | — | $1.31B | $721.7M | $745.3M | $1.54B |
| Product | 38.5% | $604.9M | — | $952.8M | $513.3M | $520.0M | $1.09B |
| License | 3.7% | $58.4M | — | $244.3M | $42.5M | $49.3M | $122.6M |
| Collaboration | 3.4% | $53.8M | — | $251.1M | $42.2M | $48.2M | $106.9M |
By region
Q3 FY26 · $658.7M total
| Segment | Share | Revenue | YoY | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q4 FY25 |
|---|---|---|---|---|---|---|---|
| UNITED STATES | 92.5% | $609.1M | — | $519.1M | $517.2M | $524.8M | $1.10B |
| Europe | 6.7% | $44.3M | — | $41.3M | $32.7M | $37.0M | $84.4M |
| JAPAN | 0.8% | $5.3M | — | $6.3M | $5.6M | $6.5M | $13.6M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.