Q2 FY2026 EarningsQ2 FY26 results slightly missed revenue consensus ($628.7M vs. $636.2M expected) but beat on profitability, with GAAP EPS of $0.82 exceeding the $0.78 mean estimate. CABOMETYX remains the core driver with 10% YoY growth, although collaboration services revenue saw a deeper-than-expected decline. Strong operational cash flow of $559.6M for H1 FY26 and an expanded $750M share repurchase program highlight robust capital allocation despite intense generic litigation headwinds.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Exelixis(EXEL) the Revenue is 628.69 M (+10.63%), Miss estimate;the EBIT is 248.41 M (+16.31%), Miss estimate;the EPS is 0.82 (+26.15%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.63B10.63%
0.64B11.95%
-0.01B1.32%
EBITMiss expectations
0.25B16.31%
0.26B19.79%
-0.01B3.48%
EPSExceed expectations
0.8226.15%
0.785120.78%
+0.03495.37%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf