Q2 FY2026 EarningsQ2 FY26 missed consensus on both top and bottom lines: revenue of $9.0M fell significantly short of the $15.3M expected, while GAAP EPS of -$0.81 missed the -$0.73 consensus. Higher R&D costs ($87.7M) driven by clinical trial acceleration further pressured margins. However, the newly announced global collaboration with Roche, featuring a $700M upfront payment expected in Q3, provides a massive pro-forma cash cushion of ~$1.14B and validates the bexobrutideg platform.
Financial report interval: 2026.03.03 - 2026.05.31
Overview: Nurix Therapeutics(NRIX) the Revenue is 9.043 M (-79.47%), Miss estimate;the EBIT is -94.2 M (-94.95%), Miss estimate;the EPS is -0.81 (-55.77%), Miss estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueMiss expectations
0.01B79.47%
0.01B66.06%
-0.01B13.41%
EBITMiss expectations
-0.09B94.95%
-0.09B76.42%
-0.01B18.53%
EPSMiss expectations
-0.8155.77%
-0.726439.70%
-0.083616.07%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf