Q2 FY2026 EarningsQ2 FY26 results slightly beat consensus across key bottom-line metrics: GAAP net loss was $44.8M vs. $45.5M expected, and GAAP EPS was -$1.92 vs. -$2.02 expected. Revenue remains negligible at $4K, marginally exceeding the $3.8K consensus. Operating loss of $47.3M was narrower than the $49.0M anticipated, reflecting disciplined R&D and G&A management despite increased clinical activity for lead candidates ronde-cel and LYL273. The company maintained a solid liquidity position with $228.0M in cash and marketable securities, extending its cash runway into Q3 2027.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Lyell Immunopharma(LYEL) the Revenue is 4 K (-50%), Beat estimate;the EBIT is -47.34 M (-3.59%), Beat estimate;the EPS is -1.92 (+33.56%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.00B50.00%
0.00B58.88%
+0.00B8.88%
EBITExceed expectations
-0.05B3.59%
-0.05B7.14%
+0.00B3.55%
EPSExceed expectations
-1.9233.56%
-2.017530.19%
+0.09753.37%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf