Earning Analysis
Welcome to our in-depth analysis of Exelixis Inc(EXEL) earnings, offering investors a detailed look into the company’s financial performance, revenue trends, earnings per share (EPS), and market reactions. This page provides a comprehensive overview of Exelixis Inc earnings history, forecasts, and key financial metrics, empowering you with the data needed to make informed investment decisions. Whether you're tracking quarterly results, analyzing earnings surprises, or exploring future projections, our detailed breakdown covers it all.
Earnings Forecast
Revenue
EPS
Currency: USD
Actual
Estimate
Surprise Analysis
| FY2025Q3 | 2025-11-04 | After Hours | 0.67 | 0.78 | +16.42 | 590.19M | 597.76M | +1.28 | +6.52 | +9.26 |
| FY2025Q2 | 2025-07-28 | After Hours | 0.65 | 0.75 | +15.38 | 579.92M | 568.26M | -2.01 | -16.78 | -16.06 |
| FY2025Q1 | 2025-05-13 | After Hours | 0.44 | 0.62 | +40.91 | 500.96M | 555.45M | +10.88 | +20.84 | +20.95 |
| FY2024Q4 | 2025-02-11 | After Hours | 0.45 | 0.55 | +22.22 | 563.21M | 566.76M | +0.63 | -0.03 | +6.89 |
| FY2024Q3 | 2024-10-29 | After Hours | 0.36 | 0.47 | +30.56 | 490.31M | 539.54M | +10.04 | +12.91 | +21.02 |
| FY2024Q2 | 2024-08-06 | - | 0.31 | 0.75 | +141.94 | 465.11M | 637.18M | +37.00 | -0.30 | +14.50 |
| FY2024Q1 | 2024-04-30 | - | 0.22 | 0.12 | -45.45 | 460.47M | 425.23M | -7.65 | -1.14 | -7.71 |
| FY2023Q4 | 2024-02-06 | - | 0.25 | 0.27 | +8.00 | 477.92M | 479.65M | +0.36 | +2.01 | -4.72 |
| FY2023Q3 | 2023-11-01 | - | 0.10 | 0.00 | -100.00 | 473.39M | 471.92M | -0.31 | +2.09 | +2.53 |
| FY2023Q2 | 2023-08-01 | - | 0.15 | 0.25 | +66.67 | 444.93M | 469.85M | +5.60 | -0.41 | +2.74 |
EXEL Earnings Analysis
Our earnings analysis provides a granular look at the company’s performance across recent fiscal quarters, highlighting key metrics such as revenue, EPS, and operating margins. By examining actual results against analyst estimates, we uncover trends and surprises that drive stock price movements, offering valuable insights for both short-term traders and long-term investors.
In the most recent quarter, Exelixis Inc reported performance for FY2025Q3, announced on 2025-11-04. The company achieved an EPS of 0.78, compared to analyst estimates of 0.67 by 16.42% . Revenue for the quarter reached 597.76M compared to expectations of 590.19M by 1.28% .
The stock price reacted with a 6.52% one-day change and a 9.26% five-day change following the earnings release. These movements reflect market reaction in Exelixis Inc growth trajectory and strategic initiatives.
EXEL Earnings Forecast
Looking ahead, Exelixis Inc(EXEL) remains a focal point for investors seeking growth opportunities. Analyst forecasts for 2025/Q4 project quarter revenue of 609.25M and an EPS of 0.64.
However, recent estimate revisions provide additional context. Over the past three months, revenue estimates for FY2025 have been Revise Upward by 0.64%, while EPS estimates have been Revise Upward by 5.93%. For the upcoming Q4 2025, revenue estimates have been adjusted Revise Upward by 0.28% . These revisions correlate with a 17.13% change in stock price over the same period, suggesting potential buying opportunities for investors who believe in Exelixis Inc long-term fundamentals.
The relationship between earnings forecast revisions and stock price movements is critical for investors. Positive revisions in revenue or EPS often signal strengthening fundamentals, making temporary price dips attractive entry points. Conversely, downward revisions may reflect short-term challenges.
Estimate Revision
The chart shows the correlation between EXEL's stock price and earnings forecast revisions. Positive revisions in Revenue or EPS often strengthen the stock's fundamentals, making price dips potential buying opportunities.
Revenue Estimates for FY2025
Revise Upward
+0.64%
In Past 3 Month
EPS Estimates for FY2025
Revise Upward
+5.93%
In Past 3 Month
Revenue Estimates for Q4 2025
Revise Upward
+0.28%
In Past 3 Month
Stock Price
Go Up
+17.13%
In Past 3 Month
1Y
3Y
5Y
Annual FY 2025
Currency: USD
1Y
3Y
5Y
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Revenue Estimate-Annual FY 2025:2.34B
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EPS Estimate-Annual FY 2025:2.55
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Stock Price44.37
EXEL Revenue and EPS Performance: A Historical Perspective
Exelixis Inc revenue and earnings per share (EPS) performance over recent quarters provides a clear picture of its financial health. Below is a detailed breakdown of the company’s earnings history, showcasing actual results, analyst estimates, and surprise percentages for key fiscal quarters:
FY2025Q3 (2025-11-04,After Hours):
EPS: 0.78 (Actual) vs.0.67 (Estimate) (16.42%)
Revenue: 597.76M (Actual) vs. 590.19M (Estimate) (1.28%)
Price Reaction: 6.52%(1-Day), 9.26%(5-Day)
FY2025Q2 (2025-07-28,After Hours):
EPS: 0.75 (Actual) vs.0.65 (Estimate) (15.38%)
Revenue: 568.26M (Actual) vs. 579.92M (Estimate) (-2.01%)
Price Reaction: -16.78%(1-Day), -16.06%(5-Day)
FY2025Q1 (2025-05-13,After Hours):
EPS: 0.62 (Actual) vs.0.44 (Estimate) (40.91%)
Revenue: 555.45M (Actual) vs. 500.96M (Estimate) (10.88%)
Price Reaction: 20.84%(1-Day), 20.95%(5-Day)
Earnings Reaction
The chart below shows how EXEL performed 10 days before and after its earnings report, based on data from the past quarters. Typically, EXEL sees a -0.26% change in stock price 10 days leading up to the earnings, and a +5.89% change 10 days following the report. On the earnings day itself, the stock moves by -0.21%. This data can give you a slight idea of what to expect for the next quarter's release.
For example, in SEP/2025, the stock changed 6.52% on the day following the earnings release and then changed by 12.53% over the next 10 days. These patterns provide investors with valuable insights into potential price movements and help inform trading strategies around earnings events.
Transcript Summary
Exelixis Inc (EXEL) Q3 2025 Earnings Call Summary
Positive
2025-11-04
The earnings call summary shows strong growth potential in the cabozantinib franchise and promising developments in zanzalintinib. The strategic focus on expanding market share, positive trial results, and careful capital allocation indicate a positive outlook. Although management avoided some questions, the overall sentiment is optimistic, supported by ongoing R&D investments and share repurchases. The positive feedback from ESMO and potential market share gains further strengthen this outlook.
Exelixis Inc (EXEL) Q2 2025 Earnings Call Summary
Positive
2025-07-28
The earnings call reveals strong financial performance, with increased revenues and optimistic guidance. The positive sentiment is reinforced by the strategic focus on new indications and the robust pipeline development. Share repurchases further enhance shareholder value. Despite some uncertainties in the Q&A, such as unclear timelines and conservative communication, the overall outlook is positive due to the promising growth prospects and strategic initiatives.
Exelixis Inc (EXEL) Q1 2025 Earnings Call Summary
Positive
2025-05-14
The earnings report indicates strong financial performance with EPS and revenue exceeding expectations, driven by growth in the cabozantinib franchise. The company announced a significant share repurchase program, which is generally viewed positively by investors. Despite some uncertainty in the NET launch timeline, management expressed optimism about market expansion and growth potential. The Q&A session revealed excitement among prescribers and confidence in future growth, supporting a positive sentiment towards the stock price over the next two weeks.
Exelixis Inc (EXEL) Q1 2025 Earnings Call Summary
Positive
2025-05-13
The earnings call presented strong financial performance with a significant increase in revenue and net product revenues, particularly in the cabozantinib franchise. The company also announced a substantial share repurchase program, which typically boosts investor sentiment. The Q&A session revealed management's confidence in growth drivers and business development activities, although some responses were unclear. Overall, the financial strength and strategic initiatives suggest a positive outlook for the stock.
Exelixis, Inc. (EXEL) Q3 2024 Earnings Call Summary
Positive
2024-10-30
The earnings call indicates strong financial performance with significant revenue growth, increased guidance, and a robust share repurchase program. The Q&A section reveals cautious optimism from analysts, with management emphasizing strategic collaborations and pipeline advancements. While there are risks related to economic factors and clinical trials, the overall sentiment is positive due to strong financial metrics, optimistic guidance, and shareholder returns, suggesting a likely stock price increase of 2% to 8% in the next two weeks.
Exelixis, Inc. (EXEL) Q2 2024 Earnings Call Summary
Positive
2024-08-07
The earnings call shows strong financial performance with increasing revenues and net income, alongside a new $500 million share repurchase program, indicating confidence in future growth. Despite some unclear responses in the Q&A, the management's focus on expanding the cabozantinib franchise and exploring late-stage assets is promising. The positive sentiment is further supported by the optimistic guidance and strategic initiatives, suggesting a likely stock price increase in the 2% to 8% range over the next two weeks.
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FAQ
What were the key highlights of EXEL’s latest earnings report for FY2025Q3?
How did EXEL’s stock price react after the FY2025Q3 earnings release?
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How does EXEL’s stock price correlate with earnings forecast revisions?
What should investors expect from EXEL’s next earnings report?