The earnings call highlighted significant advancements in technology and partnerships, showcasing Recursion's innovative approach and strong cash management. However, there are concerns regarding long drug development timelines, regulatory uncertainties, and reliance on partnerships for revenue.

Company Guidance

During Recursion's Q2 2025 earnings call, CEO Chris Gibson highlighted several key metrics and initiatives driving the company's progress. Recursion OS 2.0, a platform integrating components from Exscientia, was emphasized for its role in streamlining end-to-end capabilities from target discovery to clinical trial simulation. Boltz-2, a collaborative project with MIT and Nvidia, was noted for its groundbreaking protein binding predictions, achieving efficiency comparable to free energy perturbation calculations with 1,000-fold less compute, attracting nearly 200,000 downloads and 50,000 unique users. Gibson detailed the ClinTech platform's application across all programs, leveraging causal AI with data from Helix and Tempus to improve patient stratification and indication expansion. This platform reportedly enhances optimal dosing for 30% more patients and accelerates trial enrollment by 50%, potentially activating trials two months faster. Financially, Recursion ended the quarter with a $533 million cash balance, maintaining guidance for over $100 million in partnership inflows by 2026 and a managed burn below $390 million in 2026, supporting a projected cash runway through Q4 2027.

Boltz-2 Partnership Success

Recursion successfully partnered with MIT and Nvidia, achieving significant advancements in protein folding and ligand binding predictions with Boltz-2. The project has been downloaded nearly 200,000 times with about 50,000 unique users. Boltz-2 offers binding predictions comparable to free energy perturbation calculations with 1,000-fold less compute.

ClinTech Platform Deployment

The ClinTech platform is being deployed across all programs, improving patient stratification and clinical trial simulations. The platform has resulted in potential for 50% faster enrollment projections and trials activation up to 2 months faster.

Partnership Milestones

Recursion achieved a fourth milestone in its partnership with Sanofi, and continues to advance partnerships with Roche, Sanofi, Bayer, and Merck KgAa. These collaborations have significant potential for value creation.

Efficient Cash Management

Recursion reported a strong cash balance of $533 million, with a 35% reduction in expected cash burn from 2024 to 2026. The company projects a cash runway through Q4 2027.

Recursion Pharmaceuticals (RXRX) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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RXRX Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 05, 2025	2025 (Q3)	-0.36 / -	-0.34	―	―	―
Aug 05, 2025	2025 (Q2)	-0.35 / -0.41	-0.4	-2.50% (>-0.01)
May 05, 2025	2025 (Q1)	-0.52 / -0.50	-0.39	-28.21% (-0.11)
Feb 28, 2025	2024 (Q4)	-0.41 / -0.53	-0.42	-26.19% (-0.11)	―
Nov 06, 2024	2024 (Q3)	-0.33 / -0.34	-0.43	20.93% (+0.09)	―	―
Aug 08, 2024	2024 (Q2)	-0.38 / -0.40	-0.38	-5.26% (-0.02)
May 09, 2024	2024 (Q1)	-0.42 / -0.39	-0.34	-14.71% (-0.05)	―
Feb 27, 2024	2023 (Q4)	-0.45 / -0.42	-0.31	-35.48% (-0.11)	―
Nov 09, 2023	2023 (Q3)	-0.39 / -0.43	-0.35	-22.86% (-0.08)	―	―
Aug 08, 2023	2023 (Q2)	-0.38 / -0.38	-0.38	0.00% (0.00)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

RXRX Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$5.80	$5.53	-4.66%
May 05, 2025	$5.70	$4.76	-16.49%
Feb 28, 2025	$7.67	$7.51	-2.09%
Nov 06, 2024	$6.97	$6.93	-0.57%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Recursion Pharmaceuticals (RXRX) report earnings?

Recursion Pharmaceuticals (RXRX) is schdueled to report earning on Nov 05, 2025, Before Open (Confirmed).

What is Recursion Pharmaceuticals (RXRX) earnings time?

Recursion Pharmaceuticals (RXRX) earnings time is at Nov 05, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is RXRX EPS forecast?

RXRX EPS forecast for the fiscal quarter 2025 (Q3) is -0.37.

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