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Exelixis (EXEL)
NASDAQ:EXEL
US Market
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Exelixis (EXEL) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 10, 2026
After Close (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.76
Last Year’s EPS
0.48
Same Quarter Last Year
Moderate Buy
Based on 17 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 04, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
The earnings call highlighted strong financial performance and successful market penetration of new treatments, particularly in the oncology segment. The advancement of zanzalintinib in clinical trials and its potential new indications were key positives. However, restructuring charges and potential regulatory delays posed challenges. Overall, the positive aspects outweigh the negatives, indicating a favorable outlook.
Company Guidance
During Exelixis' Third Quarter 2025 Financial Results Conference Call, the company highlighted its strong performance and provided guidance for the fiscal year. Exelixis reported total revenues of approximately $598 million, driven by the cabozantinib franchise's net product revenues of $543 million, a 14% increase year-over-year. The global Cabo franchise generated $739 million in product revenues, with the U.S. Cabo franchise contributing significantly. The company updated its full-year 2025 financial guidance, narrowing total revenue projections to between $2.3 billion and $2.35 billion and adjusting net product revenue expectations to between $2.1 billion and $2.15 billion. Exelixis also expects to maintain a gross-to-net ratio for the cabozantinib franchise at around 30% for the year. Operating expenses for the quarter were approximately $361 million, with a provision for income taxes of $58.8 million. The company emphasized its commitment to advancing its R&D pipeline, including the promising zanzalintinib, and announced plans for a $750 million share repurchase program.
Strong Financial Performance
Exelixis reported total revenues of approximately $598 million for the third quarter of 2025, with cabozantinib franchise net product revenues of approximately $543 million, marking a 14% year-over-year increase.
Successful Launch and Growth in Neuroendocrine Tumors
CABOMETYX has rapidly become the market leader in second-line plus neuroendocrine tumors with greater than 40% new patient share for oral therapies.
Zanzalintinib Clinical Success
Positive results for STELLAR-303 in colorectal cancer (CRC) with a 20% reduction in the risk of death in the ITT population, marking the first clinical success in a non-MSI-high third-line plus CRC population.
Share Repurchase Program
Exelixis repurchased approximately $99 million of the company's shares in the third quarter, with an additional $750 million share repurchase program authorized.

Exelixis (EXEL) 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

EXEL Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 10, 2026
2025 (Q4)
0.76 / -
0.48
Nov 04, 2025
2025 (Q3)
0.69 / 0.78
0.495.00% (+0.38)
Jul 28, 2025
2025 (Q2)
0.67 / 0.75
0.77-2.60% (-0.02)
May 13, 2025
2025 (Q1)
0.36 / 0.62
0.12416.67% (+0.50)
Feb 11, 2025
2024 (Q4)
0.42 / 0.48
0.2777.78% (+0.21)
Oct 29, 2024
2024 (Q3)
0.34 / 0.40
0
Aug 06, 2024
2024 (Q2)
0.31 / 0.77
0.25208.00% (+0.52)
Apr 30, 2024
2024 (Q1)
0.22 / 0.12
0.120.00% (0.00)
Feb 06, 2024
2023 (Q4)
0.23 / 0.27
-0.09400.00% (+0.36)
Nov 01, 2023
2023 (Q3)
0.10 / 0.00
0.23
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

EXEL Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 04, 2025
$37.90$40.37+6.52%
Jul 28, 2025
$44.39$36.94-16.78%
May 13, 2025
$36.95$44.65+20.84%
Feb 11, 2025
$32.81$32.80-0.03%
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 Exelixis (EXEL) report earnings?
Exelixis (EXEL) is schdueled to report earning on Feb 10, 2026, After Close (Confirmed).
    What is Exelixis (EXEL) earnings time?
    Exelixis (EXEL) earnings time is at Feb 10, 2026, After Close (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 EXEL EPS forecast?
          EXEL EPS forecast for the fiscal quarter 2025 (Q4) is 0.76.
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