EXELExelixis, Inc.
$59.86+49% 1Y
$59.86
$34.5452 weeks$59.86
Latest close: a new 52-week highOct 9, 2026what changed →
The financials
Exelixis, Inc. by the numbers
Exelixis, Inc. (EXEL) reported revenue of $629M in Q2 2026 (quarter ended Jul 3, 2026), up 11% from the same quarter a year earlier. That came with a gross margin of 97% and net income of $212M (34% of revenue). For the full year FY2025, revenue was $2.32B (+7.0% year on year) and net income $783M. Its largest product in Q2 2026 was Product Gross at $813M, 87% of the disclosed total, well ahead of License at 6.4%. The next results filing is expected around Nov 3, 2026, the same week as a year ago.
| Income statement | Q2 2026 | Q2 2025 | Change |
|---|---|---|---|
| Revenue | $629M | $568M | +11% |
| Gross profit | $608M | $549M | +11% |
| Operating income | $248M | $214M | +16% |
| Net income | $212M | $185M | +15% |
| Diluted EPS | $0.82 | $0.65 | +26% |
| Product | Revenue | Share |
|---|---|---|
| Product Gross | $813M | 87% |
| License | $60M | 6.4% |
| Collaboration | $56M | 6.0% |
| Cometriq | $2.4M | 0.3% |
Business segments
Revenue split by product segment, from SEC XBRL filings.
Latest period: Jun 2026Total $686.7M (+2.7%)
License grew +21% year on yearProduct Gross +9.1% year on year
Segment Latestquarter on quarteryear on year
- Product Gross$812.8M$812.8Mquarter on quarter +2.2%year on year +9.1%+2.2%+9.1%
- License$59.8M$59.8Mquarter on quarter +5.0%year on year +21%+5.0%+21%
- Collaboration$55.7M$55.7Mquarter on quarter -0.30%year on year +15%-0.30%+15%
- Cometriq$2.4M$2.4Mquarter on quarter +7.8%year on year +12%+7.8%+12%
- Service−$4.1M−$4.1Mquarter on quarter n/ayear on year n/an/an/a
- Product Sales Discounts And Allowances−$239.8M−$239.8Mquarter on quarter n/ayear on year n/an/an/a
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