Jun 2026 (Q2 FY26) — Aug 5, 2026
Exelixis Q2 FY26 — Zanza Pipeline Expansion and Cabo Growth
Read the full callExelixis (EXEL) earnings
- Jul 2026
- Jun 2026 (Q2 FY26)
- Jan 2026
Exelixis earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 629 | +10.6% YoY | Quarterly, as filed | Quarter to Jul 2026 | Revenue from operations as filed. |
| Operating margin | 39.5 | +1.9 pts YoY | Operating profit / revenue | Quarter to Jul 2026 | For the quarter; a change is in percentage points. |
| Net profit | 212 | +14.7% YoY | Quarterly, as filed | Quarter to Jul 2026 | Profit after tax as filed. |
Price
$62.68 +0.72% · +$0.45
Performance +59.7% 1Y
1Y: $39.25 on 17 Oct 2025 → $62.68. High $62.83 (15 Oct 2026), low $34.54 (20 Oct 2025).
- Previous close
- $62.23
- 52-week range
- $34.54 – $62.83
- One year
- +81.47%
Overview
- Symbol
- EXEL
- Sector
- Health Care
- Exchange
- US
- Currency
- USD
Call summaries
Mar 2026 (Q1 FY26) — May 5, 2026
Exelixis Q1 FY26 — Strong CABOMETYX Growth and ZANZA Pipeline Advancement
Read the full callEvery analysed call
Exelixis earnings calls (EXEL)
Financials
What the filings say
Net profit, year on year: +15% (quarter to jul 2026 against jul 2025).
| Line item | Sep 2024 | Jan 2025 | Apr 2025 | Jul 2025 | Oct 2025 | Jan 2026 | Apr 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 540 | 567 | 555 | 568 | 598 | 599 | 611 | 629 |
| Expenses | 403 | 404 | 369 | 355 | 361 | 363 | 359 | 380 |
| Operating profit | 136 | 163 | 187 | 214 | 237 | 235 | 251 | 248 |
| Operating margin | 25.2% | 28.8% | 33.6% | 37.6% | 39.6% | 39.3% | 41.1% | 39.5% |
| Net profit | 118 | 140 | 160 | 185 | 194 | 245 | 210 | 212 |
| EPS ($ per share) | 0.41 | — | 0.57 | 0.68 | 0.72 | — | 0.81 | 0.85 |
| Line item | Dec 2018 | Jan 2020 | Jan 2021 | Dec 2021 | Dec 2022 | Dec 2023 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Reserves | -880 | -559 | -448 | -217 | -34 | -173 | -99 | -77 |
| Total liabilities | 135 | 200 | 258 | 406 | 583 | 678 | 703 | 683 |
| Fixed assets | 51 | 49 | 67 | 104 | 111 | 129 | 119 | 99 |
| Investments | 379 | 586 | 887 | 820 | 807 | 732 | 894 | 577 |
| Total assets | 1,422 | 1,886 | 2,137 | 2,616 | 3,071 | 2,942 | 2,948 | 2,844 |
| Line item | Dec 2018 | Jan 2020 | Jan 2021 | Dec 2021 | Dec 2022 | Dec 2023 | Jan 2025 | Jan 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 416 | 527 | 209 | 401 | 363 | 333 | 700 | 884 |
| Cash from investing | -298 | -587 | -131 | -43 | -524 | -27 | -117 | 350 |
| Cash from financing | 10 | 13 | -25 | -15 | 1 | -546 | -629 | -970 |
| Net cash flow | 128 | -48 | 53 | 343 | -161 | -240 | -46 | 265 |
| Capital expenditure | -33 | -13 | -30 | -54 | -28 | -40 | -28 | -8 |
| Free cash flow | 382 | 514 | 179 | 347 | 335 | 293 | 672 | 876 |
EXEL revenue by segment
| Segment | Q2 FY2025 | Q3 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | Q1 FY2027 | Q2 FY2027 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Reportable | — | — | 100% | 100% | 100% | 100% | 100% | 100% | +10.6% |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q2 FY2027 · share of revenue
- Europe 7% ↓ 2 pt
- JP 1% ↓ 1 pt
As EXEL cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
91 filings between Nov 11, 2025 and Aug 10, 2026.
Open market
decisions to buy or sellPurchases
$1.19M
1 purchase by 1 insider
Sales
$42.24M
32 sales by 12 insiders
22% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 19
- Award — granted as compensation
- 9
- Option exercise — converted options into shares
- 16
- Tax withheld — shares kept back by the company to cover tax
Also filed: 14 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Aftab Dana | — | $7.70M | May 26, 2026 |
| Haley Patrick J. | — | $7.60M | May 20, 2026 |
| Smith Julie | — | $4.69M | Feb 18, 2026 |
| WYSZOMIERSKI JACK L | — | $4.58M | Jun 1, 2026 |
| Senner Christopher J. | — | $4.56M | May 18, 2026 |
| PAPADOPOULOS STELIOS | — | $4.36M | Nov 12, 2025 |
| POSTE GEORGE | — | $2.74M | May 7, 2026 |
| Beckerle Mary C | — | $1.93M | Aug 10, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 10, 2026 | Beckerle Mary C Director | Sale 10b5-1 plan | 9,812 | $526.5K |
| Jun 1, 2026 | WYSZOMIERSKI JACK L Director | Sale 10b5-1 plan | 3,925 | $198.4K |
| Jun 1, 2026 | Eckhardt Sue Gail Director | Sale 10b5-1 plan | 9,812 | $492.0K |
| May 27, 2026 | Beckerle Mary C Director | Award | 8,367 | $0 |
| May 27, 2026 | POSTE GEORGE Director | Award | 8,367 | $0 |
| May 27, 2026 | PAPADOPOULOS STELIOS Director | Award | 8,367 | $0 |
| May 27, 2026 | Freire Maria C Director | Award | 8,367 | $0 |
| May 27, 2026 | Heyman Tomas J. Director | Award | 8,367 | $0 |
| May 27, 2026 | Eckhardt Sue Gail Director | Award | 8,367 | $0 |
| May 27, 2026 | Oliver Bob Director | Award | 8,367 | $0 |
| May 27, 2026 | WYSZOMIERSKI JACK L Director | Award | 8,367 | $0 |
| May 27, 2026 | Smith Julie Director | Award | 8,367 | $0 |
| May 26, 2026 | Aftab Dana EVP, Research and Development | Sale | 43,451 | $2.19M |
| May 20, 2026 | Haley Patrick J. EVP, Commercial | Sale | 32,110 | $1.60M |
| May 18, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 124,047 | $0 |
| May 18, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 124,047 | $0 |
| May 18, 2026 | Senner Christopher J. EVP and CFO | Sale | 34,901 | $1.75M |
| May 18, 2026 | Hefti Brenda SVP and General Counsel | Sale 10b5-1 plan | 6,625 | $332.6K |
| May 15, 2026 | Aftab Dana EVP, Research and Development | Tax withheld | 30,578 | $1.56M |
| May 15, 2026 | MORRISSEY MICHAEL President and CEO | Tax withheld | 128,497 | $6.57M |
| May 15, 2026 | Senner Christopher J. EVP and CFO | Tax withheld | 40,892 | $2.09M |
| May 15, 2026 | Hefti Brenda SVP and General Counsel | Tax withheld 10b5-1 plan | 6,411 | $327.6K |
| May 15, 2026 | Haley Patrick J. EVP, Commercial | Tax withheld | 33,265 | $1.70M |
| May 7, 2026 | POSTE GEORGE Director | Sale | 60,000 | $2.74M |
| May 7, 2026 | Beckerle Mary C Director | Sale | 7,712 | $373.6K |
| May 7, 2026 | Beckerle Mary C Director | Option exercise | 3,856 | $89.6K |
| May 7, 2026 | Freire Maria C Director | Sale | 20,634 | $949.2K |
| May 7, 2026 | Freire Maria C Director | Option exercise | 20,634 | $407.9K |
| May 6, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 109,676 | $0 |
| Feb 26, 2026 | MORRISSEY MICHAEL President and CEO | Award | 160,437 | $0 |
| Feb 26, 2026 | Haley Patrick J. EVP, Commercial | Award | 40,459 | $0 |
| Feb 26, 2026 | Hefti Brenda SVP and General Counsel | Award | 23,119 | $0 |
| Feb 26, 2026 | Aftab Dana EVP, Research and Development | Award | 52,018 | $0 |
| Feb 26, 2026 | Senner Christopher J. EVP and CFO | Award | 52,018 | $0 |
| Feb 24, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 100,278 | $0 |
| Feb 24, 2026 | Aftab Dana EVP, Research and Development | Sale | 47,918 | $2.13M |
| Feb 19, 2026 | Aftab Dana EVP, Research and Development | Sale | 29,873 | $1.32M |
| Feb 18, 2026 | WYSZOMIERSKI JACK L Director | Sale 10b5-1 plan | 99,574 | $4.38M |
| Feb 18, 2026 | WYSZOMIERSKI JACK L Director | Option exercise 10b5-1 plan | 20,634 | $407.9K |
| Feb 18, 2026 | Smith Julie Director | Option exercise | 44,087 | $854.8K |
| Feb 18, 2026 | Smith Julie Director | Sale | 20,030 | $887.3K |
| Feb 18, 2026 | Smith Julie Director | Sale | 44,087 | $1.96M |
| Feb 18, 2026 | Smith Julie Director | Option exercise | 20,030 | $434.5K |
| Feb 18, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 125,094 | $0 |
| Feb 18, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 125,094 | $0 |
| Feb 18, 2026 | Hefti Brenda SVP and General Counsel | Sale 10b5-1 plan | 18,669 | $821.6K |
| Feb 17, 2026 | Smith Julie Director | Sale | 42,422 | $1.84M |
| Feb 17, 2026 | Smith Julie Director | Option exercise | 42,422 | $771.7K |
| Feb 17, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 250,736 | $0 |
| Feb 17, 2026 | MORRISSEY MICHAEL President and CEO | Gift | 250,736 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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