Jun 2026 (Q2 FY26) — Aug 5, 2026
Schrodinger Q2 FY26 — Strong ACV Growth and Bunsen AI Co-Scientist Launch
Read the full callSchrodinger earnings: last reported Wed, 5 Aug 2026, for the quarter ended Jun 2026.
Reported
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 58.9 | +7.5% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | -70.5 | +26.1 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 6.0 | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. The year-earlier figure was zero or a loss, so no percentage is shown. |
Price
1Y: $20.61 on 15 Oct 2025 → $22.6. High $32.6 (5 Oct 2026), low $11.07 (30 Mar 2026).
Overview
Call summaries
Schrodinger Q2 FY26 — Strong ACV Growth and Bunsen AI Co-Scientist Launch
Read the full callEvery analysed call
Financials
Net profit, year on year: +114% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 35 | 88 | 60 | 55 | 54 | 87 | 59 | 59 |
| Operating profit | -68 | -21 | -51 | -53 | -46 | -17 | -49 | -42 |
| Operating margin | −193.9% | −23.4% | −85.5% | −96.6% | −84.6% | −19.7% | −83.3% | −70.5% |
| Other income | 30 | -19 | -9 | 10 | 13 | 50 | -11 | 49 |
| Profit before tax | -38 | -39 | -60 | -43 | -33 | 33 | -60 | 7 |
| Tax rate | 0.2% | −2.5% | −0.1% | −0.7% | −0.5% | 1.4% | −0.7% | 18.7% |
| Net profit | -38 | -40 | -60 | -43 | -33 | 33 | -60 | 6 |
| EPS ($ per share) | -0.52 | — | -0.82 | -0.59 | -0.45 | — | -0.81 | 0.08 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Equity capital | 0 | 1 | — | — | — | — | — |
| Reserves | -105 | -130 | -230 | -379 | -338 | -526 | -629 |
| Total liabilities | 57 | 122 | 199 | 241 | 254 | 402 | 362 |
| Fixed assets | 6 | 5 | 10 | 14 | 23 | 24 | 19 |
| Investments | 60 | 440 | 456 | 361 | 308 | 205 | 165 |
| Total assets | 155 | 746 | 756 | 689 | 803 | 823 | 726 |
| Line item | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|
| Cash from operations | -26 | 17 | -71 | -120 | -137 | -157 | 14 |
| Cash from investing | -54 | -382 | -17 | 90 | 193 | 149 | 58 |
| Cash from financing | 29 | 541 | 8 | 2 | 9 | 10 | 3 |
| Net cash flow | — | 176 | -80 | -28 | 65 | 2 | 75 |
| Capital expenditure | -2 | -3 | -7 | -8 | -13 | -7 | -1 |
| Free cash flow | -28 | 14 | -78 | -128 | -150 | -165 | 12 |
51 filings between Feb 9, 2026 and Sep 17, 2026.
Purchases
None
No insider bought shares.
Sales
$2.30M
20 sales by 7 insiders
100% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Also filed: 2 gifts.
| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| Farid Ramy | — | $1.17M | Apr 17, 2026 |
| Akinsanya Karen | — | $972.0K | Sep 17, 2026 |
| Jain Rachit | — | $45.4K | Jul 16, 2026 |
| Abel Robert Lorne | — | $33.3K | Mar 4, 2026 |
| Lorton Kenneth Patrick | — | $28.5K | Mar 5, 2026 |
| Herman Jenny | — | $28.1K | Mar 6, 2026 |
| Tran Yvonne | — | $24.8K | Mar 5, 2026 |
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 17, 2026 | Akinsanya Karen See Remarks | Option exercise 10b5-1 plan | 31,599 | $137.1K |
| Sep 17, 2026 | Akinsanya Karen See Remarks | Sale 10b5-1 plan | 10,000 | $280.0K |
| Sep 17, 2026 | Akinsanya Karen See Remarks | Sale 10b5-1 plan | 21,599 | $648.0K |
| Jul 16, 2026 | Jain Rachit EVP & CFO | Sale 10b5-1 plan | 875 | $13.6K |
| Jun 26, 2026 | Friesner Richard Director | Gift | 679,373 | $0 |
| Jun 26, 2026 | Friesner Richard Director | Gift | 679,373 | $0 |
| Jun 22, 2026 | Kapeller-Libermann Rosana Director | Award | 8,141 | $0 |
| Jun 22, 2026 | Friesner Richard Director | Award | 8,141 | $0 |
| Jun 22, 2026 | OBEROI ARUN Director | Award | 8,141 | $0 |
| Jun 22, 2026 | van Kralingen Bridget A Director | Award | 8,141 | $0 |
| Jun 22, 2026 | Lynton Michael Director | Award | 8,141 | $0 |
| Jun 22, 2026 | Chodakewitz Jeffrey Director | Award | 8,141 | $0 |
| Jun 22, 2026 | Sender Gary Director | Award | 8,141 | $0 |
| Jun 22, 2026 | Thornberry Nancy Director | Award | 8,141 | $0 |
| Jun 22, 2026 | GINSBERG GARY L Director | Award | 8,141 | $0 |
| Apr 17, 2026 | Farid Ramy President & CEO | Option exercise 10b5-1 plan | 74,527 | $228.8K |
| Apr 17, 2026 | Farid Ramy President & CEO | Sale 10b5-1 plan | 43,000 | $524.9K |
| Apr 17, 2026 | Farid Ramy President & CEO | Option exercise 10b5-1 plan | 43,000 | $132.0K |
| Apr 16, 2026 | Jain Rachit EVP & CFO | Sale 10b5-1 plan | 844 | $10.8K |
| Apr 16, 2026 | Farid Ramy President & CEO | Sale 10b5-1 plan | 43,000 | $530.2K |
| Apr 16, 2026 | Farid Ramy President & CEO | Option exercise 10b5-1 plan | 43,000 | $132.0K |
| Mar 6, 2026 | Herman Jenny CAO | Sale 10b5-1 plan | 608 | $7.8K |
| Mar 5, 2026 | Herman Jenny CAO | Sale 10b5-1 plan | 775 | $10.0K |
| Mar 5, 2026 | Lorton Kenneth Patrick EVP, CTO & COO, Software | Sale 10b5-1 plan | 1,222 | $15.8K |
| Mar 5, 2026 | Tran Yvonne EVP, CLO & CPO | Sale 10b5-1 plan | 1,094 | $14.1K |
| Mar 5, 2026 | Jain Rachit EVP & CFO | Sale 10b5-1 plan | 1,631 | $21.0K |
| Mar 5, 2026 | Akinsanya Karen See Remarks | Sale 10b5-1 plan | 1,366 | $17.6K |
| Mar 5, 2026 | Farid Ramy President & CEO | Sale 10b5-1 plan | 3,661 | $47.2K |
| Mar 4, 2026 | Abel Robert Lorne See Remarks | Sale 10b5-1 plan | 1,300 | $16.7K |
| Mar 2, 2026 | Farid Ramy President & CEO | Sale 10b5-1 plan | 5,560 | $66.2K |
| Mar 2, 2026 | Akinsanya Karen See Remarks | Award 10b5-1 plan | 27,576 | $0 |
| Mar 2, 2026 | Akinsanya Karen See Remarks | Award 10b5-1 plan | 24,250 | $0 |
| Mar 2, 2026 | Akinsanya Karen See Remarks | Award 10b5-1 plan | 6,077 | $0 |
| Mar 2, 2026 | Akinsanya Karen See Remarks | Sale 10b5-1 plan | 2,206 | $26.5K |
| Mar 2, 2026 | Farid Ramy President & CEO | Award 10b5-1 plan | 56,250 | $0 |
| Mar 2, 2026 | Farid Ramy President & CEO | Award 10b5-1 plan | 13,604 | $0 |
| Mar 2, 2026 | Farid Ramy President & CEO | Award 10b5-1 plan | 48,259 | $0 |
| Mar 2, 2026 | Lorton Kenneth Patrick EVP, CTO & COO, Software | Award | 17,130 | $0 |
| Mar 2, 2026 | Lorton Kenneth Patrick EVP, CTO & COO, Software | Award | 20,682 | $0 |
| Mar 2, 2026 | Tran Yvonne EVP, CLO & CPO | Award | 17,130 | $0 |
| Mar 2, 2026 | Tran Yvonne EVP, CLO & CPO | Award | 13,788 | $0 |
| Mar 2, 2026 | Herman Jenny CAO | Award | 9,590 | $0 |
| Mar 2, 2026 | Abel Robert Lorne See Remarks | Award | 17,130 | $0 |
| Mar 2, 2026 | Abel Robert Lorne See Remarks | Award | 20,682 | $0 |
| Mar 2, 2026 | Friesner Richard Director | Option exercise | 160,527 | $492.8K |
| Mar 2, 2026 | Aklian Mannix Vartan See Remarks | Award | 17,130 | $0 |
| Mar 2, 2026 | Jain Rachit EVP & CFO | Award | 17,130 | $0 |
| Feb 10, 2026 | Herman Jenny CAO | Sale 10b5-1 plan | 752 | $10.4K |
| Feb 10, 2026 | Lorton Kenneth Patrick EVP, CTO & COO, Software | Sale 10b5-1 plan | 925 | $12.7K |
| Feb 10, 2026 | Tran Yvonne EVP, CLO & CPO | Sale 10b5-1 plan | 776 | $10.7K |
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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