
Exelixis (EXEL) earnings history, EPS estimates, revenue forecasts and company guidance.
Earnings Per Share (Non-GAAP)
Quarterly Revenue (Billions)
Exelixis (EXEL) last issued guidance on August 5, 2026 for fiscal year 2026. The company guided revenue in the range of $2.5B - $2.55B for the period.
Compared to prior guidance, Exelixis lowered its revenue forecast from a prior range of $2.52B - $2.63B.
Exelixis has issued 25 guidance updates between November 1, 2022 and August 5, 2026. During this period, the company raised its outlook 8 times and lowered it 2 times, providing investors with insight into management's evolving expectations.
| Metric | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Estimate | $0.84 | $0.74 | $0.76 | $0.63 |
| Actual | $0.91 | $0.87 | $0.94 | $0.78 |
| Surprise | +8.33% | +17.6% | +23.7% | +23.8% |
| Revenue | ||||
| Estimate | $633.8M | $606.4M | $594.5M | $589.4M |
| Actual | $628.7M | $610.8M | $598.7M | $597.8M |
| Surprise | -0.80% | +0.73% | +0.70% | +1.42% |
| Metric | Q3 '26E | Q4 '26E | Q1 '27E | Q2 '27E |
|---|---|---|---|---|
| Earnings Per Share (Non-GAAP) | ||||
| Consensus | $0.88 | $0.87 | $0.79 | $0.82 |
| Revenue | ||||
| Consensus | $652.4M | $661.8M | — | — |
| Fiscal Quarter | Date Reported | Actual EPS | Estimated EPS | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 5, 2026 | $0.91 | $0.84 | 8.33 % |
| Q1 | May 5, 2026 | $0.87 | $0.74 | 17.6 % |
| Q4 | Feb 10, 2026 | $0.94 | $0.76 | 23.7 % |
| Q3 | Nov 4, 2025 | $0.78 | $0.63 | 23.8 % |
| Fiscal Quarter | Date Reported | Actual Revenue | Estimated Revenue | Surprise % |
|---|---|---|---|---|
| Q2 | Aug 5, 2026 | $628.70M | $633.75M | -0.80 % |
| Q1 | May 5, 2026 | $610.81M | $606.41M | 0.73 % |
| Q4 | Feb 10, 2026 | $598.66M | $594.53M | 0.70 % |
| Q3 | Nov 4, 2025 | $597.76M | $589.38M | 1.42 % |