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Exelixis (EXEL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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Exelixis (EXEL - Free Report) reported $658.7 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 10.2%. EPS of $0.94 for the same period compares to $0.78 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $653.06 million, representing a surprise of +0.86%. The company delivered an EPS surprise of +5.62%, with the consensus EPS estimate being $0.89.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Exelixis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
Revenues- Net product revenues: $604.92 million versus the six-analyst average estimate of $596.03 million. The reported number represents a year-over-year change of +11.4%.
Revenues- Collaboration revenues: $53.77 million versus the six-analyst average estimate of $53.55 million. The reported number represents a year-over-year change of -1.9%.
Revenues- Net product revenues- CABOMETYX: $603.15 million versus the five-analyst average estimate of $591.82 million. The reported number represents a year-over-year change of +11.7%.
Revenues- Net product revenues- COMETRIQ: $1.77 million versus the five-analyst average estimate of $2.75 million. The reported number represents a year-over-year change of -42.9%.
Revenues- Collaboration revenues- Collaboration services revenues: $-4.64 million versus $-1.31 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +228.6% change.
Revenues- Collaboration revenues- License revenues: $58.41 million versus $55.28 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +3.9% change.
Shares of Exelixis have returned +13.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.
View the Zacks #1 Rank List
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Exelixis (EXEL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Exelixis (EXEL - Free Report) reported $658.7 million in revenue for the quarter ended September 2026, representing a year-over-year increase of 10.2%. EPS of $0.94 for the same period compares to $0.78 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $653.06 million, representing a surprise of +0.86%. The company delivered an EPS surprise of +5.62%, with the consensus EPS estimate being $0.89.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Exelixis performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Exelixis here>>>
Shares of Exelixis have returned +13.5% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.