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Exelixis quarterly revenue rises 10.2% to $658.7 million

Exelixis' revenue growth is holding steady. Results for the quarter ended October 2, 2026, from the earnings release filed with the SEC on Oct 29, 2026.

Octans ResearchPublished

Snapshot

Exelixis' revenue growth is holding steady: revenue rose 10.2% to $658.7 million in the quarter ended October 2, 2026, from $597.8 million a year earlier, after 10.6% year over year growth the quarter before.

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as of 10:02 ET · Realtime derived data

What We Know

Revenue for the quarter ended October 2, 2026 was $658.7 million, versus $597.8 million in the same quarter a year earlier, up 10.2%. That is its highest quarterly revenue of the last eight quarters. Diluted earnings per share was $0.85, up from $0.69.

Bar chart: Exelixis: revenue, last eight quarters. US$ millions by fiscal quarter end, as of Oct 29, 2026. Jan 2025 566.8; Apr 2025 555.4; Jul 2025 568.3; Oct 2025 597.8; Jan 2026 598.7; Apr 2026 610.8; Jul 2026 628.7; Oct 2026 658.7. Latest quarter $658.7M, Up 10.2% vs a year earlier.
Source: SEC EDGAR (earnings release and XBRL financial data)

Quarterly revenue by fiscal quarter end, oldest first: Jan 2025: $566.8 million; Apr 2025: $555.4 million; Jul 2025: $568.3 million; Oct 2025: $597.8 million; Jan 2026: $598.7 million; Apr 2026: $610.8 million; Jul 2026: $628.7 million; Oct 2026: $658.7 million.

Octans View

Year over year revenue change by quarter, computed from the filed figures: Jan 2026 up 5.6%; Apr 2026 up 10.0%; Jul 2026 up 10.6%; Oct 2026 up 10.2%. On those figures, Exelixis' revenue growth is holding steady. That read compares the latest two year over year growth rates and nothing else.

Bear Case · Room for Disagreement

This brief covers reported revenue and diluted earnings per share only. It does not cover guidance, margins, segment results, cash flow or the earnings call, and it makes no forecast. Revenue is the total on the release line we matched; a company's own adjusted measures can differ.

Method and source. Octans Research matched the revenue line in the earnings release (Exhibit 99.1) to the year ago quarter the company reported in its own XBRL financial data; the two must agree before anything is published. The quarterly history comes from the same XBRL data. The text is generated from those verified figures by a fixed template; no model wrote it.

Chart

$EXEL adjusted close, last 6 months $EXEL adjusted close, last 6 months: series rising from 44.2 to 66.2 (+49.9%) from 2026-05-04 to 2026-10-29. Scale 40 to 70. 40506070 2026-05-042026-10-29 $EXEL ADJUSTED CLOSE, LAST 6 MONTHS +49.9% 66.2
Source: Tiingo · As of 2026-10-29Indicative, not investment advice.

Sources

  1. [1]SEC EDGAR — Exelixis earnings release for the quarter ended October 2, 2026 (Exhibit 99.1), filed Oct 29, 2026
  2. [2]SEC EDGAR — Exelixis XBRL financial data (company facts)

These are the sources this piece was drafted from. How we verify. Found an error? Tell us and we correct it in public.

$658.7M

Revenue for the quarter ended October 2, 2026 was $658.7 million, versus $597.8 million in the… · What we know

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