Exelixis (EXEL) reported $598.66 million in revenue for the quarter ended December 2025, representing a year-over-year increase of 5.6%. EPS of $0.94 for the same period compares to $0.55 a year ago.
The reported revenue represents a surprise of +2.39% over the Zacks Consensus Estimate of $584.68 million. With the consensus EPS estimate being $0.77, the EPS surprise was +22.25%.
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: $546.58 million versus $529.04 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +6.1% change.
- Revenues- Collaboration revenues: $52.09 million compared to the $49.91 million average estimate based on nine analysts. The reported number represents a change of +2289.3% year over year.
- Revenues- Net product revenues- CABOMETYX: $544.7 million compared to the $554.08 million average estimate based on seven analysts. The reported number represents a change of +6.2% year over year.
- Revenues- Net product revenues- COMETRIQ: $1.8 million versus the seven-analyst average estimate of $3.15 million. The reported number represents a year-over-year change of -25.6%.
- Revenues- Collaboration revenues- License revenues: $66.36 million versus the five-analyst average estimate of $48.87 million.
View all Key Company Metrics for Exelixis here>>>
Shares of Exelixis have returned -0.3% over the past month versus the Zacks S&P 500 composite's no change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Just Released: Zacks Top 10 Stocks for 2026
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This article originally published on Zacks Investment Research (zacks.com).
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
