Exelixis, Inc. (EXEL)

Nasdaq: EXEL · Biological Products, (No Diagnostic Substances) · Alameda, CA · filing with the SEC since 2000

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Grade7.5

◀ Past 8.6● Present 8.5▶ Future 5.1

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The companyfiscal 2026, as filed

Revenue$2.32B+7.0%

Net income$783M+50.1%

Earnings per share$2.78+58.0%

Operating cash flow$884M+26.3%

Cash$482M+122.0%

Debtn/a

Shareholders’ equity$2.16B-3.7%

Shares, diluted281.9M-4.8%

Return on equity36.2%

The recordfrom its filings

Filings in 202691

Newest filingNov 9 · SCHEDULE 13G

Annual reportFeb 10, 2026

Quarterly reportOct 29, 2026

Next report due10-K by Mar 2

Insider sales, 12 months$42.2M

Insider buys, 12 months$1.2M

Patents granted195

Filer categoryLarge accelerated filer

Trailing twelve months to Oct 2026Revenue $2.50BNet income $885MCash from operations $1.17Bthe four newest filed quarters added

Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.

Revenue and net income by fiscal yearRevenueNet income

161718202122232526

As filed, in USD. Nothing here is a forecast.

News

Nov 9, 2026 · SEC EDGAR · Form SCHEDULE 13G

Large holder notice

Open the filing on sec.gov

Nov 9, 2026 · SEC EDGAR · Form SCHEDULE 13D/A

Activist holder update, amended

Open the filing on sec.gov

Oct 29, 2026 · SEC EDGAR · Form 10-Q

Quarterly report

Open the filing on sec.gov

Oct 29, 2026 · SEC EDGAR · Form 8-K

Results released

Open the filing on sec.gov

Sep 11, 2026 · SEC EDGAR · Form 8-K

Current report

Open the filing on sec.gov

Aug 31, 2026 · SEC EDGAR · Form 8-K

Current report

Open the filing on sec.gov

Aug 14, 2026 · SEC EDGAR · Form SCHEDULE 13D/A

Activist holder update, amended

Open the filing on sec.gov

Aug 12, 2026 · SEC EDGAR · Form SCHEDULE 13G/A

Large holder update, amended

Open the filing on sec.gov

Aug 12, 2026 · SEC EDGAR · Form 4

Insider trade report

Open the filing on sec.gov

Aug 10, 2026 · SEC EDGAR · Form 144

Notice of intended sale

Open the filing on sec.gov

An outside story is shown by its headline, its source and its link only. The SI reads the page when you ask it to break one down.

SI brieffrom the record

Core business

Exelixis, Inc. is classed by the SEC under Biological Products, (No Diagnostic Substances) (industry code 2836), based in Alameda, CA. Cabometyx was 91% of fiscal 2025 revenue.

Newest on the record

Large holder notice on Nov 9. Before it, activist holder update, amended on Nov 9.

What is due next

The 10-K for the period to Jan 1, 2027, due by Mar 2, 2027.

About EXEL

Exelixis, Inc. is classed by the SEC under Biological Products, (No Diagnostic Substances) (industry code 2836), based in Alameda, CA. In its latest annual figures on file, for the fiscal year ended 2026-01-02, it reported revenue of $2.3 billion and a profit of $783 million (its filed statements).

IndustryBiological Products, (No Diagnostic Substances)

HeadquartersAlameda, CA

Business modelProduct business

ExchangeNasdaq

Filing since2000

Fiscal year endsJan 1

SEC number (CIK)939767

Peers on fileTECH, HALO, NBIX, KYMR

Who runs it

Financial performance

In fiscal 2026 Exelixis’s revenue was $2.32 billion, up 7.0% from $2.17 billion the year before. Net income was $782.6 million, up 50.1%.

Annual report, filed Feb 10, 2026.

Financial statements

The grade

Exelixis grades 7.5 of 10 against its own industry, the 159 companies in Biological Products, (No Diagnostic Substances). All nine metrics are read as filed.

◀ Past8.6

● Present8.5

▶ Future5.1

How the grade is made

Forecast

Every forecast is registered before the outcome, with the rule that settles it. A miss stays on the page.

Company forecasts

SI Assistanton EXEL · research, not advice