Exelixis (EXEL) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates

For the quarter ended September 2025, Exelixis (EXEL) reported revenue of $597.76 million, up 10.8% over the same period last year. EPS came in at $0.78, compared to $0.47 in the year-ago quarter.The reported revenue represents a surprise of +1.49% over the Zacks Consensus Estimate of $589 million. With the consensus EPS estimate being $0.68, the EPS surprise was +14.71%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.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: $542.93 million versus the 10-analyst average estimate of $532.38 million. The reported number represents a year-over-year change of +13.6%.Revenues- Collaboration revenues: $54.83 million versus $50.78 million estimated by nine analysts on average. Compared to the year-ago quarter, this number represents a +4307.2% change.Revenues- Net product- CABOMETYX: $539.9 million compared to the $538.89 million average estimate based on seven analysts. The reported number represents a change of +13.5% year over year.Revenues- Net product- COMETRIQ: $3.1 million versus the seven-analyst average estimate of $3.17 million. The reported number represents a year-over-year change of +29.2%.Revenues- Collaboration revenues- License revenues: $56.24 million versus the four-analyst average estimate of $50.62 million.Revenues- Collaboration services revenues: $-1.41 million versus $1.42 million estimated by two analysts on average.View all Key Company Metrics for Exelixis here>>>Shares of Exelixis have returned -4.9% over the past month versus the Zacks S&P 500 composite's +2.1% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Exelixis, Inc. (EXEL): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks