Spoken Alpha
EXEL
EXELIXIS, INC.
Overview
EXELIXIS, INC is a Healthcare company operating in Biotechnology with a $12.90B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 3, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from SEC 10-K filing, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-05-0512 Q&A exchanges
- Q4 FY2025Earnings2026-02-1017 Q&A exchanges
- Q3 FY2025Earnings2025-11-0417 Q&A exchanges
- Q2 FY2025Earnings2025-07-2816 Q&A exchanges
- Q1 FY2025Earnings2025-05-1315 Q&A exchanges
- Q4 FY2024Earnings2025-02-1115 Q&A exchanges
- Q3 FY2024Earnings2024-10-2917 Q&A exchanges
- Q2 FY2024Earnings2024-08-0615 Q&A exchanges
- Q1 FY2024Earnings2024-04-3015 Q&A exchanges
- Q4 FY2023Earnings2024-02-0629 Q&A exchanges
- Q3 FY2023Earnings2023-11-0118 Q&A exchanges
- Q2 FY2023Earnings2023-08-0136 Q&A exchanges
- Q1 FY2023Earnings2023-05-0913 Q&A exchanges
- Q4 FY2022Earnings2023-02-0721 Q&A exchanges
- Q3 FY2022Earnings2022-11-0137 Q&A exchanges
- Q2 FY2022Earnings2022-08-0919 Q&A exchanges
- Q1 FY2022Earnings2022-05-1019 Q&A exchanges
- Q4 FY2021Earnings2022-02-1737 Q&A exchanges
- Q3 FY2021Earnings2021-11-0235 Q&A exchanges
- Q2 FY2021Earnings2021-08-0538 Q&A exchanges
- Q1 FY2021Earnings2021-05-0723 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-03EPS— vs $0.86—Rev— vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-03 | — | $0.86 | — | — | — | — | EODHD |
Source: EODHD. EXEL reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks EXEL's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $4.67 | $3.62 | +29.0% | +5.2% | +3.0% |
| Q4 FY2026 | $4.39 | $3.55 | +23.7% | +1.8% | +2.6% |
| Q3 FY2026 | $4.51 | $3.57 | +26.3% | -3.1% | -4.4% |
| Q2 FY2026 | $4.39 | $3.49 | +25.7% | +4.7% | +3.7% |
| Q1 FY2025 | $4.48 | $3.58 | +25.1% | +1.5% | +2.7% |
| Q4 FY2025 | $4.09 | $3.61 | +13.3% | -3.4% | -1.5% |
| Q3 FY2025 | $4.15 | $3.65 | +13.6% | -0.1% | +1.0% |
| Q2 FY2025 | $4.27 | $3.62 | +17.9% | +0.8% | -0.2% |
| Q1 FY2024 | $4.70 | $3.75 | +25.3% | +6.5% | +5.1% |
| Q4 FY2024 | $4.40 | $3.71 | +18.6% | +6.4% | +5.4% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- Michael J MorrisseyCEO7 mo21 callsCurrentSample
CEO since 2025 • 3/4 beats (75%) • last call held guidance Q2 FY2026
- Christopher J SennerCFO5 mo21 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Patrick J HaleyEVP, Commercial7 mo1 callCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance cut Q1 FY2026
- Dana AftabEVP, Research and Development7 mo13 callsCurrentSample
DIVISION_HEAD since 2025 • 1/4 beats (25%) • last guidance cut Q1 FY2026
- Brenda HeftiSVP and General Counsel7 mono recorded callsCurrentSample
DIVISION_HEAD since 2025 • 3/4 beats (75%) • last guidance raise Q1 FY2026
Peers
Other companies in Healthcare
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for EXEL.
$ curl https://api.spokenalpha.com/v1/companies/EXELFAQ
Frequently asked about EXEL
Where can I find EXELIXIS, INC.'s (EXEL) earnings call transcripts?
Spoken Alpha indexes EXEL's earnings call transcripts at https://spokenalpha.com/companies/EXEL. Each call links to attributed speakers and parsed analyst Q&A. EXELIXIS, INC.'s own investor relations page is at https://ir.exelixis.com/.
When was EXELIXIS, INC.'s most recent earnings call?
EXELIXIS, INC. (EXEL) held its most recent earnings call on 2026-05-05, covering fiscal Q1 2026.
What sector is EXEL in?
EXELIXIS, INC. (EXEL) operates in the Healthcare sector (Biotechnology industry).