$17.43-1.9%Nov 13 close
Figures through September 30, 2026, from the 10-Q filed November 4, 2026
Company outlook: revenue of $70M to $75M for Fiscal year 2026 — down 70.6% on a year earlier ($247M)
Just reported
From Arcus Biosciences, Inc.'s results release of November 4, 2026; its quarterly report has since been filed.
Actual
$9M
-65% y/y
-78% q/q
Guided
—
No guide given
Actual
-$1.00
Guided
—
No guide given
Actual
-$131M
| Measure | 3 months toSep 30, 2026 | 3 months toSep 30, 2025 | Change |
|---|---|---|---|
| Total Revenue | $9M | $26M | -65.38% |
| Profit | -$128M | -$135M | +5.19% |
| Profit per share | -$1.00 | -$1.27 | +21.26% |
| Free Cash Flow | -$88M | -$97M | +9.28% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
Arcus Biosciences, Inc. reported on November 4, 2026. We are fetching the call transcript; its summary follows once the transcript is in.
“In October, we showed for the first time that robust and durable HIF-2α inhibition from casdatifan can address the needs of patients at every line of kidney cancer therapy: rapid and sustained disease control in the first line, durable benefit and potential survival advantage in the second line, even after a prior TKI-inclusive therapy, and nearly three years of median overall survival in late-line patients who had exhausted multiple therapies,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
Arcus Biosciences is a clinical-stage, global biopharmaceutical company focused on developing differentiated molecules and combination therapies for the treatment of cancer and immune diseases. Founded in 2015, Arcus pairs proven biology with exceptional chemistry to create medicines that deliver meaningful improvements for patients. The company has advanced two oncology programs to Phase 3 clinical trials, including casdatifan, a HIF-2α inhibitor for clear cell renal cell carcinoma, and quemliclustat, a small-molecule CD73 inhibitor for pancreatic cancer. Arcus is also applying its small-molecule, medicinal chemistry and antibody capabilities to expand into immunology. Every program is held to the highest standard: outperform the current standard of care.
The company’s own description, as it appears at the foot of the release.
The quote and the company description come from Arcus Biosciences, Inc.’s Item 2.02 8-K filed November 4, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Guided
—
No guide given
Full year 2026
Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.