Filing Flows

Filing Flows › Health Care › Agios Pharmaceuticals (AGIO)

Agios Pharmaceuticals (AGIO) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 5, 2026 · Agios Pharmaceuticals (AGIO) Q3 2026 earnings results →

Q3 2026 Revenue up 330% year over year to $55.4M · 117¢ of every $1 of revenue lost · operating margin -139.3%

Agios Pharmaceuticals made $55.4M in Q3 2026 (+330% Y/Y). Operating margin -139.3%, net loss $65.0M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 5, 2026.

Revenue$55.4M
Year over year+330%
Operating margin-139.3%
Net earnings−$65.0M
Operating cash flow−$59.2M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $55.4M in Q3 2026, up 330% year over year and up 24% from the previous quarter.

Operating costs exceeded revenue by $77.2M, an operating margin of -139.3%. Total costs grew 2% against revenue growth of 330%. The fastest-growing cost line was Cost of revenue (+50%). The quarter ended with a net loss of $65.0M, narrower than the previous quarter's $100.7M loss.

Operating cash flow was −$59.2M. Non-cash charges added back $16.7M of share-based compensation. Working capital and other items used $10.9M. Capital expenditures of $1.2M exceeded it, leaving free cash flow of −$60.4M.

Quarterly history

Agios Pharmaceuticals revenue by quarterAgios Pharmaceuticals revenue by quarter$8.7MQ1 2025$12.5MQ2 2025$12.9MQ3 2025$20.0MQ4 2025$20.7MQ1 2026$44.7MQ2 2026$55.4MQ3 2026
Agios Pharmaceuticals net earnings by quarterAgios Pharmaceuticals net earnings by quarter−$89.3MQ1 2025−$112MQ2 2025−$103MQ3 2025−$108MQ4 2025−$99.1MQ1 2026−$101MQ2 2026−$65.0MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 5, 2026$55.4M+330%-139.3%−$65.0M−$59.2M
Q2 202610-QJul 30, 2026$44.7M+259%-247.1%−$101M−$57.3M
Q1 202610-QApr 29, 2026$20.7M+138%-530.3%−$99.1M−$119M
Q4 202510-KFeb 12, 2026$20.0M+86%-608.9%−$108M−$96.2M
Q3 202510-QOct 30, 2025$12.9M+44%-907.4%−$103M−$88.2M
Q2 202510-QJul 31, 2025$12.5M+45%n/m−$112M−$77.1M
Q1 202510-QMay 1, 2025$8.7M+7%n/m−$89.3M−$111M

Charts

Agios Pharmaceuticals: revenue growth, year over year and quarter over quarterAgios Pharmaceuticals: revenue growth, year over year and quarter over quarterY/YQ/Q+7%Q1 2025+45%+43%Q2 2025+44%+3%Q3 2025+86%+55%Q4 2025+138%+4%Q1 2026+259%+116%Q2 2026+330%+24%Q3 2026
Latest (Q3 2026): Y/Y +330%, Q/Q +24%.
Agios Pharmaceuticals: where the cash came from (+) and went (−), TTM to Q3 2026Agios Pharmaceuticals: where the cash came from (+) and went (−), TTM to Q3 2026Other investing$360MOperating cash flow−$332MCash drawn (+) / kept (−)−$35.8MShares issued$12.0MCapital spending−$4.3M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Agios Pharmaceuticals: profit against cash, quarter by quarterAgios Pharmaceuticals: profit against cash, quarter by quarterNet incomeOperating cash flow−$96.5M−$133MQ4 2024−$89.3M−$111MQ1 2025−$112M−$77.1MQ2 2025−$103M−$88.2MQ3 2025−$108M−$96.2MQ4 2025−$99.1M−$119MQ1 2026−$101M−$57.3MQ2 2026−$65.0M−$59.2MQ3 2026
Latest (Q3 2026): Net income −$65.0M, Operating cash flow −$59.2M.
Agios Pharmaceuticals: diluted shares by fiscal yearAgios Pharmaceuticals: diluted shares by fiscal year69MFY202060MFY202155MFY202256MFY202358MFY202458MFY2025
-16.0% since FY2020: buybacks shrank the count.
Agios Pharmaceuticals in its industry: growth against margin (225 companies, SIC 2834)Agios Pharmaceuticals in its industry: growth against margin (225 companies, SIC 2834)revenue growth, year over year →↑ operating marginmedian +11%median -50%JNJLLYMRKABBVPFEBMYABTREGNTEVAVTRSVRTXBHCZTSONCOGNALNYELANJAZZBMRNPRGOAMRXUTHRRPRXNRIXINSMKeenova Therapeutics plcALKSMDGLPAHCSRPTPTCTINDVBBIOACADCORTPBHANIPKNSAPTGXHRMYIONSAXSMTGTXSUPNTVTXCOLLVREOFAMPHMIRMPCRXRARELQDAARQTIRWDARDXNATRXNCREBSZLABXERSINVACRMDMNKDRYTMURGNPHATAUPHSNDXRIGLLGNDEOLSARWRPGENHROWVNDAOPKSDGRGERNETONPBYITNGXCYRXCYTKMRVIORGONUVBLFVNSIGAKROSAMRNZVRASPRYHRTXAKBABCYCKPTIGYREMGNXELTPSEPNVRDNLFCRCrinetics Pharmaceuticals, Inc.VSTMKURATBPHLABADCTNAMSFBIOXLODERMARCTRMTIAYTUFHTXENTATNXPOCULASMBWVEAPMDBFRIABEOSTOKLXRXCAPRIDYANKTRZOMDFINBPJANXSBFMGOSSETSTRCUSCPIXLIFDCUEAQSTPRAXWHWKVERUEMMAGENBVRCACELUQUREZYMEEQABCLIMNMKYNBAKTSRNACVSICNTBTRAWISCOEVFMTVRDLPCNCAMPAtaiBeckley Inc.CTMXALMSPMHSACRSVTGNROIVKRROJAGXENSCKRSAABUSPRPHSTTKCPHITRDATXMDGOVXNWBOBIOEUPBIRDOVIDSPRBXBIOPRTAMCRBARVNMNOVSLNIGCBIOALGVNDNTHCPMDSPRORFLCOYASCYXBFRGSXTPBTAIQHCWBSERYARWRNACRGBPAVTXCLNNNTHIHINDAAGHALTONCOCRVOSKVIBOLTBDPTLYELIBOPULMAGIO (+300%, -100%)
Pharmaceutical Preparations; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

Loading the interactive chart…

🌏Named in Asian annual reportsinteractive

Loading the interactive chart…

🔄Rotation against the market and its industry (RRG)interactive

Loading the interactive chart…

🔍Earnings qualityinteractive

Loading the interactive chart…

⚖️Fair value by methodinteractive

Loading the interactive chart…

🔭Outlook & guidanceinteractive

Loading the interactive chart…

📈Investments: gains and what it boughtinteractive

Loading the interactive chart…

🏭Its industry’s money flow (input-output)interactive

Loading the interactive chart…

About Agios Pharmaceuticals

We are a commercial-stage biopharmaceutical company dedicated to redefining the future of rare disease treatment. Fueled by connections, we build trusted partnerships with communities, collaborating to develop and deliver innovative medicines with the potential to transform lives. With a foundation in hematology, we combine biological expertise with real-world insights to advance a growing pipeline of rare disease medicines that reflect the priorities of the people we serve. The lead product candidate in our portfolio, mitapivat, is an activator of both wild-type and mutant pyruvate kinase, or PK, enzymes for the potential treatment of hemolytic anemias. Mitapivat is approved in the United States by the U.S.

In its own words, from its 10-K, filed Feb 12, 2026.

Agios Pharmaceuticals against its Pharmaceutical Preparations peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +330% against the peers' median +10%. Operating margin: -139.3% against the peers' median 20.4%.

CompanyQuarterRevenueY/YOp. margin
AGIO Agios PharmaceuticalsQ3 2026$55.4M+330%-139.3%
JNJ Johnson & JohnsonQ3 2026$25.4B+6%0.1%
LLY ELI LillyQ3 2026$24.4B+39%34.5%
MRK MerckQ3 2026$18.1B+5%30.7%
ABBV AbbVieQ3 2026$17.4B+10%36.0%
PFE PfizerQ3 2026$16.6B-0.4%20.4%
BMY Bristol Myers SquibbQ3 2026$13.1B+7%19.4%
ABT Abbott LaboratoriesQ3 2026$13.0B+14%10.4%
REGN Regeneron PharmaceuticalsQ3 2026$5.1B+36%40.0%

Source: Agios Pharmaceuticals 10-Q on SEC EDGAR · CIK 1439222 · Pharmaceutical Preparations

Guidance and outlook

Agios Pharmaceuticals: what its forward-looking statements are about (10-Q filed 2026-11-05)Agios Pharmaceuticals: what its forward-looking statements are about (10-Q filed 2026-11-05)Costs5Other5Demand4Legal & regulation3Margins1Products1Supply chain1Financing1
21 statements; tone +0.10 (−1 all cautious, +1 all confident); 5 hedged.
Agios Pharmaceuticals: outlook statements against the filing beforeAgios Pharmaceuticals: outlook statements against the filing beforeConfident4Cautious2

13F: who owns AGIO and who is buying

Largest holders of AGIO (13F)Largest holders of AGIO (13F)BlackRock$240MVanguard Group$152MState Street$131MLynx1 Capital Management LP$127MD. E. Shaw$115MVanguard Portfolio Management LLC$108MVanguard Capital Management LLC$99.5MArmistice Capital, LLC$89.1MErste Asset Management GmbH$82.0MNomura Asset Management Internati…$78.3M
Funds' net buying of AGIO by quarter (13F)Funds' net buying of AGIO by quarter (13F)$38.9M2024-09−$40.4M2024-12$8.1M2025-03$56.7M2025-06$107M2025-09−$103M2025-12$47.4M2026-03$97.3M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on AGIO

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

Compare AGIO with

中文版:Agios Pharmaceuticals(AGIO)财报

Español · Français