Filing Flows › Exelixis (EXEL) › Guidance history
Exelixis (EXEL) guidance history: what it guided and what it reported
Exelixis gave guidance in 12 earnings releases on file since Aug 6, 2024. Of 4 guided periods since reported, it met or beat its own guidance 3 times (75%). Revenue: 2 of 2, on average +4.0% against the guided midpoint. Its releases raised guidance twice and lowered it once.
Revenue
Met or beat 2 of 2 periods (1 above, 1 within, 0 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | $2.5B–$2.6B (Jan 12, 2026) → reaffirmed $2.5B–$2.6B (Feb 10, 2026) → reaffirmed $2.5B–$2.6B (May 5, 2026) | — | to be reported | — |
| FY2025 | $2.2B (Jan 13, 2025) → raised $2.1B–$2.2B (Feb 11, 2025) → raised $2.2B–$2.4B (May 13, 2025) → reaffirmed $2.2B–$2.4B (Jul 28, 2025) | $2.3B | within the range | +0.9% |
| FY2024 | $2.0B–$2.1B (Aug 6, 2024) | $2.2B | above the range | +7.1% |
Tax rate
Met or beat 1 of 2 periods (1 above, 0 within, 1 below).
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2026 | 21.0%–23.0% (Feb 10, 2026) → reaffirmed 21.0%–23.0% (May 5, 2026) | — | to be reported | — |
| FY2025 | 21.0%–23.0% (Feb 11, 2025) → reaffirmed 21.0%–23.0% (May 13, 2025) → reaffirmed 21.0%–23.0% (Jul 28, 2025) | 16.9% | below the range | -5.2 pts |
| FY2024 | 20.0%–22.0% (Aug 6, 2024) | 23.5% | above the range | +2.5 pts |
EPS
This line is not in the statements Filing Flows reads, so there is no reported figure to hold it to.
| Period | Guided (and how it moved) | Reported | Result | vs midpoint |
|---|---|---|---|---|
| FY2025 | $34.87 (May 13, 2025) | — | — | — |
The latest quarter
Exelixis, Q3 2026: revenue $659M (+10% year over year), operating margin 40.8%, net earnings $218M, operating cash flow $280M. The chart follows the revenue to costs, profit and cash.
Questions
Does Exelixis beat its guidance?
Exelixis gave guidance in 12 earnings releases on file since Aug 6, 2024. Of 4 guided periods since reported, it met or beat its own guidance 3 times (75%). Revenue: 2 of 2, on average +4.0% against the guided midpoint.
How often does Exelixis raise guidance?
Its earnings releases raised guidance twice and lowered it once since Aug 6, 2024.
Each guided period is held to the last guidance given before its figures were reported; a single figure counts as in line within 1% (0.25 pts for a rate). Reported figures are GAAP, from the company's filings; adjusted guidance shows its moves only.