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Ideaya Biosciences (IDYA) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 3, 2026 · Ideaya Biosciences (IDYA) Q3 2026 earnings results →

Q3 2026 Revenue down 95% year over year to $10.2M

Ideaya Biosciences made $10.2M in Q3 2026 (-95% Y/Y). Operating margin n/m, net loss $126M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 3, 2026.

Revenue$10.2M
Year over year-95%
Operating marginn/m
Net earnings−$126M
Operating cash flow−$93.5M

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 $10.2M in Q3 2026, down 95% year over year and up 16% from the previous quarter.

Operating costs exceeded revenue by $137.6M, an operating margin of -1343.8%. Total costs grew 49% against a revenue fall of 95%. The fastest-growing cost line was General & admin (+60%). The quarter ended with a net loss of $125.7M, wider than the previous quarter's $112.5M loss.

Operating cash flow was −$93.5M. Non-cash charges added back $614K of depreciation and amortization and $17.7M of share-based compensation. Working capital and other items added $13.9M. Capital expenditures of $273K exceeded it, leaving free cash flow of −$93.8M.

Quarterly history

Ideaya Biosciences revenue by quarterIdeaya Biosciences revenue by quarter$7.0MQ4 2024$208MQ3 2025$10.9MQ4 2025$6.6MQ1 2026$8.9MQ2 2026$10.2MQ3 2026
Ideaya Biosciences net earnings by quarterIdeaya Biosciences net earnings by quarter−$130MQ4 2024$119MQ3 2025−$83.3MQ4 2025−$98.5MQ1 2026−$112MQ2 2026−$126MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 3, 2026$10.2M-95%n/m−$126M−$93.5M
Q2 202610-QAug 4, 2026$8.9M—n/m−$112M−$88.2M
Q1 202610-QMay 5, 2026$6.6M—n/m−$98.5M−$75.2M
Q4 202510-KFeb 17, 2026$10.9M+55%-869.5%−$83.3M−$90.5M
Q3 202510-QNov 4, 2025$208M—52.2%$119M$142M
Q4 202410-KFeb 18, 2025$7.0M+78%n/m−$130M−$122M

Charts

Ideaya Biosciences: revenue growth, year over year and quarter over quarterIdeaya Biosciences: revenue growth, year over year and quarter over quarterY/YQ/Q+78%Q4 2024+400%Q3 2025+55%-95%Q4 2025-40%Q1 2026+35%Q2 2026-95%+16%Q3 2026
Latest (Q3 2026): Y/Y -95%, Q/Q +16%.
Ideaya Biosciences: where the cash came from (+) and went (−), TTM to Q3 2026Ideaya Biosciences: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow−$347MShares issued$191MOther financing$175MOther investing−$53.4MCash drawn (+) / kept (−)$37.0MCapital spending−$2.4M
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Ideaya Biosciences: profit against cash, quarter by quarterIdeaya Biosciences: profit against cash, quarter by quarterNet incomeOperating cash flow−$130M−$122MQ4 2024−$72.2M−$60.3MQ1 2025−$77.5M−$62.5MQ2 2025$119M$142MQ3 2025−$83.3M−$90.5MQ4 2025−$98.5M−$75.2MQ1 2026−$112M−$88.2MQ2 2026−$126M−$93.5MQ3 2026
Latest (Q3 2026): Net income −$126M, Operating cash flow −$93.5M.
Ideaya Biosciences: diluted shares by fiscal yearIdeaya Biosciences: diluted shares by fiscal year25MFY202035MFY202141MFY202258MFY202382MFY202488MFY2025
+257.9% since FY2020: more shares outstanding (issuance, stock pay).
Ideaya Biosciences in its industry: growth against margin (225 companies, SIC 2834)Ideaya Biosciences in its industry: growth against margin (225 companies, SIC 2834)revenue growth, year over year →↑ operating marginmedian +11%median -50%JNJLLYMRKABBVPFEBMYABTREGNTEVAVTRSVRTXBHCZTSONCOGNALNYELANJAZZBMRNPRGOAMRXUTHRRPRXNRIXINSMKeenova Therapeutics plcALKSMDGLPAHCSRPTPTCTINDVBBIOACADCORTPBHANIPKNSAPTGXHRMYIONSAXSMTGTXSUPNTVTXCOLLVREOFAMPHMIRMPCRXRARELQDAARQTIRWDARDXNATRXNCREBSZLABXERSINVACRMDMNKDRYTMURGNPHATAUPHSNDXRIGLLGNDEOLSARWRPGENHROWVNDAOPKSDGRGERNETONAGIOPBYITNGXCYRXCYTKMRVIORGONUVBLFVNSIGAKROSAMRNZVRASPRYHRTXAKBABCYCKPTIGYREMGNXELTPSEPNVRDNLFCRCrinetics Pharmaceuticals, Inc.VSTMKURATBPHLABADCTNAMSFBIOXLODERMARCTRMTIAYTUFHTXENTATNXPOCULASMBWVEAPMDBFRIABEOSTOKLXRXCAPRNKTRZOMDFINBPJANXSBFMGOSSETSTRCUSCPIXLIFDCUEAQSTPRAXWHWKVERUEMMAGENBVRCACELUQUREZYMEEQABCLIMNMKYNBAKTSRNACVSICNTBTRAWISCOEVFMTVRDLPCNCAMPAtaiBeckley Inc.CTMXALMSPMHSACRSVTGNROIVKRROJAGXENSCKRSAABUSPRPHSTTKCPHITRDATXMDGOVXNWBOBIOEUPBIRDOVIDSPRBXBIOPRTAMCRBARVNMNOVSLNIGCBIOALGVNDNTHCPMDSPRORFLCOYASCYXBFRGSXTPBTAIQHCWBSERYARWRNACRGBPAVTXCLNNNTHIHINDAAGHALTONCOCRVOSKVIBOLTBDPTLYELIBOPULMIDYA (-95%, -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

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🌏Named in Asian annual reportsinteractive

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

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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

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About Ideaya Biosciences

IDEAYA is a precision medicine oncology company committed to the discovery, development, and commercialization of transformative therapies for cancer. Our approach integrates expertise in small-molecule drug discovery, structural biology and bioinformatics with robust internal capabilities in identifying and validating translational biomarkers to develop tailored, potentially first-in-class targeted therapies aligned to the genetic drivers of disease. We have built a deep pipeline of product candidates focused on synthetic lethality and antibody-drug conjugates, or ADCs, for molecularly defined solid tumor indications. Our mission is to bring forth the next wave of precision oncology therapies that are more selective, more effective, and deeply personalized with the goal of altering the course of disease and improving clinical outcomes for patients with cancer.

In its own words, from its 8-K, filed Aug 4, 2026.

Ideaya Biosciences against its Pharmaceutical Preparations peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: -95% against the peers' median +7%.

CompanyQuarterRevenueY/YOp. margin
IDYA Ideaya BiosciencesQ3 2026$10.2M-95%n/m
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: Ideaya Biosciences 10-Q on SEC EDGAR · CIK 1676725 · Pharmaceutical Preparations

Guidance and outlook

Ideaya Biosciences: what its forward-looking statements are about (10-Q filed 2026-11-03)Ideaya Biosciences: what its forward-looking statements are about (10-Q filed 2026-11-03)Other8Costs4Demand4Products3Supply chain2Legal & regulation1
22 statements; tone +0.04 (−1 all cautious, +1 all confident); 7 hedged.
Ideaya Biosciences: outlook statements against the filing beforeIdeaya Biosciences: outlook statements against the filing beforeConfident4Cautious3

13F: who owns IDYA and who is buying

Largest holders of IDYA (13F)Largest holders of IDYA (13F)FMR LLC$526MBlackRock$331MJupiter Topco LLC$320MJanus Henderson Group$242MCapital Research Global Investors$199MBaker Bros. Advisors LP$187MVanguard Group$174MState Street$170MVanguard Capital Management LLC$154MLogos Global Management LP$112M
Funds' net buying of IDYA by quarter (13F)Funds' net buying of IDYA by quarter (13F)$123M2024-09−$16.2M2024-12$37.2M2025-03$66.7M2025-06−$82.6M2025-09$18.3M2025-12−$30.3M2026-03$224M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on IDYA

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q4 2024 results

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