Company Dossier · Health Care
Exelixis
- Russell 1000
- MidCap 400
What Exelixis is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to July 3, 2026: $2.44 billion, up 9.4% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to July 3, 2026: $1.17 billion, up 56% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to July 3, 2026: $0.01 billion, down 50% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to January 2, 2026: $0.95 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 5, 2026): sentiment 0.30 on a −1 to +1 scale (mixed), confidence 0.70 of 1.Palanor Discourse
- Guidance in the last 90 days: 0 outlook figures raised, 3 lowered, 3 held.Guidance Ledger (8-K results releases)
- Latest annual report (filed February 10, 2026): 1 risk factor added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.5 million on the open market.SEC Form 4
- 757 institutional managers reported a position at June 30, 2026 (+56 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 9 (11 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for Exelixis yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (TODD STRATEGY GROUP)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (EXELIXIS INC.)third_quarter 2026 · $0.6 million
- Oct 19, 2026LobbyingLobbying report (THORN RUN PARTNERS)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (ARNOLD & PORTER KAYE SCHOLER LLP)third_quarter 2026 · $0.1 million
- Jul 21, 2026LobbyingLobbying report (TODD STRATEGY GROUP)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (EXELIXIS INC.)second_quarter 2026 · $0.6 million
- Jul 20, 2026LobbyingLobbying report (ARNOLD & PORTER KAYE SCHOLER LLP)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (W STRATEGIES, LLC)second_quarter 2026 · $0.1 million
- Jul 14, 2026Patent
- Jul 14, 2026Patent
- Jul 7, 2026Patent
- May 29, 20268-KDirector or officer changeItem 5.02
- May 29, 20268-KShareholder vote resultsItem 5.07
- May 18, 2026Trademark
- Feb 10, 202610-KAnnual report (10-K)1 risk factors added, 1 removed
- Dec 23, 2025Patent
- Dec 16, 2025Patent
- Nov 7, 20258-KDirector or officer changeItem 5.02
- Aug 29, 20258-KDirector or officer changeItem 5.02
- Jun 2, 20258-KShareholder vote resultsItem 5.07
- May 20, 2025Trademark
- May 20, 2025Trademark
- May 20, 2025Trademark
- Mar 31, 20258-KDirector or officer changeItem 5.02
- Mar 27, 2025Trademark
- Feb 11, 202510-KAnnual report (10-K)0 risk factors added, 0 removed
- Feb 6, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Moderna MRNA | $2.2B | −$1.2B | Jun 30, 2026 |
| United Therapeutics UTHR | $3.1B | $1.1B | Jun 30, 2026 |
| Neurocrine Biosciences NBIX | $3.4B | $0.6B | Jun 30, 2026 |
| Halozyme HALO | $1.7B | $0.8B | Jun 30, 2026 |
| Insmed INSM | $1.1B | −$0.8B | Jun 30, 2026 |
| Incyte INCY | $5.4B | — | Mar 31, 2026 |
| Caris Life Sciences CAI | $1.0B | $0.1B | Jun 30, 2026 |
| Repligen RGEN | $0.8B | $0.1B | Jun 30, 2026 |