Schrödinger reported third-quarter 2026 total revenue of $64.5 million, up 19%, and raised its full-year 2026 ACV and drug discovery revenue guidance. The net loss widened to $37.7 million from $32.8 million, and the company corrected a American Society of Hematology abstract that wrongly described an ongoing SGR-1505 combination study. Shareholders see a higher top line and outlook alongside a larger loss.
Total revenue was $64.5 million, up from $54.3 million, with drug discovery revenue of $24.2 million helped by a Structure Therapeutics milestone payment.
Net loss was $37.7 million, or $0.50 per share, compared with a net loss of $32.8 million, or $0.45 per share, a year earlier.
2026 ACV guidance was raised to $222 million to $232 million, and drug discovery revenue guidance to $75 million to $85 million.
The company said it has not started a combination study of SGR-1505 under its FDA-cleared protocol and is exploring strategic opportunities for the program.
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From Schrödinger, Inc.'s 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2025
$255.87M
+23.3%
$-1.41
—
-40.4%
FY2024
$207.54M
-4.2%
$-2.57
-575.9%
-90.2%
FY2023
$216.67M
+19.7%
$0.54
—
18.8%
FY2022
$180.96M
+31.2%
$-2.10
—
-82.4%
FY2021
$137.93M
+27.6%
$-1.42
—
-72.8%
Frequently asked questions
When is Schrödinger's next earnings date?
Schrödinger has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Schrödinger earn last quarter?
For the quarter ended Sep 2026, Schrödinger reported diluted EPS of $-0.50 on revenue of $64.49M (+18.7%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.