Exelixis Q4 Revenue Rises 5.6% to $598.7M; Japan Sales Up 12.2%
Exelixis posted Q4 revenue of $598.66 million, a 5.6% year-over-year increase, with Japan sales up 12.2% to $7.25 million (1.2% of total) while Europe delivered $39.46 million (6.6%), missing estimates by 3.2%. Consensus estimates forecast Q1 revenue of $616.26 million (+11%) and full-year sales of $2.6 billion (+12%), with Japan and Europe contributions near 1.1% and 6.7%.
1. Q4 Revenue and Year-Over-Year Growth
Exelixis generated total revenue of $598.66 million in the quarter ending December 2025, marking a 5.6% increase from the prior-year period. This growth underscores sustained demand for its core oncology portfolio.
2. International Segment Trends
Japan sales climbed 12.15% to $7.25 million, representing 1.2% of total revenue and exceeding the $6.46 million expectation, while European revenues fell short at $39.46 million (6.6%), a 3.2% miss versus forecasts. Both regions lagged the previous quarter’s contributions of 1.1% (Japan) and 7.5% (Europe).
3. Guidance for Upcoming Quarters
Consensus estimates forecast first-quarter revenue of $616.26 million, an 11% year-over-year rise, with Japan and Europe expected to account for 1.1% ($6.47 million) and 6.6% ($40.48 million) of sales. Full-year revenue is projected at $2.6 billion, up 12%, reflecting ongoing international expansion.