NASDAQ$ARVN
Arvinas Inc. · Q1 2025 earnings
Q1 2025 earnings · · Before market open · Investor relations
Briefing
Arvinas reported Q1 2025 revenue of $188.8M with net income of $82.9M and diluted EPS of $1.14.
Revenue surged to $188.8 million as remaining Novartis collaboration revenue was recognized after completion of the technology transfer period. Net income was $82.9 million, or $1.14 per diluted share, versus a loss a year ago when collaboration revenue was still ramping.
- Q1 revenue $188.8M on collaboration and licensing recognition.
- Net income $82.9M; diluted EPS $1.14.
- Novartis technology transfer period completed in 2024.
- Pipeline focus shifts to partnered clinical programs.
Headline financials
Revenue & EPS history
Arvinas · Revenue · Quarterly
$189M
Revenue by segment
Arvinas · $30.3M total across 1 segment · Q3 2022
- Collaboration Revenue$30.3M+225.8%100.0%
Forward guidance
After recognizing remaining Novartis collaboration revenue, Arvinas funds pipeline development through cash on hand and partnerships; near-term revenue depends on new collaborations.
Tailwinds
- Strong cash position following collaboration milestones.
- Novartis partnership on luxdegalutamide clinical transition.
- Platform validation in targeted protein degradation.
Headwinds
- Collaboration revenue may decline post-technology transfer.
- Clinical and regulatory risk on internal programs.
- R&D spend remains elevated.
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 19 quarterly earnings reports · overlaid with Q1 2025
-2.4%
Avg return
Earnings day
-2.1%
Avg return
5 days after
-1.6%
Avg return
30 days after
30%
9 / 30 earnings
Positive
+11.8%
Q1 2019
Best reaction
-24.8%
Q1 2025
Worst reaction
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| Q1 2026 | -4.4% | -10.2% | -31.0% | |
| Q4 2025 | +5.2% | +4.7% | -7.4% | |
| Q3 2025 | +0.5% | +17.3% | +34.1% | |
| Q1 2025 | -24.8% | -27.8% | -25.2% | |
| Q4 2024 | -6.8% | -3.5% | -54.9% | |
| Q3 2024 | -3.9% | -2.5% | -2.8% | |
| Q2 2024 | -1.0% | -7.0% | -6.3% | |
| Q1 2024 | +0.3% | -2.5% | -14.1% | |
| Q4 2023 | -5.8% | -3.1% | -15.4% | |
| Q3 2023 | -2.5% | -11.5% | +93.1% | |
| Q2 2023 | +2.1% | +6.8% | +12.8% | |
| Q1 2023 | +4.9% | +3.0% | -1.2% | |
| Q4 2022 | -7.0% | -10.8% | -23.0% | |
| Q3 2022 | -4.0% | +17.9% | -12.5% | |
| Q2 2022 | +3.8% | +4.5% | -19.3% | |
| Q1 2022 | -16.4% | -22.6% | -19.0% | |
| Q4 2021 | -2.6% | -4.4% | -5.4% | |
| Q3 2021 | +4.9% | +1.2% | -18.8% | |
| Q2 2021 | -4.3% | -8.9% | -13.4% | |
| Q1 2021 | -4.0% | -9.1% | -1.7% | |
| Q4 2020 | -1.0% | -8.0% | -15.6% | |
| Q3 2020 | -3.6% | +4.3% | +18.6% | |
| Q2 2020 | -5.0% | -11.1% | -23.0% | |
| Q1 2020 | -0.9% | -6.0% | -17.7% | |
| Q4 2019 | -3.2% | -1.8% | +14.2% | |
| Q3 2019 | +3.3% | +17.6% | +79.4% | |
| Q2 2019 | -4.6% | -0.2% | -1.5% | |
| Q1 2019 | +11.8% | +11.1% | +0.8% | |
| Q4 2018 | -3.0% | -6.9% | +42.9% | |
| Q3 2018 | -0.1% | +7.3% | -13.6% | |
| Q2 2018 | — | — | — | |
| Q1 2018 | — | — | — | |
| Q4 2017 | — | — | — | |
| Q3 2017 | — | — | — | |
| Q2 2017 | — | — | — | |
| Q1 2017 | — | — | — |
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