NASDAQ$IDYA

IDEAYA Biosciences Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

IDEAYA reported Q3 2025 total revenue of $207.8M with net income of $119.2M.

Total revenue was $207.8 million driven by collaboration revenue while net income was $119.2 million, reflecting partnership economics and operating leverage on milestone-related income in the quarter.

  • Q3 total revenue $207.8M.
  • Net income $119.2M.
  • Collaboration and milestone revenue drove results.
  • Oncology pipeline partnerships remain value drivers.

Headline financials

Total Revenue

$208M

Previous: $0.00
EPS (adj)

$1.35

Previous: -$0.60+325.0%
Total Assets

$0.00

No prior period
Capital Expenditures

-$2.04M

Previous: -$2.76M+26.1%
Net Income

$119M

Previous: -$51.8M+330.1%
Operating Income

$0.00

Previous: -$66.9M+100.0%

Revenue & EPS history

IDEAYA · Revenue · Quarterly

$208M

Q3 2025
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

IDEAYA · $8.04M total across 1 segment · Q3 2023

  • Collaboration Revenue
    $8.04M

Forward guidance

The filing discusses IDEAYA Biosciences's outlook, capital deployment, and key risks without relying solely on numeric EPS guidance.

Tailwinds

  • IDEAYA Biosciences cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.

Headwinds

  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

+1.4%

Avg return

Earnings day

+2.1%

Avg return

5 days after

+6.7%

Avg return

30 days after

52%

14 / 27 earnings

Positive

+40.5%

Q3 2019

Best reaction

-31.4%

Q2 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-2.3%-1.9%+1.2%
Q4 2025+1.6%+5.6%+7.7%
Q3 2025-2.7%-3.6%+14.8%
Q1 2025+2.9%+10.6%+28.1%
Q4 2024-5.4%-6.9%-15.4%
Q3 2024+3.4%+9.4%-0.9%
Q2 2024-3.1%+2.4%+1.0%
Q1 2024-3.9%-4.5%-8.0%
Q4 2023-6.0%-2.7%-3.2%
Q3 2023+6.9%+1.6%+8.1%
Q2 2023+1.2%+3.3%+12.9%
Q1 2023+15.6%+10.2%+31.5%
Q4 2022+2.1%-8.7%-16.0%
Q3 2022-3.4%-1.8%-2.5%
Q2 2022-31.4%-34.8%-20.1%
Q1 2022+13.0%+26.4%+48.4%
Q4 2021-2.2%+3.8%-11.1%
Q3 2021+3.9%+0.8%-4.1%
Q2 2021-3.5%+1.0%+14.1%
Q1 2021+7.8%+1.7%+12.5%
Q4 2020-8.2%-2.8%-15.9%
Q3 2020+2.5%+6.3%+9.3%
Q2 2020-1.2%-1.7%+4.8%
Q1 2020-9.4%-0.6%-5.3%
Q4 2019+13.6%+14.9%+40.8%
Q3 2019+40.5%+30.6%+29.6%
Q2 2019+6.0%-1.5%+19.6%
Q1 2019
Q4 2018
Q3 2018
Q2 2018
Q1 2018

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