NASDAQ$LYEL

Lyell Immunopharma Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

LYEL reported Q1 2026 revenue of $2.0M and net loss of $24.2M.

For Q1 2026, LYEL reported revenue of $2.0M and net loss of $24.2M. The filing's MD&A discusses segment trends, costs, and balance-sheet items; the bottom line remained under pressure relative to the prior-year quarter.

  • Revenue of $2.0M for Q1 2026.
  • Net loss of $24.2M.
  • Operating expenses and margin mix are detailed in the quarterly filing.
  • Liquidity, capital allocation, and macro exposure are discussed in MD&A.

Headline financials

Total Revenue

$2K

Previous: $7.00+28471.4%
EPS (adj)

-$1.10

Previous: -$0.52-111.5%
Capital Expenditures

-$89K

Previous: -$246K+63.8%
Net Income

-$24.2M

Previous: -$52.2K-46174.5%
Operating Income

-$44.3M

Previous: -$57.4K-77054.1%

Revenue & EPS history

Lyell Immunopharma · Revenue · Quarterly

$2K

Q1 2026+28,471.4%vs Q1 2025

Forward guidance

The 10-Q does not provide numeric consolidated annual EPS guidance for LYEL. Management commentary covers costs, capital allocation, and sector-specific risks in MD&A.

Tailwinds

  • Management discusses operational priorities and liquidity in the quarterly filing.
  • Segment or product trends are disclosed where applicable to the business model.

Headwinds

  • Macro, input-cost, and interest-rate exposure can affect near-term results.
  • One-time items, impairments, or fair-value marks may distort quarterly 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 Q1 2026

Historical avgQ1 2026

+1.5%

Avg return

Earnings day

-4.0%

Avg return

5 days after

+1.1%

Avg return

30 days after

73%

16 / 22 earnings

Positive

+20.3%

Q4 2024

Best reaction

-18.3%

Q3 2022

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.1%-7.0%-42.1%
Q4 2025+2.5%-19.0%-9.6%
Q3 2025-1.3%+1.7%+95.5%
Q1 2025+4.6%+2.0%+21.1%
Q4 2024+20.3%+15.5%-10.3%
Q3 2024-17.6%-21.3%-38.9%
Q2 2024+1.4%-8.1%-20.9%
Q1 2024+7.6%+4.2%+13.6%
Q4 2023+2.5%-8.6%-21.8%
Q3 2023+6.8%-24.8%-11.8%
Q2 2023+1.5%-1.9%-16.8%
Q1 2023+6.9%+6.5%+50.9%
Q4 2022+9.6%+1.4%-1.8%
Q3 2022-18.3%-17.0%-28.8%
Q2 2022+16.3%+20.2%+10.1%
Q1 2021-12.4%-22.8%+1.5%
Q1 2022-12.4%-22.8%+1.5%
Q4 2019+6.1%+6.1%+1.6%
Q4 2021+6.1%+6.1%+1.6%
Q3 2021-4.1%-3.6%-18.8%
Q4 2020+2.8%+2.2%+24.6%
Q2 2021+2.8%+2.2%+24.6%
Q3 2020
Q2 2020
Q1 2020

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