NASDAQ$ROIV

Roivant Sciences Ltd · Q3 2026 earnings

Q3 2026 earnings · · Before market open · Investor relations

Briefing

Roivant reported a quarterly net loss while advancing multiple late-stage clinical programs.

Roivant posted minimal revenue and a net loss in Q3 fiscal 2026 as the company continued to invest heavily in R&D to advance its clinical pipeline, while maintaining a strong liquidity position.

  • Revenue remained minimal as the company focused on pipeline development.
  • R&D spending increased year over year driven by late-stage programs.
  • The company reported a net loss for the quarter.
  • Liquidity remained strong with substantial cash and marketable securities.

Headline financials

Total Revenue

$2M

No prior period
EPS (adj)

-$0.24

No prior period
G&A expenses

$175M

No prior period
R&D expenses

$165M

No prior period
Capital Expenditures

-$6.95M

No prior period
Net Income

-$266M

No prior period
Operating Income

-$339M

No prior period

Revenue & EPS history

Roivant Sciences · Revenue · Quarterly

$2M

Q3 2026
Beat estimate in 7 of 14 quarters(50%)
ActualEstimate

Forward guidance

Management highlighted continued clinical momentum and sufficient liquidity to fund operations into profitability.

Tailwinds

  • Multiple late-stage clinical programs progressing.
  • Positive Phase 2 data for brepocitinib in cutaneous sarcoidosis.
  • NDA submission completed for dermatomyositis indication.
  • Strong cash and marketable securities balance.
  • Several key clinical readouts expected in 2026.

Headwinds

  • Continued operating losses expected near term.
  • High R&D expense requirements.
  • Dependence on clinical trial outcomes.
  • Regulatory approval risk across pipeline assets.
  • Limited near-term revenue generation.

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 Q3 2026

Historical avgQ3 2026

+3.3%

Avg return

Earnings day

+0.7%

Avg return

5 days after

+0.4%

Avg return

30 days after

60%

12 / 20 earnings

Positive

+22.1%

Q3 2026

Best reaction

-5.5%

Q1 2023

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q4 2026+14.9%
Q3 2026+22.1%+26.8%+36.1%
Q2 2026+2.6%-1.6%-1.8%
Q1 2026-2.8%+3.1%+19.8%
Q4 2025+6.4%+5.9%+7.3%
Q4 2024-3.4%+0.0%-1.5%
Q3 2024+4.1%+6.6%-5.9%
Q2 2024+5.6%+1.8%+22.7%
Q1 2024-5.2%-6.1%-3.5%
Q4 2023+9.4%+7.8%+28.8%
Q3 2023+9.7%+8.2%+7.8%
Q2 2023+7.4%-3.1%+39.9%
Q1 2023-5.5%-15.3%-15.8%
Q4 2022-4.1%-5.6%-11.8%
Q3 2021+5.1%-3.2%-25.4%
Q3 2022+5.4%-3.2%-25.4%
Q2 2022-2.4%-4.8%+6.8%
Q2 2021-3.8%-4.8%+6.8%
Q1 2021+0.1%+0.7%-38.7%
Q1 2022+0.0%+0.7%-38.7%

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