NASDAQ$RVMD

REVOLUTION Medicines Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Revolution Medicines reported Q1 2026 with no product revenue, net loss of $453.8M, and diluted loss per share of $2.29.

For the period ended 2026-03-31, Revolution Medicines reported no product revenue. Pre-commercial biotech; no product revenue. Net loss $(453.8)M on R&D $344M and G&A $101M. RAS(ON) inhibitor pipeline for oncology. Clinical-stage company; cash runway and trial milestones discussed, not revenue guidance.

  • Pre-commercial biotech; no product revenue.
  • Net loss $(453.8)M on R&D $344M and G&A $101M.
  • RAS(ON) inhibitor pipeline for oncology.

Headline financials

Total Revenue

$1.19M

Previous: $0.00
EPS (adj)

-$2.29

Previous: -$0.88-160.2%
Capital Expenditures

-$1.54M

Previous: -$3.27M+52.9%
Free Cash Flow

-$356M

No prior period
Net Income

-$454M

Previous: -$213M-112.6%
Operating Income

-$445M

Previous: -$241M-84.9%
Gross Profit

$1.19M

Previous: -$3.72M+131.9%
Cash & Equivalents

$441M

No prior period
Total Assets

$2.25B

No prior period

Revenue & EPS history

Revolution Medicines · Revenue · Quarterly

$1.19M

Q1 2026
Beat estimate in 3 of 14 quarters(21%)
ActualEstimate

Forward guidance

Clinical-stage company; cash runway and trial milestones discussed, not revenue guidance.

Tailwinds

  • Large cash balance supports multi-year R&D.
  • Interest income offsets burn modestly.
  • Pipeline progress in RAS-targeted therapies.

Headwinds

  • No revenue; widening loss YoY.
  • Dilution risk from equity financing.
  • Clinical and regulatory execution risk.

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

+0.1%

Avg return

Earnings day

+0.2%

Avg return

5 days after

+6.7%

Avg return

30 days after

42%

11 / 26 earnings

Positive

+11.7%

Q3 2020

Best reaction

-11.7%

Q2 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+2.6%-2.1%+1.4%
Q4 2025-0.9%-2.7%-10.4%
Q3 2025+3.5%+8.0%+34.2%
Q2 2025-4.7%-3.8%+10.4%
Q1 2025+11.4%+6.1%+9.1%
Q4 2024-3.5%-6.3%-7.8%
Q3 2024+4.1%+6.8%-15.3%
Q2 2024-3.0%-0.7%-3.3%
Q1 2024-3.7%-4.4%+3.8%
Q4 2023+3.0%+0.2%+6.7%
Q3 2023-3.0%-11.1%+8.2%
Q2 2023-0.1%+1.2%+8.3%
Q1 2023+3.5%+6.3%+10.6%
Q4 2022+10.0%+4.6%-11.5%
Q3 2022-4.1%+8.1%+17.8%
Q2 2022+0.5%+4.2%-11.1%
Q1 2022-6.4%-7.8%+15.4%
Q4 2021-6.4%-12.7%+29.1%
Q3 2021-1.7%-2.5%-24.4%
Q2 2021-11.7%-5.6%+9.7%
Q1 2021+7.1%+8.2%+10.7%
Q4 2020-9.2%-1.1%+1.8%
Q3 2020+11.7%+10.7%+17.4%
Q2 2020+6.9%-3.8%+8.3%
Q1 2020-1.3%+0.8%+4.9%
Q4 2019-2.5%+4.2%+49.6%
Q3 2019
Q2 2019
Q1 2019
Q4 2018

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro