NASDAQ$RXRX

Recursion Pharmaceuticals Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Recursion Pharmaceuticals reported Q3 2025, revenue of $5.2M, a net loss of $162.3M.

For Q3 2025, Recursion Pharmaceuticals reported revenue of $5.2M, a net loss of $162.3M. Management discussed operating trends, liquidity, and priorities as disclosed in the quarterly filing.

  • Revenue $5.2M.
  • Net loss $162.3M.
  • Recursion Pharmaceuticals updated strategic and capital priorities in the filing.

Headline financials

Total Revenue

$5.18M

Previous: $26.1M-80.2%
EPS (adj)

-$0.36

Previous: -$0.34-5.9%
R&D Expenses

$121M

Previous: $74.6M+62.3%
G&A Expenses

$41.6M

Previous: $37.8M+10.3%
Cash, Cash Equivalents and Restricted Cash

$667M

No prior period
Capital Expenditures

-$5.23M

Previous: -$12.4M+57.9%
Net Income

-$162M

Previous: -$95.8M-69.3%
Operating Income

-$172M

Previous: -$98.4M-75.1%

Revenue & EPS history

Recursion Pharmaceuticals · Revenue · Quarterly

$5.18M

Q3 2025-80.2%vs Q3 2024
Beat estimate in 6 of 15 quarters(40%)
ActualEstimate

Revenue by segment

Recursion Pharmaceuticals · $1 total across 1 segment · Q2 2023

  • Grant Revenue
    $1

Forward guidance

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

Tailwinds

  • Recursion Pharmaceuticals cited execution on strategic priorities in the filing.
  • Balance sheet and liquidity support continued operations.
  • Pipeline milestones remain the primary value driver.

Headwinds

  • GAAP profitability remained under pressure in the quarter.
  • Macro, competitive, and cost pressures may affect margins.
  • Segment mix and one-time items can affect comparability.
  • Clinical-stage spend continues ahead of commercial revenue.

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

-3.1%

Avg return

Earnings day

-0.4%

Avg return

5 days after

+7.2%

Avg return

30 days after

32%

8 / 25 earnings

Positive

+11.6%

Q1 2023

Best reaction

-16.5%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+1.8%-3.3%-1.8%
Q4 2025+6.5%+2.8%-16.7%
Q3 2025-0.6%-9.8%-5.8%
Q1 2025-16.5%-24.0%-13.9%
Q4 2024-12.3%-16.9%-29.6%
Q3 2024+1.6%+15.0%+17.4%
Q2 2024-1.3%+2.7%-7.1%
Q1 2024+0.1%+17.0%-0.9%
Q4 2023-12.3%-13.2%-32.5%
Q3 2023-3.0%+14.7%+35.0%
Q2 2023-0.5%-13.2%-24.2%
Q1 2023+11.6%+2.5%+75.8%
Q4 2022+7.1%+11.4%-11.3%
Q3 2022+8.9%+32.8%-0.6%
Q2 2022+4.4%+27.4%+35.8%
Q1 2022-9.4%+1.4%+34.4%
Q4 2019-0.7%-1.7%-14.2%
Q4 2021-0.7%-1.7%-14.2%
Q3 2020-9.1%-4.3%-3.2%
Q3 2021-9.1%-4.3%-3.2%
Q2 2020-10.8%-17.2%+23.1%
Q2 2021-10.8%-17.2%+23.1%
Q1 2020-7.1%-3.6%+37.8%
Q1 2021-7.1%-3.6%+37.8%
Q4 2020-7.1%-3.6%+37.8%

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