NASDAQ$SDGR

Schrodinger Inc/United States · Q4 2025 earnings

Q4 2025 earnings · · After market close · Investor relations

Briefing

Schrodinger reported Q4 2025, revenue of $256M, net loss of $103.3M.

For Q4 2025, Schrodinger reported revenue of $256M, a net loss of $103.3M. Management discusses segment performance, capital allocation, and macro risks in the quarterly filing.

  • Revenue $256M.
  • Net loss $103.3M.
  • Schrodinger MD&A covers liquidity, operations, and outlook.

Headline financials

Total Revenue

$256M

Previous: $88.3M+189.9%
EPS (adj)

$0.44

Previous: -$0.24+283.3%
Software Gross Margin

81.0%

No prior period
Adjusted EBITDA

-$5.25M

Previous: -$6.62M+20.7%
Net Income

-$103M

Previous: -$40.2M-157.0%
Operating Income

$12.7M

Previous: -$209M+106.1%

Revenue & EPS history

Schrodinger · Revenue · Quarterly

$256M

Q4 2025+189.9%vs Q4 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Schrodinger · $13.7M total across 1 segment · Q3 2023

  • Drug Discovery
    $13.7M+11.3%

Forward guidance

The quarterly filing discusses operating priorities, capital returns, and sector risks; numeric multi-quarter bridges vary by issuer.

Tailwinds

  • MD&A highlights liquidity, capital, and core business trends.
  • Segment or product commentary supports the earnings narrative.

Headwinds

  • Macro, rates, or input costs may pressure near-term margins.
  • One-time items can affect year-over-year 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 Q4 2025

Historical avgQ4 2025

-2.2%

Avg return

Earnings day

-1.6%

Avg return

5 days after

+1.8%

Avg return

30 days after

42%

11 / 26 earnings

Positive

+31.4%

Q4 2021

Best reaction

-29.9%

Q4 2020

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.2%+1.9%+23.0%
Q4 2025+8.3%+5.9%-6.1%
Q3 2025-5.8%-7.4%-10.8%
Q1 2025+0.6%+0.2%+3.8%
Q4 2024+2.5%-2.9%-8.0%
Q3 2024+13.1%-5.1%+7.8%
Q2 2024+0.1%-15.7%-6.8%
Q1 2024-4.9%-1.4%-11.7%
Q4 2023-23.1%-23.7%-18.4%
Q3 2023+15.3%+27.5%+49.7%
Q2 2023-26.9%-27.3%-29.8%
Q1 2023-5.1%-6.4%+22.3%
Q4 2022+14.5%+21.7%+16.8%
Q3 2022-14.6%-15.6%-29.2%
Q2 2022+1.5%-4.9%-19.1%
Q1 2022-5.5%-10.5%+1.5%
Q4 2021+31.4%+45.4%+36.4%
Q3 2021-16.1%-15.6%-31.6%
Q2 2021-5.1%-12.1%-0.1%
Q1 2021-6.8%-4.3%+19.4%
Q4 2020-29.9%-29.7%-20.8%
Q3 2020+12.4%+15.8%+39.6%
Q3 2019+12.4%+15.8%+39.6%
Q2 2020-2.5%-2.4%-24.2%
Q1 2020-8.1%+0.5%+3.0%
Q4 2019-14.6%+8.3%+1.5%
Q2 2019
Q1 2019
Q4 2018
Q3 2018

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