NYSE$IONQ

IONQ Inc · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

IonQ reported Q1 2026 revenue of $64.7M and net income of $805.4M ($2.07 diluted EPS).

IonQ reported Q1 2026 revenue of $64.7 million, up from $7.6 million, with a loss from operations of $271.5 million. Net income was $805.4 million, or $2.07 diluted EPS, versus a $32.3 million loss, primarily reflecting a $1.06 billion non-cash gain on warrant liabilities rather than operating profitability.

  • Revenue $64.7M (+755% YoY) on QCaaS and systems growth.
  • Operating loss $271.5M; R&D $125.7M.
  • Reported net income inflated by $1.06B warrant fair-value gain.
  • Adjusted profitability metrics discussed excluding non-cash items.
  • Government and enterprise quantum contracts expanding.

Headline financials

Total Revenue

$64.7M

Previous: $7.57M+754.7%
EPS (adj)

$2.07

Previous: -$0.14+1578.6%
Capital Expenditures

-$8.37M

Previous: -$2.31M-262.6%
Net Income

$805M

Previous: -$32.3M+2597.1%
Operating Income

-$272M

Previous: -$75.7M-258.8%

Revenue & EPS history

Ionq · Revenue · Quarterly

$64.7M

Q1 2026+754.7%vs Q1 2025
Beat estimate in 14 of 15 quarters(93%)
ActualEstimate

Forward guidance

IonQ provides revenue and bookings commentary on calls; GAAP EPS is distorted by warrant marks—MD&A focuses on bookings, systems deliveries, and cash.

Tailwinds

  • Rapid revenue scale-up in quantum computing.
  • Strategic government and cloud partnerships.
  • Strong cash balance supports R&D.

Headwinds

  • Large operating losses excluding warrant gains.
  • Non-cash volatility makes GAAP EPS misleading.
  • Technology and commercialization timeline 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

+4.5%

Avg return

Earnings day

+6.6%

Avg return

5 days after

+1.6%

Avg return

30 days after

45%

9 / 20 earnings

Positive

+34.9%

Q2 2022

Best reaction

-16.8%

Q4 2024

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-9.3%+6.2%+8.4%
Q4 2025+13.3%+10.3%-18.1%
Q3 2025-1.3%-1.8%-4.9%
Q1 2025+9.6%+14.0%+33.9%
Q4 2024-16.8%-25.3%-23.7%
Q3 2024+6.4%+21.0%+71.7%
Q2 2024-1.4%-6.8%-5.7%
Q1 2024+6.6%+1.6%-8.9%
Q4 2023-10.5%-12.8%-13.7%
Q3 2023-2.1%+0.7%+19.4%
Q2 2023-1.0%-14.6%+19.0%
Q1 2023+25.8%+39.8%+56.5%
Q4 2022+19.9%+37.8%+7.4%
Q3 2022-12.5%+10.6%-12.3%
Q2 2022+34.9%+6.6%-6.8%
Q1 2022+9.8%+8.3%-3.8%
Q2 2021-6.0%-1.4%-37.8%
Q4 2021-6.0%-1.4%-37.8%
Q3 2021+30.9%+39.0%-11.5%
Q4 2020+0.0%-0.2%-0.3%
Q2 2020
Q1 2020

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