NYSE$RCUS

Arcus Biosciences Inc · Q1 2025 earnings

Q1 2025 earnings · · After market close · Investor relations

Briefing

Arcus Biosciences reported Q1 2025, revenue of $28M, net loss of $112M, diluted EPS of $-1.14.

For Q1 2025, Arcus Biosciences reported revenue of $28M, a net loss of $112M, diluted EPS was $-1.14. Management discusses operating trends, capital, and sector risks in the quarterly filing.

  • Q1 2025 revenue $28M.
  • Net loss $112M.
  • Diluted EPS $-1.14.

Headline financials

Total Revenue

$28M

Previous: $145M-80.7%
EPS (adj)

-$1.14

Previous: -$0.05-2180.0%
R&D Expenses

$122M

Previous: $109M+11.9%
G&A Expenses

$28M

Previous: $32M-12.5%
Gross Reimbursements

$38M

Previous: $37M+2.7%
Stock-Based Compensation

$8M

Previous: $10M-20.0%
Interest Income, Net

$11M

Previous: $13M-15.4%
Interest Expense

-$1M

Previous: -$1M+0.0%
Capital Expenditures

-$1M

Previous: -$4M+75.0%
Net Income

-$112M

Previous: -$4M-2700.0%
Operating Income

-$122M

Previous: -$16M-662.5%

Revenue & EPS history

Arcus Biosciences · Revenue · Quarterly

$28M

Q1 2025-80.7%vs Q1 2024
Beat estimate in 12 of 15 quarters(80%)
ActualEstimate

Revenue by segment

Arcus Biosciences · $10M total across 1 segment · Q3 2023

  • Other collaboration
    $10M+1.6%

Forward guidance

Biotech filers emphasize pipeline milestones, regulatory events, and cash runway; GAAP earnings can be dominated by collaboration or one-time items.

Tailwinds

  • Commercial product ramps where approved.
  • Partnership funding and milestone payments.
  • Pipeline catalysts in cardiovascular and rare disease.

Headwinds

  • Trial or regulatory setback risk.
  • R&D spend ahead of revenue for pre-commercial assets.
  • Exclusivity cliffs and reimbursement pressure.

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 2025

Historical avgQ1 2025

+2.4%

Avg return

Earnings day

+3.6%

Avg return

5 days after

+6.7%

Avg return

30 days after

59%

19 / 32 earnings

Positive

+19.2%

Q4 2021

Best reaction

-7.9%

Q1 2021

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+0.0%-2.6%-5.6%
Q4 2025-4.0%+10.7%+0.0%
Q3 2025-1.1%+2.7%+28.9%
Q1 2025-1.2%+8.4%+22.8%
Q4 2024-1.0%-7.3%-18.4%
Q3 2024+7.7%+16.1%+13.1%
Q2 2024+11.5%+11.7%+12.3%
Q1 2024+3.8%+10.6%-0.4%
Q4 2023+18.5%+18.4%-1.0%
Q3 2023+2.8%-13.0%+0.4%
Q2 2023-3.0%-4.3%+18.3%
Q1 2023-5.2%-6.9%+9.0%
Q4 2022-4.0%+0.6%-3.7%
Q3 2022-2.2%-7.9%+43.2%
Q2 2022+6.0%+7.9%-2.1%
Q1 2022+11.9%-9.7%+10.1%
Q4 2021+19.2%+24.6%+20.4%
Q3 2021+11.4%+9.1%+26.5%
Q2 2021-7.3%-2.5%+13.7%
Q1 2021-7.9%-11.7%-23.4%
Q4 2020+2.9%+10.3%-1.7%
Q3 2020-7.1%+3.8%+33.1%
Q2 2020+2.3%+8.1%-1.1%
Q1 2020-0.7%+11.4%+11.3%
Q4 2019+7.1%-2.6%-19.8%
Q3 2019+1.6%-6.3%-3.2%
Q2 2019+1.8%+10.3%+18.2%
Q1 2019+4.9%+9.1%-15.5%
Q4 2018-6.8%+11.6%-3.7%
Q3 2018+8.9%-1.1%+8.0%
Q2 2018+2.2%+7.5%+19.0%
Q1 2018+2.9%-1.1%+6.9%
Q4 2017
Q3 2017
Q2 2017
Q1 2017

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