StockWatch
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Arcus Biosciences, Inc. Q1 FY26 Results

RCUSQ1 FY26 Results
Filing
MetricValue ($ M)Q1 FY25
Revenue7.0012.5%
Total Income7.0012.5%
Expenditure141.008.5%
PBT-128.0014.3%
Net Profit-128.0014.3%
OPM
NPM
EPS-1.0210.5%
View full financials

Arcus Biosciences Reports Q1 2026 Financial Results

06 May 2026 · 6 May, 1:44 am

Summary

Arcus Biosciences reported its financial results for the first quarter ended March 31, 2026. The company had $876 million in cash, cash equivalents, and marketable securities at quarter-end, providing a cash runway until at least the second half of 2028. Revenues for the quarter were $17 million, compared to $28 million for the same period in 2025, with full-year 2026 revenue expected to be between $50 million and $65 million. The net loss for the quarter was $128 million, compared to $112 million for the same period in 2025.

Key Highlights

  1. 1

    Arcus Biosciences reported having $876 million in cash, cash equivalents, and marketable securities at the end of the first quarter of 2026.

  2. 2

    The company believes its cash runway will last until at least the second half of 2028.

  3. 3

    Revenues were $17 million for the first quarter of 2026, compared to $28 million for the same period in 2025.

  4. 4

    Arcus expects to recognize GAAP revenue of between $50 million and $65 million for the full year 2026.

  5. 5

    Net loss was $128 million for the first quarter of 2026, compared to $112 million for the same period in 2025.

  6. 6

    Arcus is focused on completing enrollment for PEAK-1 and initiating a Phase 3 study in the 1L setting by year-end 2026.

Management Comments

T

Terry Rosen

Ph.D.

"Arcus is entering a new era, with a clear path for casdatifan to be both first and best in the first-line setting, and a portfolio of wholly owned molecules for inflammation and immunology that provide a new strategic optionality as they move into and through development." "Our highest priority is to establish casdatifan as a foundational standard of care in kidney cancer so that patients have the opportunity to benefit from casdatifan-based regimens across lines of treatment.”

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