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Schrödinger, Inc. (SDGR) Q3 2026 Earnings Call TranscriptSchrödinger, Inc. (SDGR) Q3 2026 Earnings Call Transcript
Schrödinger's computational platform holds strategic value, but the financial profile remains challenged by a fixed cost base that has produced operating losses in ten consecutive quarters, with cumulative operating losses exceeding $400M.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Nov 4, 2026 | -$0.50+25.0% vs -$0.67 | $64M+35.1% vs $48M |
Q3 2026 Aug 5, 2026 | $0.08+119.3% vs -$0.41 | $59M+24.8% vs $47M |
Q2 2026 May 5, 2026 | -$0.81-44.6% vs -$0.56 | $59M+23.2% vs $48M |
Q1 2026 Feb 25, 2026 | $0.44+438.5% vs -$0.13 | $87M+4.1% vs $84M |
Schrödinger, Inc. (SDGR) Q3 2026 Earnings Call Transcript
Schrodinger NASDAQ: SDGR raised its full-year 2026 outlook for annual contract value and drug discovery revenue after reporting third-quarter growth in both software demand and revenue from its therapeutics collaborations.
Schrodinger, Inc. (SDGR) came out with a quarterly loss of $0.5 per share versus the Zacks Consensus Estimate of a loss of $0.66. This compares to a loss of $0.45 per share a year ago.
NEW YORK--(BUSINESS WIRE)---- $SDGR #AI--Schrödinger, Inc. (Nasdaq: SDGR) today announced financial results for the quarter ended September 30, 2026. “We are very pleased with our third quarter performance, delivering 17% ACV growth, $24 million of drug discovery revenue, and raising our full-year ACV and drug discovery revenue outlook. Our strong performance highlights the power of our industry-leading platform and also our business model in which our software and drug discovery businesses reinforce each ot.
Benchmark SDGR against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Schrödinger, Inc. (SDGR)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $29.82 | $2.23B | -37.68 | 23.29% | -22.01% | -18.11% | — | |
| $3.52 | $1.85B | -4.02 | 26.92% | -697.13% | -47.85% | — | |
| $10.17 | $1.72B | -13.23 | -38.24% | -7756.37% | -59.21% | — | |
| $18.60 | $3.26B | -13.88 | 53.44% | -2837.03% | -40.25% | — | |
| $319.92 | $88.24B | 63.79 | 14.12% | 22.51% | 21.43% | — | |
| $12.05 | $1.87B | -28.60 | 8.75% | -16.13% | -6.39% | — |
Schrödinger, Inc. (SDGR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Schrödinger, Inc. (SDGR) SEC filings — annual & quarterly reports (10-K, 10-Q)
Aug 5, 2026·SEC
Jun 29, 2026·SEC
Jun 23, 2026·SEC
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Schrödinger, Inc. (SDGR) stock FAQ — growth, dividends, profitability & financials explained
Schrödinger, Inc. (SDGR) reported $269.2M in revenue over the trailing twelve months. Revenue was $255.9M in fiscal year 2025. That is 359% more than the $55.7M of fiscal year 2017.
Schrödinger, Inc. (SDGR) grew revenue by 4.8% over the trailing twelve months, compared with the twelve months before.
No. Schrödinger, Inc. (SDGR) reported a net loss of $59.3M over the trailing twelve months.
Schrödinger, Inc. (SDGR) had a return on equity (ROE) of -18.1% over the trailing twelve months. A negative ROE means the company lost money over the period.
Schrödinger, Inc. (SDGR) had negative free cash flow of $19.0M over the trailing twelve months.
