Schrodinger, Inc. (SDGR) stock
Close on Nov 12, 2026Market cap $2.31BP/E –Yield –
Earnings
Schrodinger's quarterly results as reported in its earnings releases, with the company's own outlook. Hover a number to see the sentence it came from.
Quarterly results
Revenue and earnings per share from each of Schrodinger's earnings releases, newest first
| Quarter | Reported | Revenue | YoY | EPS | Adj. EPS | Source |
|---|---|---|---|---|---|---|
| Q4 FY2026ended Dec 31, 2026 | Feb 24, 2027Expected | – | – | – | – | – |
| Q3 FY2026ended Sep 30, 2026 | Nov 4, 2026after the close | $64.50M | +18.8% | -$0.50 | – | Release |
| Q2 FY2026ended Jun 30, 2026 | Aug 5, 2026during market hours | $58.90M | +7.5% | $0.08 | – | Release |
| Q1 FY2026ended Mar 31, 2026 | May 5, 2026during market hours | $58.60M | -1.7% | -$0.81 | – | Release |
| Q4 FY2025ended Dec 31, 2025 | Feb 25, 2026during market hours | $87.20M | -1.2% | – | – | Release |
| Q3 FY2025ended Sep 30, 2025 | Nov 5, 2025during market hours | $54.30M | +53.8% | -$0.45 | -$0.57 | Release |
| Q2 FY2025ended Jun 30, 2025 | Aug 6, 2025during market hours | $54.80M | +15.9% | -$0.59 | -$0.65 | Release |
| Q1 FY2025ended Mar 31, 2025 | May 7, 2025during market hours | $59.60M | +62.8% | -$0.82 | -$0.64 | Release |
| Q4 FY2024ended Dec 31, 2024 | Feb 26, 2025during market hours | $88.30M | +19.2% | – | -$0.24 | Release |
| Q3 FY2024ended Sep 30, 2024 | Nov 12, 2024before the open | $35.30M | -17.1% | -$0.52 | -$0.87 | Release |
| Q2 FY2024ended Jun 30, 2024 | Jul 31, 2024during market hours | $47.30M | +34.4% | -$0.74 | -$0.66 | Release |
| Q1 FY2024ended Mar 31, 2024 | May 1, 2024during market hours | $36.60M | -43.5% | -$0.76 | -$0.86 | Release |
| Q4 FY2023ended Dec 31, 2023 | Feb 28, 2024during market hours | $74.10M | +30.5% | – | -$0.32 | Release |
| Q3 FY2023ended Sep 30, 2023 | Nov 1, 2023during market hours | $42.60M | +15.1% | -$0.86 | -$0.70 | Release |
| Q2 FY2023ended Jun 30, 2023 | Aug 2, 2023during market hours | $35.20M | -8.6% | $0.06 | -$0.79 | Release |
| Q1 FY2023ended Mar 31, 2023 | May 4, 2023during market hours | $64.80M | +33.1% | $1.75 | -$0.38 | Release |
| Q4 FY2022ended Dec 31, 2022 | Feb 28, 2023during market hours | $56.80M | +22.9% | – | – | Release |
| Q3 FY2022ended Sep 30, 2022 | Nov 3, 2022during market hours | $37.00M | +23.7% | -$0.56 | – | Release |
| Q2 FY2022ended Jun 30, 2022 | Aug 4, 2022during market hours | $38.50M | – | -$0.67 | – | Release |
| Q1 FY2022ended Mar 31, 2022 | May 4, 2022during market hours | $48.70M | – | -$0.48 | – | Release |
| Q4 FY2021ended Dec 31, 2021 | Feb 24, 2022during market hours | $46.20M | – | – | – | Release |
| Q3 FY2021ended Sep 30, 2021 | Nov 10, 2021during market hours | $29.90M | – | -$0.49 | – | Release |
| Q2 FY2021ended Jun 30, 2021 | Aug 12, 2021before the open | – | – | – | – | Filing |
| Q1 FY2021ended Mar 31, 2021 | May 11, 2021before the open | – | – | – | – | Filing |
| Q4 FY2020ended Dec 31, 2020 | Mar 4, 2021before the open | – | – | – | – | Filing |
| Q3 FY2020ended Sep 30, 2020 | Nov 12, 2020before the open | – | – | – | – | Filing |
Figures as first announced; later restatements appear under Financials. Expected dates are estimated from the company's past reporting pattern.
Current guidance
Schrodinger's latest outlook for periods it has not reported yet, compared with what it said before
| Metric | Period | Guidance | Before | Change | Given |
|---|---|---|---|---|---|
| Drug discovery revenue | FY2026 | $75.00M – $85.00M | – | New | Nov 4, 2026 |
| Drug discovery revenue | FY2026 | $65.00M – $75.00M | $55.00M – $65.00M | Raised | Aug 5, 2026 |
| ACV | FY2026 | $222.00M – $232.00M | – | New | Nov 4, 2026 |
| ACV | FY2026 | $218.00M – $228.00M | $218.00M – $228.00M | Reaffirmed | Aug 5, 2026 |
| ACV growth | FY2026 | +10% – +15% | +10% – +15% | Reaffirmed | Aug 5, 2026 |
| Software ACV | FY2026 | $218.00M – $228.00M | – | New | Feb 25, 2026 |
Guidance vs results
The last range Schrodinger gave before each report, against the figure it then reported. Full years add up the four quarters.
| Period | Metric | Guidance | Actual | Result |
|---|---|---|---|---|
| FY2025 | Revenue | $49.00M – $52.00M | $255.90MΣ4Q | Above range |
| FY2025 | Revenue growth | +8% – +13% | +23.33%Σ4Q | Above range |
| Q3 FY2025 | Revenue | $36.00M – $40.00M | $54.30M | Above range |
| Q2 FY2025 | Revenue | $38.00M – $42.00M | $54.80M | Above range |
| Q1 FY2025 | Revenue | $44.00M – $48.00M | $59.60M | Above range |
| Q3 FY2024 | Revenue | $32.00M – $34.00M | $35.30M | Above range |
| Q2 FY2024 | Revenue | $31.00M – $33.00M | $47.30M | Above range |
| Q1 FY2024 | Revenue | $33.00M – $35.00M | $36.60M | Above range |
| Q3 FY2023 | Revenue | $27.00M – $31.00M | $42.60M | Above range |
| Q2 FY2023 | Revenue | $27.00M – $31.00M | $35.20M | Above range |
| Q1 FY2023 | Revenue | $31.00M – $35.00M | $64.80M | Above range |
| Q4 FY2022 | Revenue | $34.00M – $39.00M | $56.80M | Above range |
| Q3 FY2022 | Revenue | $23.00M – $25.00M | $37.00M | Above range |
| Q2 FY2022 | Revenue | $28.00M – $30.00M | $38.50M | Above range |
| Q1 FY2022 | Revenue | $28.00M – $30.00M | $48.70M | Above range |
Guidance history
Every forecast Schrodinger put in an earnings release, newest first
| Given | Metric | Period | Guidance | Change |
|---|---|---|---|---|
| Nov 4, 2026 | ACV | FY2026 | $222.00M – $232.00M | New |
| Nov 4, 2026 | Drug discovery revenue | FY2026 | $75.00M – $85.00M | New |
| Aug 5, 2026 | ACV growth | FY2026 | +10% – +15% | Reaffirmed |
| Aug 5, 2026 | ACV | FY2026 | $218.00M – $228.00M | Reaffirmed |
| Aug 5, 2026 | ACV, excluding contribution ACV | Q3 FY2026 | $41.00M – $45.00M | New |
| Aug 5, 2026 | Drug discovery revenue | FY2026 | $65.00M – $75.00M | Raised |
| May 5, 2026 | ACV growth | FY2026 | +10% – +15% | New |
| May 5, 2026 | ACV | FY2026 | $218.00M – $228.00M | Reaffirmed |
| May 5, 2026 | ACV | Q2 FY2026 | $19.00M – $23.00M | New |
| May 5, 2026 | Drug discovery revenue | FY2026 | $55.00M – $65.00M | Reaffirmed |
| Feb 25, 2026 | Software ACV | FY2026 | $218.00M – $228.00M | New |
| Feb 25, 2026 | software ACV | Q1 FY2026 | $24.00M – $28.00M | New |
| Feb 25, 2026 | Drug discovery revenue | FY2026 | $55.00M – $65.00M | New |
| Nov 5, 2025 | Software gross margin | FY2025 | 73% – 75% | New |
| Nov 5, 2025 | Software revenue growth | FY2025 | +8% – +13% | New |
| Nov 5, 2025 | Drug discovery revenue | FY2025 | $49.00M – $52.00M | New |
| Aug 6, 2025 | Software gross margin | FY2025 | 74% – 75% | New |
| Aug 6, 2025 | software revenue | Q3 FY2025 | $36.00M – $40.00M | New |
| Aug 6, 2025 | Software revenue growth | FY2025 | +10% – +15% | New |
| Aug 6, 2025 | Drug discovery revenue | FY2025 | $45.00M – $50.00M | Reaffirmed |
| May 7, 2025 | Software gross margin | FY2025 | 74% – 75% | Reaffirmed |
| May 7, 2025 | software revenue | Q2 FY2025 | $38.00M – $42.00M | New |
| May 7, 2025 | Software revenue growth | FY2025 | +10% – +15% | Reaffirmed |
| May 7, 2025 | Drug discovery revenue | FY2025 | $45.00M – $50.00M | Reaffirmed |
| Feb 26, 2025 | Software gross margin | FY2025 | 74% – 75% | New |
| Feb 26, 2025 | Operating expense growth | FY2025 | +5% | New |
| Feb 26, 2025 | software revenue | Q1 FY2025 | $44.00M – $48.00M | New |
| Feb 26, 2025 | Software revenue growth | FY2025 | +10% – +15% | New |
| Feb 26, 2025 | Drug discovery revenue | FY2025 | $45.00M – $50.00M | New |
| Nov 12, 2024 | Operating expense growth | FY2024 | +8% – +10% | Reaffirmed |
| Nov 12, 2024 | Software revenue growth | FY2024 | +8% – +13% | Raised |
| Nov 12, 2024 | Drug discovery revenue | FY2024 | $20.00M – $30.00M | Lowered |
| Jul 31, 2024 | Operating expense growth | FY2024 | +8% – +10% | Lowered |
| Jul 31, 2024 | software revenue | Q3 FY2024 | $32.00M – $34.00M | New |
| Jul 31, 2024 | Software revenue growth | FY2024 | +6% – +13% | Reaffirmed |
| Jul 31, 2024 | Drug discovery revenue | FY2024 | $30.00M – $35.00M | Reaffirmed |
| May 1, 2024 | Operating expense growth | FY2024 | +8% – +12% | Reaffirmed |
| May 1, 2024 | software revenue | Q2 FY2024 | $31.00M – $33.00M | New |
| May 1, 2024 | Software revenue growth | FY2024 | +6% – +13% | Reaffirmed |
| May 1, 2024 | Drug discovery revenue | FY2024 | $30.00M – $35.00M | Reaffirmed |
| Feb 28, 2024 | Operating expense growth | FY2024 | +8% – +12% | New |
| Feb 28, 2024 | software revenue | Q1 FY2024 | $33.00M – $35.00M | New |
| Feb 28, 2024 | Software revenue growth | FY2024 | +6% – +13% | New |
| Feb 28, 2024 | Drug discovery revenue | FY2024 | $30.00M – $35.00M | New |
| Nov 1, 2023 | Drug discovery revenue | FY2023 | $50.00M – $70.00M | Reaffirmed |
| Nov 1, 2023 | Software revenue growth | FY2023 | +15% – +18% | Reaffirmed |
| Aug 2, 2023 | Drug discovery revenue | FY2023 | $50.00M – $70.00M | Lowered |
| Aug 2, 2023 | Software revenue growth | FY2023 | +15% – +18% | Raised |
| Aug 2, 2023 | software revenue | Q3 FY2023 | $27.00M – $31.00M | New |
| May 4, 2023 | Drug discovery revenue | FY2023 | $70.00M – $90.00M | Reaffirmed |
| May 4, 2023 | Software revenue growth | FY2023 | +13% – +17% | Reaffirmed |
| May 4, 2023 | software revenue | Q2 FY2023 | $27.00M – $31.00M | New |
| Feb 28, 2023 | software revenue | Q1 FY2023 | $31.00M – $35.00M | New |
| Feb 28, 2023 | drug discovery revenue | Q1 FY2023 | $30.00M – $34.00M | Lowered |
| Feb 28, 2023 | Software revenue growth | FY2023 | +13% – +17% | New |
| Feb 28, 2023 | Drug discovery revenue | FY2023 | $70.00M – $90.00M | New |
| Nov 3, 2022 | Operating expense growth | FY2022 | +40% | New |
| Nov 3, 2022 | software revenue | Q4 FY2022 | $34.00M – $39.00M | New |
| Nov 3, 2022 | Total revenue | FY2022 | $167.00M – $175.00M | Raised |
| Nov 3, 2022 | Total software revenue | FY2022 | $122.00M – $127.00M | Lowered |
| Nov 3, 2022 | Total drug discovery revenue | FY2022 | $45.00M – $48.00M | Lowered |
| Aug 4, 2022 | software revenue | Q3 FY2022 | $23.00M – $25.00M | New |
| Aug 4, 2022 | Total revenue | FY2022 | $161.00M – $181.00M | Raised |
| Aug 4, 2022 | Total software revenue | FY2022 | $126.00M – $136.00M | Lowered |
| Aug 4, 2022 | Total drug discovery revenue | FY2022 | $35.00M – $45.00M | Lowered |
| May 4, 2022 | software revenue | Q2 FY2022 | $28.00M – $30.00M | New |
| May 4, 2022 | Total revenue | FY2022 | $161.00M – $181.00M | Raised |
| May 4, 2022 | Total software revenue | FY2022 | $126.00M – $136.00M | Lowered |
| May 4, 2022 | Total drug discovery revenue | FY2022 | $35.00M – $45.00M | Lowered |
| Feb 24, 2022 | software revenue | Q1 FY2022 | $28.00M – $30.00M | New |
| Feb 24, 2022 | Total revenue | FY2022 | $161.00M – $181.00M | New |
| Feb 24, 2022 | Total software revenue | FY2022 | $126.00M – $136.00M | Lowered |
| Feb 24, 2022 | Total drug discovery | FY2022 | $35.00M – $45.00M | Lowered |
| Nov 10, 2021 | software gross margin | FY2021 | 81% | New |
| Nov 10, 2021 | operating expense growth | FY2021 | +42% | New |
| Nov 10, 2021 | total revenue | FY2021 | $124.00M – $134.00M | New |
| Nov 10, 2021 | software revenue | FY2021 | $102.00M – $110.00M | Lowered |
| Nov 10, 2021 | drug discovery revenue | FY2021 | $22.00M – $24.00M | Lowered |
Read from the company's earnings releases; each figure links to its sentence on hover. “Raised” and “Lowered” compare with the previous range for the same metric and period.
Press releases
Releases Schrodinger filed with the SEC as exhibits to Form 8-K or 6-K
- Results
- Results
- Results
- Results
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- News
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- Results
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