SDGR Q4 2025 Earnings
Reported Feb 25, 2026 at 4:09 PM ET · SEC Source
Q4 25 EPS
$0.54
BEAT +700.00%
Est. $-0.09
Q4 25 Revenue
$87.2M
BEAT +4.24%
Est. $83.7M
vs S&P Since Q4 25
+23.8%
BEATING MARKET
SDGR +30.1% vs S&P +6.4%
Full Year 2025 Results
FY 25 EPS
$-1.41
FY 25 Revenue
$255.9M
Market Reaction
Did SDGR Beat Earnings? Q4 2025 Results
Schrödinger delivered a striking Q4 2025 earnings beat, posting adjusted EPS of $0.54 against a consensus estimate of negative $0.09, a 700.00% positive surprise, while revenue of $87.20 million edged past the $83.66 million consensus by 4.24%, even … Read more Schrödinger delivered a striking Q4 2025 earnings beat, posting adjusted EPS of $0.54 against a consensus estimate of negative $0.09, a 700.00% positive surprise, while revenue of $87.20 million edged past the $83.66 million consensus by 4.24%, even as total revenue slipped 1.3% year over year. The headline profitability was driven largely by $50.10 million in other income, including significant fair-value gains on equity investments, which powered a swing to GAAP net income of $32.51 million from a net loss of $40.22 million in the prior-year quarter. Underlying that result, drug discovery revenue more than doubled to $18.00 million, partially offsetting a 13% year-over-year decline in software revenue to $69.30 million tied to the timing of prior multi-year deals. The company is accelerating a transition to hosted software contracts that will pressure reported revenue near term but improve predictability, with management targeting 10% to 15% annual ACV growth, software ACV of $218.00 million to $228.00 million in 2026, and positive adjusted EBITDA by 2028.
Key Takeaways
- • 23.3% total revenue growth for full year 2025
- • Drug discovery revenue more than doubled year-over-year for the full year
- • Q4 net income swing driven by $50.1 million in other income including equity investment gains
- • Operating expenses decreased 9.3% for full year and 12.2% for Q4
- • Top 20 Pharma ACV grew 15.3% to $80.8 million
- • 96% gross dollar retention rate for commercial customers
SDGR YoY Financials
Q4 2025 vs Q4 2024, source: SEC Filings
SDGR Revenue by Segment
With YoY comparisons, source: SEC Filings
“Schrödinger's performance in 2025, marked by 23% total revenue growth and 11% software revenue growth, is a testament to the resilience of our business and the unique value we provide. While the drug discovery AI landscape is expanding rapidly, we differentiate ourselves by consistently delivering outsized real-world impact, validated by continued robust customer engagement, high customer retention, and a strong track record of highly differentiated development candidates across our collaborative and internal therapeutics portfolio. Our success is enabled by our transformative platform that integrates ground-truth, physics-based simulation with leading-edge AI and machine learning. Looking ahead to 2026, we are poised to scale our impact through new platform enhancements and the commercial launch of our predictive toxicology solution.”
— Ramy Farid, Q4 2025 Earnings Press Release
SDGR Earnings Trends
SDGR vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
SDGR EPS Trend
Earnings per share: estimate vs actual
SDGR Revenue Trend
Quarterly revenue: estimate vs actual
SDGR Quarterly Results
4 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q1 26 MISS | $-0.57 | $-0.81 | -42.11% | $58.6M | +23.00% |
| Q4 25 BEAT FY | $-0.09 | $0.54 | +700.00% | $87.2M | +4.24% |
| FY Full Year | — | $-1.41 | — | $255.9M | — |
| Q3 25 BEAT | $-0.72 | $-0.57 | +21.05% | $54.3M | +10.17% |
| Q2 25 MISS | $-0.64 | $-0.65 | -1.56% | $54.8M | +5.35% |