Nurix Therapeutics, Inc. (NRIX) · Oct 13, 2026 · Earnings

Nurix earnings beat revenue estimates as Roche cash masks EPS miss

Miss — diluted EPS $4.73 vs ~$5.11 consensus

Nurix’s earnings show a Roche-driven revenue surge and runway extension, while diluted EPS falls short of consensus and NX-2127 is cut.

Nurix is a clinical-stage targeted-protein-degradation biotech now shifting from funding-constrained development toward a Roche-backed Phase 3 push for bexobrutideg, while building a second wholly owned oncology program around NX-1607. Roche’s collaboration and planned Phase 3 launch were already public before this report, so the quarter mainly shows execution, cash conversion and clinical follow-through rather than a new strategic surprise.

The headline earnings comparison is mixed, with the scorecard landing as a miss on EPS. Diluted EPS was $4.73 versus a published consensus of roughly $5.11, even as revenue reached $673.1 million versus roughly $479.5 million expected. The revenue outperformance is largely accounting recognition of the Roche upfront, not recurring product demand: $653.2 million came from license revenue and another $10.0 million from Sanofi’s development milestone.

Metric	Q3 2026	Q3 2025 / expectation	Filing location
Total revenue	$673.1M	$7.9M prior year; ~$479.5M consensus	Financial results
License revenue	$653.2M	$0 prior year	Financial results
Diluted EPS	$4.73	$(1.03) prior year; ~$5.11 consensus	Financial results
R&D expense	$79.3M	$86.1M prior year	Financial results
G&A expense	$34.4M	$13.2M prior year	Financial results
Cash, cash equivalents and marketable securities	$1.1B	Runway into second half of 2029	Corporate update

The business story improved materially even though the accounting quarter was lumpy. The Roche close gives Nurix the resources to fund its 40% share of development costs, and the company says it now has $1.1 billion in cash, cash equivalents and marketable securities with runway into the second half of 2029. That is the most important change to the standing story: financing risk is substantially reduced, while the lead asset moves into a registrational trial.

Clinical execution is advancing, but the evidence remains developmental rather than commercial. Nurix enrolled the first patient in DAYBreak CLL-306, a roughly 620-patient Phase 3 comparison against pirtobrutinib, and reported response rates of 83.0% in heavily pretreated CLL and 92.9% in an earlier-line Phase 1b group. 〔0〕 The Roche partnership makes this progress more credible operationally, but the core value still depends on whether the randomized trial confirms superiority and supports regulatory filings.

Portfolio prioritization is sharper, with NX-1607 gaining resources as NX-2127 is abandoned. The company started NX-1607 expansion cohorts in four solid-tumor settings and a pembrolizumab combination cohort, while discontinuing further clinical development of NX-2127. 〔1〕 That trims pipeline breadth but concentrates capital and attention behind the Roche-partnered lead asset and the next most advanced wholly owned program.

Bottom line: This is a strategically important quarter because Roche funding removes the near-term cash constraint and Phase 3 execution has begun. The earnings beat on revenue is mostly a one-time collaboration accounting benefit, and the diluted-EPS miss means the financial scorecard is less clean than the operational progress.

What to watch next

DAYBreak CLL-306 enrollment and future clinical readouts

Original filing on SEC EDGAR

More Nurix Therapeutics, Inc. news

Nurix Sanofi program ends, wiping out future milestones

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AllSight · BlackBerry Q2 FY27

Revenue $163.3M vs ~$144M expected; adjusted basic EPS $0.07 vs ~$0.04 consensus — a real upside surprise.Income statement
QNX revenue +27% to $80.3M; segment EBITDA $29.0M from $20.5M. “Record performance… core automotive.”Segment — QNX
Licensing jumped to $22.1M from $6.6M — it amplified the beat, but it's less recurring than QNX, so the quality sits in QNX.Segment — Licensing
FY27 guide lifted to $616–636M rev / $141–158M EBITDA, above the prior $594–621M / $119–139M framework.Guidance
QNX growth, margins, cash and a raised outlook all beat. But licensing amplified it and Secure Comms is flat — net retention 91% from 93%.Segment — Secure Comms

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Events/ANDE/8-K · Earnings

8-K · Item 2.02 · Earnings

The Andersons — a record Renewables quarter that beat profit expectations

Filed Aug 3, 2026ANDE · NASDAQ

AllSight readBeatPriced in▲ 1.8% since filed · reaction agrees

adj. EPS $2.15 vs ~$1.48 consensus

This filing tests whether The Andersons' sharp profit increase reflects broad operating improvement or a one-off renewable-fuels boost. It also separates strong adjusted earnings and cash generation from the quarter's legal and impairment charges.

The quarter was substantially stronger than both last year and the published earnings expectation. Adjusted EPS reached $2.15, versus $0.24 a year earlier and above the published consensus of about $1.48; reported EPS was $1.65. Adjusted EBITDA more than doubled to $140 million, while sales slipped modestly — the improvement came from margins and operating performance rather than higher revenue. Financial Highlights · Statements of Operations

Q2 ($M, exc. per-share)	Q2 2026	Q2 2025	YoY
Sales & merchandising revenue	3,097.7	3,135.9	−1%
Net income (attributable)	56.6	7.9	+48.7
Diluted EPS	1.65	0.23	+1.42
Adjusted EPS	2.15	0.24	+1.91
Adjusted EBITDA	140.3	65.2	+75.1
Agribusiness adj. pretax	20.3	16.8	+3.5
Renewables adj. pretax	88.4	9.6	+78.8
Cash from operations	487.9	299.3	+188.6
Cash from ops (pre-WC)	112.9	42.9	+70.1

Renewables drove nearly all of the upside — the operating backdrop was strong, but the result also benefited materially from tax credits. Renewables' adjusted pretax income rose to $88 million on record production, stronger ethanol margins and merchandising gains. It also received $24 million of 45Z producer tax credits, so this was not solely a repeatable plant-margin improvement; the company did cite healthy export and domestic ethanol demand as supportive. Renewables — Record Q2 · Segment Data

Agribusiness improved, but it was a supporting contributor rather than the main earnings engine. Adjusted pretax income increased to $20 million as fertilizer margins improved and merchandising benefited from commodity-price volatility, despite lower fertilizer volumes. Agribusiness — Improved Q2 · Segment Data

Cash generation improved and funding capacity is comfortable, while reported earnings still absorbed meaningful non-core costs. Operating cash flow was $488 million ($113 million before working-capital changes); capital spending was $76 million. Adjusted EPS excludes $0.50 of legal-settlement, impairment and transaction items, so the $2.15 adjusted result runs ahead of the $1.65 reported. Leverage stays below the <2.5× debt-to-EBITDA target; no new quantified full-year outlook was given. Cash & Liquidity · Adjusted Net Income

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Nurix earnings beat revenue estimates as Roche cash masks EPS miss

What to watch next

More Nurix Therapeutics, Inc. news

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