Allogene Therapeutics, Inc. (ALLO) · Nov 5, 2026 · Earnings

Allogene earnings in line as ALLO-329 data loom next week

In line — EPS -$0.15 vs published consensus ~-$0.15

Allogene’s Q3 earnings matched expectations, while unchanged cash guidance leaves the focus on expanded ALLO-329 autoimmune data due November 9.

Allogene is a clinical-stage biotech building off-the-shelf CAR T therapies around two main efforts: cema-cel in earlier-line lymphoma and ALLO-329 in autoimmune disease. The company is still pre-revenue, so the business case rests on clinical execution, cash discipline and whether its allogeneic approach can make CAR T easier to deliver.

The quarter itself was on plan, not a surprise. Allogene posted a $0.15 per-share loss, matching the published consensus of roughly $0.15, with no collaboration revenue. The more important operating detail is that total expenses rose to $54.8 million from $44.9 million a year ago, led by higher research and development spending as the pipeline advances. Net loss widened in dollars, but per-share loss improved because the share count was substantially higher.

	Q3 2026	Q3 2025	Consensus
Collaboration revenue (Statements of Operations)	$0	$0	$0
Research and development (Statements of Operations)	$41.9M (+34.6%)	$31.2M
Total operating expenses (Statements of Operations)	$54.8M (+22.0%)	$44.9M
Net loss per share (Statements of Operations)	$(0.15) (21.1% better)	$(0.19)	$(0.15)
Cash, cash equivalents and investments (Selected Balance Sheet Data)	$388.9M	$258.3M
2026 operating expense guidance (Corporate update)	$165M
2026 GAAP operating expense guidance (Corporate update)	$225M

The clinical update is the real substance, but it is still a setup rather than a readout. Allogene says the ALLO-329 presentation at the American College of Rheumatology meeting on November 9 will include more patients, longer follow-up, three dose levels and three lymphodepletion approaches. 〔0〕 That makes the catalyst more informative than the previously published nine-patient abstract, but this filing does not provide the expanded efficacy or safety results themselves.

The broader development story remains intact, with no meaningful schedule deterioration. ALPHA3 enrollment is described as continuing with greater site participation and community-oncology expansion, while the company continues to point to a mid-2027 clinical update and year-end 2027 enrollment completion. Those are execution signals, not proof that the MRD-guided treatment strategy works.

Cash remains adequate, but the quarter consumed capital as expected. Cash, cash equivalents and investments fell from $423.6 million at June 30 to $388.9 million at September 30, while management maintained its projection of a runway into 2029. 〔1〕 The $165 million operating-expense outlook and $225 million GAAP expense outlook were also reiterated rather than improved.

Bottom line: This is an in-line financial quarter with unchanged funding and trial plans. It modestly advances the story by bringing a more meaningful ALLO-329 data set into view, but the filing itself does not yet validate the autoimmune program.

What to watch next

ACR ALLO-329 data, November 9

Original filing on SEC EDGAR

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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

Community sentiment · 612 votes

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Allogene earnings in line as ALLO-329 data loom next week

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