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RCUS Arcus Biosciences, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Healthcare

Scale

Market cap
$3.9bn
Revenue TTM
$57m
Net income TTM
$-460m
Free cash flow
$-475m
Composite score
Sector rank
#1241

Valuation

P / E
EV / EBITDA
EV / sales
57.4
FCF yield
-12.26%
Earnings yield vs 10-yr
-16.60pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-807.0%
EBITDA margin
ROE
-99.1%
ROIC
Revenue growth

Insider activity, last 90 days

Net open-market
$-3.06m
Buyers
0
Sellers
2

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

These decreases will be partially offset by our increased investment in the development of casdatifan and advancement of our small-molecule immunology programs. The decrease in Total revenues for the six months ended June 30, 2026 was primarily driven by the cumulative catch-up from license and development services revenue of $143 million in 2025 due to Gilead's return of its license to the etrumadenant program, partially offset by: (i) an increase in access rights revenues recognized in the second quarter 2026 related to the expiration of Gilead's option rights; and (ii) increased revenues related to programs optioned under the Taiho Collaboration Agreement. …Arcus Biosciences, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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