Every 10-Q that Schrodinger, Inc. (SDGR) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 10-Q covers the quarterly report filed between annual reports, so if you follow SDGR and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full SDGR filings page.
Schrödinger, Inc. develops a physics-based computational platform used for drug discovery and materials science and licenses related software while pursuing proprietary and partnered drug programs. For the three months ended June 30, 2026, it generated $58,889 (in thousands) of revenue, up from $54,759 (in thousands) a year earlier. Software products and services contributed $32,544 (in thousands), drug discovery $22,986 (in thousands), and contribution revenue $3,359 (in thousands).
Gross profit was $32,432 (in thousands), with an operating loss of $41,547 (in thousands). A $45,868 (in thousands) gain from equity investments and $3,026 (in thousands) of other income produced net income of $5,975 (in thousands), versus a net loss of $43,173 (in thousands) in the prior-year quarter. For the first six months of 2026, revenue was $117,476 (in thousands) and the net loss was $54,051 (in thousands).
As of June 30, 2026, cash, cash equivalents, restricted cash, and marketable securities totaled $418,802, with total assets of $640,394 (in thousands) and stockholders’ equity of $328,956 (in thousands). Deferred revenue was $149,925, and remaining performance obligations were $189,066, about 63% expected to be recognized within 12 months. Significant collaboration agreements with Bristol Myers Squibb and Novartis include potential milestones of $482.0 million and $2.272 billion, respectively, recognized over time as performance obligations are met.
Schrödinger, Inc. reported Q1 2026 revenue of $58.6 million, roughly flat year over year as lower software sales were offset by stronger drug discovery revenue. Software products and services contributed $35.6 million, while drug discovery revenue more than doubled to $22.9 million.
The company posted a net loss of $60.0 million, or $0.81 per share, similar to the prior-year period, driven by continued R&D and operating expenses. Gross profit was $29.5 million against operating expenses of $78.3 million.
Liquidity remains substantial, with $406.4 million in cash, cash equivalents, restricted cash, and marketable securities as of March 31, 2026, after $14.8 million of operating cash outflow. Collaboration activity continued, including $11.7 million from Novartis and $0.7 million from Bristol Myers Squibb.
Schrödinger, Inc. (SDGR) reported Q3 2025 results with total revenue of $54,324, up from $35,290 a year ago, and a narrower net loss of $32,795 versus $38,136. For the first nine months, revenue reached $168,634 compared with $119,222, while net loss improved to $135,776 from $146,907.
Software products and services delivered $40,858 in Q3, led by on-premise software $15,928, hosted software $11,585, maintenance $6,826, professional services $1,589, and software contributions $4,930. Drug discovery revenue was $13,466, including $13,008 from services and $458 from contributions.
Operating expenses declined year over year, with research and development $42,757, sales and marketing $9,524, and general and administrative $21,705. Cash and cash equivalents were $172,120 and marketable securities $219,113 at quarter end. Deferred revenue totaled $82,283 short‑term and $92,390 long‑term; the company expects to recognize approximately 47% of its September 30, 2025 deferred revenue in the next 12 months.
Collaboration revenue included $8.8 million from Novartis in Q3 and $0.7 million from the BMS agreement. As of October 29, 2025, there were 64,500,510 common shares and 9,164,193 limited common shares outstanding.