AGIO

MKT CAP:$1B

Agios Pharmaceuticals, Inc.

Market Cap

$1B

Healthcare·Biotechnology·🇺🇸 United States·NASDAQ

Healthcare·Biotechnology·🇺🇸·NASDAQ

Stock Price

$27.07-$0.11 (-0.40%)

Apr 20, 2026

Company Details

Agios Pharmaceuticals, Inc., a biopharmaceutical company, engages in the discovery and development of medicines in the field of cellular metabolism and adjacent areas of biology. The company offers PYRUKYND (mitapivat) an activator of both ...

CEO

Brian Goff

IPO Date

Jul 24, 2013

Website

www.agios.com

Key Metrics TTM

Revenue

$51M

+61.4% YoY

Net Income

$647M

EPS (Diluted)

$11.04

Free Cash Flow

-$377M

Revenue / Share

$0.87

Gross Margin

91.8%

Operating Margin

-886.3%

Net Margin

1280.6%

FCF Margin

-746.6%

P/S

29.5x

P/E

2.3x

Earnings Reports

Q1 2026

Apr 29, 2026

PENDING

FY 2025

Feb 12, 2026

$54MEPS -$7.12

Q4 2025

Feb 12, 2026

$20MEPS -$1.85

Q3 2025

Oct 30, 2025

$13M+43.7%EPS -$1.78

Q1 2025

May 1, 2025

$9M+6.6%EPS -$1.55

Revenue & Profitability

Quarter	Revenue	Gross Profit	Operating Income
Q3 19	$26M	$26M	-$109M
Q4 19	$35M	$35M	-$106M
Q1 22	$832.0K	-$4M	-$101M
Q2 22	$6M	$373.0K	-$98M
Q3 22	$4M	-$1M	-$91M
Q4 22	$4M	-$480.0K	-$99M
Q1 23	$6M	$657.0K	-$91M
Q2 23	$7M	$1M	-$94M
Q3 23	$7M	$7M	-$101M
Q4 23	$7M	$5M	-$106M
Q1 24	$8M	$6M	-$92M
Q2 24	$9M	$6M	-$106M
Q3 24	$9M	$8M	-$103M
Q1 25	$9M	$8M	-$107M
Q3 25	$13M	$11M	-$117M
Q4 25	$20M	$19M	-$122M

Valuation

Quarter	P/S	P/E
Q3 19	18.4x	—
Q4 19	26.0x	—
Q1 22	17.5x	—
Q2 22	18.7x	—
Q3 22	35.0x	—
Q4 22	113.1x	—
Q1 23	66.2x	—
Q2 23	78.1x	—
Q3 23	56.3x	—
Q4 23	51.4x	—
Q1 24	55.8x	—
Q2 24	78.9x	—
Q3 24	76.8x	3.7x
Q1 25	48.3x	2.4x
Q3 25	58.1x	3.5x
Q4 25	31.2x	2.4x

Operating Cash Flow

Quarter	Operating CF	Free CF
Q1 22	-$98M	-$101M
Q2 22	-$74M	-$76M
Q3 22	-$71M	-$71M
Q4 22	-$66M	-$66M
Q1 23	-$95M	-$96M
Q2 23	-$67M	-$67M
Q3 23	-$62M	-$62M
Q4 23	-$72M	-$73M
Q1 24	-$100M	-$100M
Q2 24	-$73M	-$73M
Q3 24	-$84M	-$85M
Q4 24	-$133M	-$134M
Q1 25	-$111M	-$112M
Q2 25	-$77M	-$78M
Q3 25	-$88M	-$90M
Q4 25	-$96M	-$97M

Capital Expenditures

Quarter	CapEx
Q1 22	$3M
Q2 22	$2M
Q3 22	$38.0K
Q4 22	$113.0K
Q1 23	$399.0K
Q2 23	$3.0K
Q3 23	$369.0K
Q4 23	$234.0K
Q1 24	$141.0K
Q2 24	$158.0K
Q3 24	$419.0K
Q4 24	$967.0K
Q1 25	$766.0K
Q2 25	$875.0K
Q3 25	$2M
Q4 25	$1M

CapEx

OpEx vs Revenue Growth (YoY)

Quarter	Revenue Growth	OpEx Growth
Q3 19	+71.2%	+18.1%
Q4 19	+18.1%	+11.9%
Q1 22	-97.2%	-20.1%
Q2 22	-78.7%	-26.3%
Q3 22	-86.5%	-30.0%
Q4 22	-87.8%	-26.8%
Q1 23	+574.2%	-5.6%
Q2 23	+20.2%	-2.7%
Q3 23	+110.4%	+14.5%
Q4 23	+64.8%	+9.6%
Q1 24	+46.0%	+4.2%
Q2 24	+28.4%	+14.0%
Q3 24	+21.2%	+3.2%
Q1 25	+22.8%	+1.7%
Q3 25	+57.3%	+29.4%
Q4 25	+131.8%	+23.7%

Stock-Based Compensation

Quarter	SBC ($)	% of Revenue
Q1 22	$16M	1864.2%
Q2 22	$0	0.0%
Q3 22	$11M	317.3%
Q4 22	$11M	266.0%
Q1 23	$0	0.0%
Q2 23	$0	0.0%
Q3 23	$9M	122.7%
Q4 23	$14M	194.5%
Q1 24	$9M	112.8%
Q2 24	$12M	134.2%
Q3 24	$11M	124.3%
Q4 24	$11M	—
Q1 25	$11M	130.2%
Q2 25	$15M	—
Q3 25	$12M	96.1%
Q4 25	$14M	70.7%

OpEx Breakdown

Quarter	R&D	SG&A
Q3 19	$102M	$33M
Q4 19	$106M	$35M
Q1 22	$68M	$29M
Q2 22	$72M	$26M
Q3 22	$63M	$27M
Q4 22	$68M	$30M
Q1 23	$66M	$26M
Q2 23	$67M	$28M
Q3 23	$82M	$26M
Q4 23	$76M	$35M
Q1 24	$67M	$31M
Q2 24	$76M	$36M
Q3 24	$72M	$39M
Q1 25	$73M	$42M
Q3 25	$87M	$41M
Q4 25	$88M	$52M

Revenue Segments

Quarter	Product	Collaboration Revenue, Related Party
Q1 22	$832.0K	—
Q2 22	$3M	$3M
Q3 22	$4M	—
Q4 22	$4M	—
Q1 23	$6M	—
Q2 23	$7M	—
Q3 23	$7M	—
Q4 23	$7M	—
Q1 24	$8M	—
Q2 24	$9M	—
Q3 24	$9M	—
Q1 25	$9M	—
Q3 25	$13M	—
Q4 25	$20M	—

War Chest

Quarter	Cash	Short-term Investments	Total
Q1 22	$80M	$844M	$924M
Q2 22	$89M	$731M	$819M
Q3 22	$122M	$605M	$728M
Q4 22	$139M	$644M	$783M
Q1 23	$104M	$635M	$739M
Q2 23	$85M	$618M	$703M
Q3 23	$64M	$583M	$647M
Q4 23	$88M	$689M	$777M
Q1 24	$119M	$479M	$598M
Q2 24	$85M	$485M	$570M
Q3 24	$254M	$751M	$1.0B
Q4 24	$76M	$817M	$894M
Q1 25	$79M	$814M	$893M
Q2 25	$81M	$858M	$939M
Q3 25	$93M	$860M	$953M
Q4 25	$89M	$765M	$854M

Shares Outstanding

Quarter	Shares (Diluted)	QoQ Change	YoY Change
Q3 19	59M	+0.1%	+1.3%
Q4 19	64M	+8.8%	+9.9%
Q1 22	55M	-14.7%	-6.7%
Q2 22	55M	+0.4%	-6.7%
Q3 22	55M	+0.1%	-6.7%
Q4 22	55M	-0.1%	-14.3%
Q1 23	55M	+0.9%	+1.3%
Q2 23	56M	+0.6%	+1.5%
Q3 23	56M	+0.4%	+1.7%
Q4 23	56M	+0.2%	+2.0%
Q1 24	56M	+0.9%	+2.0%
Q2 24	57M	+0.7%	+2.2%
Q3 24	58M	+2.9%	+4.7%
Q1 25	57M	-1.7%	+2.8%
Q3 25	58M	+1.2%	+3.1%
Q4 25	58M	+0.4%	+2.7%

Shares Outstanding

Revenue Per Employee

Period	Revenue/Employee	Employees
Q3 19	$54.0K	482
Q4 19	$66.1K	536
Q1 22	$2.1K	390
Q2 22	$14.3K	390
Q3 22	$9.0K	390
Q4 22	$11.1K	389
Q1 23	$14.4K	389
Q2 23	$17.3K	389
Q3 23	$19.0K	389
Q4 23	$18.5K	383
Q1 24	$21.4K	383
Q2 24	$22.5K	383
Q3 24	$23.4K	383
Q1 25	$18.0K	486
Q3 25	$26.5K	486
Q4 25	$37.0K	539

Revenue / Employee