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Deferred Revenue at other companies

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$63K-80.4%
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$450K-58.9%
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$20.71M+22.2%
Septerna, Inc. logo
Septerna, Inc.SEPN
$60.35M
Regenxbio logo
RegenxbioRGNX
$9.88M-29.3%
Sutro Biopharma logo
Sutro BiopharmaSTRO
$9.4M-86.4%

Other financials

Income statement

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Revenue$7.7M-60.1%
Gross profit-$3.8M-307%
Operating income-$135.0M+23.4%
Net income-$131.0M+23.8%
EPS (diluted)-$0.25+39.0%

Balance sheet

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Cash & equivalents$556.8M+4.3%
Total debt$80.5M-27.2%
Total equity$915.0M-0.5%
Total assets$1.2B-6.9%

Cash flow

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Operating cash flow-$105.9M-38.6%
CapEx$44.0K-98.6%
Free cash flow-$106.0M-33.2%

Valuation

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Market cap$1.7B-28.6%
Enterprise value$1.22B-37.5%
P/S31×-5.9×

Profitability

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Gross margin3.5%
Operating margin-991.7%-13.7pp
Net margin-945.9%-52.4pp
FCF margin-642.2%+36.1pp

Returns & leverage

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Return on equity-56.6%-14.5pp
Debt / equity0.1×0.0×
Current ratio+1.5×

Where this comes from

Reported directly by Recursion Pharmaceuticals, Inc. in its filing.

Tagged under the XBRL concept us-gaap:ContractWithCustomerLiabilityCurrent.

The source filing: Recursion Pharmaceuticals, Inc.’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 6:32 AM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001601830-26-000098
Line itemJune 30, 2026December 31, 2025
Current liabilities
Accounts payable$12,672$18,118
Accrued expenses and other liabilities56,93670,230
Unearned revenue27,58637,605
Operating lease liabilities13,24912,663
Notes payable and financing lease liabilities9,4439,091
Total current liabilities119,886147,707
Unearned revenue, non-current112,818114,012

Item 1. Financial Statements (unaudited)

FAQ

What is Recursion Pharmaceuticals, Inc.'s deferred revenue?
Recursion Pharmaceuticals, Inc. (RXRX) reported deferred revenue of $27.59M in Q2 2026.
How has Recursion Pharmaceuticals, Inc.'s deferred revenue changed year-over-year?
Recursion Pharmaceuticals, Inc.'s deferred revenue decreased by 30.5% year-over-year, from $39.69M to $27.59M.
What is the long-term trend for Recursion Pharmaceuticals, Inc.'s deferred revenue?
Over 5 years (2020 to 2025), Recursion Pharmaceuticals, Inc.'s deferred revenue has grown at a 30.3% compound annual growth rate (CAGR), from $10M to $37.61M.
What does deferred revenue mean?
Payments received from customers for goods or services to be delivered within one year — recognized as revenue as performance obligations are satisfied.

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