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Schrodinger SDGR Drug Discovery — Gross Profit

Other segment segments

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$24.93M-9.4%

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Other financials

Income statement

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Revenue$58.9M+7.5%
Gross profit$32.4M+24.0%
Operating income-$41.5M+21.5%
Net income$6.0M+114%
EPS (diluted)$0.08+114%

Balance sheet

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Cash & equivalents$292.9M+26.3%
Total debt$108.0M-5.5%
Total equity$329.0M-4.1%
Total assets$640.4M-7.0%

Cash flow

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Operating cash flow-$34.1M
CapEx$362.0K+15.3%
Free cash flow-$34.4M

Valuation

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Market cap$1.33B-6.1%
Enterprise value$1.15B-11.8%
P/S5.1×-0.8×

Profitability

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Gross margin56.9%-1.6pp
Operating margin-59.2%-12.6pp
Net margin-68.5%
FCF margin9.6%+5.1pp

Returns & leverage

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Return on equity-45.7%
Debt / equity0.3×0.0×
Current ratio2.7×-0.6×

Where this comes from

Reported directly by Schrodinger in its filing.

Tagged under the XBRL concept us-gaap:GrossProfit.

The source filing: Schrodinger’s 10-Q, filed August 5, 2026.

Filed
Aug 5, 2026, 4:08 PM EDT
Fiscal quarter
Q4 FY2026
Calendar quarter
Q4 2026
Accession
0001490978-26-000068
Line itemThree Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Total segment cost of revenues26,45728,60155,49757,028
Segment gross profit:
Software24,92727,51548,18762,809
Drug discovery7,505(1,357)13,792(5,527)
Total segment gross profit32,43226,15861,97957,282
Unallocated (expense) income:
Research and development(40,998)(43,138)(84,822)(88,982)
Sales and marketing(10,266)(10,734)(21,869)(21,101)

Item 1. Financial Statements.

FAQ

What is Schrodinger's drug discovery — gross profit?
Schrodinger (SDGR) reported drug discovery — gross profit of $7.51M in Q2 2026.
How has Schrodinger's drug discovery — gross profit changed year-over-year?
Schrodinger's drug discovery — gross profit increased by 653.1% year-over-year, from -$1.36M to $7.51M.
What is the long-term trend for Schrodinger's drug discovery — gross profit?
Over 2 years (2021 to 2024), Schrodinger's drug discovery — gross profit has grown at a -26.6% compound annual growth rate (CAGR), from -$21.12M to -$11.38M.
What does drug discovery — gross profit mean?
This metric represents the gross profit generated specifically by the drug discovery business segment, calculated as segment revenue minus the direct costs associated with research, development, and collaboration activities. It serves as a key indicator of the profitability and operational efficiency of the company's internal and partnered drug discovery programs. Investors use this to evaluate the segment's ability to cover its direct costs and contribute to overall corporate profitability.

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