Schrödinger, Inc.

• 10-QQ2 FY2026MixedRestructuring

  Filed Aug 5

  Lilly’s Ajax acquisition drove the investment gain behind Q2 profit; management is seeking partners for SGR-1505 and SGR-3515.

  • Revenue$58.9MYoY +7.5%
  • Net income$6.0Mvs −$43.2M year ago

• 8-KPositiveEarningsGuidance raised

  Filed Aug 5

  Hosted licensing shift weighs on software revenue; Ajax milestone boosts drug discovery revenue as FY2026 guidance rises.

• 8-KPositiveDeal completed

  Filed Jun 29

  Eli Lilly’s completed Ajax Therapeutics acquisition brings upfront cash; further payments hinge on clinical and regulatory milestones.

• 8-KExecutive payShareholder vote

  Filed Jun 23

  Stockholders approved expanding the 2022 Equity Incentive Plan, increasing shares available for future issuance.

• 8-KLeadership & pay

  Filed Jun 8

  Former commercial chief Mannix Aklian’s separation agreement adds 2026 bonuses and accelerates July RSU vesting.

• 8-KGuidance reaffirmedLeadership change

  Filed May 20

  Paul Davie returns as interim commercial chief after Mannix Aklian’s departure; 2026 guidance reaffirmed

• 10-QQ1 FY2026Restructuring

  Filed May 5

  On-premise license declines hit software revenue; Lilly’s decision to stop a program accelerated drug-discovery revenue recognition.

  • Revenue$58.6MYoY −1.6%
  • Net income−$60.0MYoY −0.4%

• 8-KEarningsGuidance reaffirmed

  Filed May 5

  Hosted licensing shift cut software revenue despite ACV growth; Lilly’s Ajax acquisition includes milestone-linked payments.

• 8-KLeadership change

  Filed Mar 12

  Corporate Controller Therese Abrams becomes principal accounting officer; Jenny Herman stays through April 10 to support the handoff.

• 10-KFY2025MixedRestructuring

  Filed Feb 25

  Novartis collaboration work and hosted-software sales drove growth, but higher delivery costs squeezed gross margin.

  • Revenue$255.9MYoY +23.3%
  • Net income−$103.3MYoY +44.8%

• 8-KPositiveEarningsNew guidance

  Filed Feb 25

  Accelerating the hosted software shift is expected to lower recognized revenue in the short to medium term, without affecting ACV or cash flow.

Coverage: 10-K and 8-K filings filed since Feb 25, 2026; 10-Q since May 5, 2026.

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Company data: Wikidata Q7432923