Revolution Medicines, Inc.
For the period ended Sep 30, 2026. Filed Nov 4, 2026.
View on SEC.govAbout this filing
A company's report for each of its first three quarters. The financial statements are not audited. It shows how the business has moved since the last annual report, and what management says changed.
Sep 30, 2026 · Filed Nov 4, 2026
RVMD$193.06-3.5%Stored close · as of Nov 10, 2026
Extracted filing text, with the paragraph anchors used by the comparison.
See the whole filing, with its images and exhibitsContents
Condensed Consolidated Statements of Stockholders’ Equity
(in thousands, except share data)
| Accumulated | ||||||
|---|---|---|---|---|---|---|
| Additional · Other · Total | ||||||
| Common Stock · Paid-in · Comprehensive · Accumulated · Stockholdersʼ | ||||||
| Shares | Amount | Capital | Income/ (Loss) | Deficit | Equity | |
| Balance at December 31, 2025 | 197,001,401 | $19 | $4,497,143 | $3,237 | $(2,869,102) | $1,631,297 |
| Issuance of common stock pursuant to stock option exercises | 473,472 | — | 12,209 | — | — | 12,209 |
| Issuance of common stock related to vesting of restricted stock units | 367,871 | — | — | — | — | — |
| Issuance of common stock from at-the-market offering | 2,335,397 | — | 226,730 | — | — | 226,730 |
| Exercise of warrants | 485 | — | 57 | — | — | 57 |
| Stock-based compensation expense | — | — | 87,299 | — | — | 87,299 |
| Foreign currency translation adjustment | — | — | — | (8) | — | (8) |
| Net unrealized loss on marketable securities | — | — | — | (3,851) | — | (3,851) |
| Net loss | — | — | — | — | (453,816) | (453,816) |
| Balance at March 31, 2026 | 200,178,626 | $19 | $4,823,438 | $(622) | $(3,322,918) | $1,499,917 |
| Issuance of common stock pursuant to stock option exercises | 1,309,927 | 1 | 28,843 | — | — | 28,844 |
| Issuance of common stock related to vesting of restricted stock units | 395,886 | — | — | — | — | — |
| Issuance of common stock from follow-on public offering, net of offering costs of$73,645 | 12,147,887 | 1 | 1,651,354 | — | — | 1,651,355 |
| Issuance of common stock related to employee stock purchase plan | 208,030 | — | 8,473 | — | — | 8,473 |
| Exercise of warrants | 2,332 | — | 348 | — | — | 348 |
| Stock-based compensation expense | — | — | 67,000 | — | — | 67,000 |
| Foreign currency translation adjustment | — | — | — | (93) | — | (93) |
| Net unrealized loss on marketable securities | — | — | — | (5,235) | — | (5,235) |
| Net loss | — | — | — | — | (644,371) | (644,371) |
| Balance at June 30, 2026 | 214,242,688 | $21 | $6,579,456 | $(5,950) | $(3,967,289) | $2,606,238 |
| Issuance of common stock pursuant to stock option exercises | 822,397 | — | 19,543 | — | — | 19,543 |
| Issuance of common stock related to vesting of restricted stock units | 553,737 | — | — | — | — | — |
| Issuance of common stock from at-the-market offering | 615,600 | 1 | 125,834 | — | — | 125,835 |
| Exercise of warrants | 17,241 | — | 3,429 | — | — | 3,429 |
| Stock-based compensation expense | — | — | 62,634 | — | — | 62,634 |
| Foreign currency translation adjustment | — | — | — | (95) | — | (95) |
| Net unrealized loss on marketable securities | — | — | — | (8,624) | — | (8,624) |
| Net loss | — | — | — | — | (407,457) | (407,457) |
| Balance at September 30, 2026 | 216,251,663 | $22 | $6,790,896 | $(14,669) | $(4,374,746) | $2,401,503 |
CONDENSED CONSOLIDATED STATEMENTS OF STOCKHOLDERS’ EQUITY
(in thousands, except share data)
| Accumulated | ||||||
|---|---|---|---|---|---|---|
| Additional · Other · Total | ||||||
| Common Stock · Paid-in · Comprehensive · Accumulated · Stockholdersʼ | ||||||
| Shares | Amount | Capital | Loss | Deficit | Equity | |
| Balance at December 31, 2024 | 185,896,625 | $18 | $4,001,666 | $1,321 | $(1,737,801) | $2,265,204 |
| Issuance of common stock pursuant to stock option exercises | 90,043 | — | 891 | — | — | 891 |
| Issuance of common stock related to vesting of restricted stock units | 271,536 | — | — | — | — | — |
| Exercise of warrants | 2 | — | 1 | — | — | 1 |
| Stock-based compensation expense | — | — | 25,084 | — | — | 25,084 |
| Net unrealized gain on marketable securities | — | — | — | 386 | — | 386 |
| Net loss | — | — | — | — | (213,416) | (213,416) |
| Balance at March 31, 2025 | 186,258,206 | $18 | $4,027,642 | $1,707 | $(1,951,217) | $2,078,150 |
| Issuance of common stock pursuant to stock option exercises | 121,103 | — | 1,937 | — | — | 1,937 |
| Issuance of common stock related to vesting of restricted stock units | 361,975 | — | — | — | — | — |
| Issuance of common stock related to employee stock purchase plan | 159,984 | — | 4,644 | — | — | 4,644 |
| Stock-based compensation expense | — | — | 28,830 | — | — | 28,830 |
| Net unrealized loss on marketable securities | — | — | — | (405) | — | (405) |
| Net loss | — | — | — | — | (247,787) | (247,787) |
| Balance at June 30, 2025 | 186,901,268 | $18 | $4,063,053 | $1,302 | $(2,199,004) | $1,865,369 |
| Issuance of common stock pursuant to stock option exercises | 290,805 | — | 4,145 | — | — | 4,145 |
| Issuance of common stock related to vesting of restricted stock units | 344,956 | — | — | — | — | — |
| Exercise of warrants | 11 | — | 3 | — | — | 3 |
| Issuance of common stock pursuant to exercise of prefundedwarrants | 2,173,911 | — | — | — | — | — |
| Stock-based compensation expense | — | — | 30,779 | — | — | 30,779 |
| Net unrealized gain on marketable securities | — | — | — | 1,814 | — | 1,814 |
| Net loss | — | — | — | — | (305,206) | (305,206) |
| Balance at September 30, 2025 | 189,710,951 | $18 | $4,097,980 | $3,116 | $(2,504,210) | $1,596,904 |
The text of this filing, as the company filed it with the SEC, without its images or exhibits. This is not investment advice.