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Side-by-side financial comparison of EXELIXIS, INC. (EXEL) and Construction Partners, Inc. (ROAD). Click either name above to swap in a different company.
Construction Partners, Inc. is the larger business by last-quarter revenue ($809.5M vs $598.7M, roughly 1.4× EXELIXIS, INC.). EXELIXIS, INC. runs the higher net margin — 40.8% vs 2.1%, a 38.7% gap on every dollar of revenue. On growth, Construction Partners, Inc. posted the faster year-over-year revenue change (44.1% vs 5.6%). EXELIXIS, INC. produced more free cash flow last quarter ($332.4M vs $47.1M). Over the past eight quarters, Construction Partners, Inc.'s revenue compounded faster (47.6% CAGR vs 18.7%).
Exelixis, Inc. is a genomics-based drug discovery company located in Alameda, California, and the producer of Cometriq, a treatment approved by the U.S. Food and Drug Administration (FDA) for medullary thyroid cancer with clinical activity in several other types of metastatic cancer.
Alexander Construction Company was a Palm Springs, California, residential development company that built over 2,200 houses in the Coachella Valley of Riverside County, California, between 1955 and 1965.
EXEL vs ROAD — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $598.7M | $809.5M |
| Net Profit | $244.5M | $17.2M |
| Gross Margin | 95.6% | 15.0% |
| Operating Margin | 39.3% | 6.2% |
| Net Margin | 40.8% | 2.1% |
| Revenue YoY | 5.6% | 44.1% |
| Net Profit YoY | 74.8% | 663.9% |
| EPS (diluted) | $0.89 | $0.31 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | $598.7M | — | ||
| Q4 25 | $597.8M | $809.5M | ||
| Q3 25 | $568.3M | $899.8M | ||
| Q2 25 | $555.4M | $779.3M | ||
| Q1 25 | $566.8M | $571.6M | ||
| Q4 24 | — | $561.6M | ||
| Q3 24 | $539.5M | $538.2M | ||
| Q2 24 | $637.2M | $517.8M |
| Q1 26 | $244.5M | — | ||
| Q4 25 | $193.6M | $17.2M | ||
| Q3 25 | $184.8M | $56.6M | ||
| Q2 25 | $159.6M | $44.0M | ||
| Q1 25 | $139.9M | $4.2M | ||
| Q4 24 | — | $-3.1M | ||
| Q3 24 | $118.0M | $29.3M | ||
| Q2 24 | $226.1M | $30.9M |
| Q1 26 | 95.6% | — | ||
| Q4 25 | 96.9% | 15.0% | ||
| Q3 25 | 96.6% | 17.7% | ||
| Q2 25 | 96.5% | 16.9% | ||
| Q1 25 | 96.5% | 12.5% | ||
| Q4 24 | — | 13.6% | ||
| Q3 24 | 96.8% | 15.6% | ||
| Q2 24 | 97.2% | 16.1% |
| Q1 26 | 39.3% | — | ||
| Q4 25 | 39.6% | 6.2% | ||
| Q3 25 | 37.6% | 11.2% | ||
| Q2 25 | 33.6% | 10.6% | ||
| Q1 25 | 28.8% | 4.8% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | 25.2% | 8.5% | ||
| Q2 24 | 43.3% | 8.8% |
| Q1 26 | 40.8% | — | ||
| Q4 25 | 32.4% | 2.1% | ||
| Q3 25 | 32.5% | 6.3% | ||
| Q2 25 | 28.7% | 5.7% | ||
| Q1 25 | 24.7% | 0.7% | ||
| Q4 24 | — | -0.5% | ||
| Q3 24 | 21.9% | 5.4% | ||
| Q2 24 | 35.5% | 6.0% |
| Q1 26 | $0.89 | — | ||
| Q4 25 | $0.69 | $0.31 | ||
| Q3 25 | $0.65 | $1.03 | ||
| Q2 25 | $0.55 | $0.79 | ||
| Q1 25 | $0.47 | $0.08 | ||
| Q4 24 | — | $-0.06 | ||
| Q3 24 | $0.40 | $0.55 | ||
| Q2 24 | $0.77 | $0.59 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $104.1M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.2B | $969.1M |
| Total Assets | $2.8B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.1B | — | ||
| Q4 25 | $988.5M | $104.1M | ||
| Q3 25 | $791.1M | $156.1M | ||
| Q2 25 | $1.0B | $114.3M | ||
| Q1 25 | $1.1B | $101.9M | ||
| Q4 24 | — | $132.5M | ||
| Q3 24 | $1.2B | $74.7M | ||
| Q2 24 | $1.0B | $56.3M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $515.0M | ||
| Q2 24 | — | — |
| Q1 26 | $2.2B | — | ||
| Q4 25 | $2.2B | $969.1M | ||
| Q3 25 | $2.0B | $912.0M | ||
| Q2 25 | $2.1B | $853.3M | ||
| Q1 25 | $2.2B | $807.9M | ||
| Q4 24 | — | $811.1M | ||
| Q3 24 | $2.3B | $573.7M | ||
| Q2 24 | $2.1B | $552.9M |
| Q1 26 | $2.8B | — | ||
| Q4 25 | $2.8B | $3.4B | ||
| Q3 25 | $2.7B | $3.2B | ||
| Q2 25 | $2.8B | $2.9B | ||
| Q1 25 | $2.9B | $2.8B | ||
| Q4 24 | — | $2.6B | ||
| Q3 24 | $3.0B | $1.5B | ||
| Q2 24 | $2.8B | $1.4B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 1.78× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.90× | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $333.5M | $82.6M |
| Free Cash FlowOCF − Capex | $332.4M | $47.1M |
| FCF MarginFCF / Revenue | 55.5% | 5.8% |
| Capex IntensityCapex / Revenue | 0.2% | 4.4% |
| Cash ConversionOCF / Net Profit | 1.36× | 4.80× |
| TTM Free Cash FlowTrailing 4 quarters | $875.8M | $186.6M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $333.5M | — | ||
| Q4 25 | $290.3M | $82.6M | ||
| Q3 25 | $49.0M | $112.0M | ||
| Q2 25 | $211.4M | $83.0M | ||
| Q1 25 | $240.3M | $55.6M | ||
| Q4 24 | — | $40.7M | ||
| Q3 24 | $271.3M | $95.9M | ||
| Q2 24 | $119.5M | $34.6M |
| Q1 26 | $332.4M | — | ||
| Q4 25 | $288.8M | $47.1M | ||
| Q3 25 | $46.2M | $78.9M | ||
| Q2 25 | $208.5M | $46.4M | ||
| Q1 25 | $236.3M | $14.2M | ||
| Q4 24 | — | $13.8M | ||
| Q3 24 | $263.1M | $78.4M | ||
| Q2 24 | $113.0M | $19.7M |
| Q1 26 | 55.5% | — | ||
| Q4 25 | 48.3% | 5.8% | ||
| Q3 25 | 8.1% | 8.8% | ||
| Q2 25 | 37.5% | 5.9% | ||
| Q1 25 | 41.7% | 2.5% | ||
| Q4 24 | — | 2.5% | ||
| Q3 24 | 48.8% | 14.6% | ||
| Q2 24 | 17.7% | 3.8% |
| Q1 26 | 0.2% | — | ||
| Q4 25 | 0.2% | 4.4% | ||
| Q3 25 | 0.5% | 3.7% | ||
| Q2 25 | 0.5% | 4.7% | ||
| Q1 25 | 0.7% | 7.2% | ||
| Q4 24 | — | 4.8% | ||
| Q3 24 | 1.5% | 3.3% | ||
| Q2 24 | 1.0% | 2.9% |
| Q1 26 | 1.36× | — | ||
| Q4 25 | 1.50× | 4.80× | ||
| Q3 25 | 0.27× | 1.98× | ||
| Q2 25 | 1.32× | 1.88× | ||
| Q1 25 | 1.72× | 13.20× | ||
| Q4 24 | — | — | ||
| Q3 24 | 2.30× | 3.27× | ||
| Q2 24 | 0.53× | 1.12× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EXEL
| Cabometyx | $544.7M | 91% |
| Collaboration | $52.1M | 9% |
| Collaborative Arrangementwith Takeda | $5.9M | 1% |
| Cometriq | $1.8M | 0% |
ROAD
Segment breakdown not available.
