8-K Announcements
6Material company update
May 12, 2026·SEC
Material company update
May 12, 2026·SEC
Material company update
May 1, 2026·SEC
Arvinas, Inc.(ARVN)Earnings, Financials & Key Ratios
ARVN•NASDAQ
$8.59
Price updated Jul 7, 2026
AboutArvinas, Inc., a clinical-stage biopharmaceutical company, engages in the discovery, development, and commercialization of therapies to degrade disease-causing proteins. Its lead product candidates include Bavdegalutamide, a proteolysis targeting chimera (PROTAC) protein degrader that is in phase I clinical trial targeting the androgen receptor (AR) protein for the treatment of men with metastatic castration-resistant prostate cancer (mCRPC); ARV-471, a PROTAC protein degrader targeting the estrogen receptor protein for the treatment of patients with metastatic ER positive/HER2 negative breast cancer; and ARV-766 an investigational orally bioavailable PROTAC protein degrader for the treatment of men with mCRPC. The company has collaborations with Pfizer Inc., Genentech, Inc., F. Hoffman-La Roche Ltd., and Bayer AG. Arvinas, Inc. was founded in 2013 and is based in New Haven, Connecticut.Show more
- Revenue$263M-0.3%
- EBITDA-$110M+55.0%
- Net Income-$81M+59.4%
- EPS (Diluted)-1.28+53.8%
- Gross Margin98.02%-2.0%
- EBITDA Margin-41.77%+54.8%
- Operating Margin-43.75%+53.9%
- Net Margin-30.77%+59.3%
- ROE-16.23%+50.1%
ARVN Price & Volume
Arvinas, Inc. (ARVN) stock price & volume — 10-year historical chart
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Milestone Dependence Masks Structural Clinical Cash Burn
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Decelerating
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Clinical trial funding dependency
Key Thesis Takeaways
- Arvinas faces a precarious financial outlook characterized by extreme revenue volatility, as evidenced by a 91.7% year-over-year revenue decline in 2026Q1.
- While the proprietary PROTAC platform remains a high-potential asset, the company's reliance on sporadic milestone payments and a $1.7 billion accumulated deficit suggests significant long-term sustainability risks.
- Investors should monitor the narrowing cash runway, which dropped to $87.3 million in 2026Q1, as the firm continues to navigate high-fixed R&D costs that frequently exceed $60 million per quarter.
Verdict Logic
the company's reliance on external capital is underscored by a dwindling cash balance of $87.3 million in 2026Q1 and a history of erratic cash conversion, making the current clinical-stage business model fundamentally unsustainable without further dilution.
ARVN Growth Metrics
Arvinas, Inc. (ARVN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years58.93%
3 Years25.96%
TTM-79.06%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-374.89%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM-393.94%
Return on Capital
10 Years-33.51%
5 Years-24.77%
3 Years-27.31%
Last Year-15.99%
ARVN Recent Earnings
Arvinas, Inc. (ARVN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 10/12 qtrs (83%)●Beat Revenue 6/12 qtrs (50%)
Q2 2026Latest
May 12, 2026Metric
Actual
Est
EPS
$0.90+5.3%
$0.95
Rev
$16M-6.1%
$17M
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$1.10-100.0%
$0.55
Rev
$10M-74.5%
$37M
Q4 2025
Nov 5, 2025Metric
Actual
Est
EPS
$0.48+36.0%
$0.75
Rev
$42M+12.4%
$37M
Q3 2025
Aug 6, 2025Metric
Actual
Est
EPS
$0.84+3.4%
$0.87
Rev
$22M-10.4%
$25M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 12, 2026 | $0.90vs $0.95+5.3% | $16Mvs $17M-6.1% |
| Q1 2026 | Feb 24, 2026 | $1.10vs $0.55-100.0% | $10Mvs $37M-74.5% |
| Q4 2025 | Nov 5, 2025 | $0.48vs $0.75+36.0% | $42Mvs $37M+12.4% |
| Q3 2025 | Aug 6, 2025 | $0.84vs $0.87+3.4% | $22Mvs $25M-10.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Arvinas, Inc. (ARVN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $8.59 | $554.24M | -6.71 | -0.3% | -30.77% | -16.23% | — | |
| $119.24 | $9.74B | -32.31 | -16.72% | -612.17% | -25.02% | — | |
| $323.95 | $9.36B | -24.03 | -100% | — | -43.02% | — | |
| $545.36 | $12.57B | -42.44 | 432.05% | -27.32% | -50.15% | — | |
| $89.20 | $7.4B | 11.47 | 114.51% | -22.58% | — | — | |
| $30.25 | $3.05B | -9.19 | -4.26% | -156.36% | -68.97% | — |
Compare ARVN vs Peers
Arvinas, Inc. (ARVN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
ARVN SEC Filings & Documents
Arvinas, Inc. (ARVN) SEC filings — annual & quarterly reports (10-K, 10-Q)
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ARVN Frequently Asked Questions
Arvinas, Inc. (ARVN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Arvinas, Inc.'s revenue?
Arvinas, Inc. (ARVN) reported $89.4M in revenue for fiscal year 2025. This represents a 1241% increase from $6.7M in 2016.
How fast is Arvinas, Inc. growing?
Arvinas, Inc. (ARVN) saw revenue decline by 0.3% over the past year.
Is ARVN profitable?
Arvinas, Inc. (ARVN) reported a net loss of $221.3M for fiscal year 2025.
Dividend & Returns
What is ARVN's return on equity?
Arvinas, Inc. (ARVN) has a return on equity (ROE) of -16.2%. Negative ROE indicates the company is unprofitable.
What is Arvinas, Inc.'s free cash flow?
Arvinas, Inc. (ARVN) had negative free cash flow of $256.9M in fiscal year 2025, likely due to heavy capital investments.