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Day One Biopharmaceuticals, Inc.(DAWN)Earnings, Financials & Key Ratios
DAWN•NASDAQ
$21.53
Price updated Jun 20, 2026
AboutDay One Biopharmaceuticals, Inc., a clinical-stage biopharmaceutical company, develops and commercializes targeted therapies for patients with genetically defined cancers. Its lead product candidate is DAY101, an oral brain-penetrant type II pan-rapidly accelerated fibrosarcoma kinase inhibitor that is in Phase II clinical trial for pediatric patients with relapsed/progressive low-grade glioma. The company is also developing Pimasertib, an oral small molecule inhibitor of mitogen-activated protein kinase kinases 1 and 2. Day One Biopharmaceuticals, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.Show more
- Revenue$158M+20.6%
- EBITDA-$124M+42.3%
- Net Income-$107M-12.4%
- EPS (Diluted)-1.04-2.0%
- Gross Margin89.12%-7.1%
- EBITDA Margin-78.56%+52.1%
- Operating Margin-80.76%+51.2%
- Net Margin-67.85%+6.8%
- ROE-22.74%-1.1%
DAWN Price & Volume
Day One Biopharmaceuticals, Inc. (DAWN) stock price & volume — 10-year historical chart
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Ojemda Commercial Launch Drives Revenue Scaling Trajectory
Investment Thesis • Updated 2025Q4
VerdictNeutral
Growth:Expanding
Profitability:Negative
Financial:Healthy
Cash Flow:Burning
Primary Risk:Single asset commercial dependency
Key Thesis Takeaways
- Day One Biopharmaceuticals is successfully transitioning into a commercial-stage entity, evidenced by revenue growth to $53.7 million in 2025Q4.
- While the company benefits from high orphan drug pricing power, investors should monitor the persistent operating margin pressure of -51.1% and the reliance on a single-asset commercial strategy.
- Future valuation will likely depend on the company's ability to narrow its quarterly cash burn of $17.6 million while maintaining its robust liquidity position.
Verdict Logic
while the company holds a solid $197.1 million cash position, the lack of consistent profitability and the high $11.1 million quarterly stock-based compensation expense warrant a cautious approach.
DAWN Growth Metrics
Day One Biopharmaceuticals, Inc. (DAWN) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years-
5 Years-
3 Years-
TTM20.6%
Profit CAGR
10 Years-
5 Years-
3 Years-
TTM-12.38%
EPS CAGR
10 Years-
5 Years-
3 Years-
TTM4.64%
Return on Capital
10 Years-47.1%
5 Years-46.17%
3 Years-46.06%
Last Year-26.71%
DAWN Recent Earnings
Day One Biopharmaceuticals, Inc. (DAWN) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 6/12 qtrs (50%)●Beat Revenue 4/12 qtrs (57%)
Q2 2026Latest
May 5, 2026Metric
Actual
Est
EPS
$0.35-12.9%
$0.31
Rev
—
$54M
Q1 2026
Feb 24, 2026Metric
Actual
Est
EPS
$0.20-17.6%
$0.17
Rev
$54M+7.7%
$50M
Q4 2025
Nov 4, 2025Metric
Actual
Est
EPS
$0.19+31.8%
$0.28
Rev
$40M+4.2%
$38M
Q3 2025
Aug 5, 2025Metric
Actual
Est
EPS
$0.29+17.1%
$0.35
Rev
$34M-14.4%
$40M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | May 5, 2026 | $0.35vs $0.31-12.9% | —vs $54M |
| Q1 2026 | Feb 24, 2026 | $0.20vs $0.17-17.6% | $54Mvs $50M+7.7% |
| Q4 2025 | Nov 4, 2025 | $0.19vs $0.28+31.8% | $40Mvs $38M+4.2% |
| Q3 2025 | Aug 5, 2025 | $0.29vs $0.35+17.1% | $34Mvs $40M-14.4% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Day One Biopharmaceuticals, Inc. (DAWN)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $21.53 | $2.22B | -20.70 | 20.6% | -67.85% | -22.74% | — | |
| $11.04 | $980.07M | -3.47 | 25.24% | -411.19% | -141.95% | — | |
| $53.52 | $8.19B | 19.32 | 87.32% | 65.95% | 87.36% | — | |
| $38.60 | $7.92B | -13.94 | — | — | -68.16% | — | |
| $29.98 | $3.02B | -9.11 | -4.26% | -156.36% | -68.97% | — | |
| $14.49 | $4.55B | -164.85 | 20.05% | -4.27% | -12.02% | — |
Compare DAWN vs Peers
Day One Biopharmaceuticals, Inc. (DAWN) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
DAWN SEC Filings & Documents
Day One Biopharmaceuticals, Inc. (DAWN) SEC filings — annual & quarterly reports (10-K, 10-Q)
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DAWN Frequently Asked Questions
Day One Biopharmaceuticals, Inc. (DAWN) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Day One Biopharmaceuticals, Inc.'s revenue?
Day One Biopharmaceuticals, Inc. (DAWN) reported $158.2M in revenue for fiscal year 2025.
How fast is Day One Biopharmaceuticals, Inc. growing?
Day One Biopharmaceuticals, Inc. (DAWN) grew revenue by 20.6% over the past year. This is strong growth.
Is DAWN profitable?
Day One Biopharmaceuticals, Inc. (DAWN) reported a net loss of $107.3M for fiscal year 2025.
Dividend & Returns
What is DAWN's return on equity?
Day One Biopharmaceuticals, Inc. (DAWN) has a return on equity (ROE) of -22.7%. Negative ROE indicates the company is unprofitable.
What is Day One Biopharmaceuticals, Inc.'s free cash flow?
Day One Biopharmaceuticals, Inc. (DAWN) had negative free cash flow of $107.6M in fiscal year 2025, likely due to heavy capital investments.