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LYELLyell Immunopharma, Inc.
$15.91$371M
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LYEL logoLyell Immunopharma, Inc.(LYEL)Earnings, Financials & Key Ratios

LYEL•NASDAQ
$15.91
Price updated Jul 7, 2026
SectorHealthcareIndustryBiotechnologySub-IndustryCell and Gene Therapy Developers
AboutLyell Immunopharma, Inc., a T cell reprogramming company, engages in developing T cell therapies for patients with solid tumors. The company develops therapies using technology platforms, such as Gen-R, an ex vivo genetic reprogramming technology to overcome T cell exhaustion; and Epi-R, an ex vivo epigenetic reprogramming technology to generate population of T cells with durable stemness. Its pipeline includes LYL797, a T cell product candidate for the treatment of non-small cell lung cancer and triple negative breast cancers; LYL845, that targets multiple solid tumors; and NY-ESO-1 for synovial sarcoma and other solid tumor indications. The company entered into research and development collaboration and license agreement with GlaxoSmithKline for NY-ESO-1 program. Lyell Immunopharma, Inc. was incorporated in 2018 and is headquartered in South San Francisco, California.Show more
  • Revenue$36K-41.0%
  • EBITDA-$192M+43.3%
  • Net Income-$274M+20.0%
  • EPS (Diluted)-16.06-1126.0%
  • Gross Margin-31952.78%-32052.8%
  • EBITDA Margin-533986.11%+3.9%
  • Operating Margin-566038.89%+3.8%
  • Net Margin-762355.56%-35.6%
  • ROE-86.98%-31.6%

LYEL Price & Volume

Lyell Immunopharma, Inc. (LYEL) stock price & volume — 10-year historical chart

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Clinical Development Costs Outpace Revenue Generation Potential

Investment Thesis • Updated 2026Q1

VerdictNegative
Growth:Contracting
Profitability:Negative
Financial:Vulnerable
Cash Flow:Burning
Primary Risk:Clinical trial funding shortfall

Key Thesis Takeaways

  • Lyell Immunopharma faces a challenging fundamental outlook as its reliance on non-recurring collaboration revenue has resulted in a 71.4% year-over-year revenue decline in 2026Q1.
  • The company's heavy investment in specialized cell reprogramming infrastructure continues to drive significant operating losses, with an operating margin of -23,078.5% in the most recent quarter.
  • Investors should monitor the company's rapidly narrowing liquidity, as the current cash position of $90.8 million against persistent quarterly cash outflows suggests a high probability of future dilutive financing.

Verdict Logic

the company's cash position of $90.8 million in 2026Q1, when measured against consistent quarterly operating losses, suggests a high risk of near-term capital depletion and shareholder dilution.

LYEL Growth Metrics

Lyell Immunopharma, Inc. (LYEL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR

Revenue CAGR

10 Years-
5 Years-65.85%
3 Years-92.48%
TTM-52.31%

Profit CAGR

10 Years-
5 Years-
3 Years-
TTM26.34%

EPS CAGR

10 Years-
5 Years-
3 Years-
TTM-919.69%

Return on Capital

10 Years-34.2%
5 Years-37.97%
3 Years-49.61%
Last Year-56%

LYEL Recent Earnings

Lyell Immunopharma, Inc. (LYEL) EPS & revenue vs analyst estimates — last 4 quarters

Full history →
●Beat EPS 9/12 qtrs (75%)●Beat Revenue 6/12 qtrs (75%)
Q2 2026Latest
May 6, 2026
Metric
Actual
Est
EPS
$1.10+60.4%
$2.78
Rev
$2,000-33.3%
$3,000
Q2 2026
Mar 12, 2026
Metric
Actual
Est
EPS
$7.68-257.2%
$2.15
Rev
$6,000-60.7%
$15,250
Q4 2025
Nov 12, 2025
Metric
Actual
Est
EPS
$2.13+24.2%
$2.81
Rev
$15,000
—
Q3 2025
Aug 12, 2025
Metric
Actual
Est
EPS
$2.89+23.9%
$3.80
Rev
$8,000+100.0%
$4,000
QuarterDateEPS (Act vs Est)Revenue (Act vs Est)
Q2 2026LatestMay 6, 2026
$1.10vs $2.78+60.4%
$2,000vs $3,000-33.3%
Q2 2026Mar 12, 2026
$7.68vs $2.15-257.2%
$6,000vs $15,250-60.7%
Q4 2025Nov 12, 2025
$2.13vs $2.81+24.2%
$15,000
Q3 2025Aug 12, 2025
$2.89vs $3.80+23.9%
$8,000vs $4,000+100.0%
Based on last 12 quarters of dataView full earnings history →

Latest LYEL News

Recent stock market news and headlines for Lyell Immunopharma, Inc. (LYEL)

Zacks Investment Research·5 days ago
Wall Street Analysts Think Lyell Immunopharma (LYEL) Could Surge 176.02%: Read This Before Placing a Bet

The average of price targets set by Wall Street analysts indicates a potential upside of 176% in Lyell Immunopharma (LYEL). While the effectiveness of this highly sought-after metric is questionable, the positive trend in earnings estimate revisions might translate into an upside in the stock.

GlobeNewsWire·Jun 25, 2026
Lyell Immunopharma Announces Participation in H.C. Wainwright 4th Annual Cell Therapy Virtual Conference

SOUTH SAN FRANCISCO, Calif., June 25, 2026 (GLOBE NEWSWIRE) -- Lyell Immunopharma, Inc. (Nasdaq: LYEL), a late-stage clinical company advancing a pipeline of next-generation chimeric antigen receptor (CAR) T-cell therapies for patients with cancer, today announced that members of its senior management team will participate in a fireside chat at the H.C.

Peers Comparison

Key metrics vs top competitors for Lyell Immunopharma, Inc. (LYEL)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
LYEL logoLYELLyell Immunopharma, Inc.Current
$15.91$371.25M-0.99-40.98%-762355.56%-86.98%—
FATE logoFATEFate Therapeutics, Inc.
$3.02$352.01M-2.63-51.24%-2056.79%-58.89%—
ADCT logoADCTADC Therapeutics S.A.
$1.35$171.71M-1.2114.85%-173.02%——
CABA logoCABACabaletta Bio, Inc.
$3.10$505.47M-1.89——-131.58%—
TGTX logoTGTXTG Therapeutics, Inc.
$53.52$8.19B19.3287.32%65.95%87.36%—
KYMR logoKYMRKymera Therapeutics, Inc.
$119.24$9.74B-32.31-16.72%-612.17%-25.02%—

Compare LYEL vs Peers

Lyell Immunopharma, Inc. (LYEL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs FATE

Most directly comparable listed peer for LYEL.

Scale Benchmark

vs TMO

Larger-name benchmark to compare LYEL against a more recognizable public peer.

Peer Set

Compare Top 5

vs FATE, ADCT, CABA, TGTX

LYEL SEC Filings & Documents

Lyell Immunopharma, Inc. (LYEL) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

May 6, 2026·SEC

Material company update

Mar 12, 2026·SEC

Material company update

Mar 9, 2026·SEC

10-K Annual Reports

3
FY 2026

Mar 12, 2026·SEC

FY 2025

Mar 11, 2025·SEC

FY 2024

Feb 28, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 6, 2026·SEC

FY 2025

Nov 12, 2025·SEC

FY 2025

Aug 12, 2025·SEC

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LYEL Frequently Asked Questions

Lyell Immunopharma, Inc. (LYEL) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Lyell Immunopharma, Inc.'s revenue?

Lyell Immunopharma, Inc. (LYEL) reported $0.0M in revenue for fiscal year 2025. This represents a 95% decrease from $0.7M in 2019.

How fast is Lyell Immunopharma, Inc. growing?

Lyell Immunopharma, Inc. (LYEL) saw revenue decline by 41.0% over the past year.

Is LYEL profitable?

Lyell Immunopharma, Inc. (LYEL) reported a net loss of $246.4M for fiscal year 2025.

Dividend & Returns
What is LYEL's return on equity?

Lyell Immunopharma, Inc. (LYEL) has a return on equity (ROE) of -87.0%. Negative ROE indicates the company is unprofitable.

What is Lyell Immunopharma, Inc.'s free cash flow?

Lyell Immunopharma, Inc. (LYEL) had negative free cash flow of $134.4M in fiscal year 2025, likely due to heavy capital investments.

What if you invested $1,000 in LYEL back in 2019?

Total return calculator · dividends reinvested · 7+ years of data

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