Schrodinger, Inc. (SDGR) Reports Q2 Loss, Beats Revenue Estimates

Group 1: Earnings Performance - Schrodinger, Inc. reported a quarterly loss of $0.59 per share, better than the Zacks Consensus Estimate of a loss of $0.83, representing an earnings surprise of +28.92% [1] - The company posted revenues of $54.76 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 5.08%, compared to year-ago revenues of $47.33 million [2] - Over the last four quarters, Schrodinger has surpassed consensus EPS estimates just once, but has topped consensus revenue estimates three times [2] Group 2: Stock Performance and Outlook - Schrodinger shares have increased by approximately 1.8% since the beginning of the year, while the S&P 500 has gained 7.1% [3] - The company's earnings outlook will be crucial for future stock performance, with current consensus EPS estimates at -$0.77 for the coming quarter and -$2.54 for the current fiscal year [4][7] - The estimate revisions trend for Schrodinger was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Group 3: Industry Context - The Medical Info Systems industry, to which Schrodinger belongs, is currently in the top 30% of over 250 Zacks industries, suggesting a favorable outlook compared to lower-ranked industries [8] - Another company in the same industry, Veeva Systems, is expected to report quarterly earnings of $1.90 per share, reflecting a year-over-year change of +17.3%, with revenues projected at $767.61 million, up 13.5% from the previous year [9]