Arxis, Bandwidth and Bicycle Therapeutics Q3 2026 results: revenue up, losses narrow

what happened

Arxis reported third-quarter 2026 revenue of $564 million, up 36% from $414.8 million a year earlier. Net income was $83.7 million, compared with a $10.1 million net loss in the prior-year quarter. Diluted earnings per share came to $0.20. Nine-month revenue rose 27.5% to $1.52 billion.

Bandwidth posted revenue of $234.02 million, up 22% from $191.9 million. It swung to net income of $5.25 million from a $1.24 million loss a year earlier, and diluted EPS was $0.13 against a loss of $0.04. Bicycle Therapeutics reported collaboration revenue of $34.06 million against $11.73 million, and its net loss narrowed to $10.48 million from $59.1 million, with loss per share of $0.15 versus $0.85.

The figures come from a TradingView report based on documents filed with the SEC.

why it matters

All three companies show higher revenue, but Bicycle Therapeutics' gain largely reflects recognition of remaining Bayer revenue after Bayer terminated its collaboration in September. The company also said it expects operating expenses to fall by about 50% as it reshapes its portfolio and cuts staff. For investors, these quarterly reports matter mainly at the level of individual stocks.

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