Schrödinger Q2 ACV $29.6M (+27% YoY); net income $6.0M vs loss; raises drug discovery revenue guidance

Schrodinger, Inc.

2026-Q2 EPS reported -$0.73 revenue$117,476,000

ACV $29.6M, up 27% YoY; trailing four-quarter ACV $208M.
Total revenue $58.9M (+8%); software revenue $32.5M (-10%) on hosted transition.
Net income $6.0M vs net loss $43.2M; includes $48.9M other income from Ajax milestone.
FY2026 ACV guidance $218-228M (10-15% growth); drug discovery revenue raised to $65-75M.
Launched Bunsen AI co-scientist; strategic agreement with Bristol Myers Squibb.

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