Lyell Immunopharma (LYEL) Share-based Compensation (2020 - 2026)

Lyell Immunopharma (LYEL) posted Share-based Compensation of $25.6 million for Q4 2025, up 388.7% sequentially from $5.2 million in Q3 2025, and up 216.33% YoY from $8.1 million in Q4 2024.

Lyell Immunopharma (LYEL) Share-based Compensation (2020 - 2026) Analysis & Trends

Lyell Immunopharma has reported Share-based Compensation for 6 years, with the latest figure at $25.6 million in Q4 2025.

  • Quarterly Share-based Compensation rose 216.33% year-over-year to $25.6 million in Q4 2025, while the trailing twelve-month figure through Mar 2026 was $35.8 million (up 19.3% YoY) and the FY2025 annual result came in at $41.8 million, up 26.2% from the prior year.
  • Share-based Compensation rose to $25.6 million in Q4 2025 per LYEL's latest filing, from $5.2 million in the prior quarter.
  • Over five years, Share-based Compensation peaked at $116.0 million in Q2 2021 and troughed at -$22.0 million in Q2 2022.
  • A 5-year average of $18.2 million and a median of $8.5 million in 2023 frame the typical range for Share-based Compensation.
  • The sharpest annual moves came in 2022 and 2023: Share-based Compensation slumped 118.99% in 2022, then surged 10391.01% in 2023.
  • Over 5 years, Share-based Compensation stood at $13.0 million in 2021, then surged by 525.34% to $81.6 million in 2022, then slumped by 89.62% to $8.5 million in 2023, then declined by 4.49% to $8.1 million in 2024, then soared by 216.33% to $25.6 million in 2025.
  • According to Business Quant data, Share-based Compensation over the past three periods registered $25.6 million, $5.2 million, and $5.0 million for Q4 2025, Q3 2025, and Q2 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Share-based Compensation (Qtr)
1 Vertex Pharmaceuticals 128.13 Bn 120.28 Bn 2.84 Bn 108.10 Mn
2 Regeneron Pharmaceuticals 112.33 Bn 104.33 Bn 3.93 Bn 243.00 Mn
3 Argenx Se 53.24 Bn 48.05 Bn 1.41 Bn -
4 Revolution Medicines 43.64 Bn 43.64 Bn - 277.20 Mn
5 BeOne Medicines 39.27 Bn 34.17 Bn 1.53 Bn 137.41 Mn
6 MindWalk Holdings 35.32 Bn 35.31 Bn 1.82 Bn 590,899.88
7 Royalty Pharma 33.72 Bn 35.84 Bn - -
8 Alnylam Pharmaceuticals 30.58 Bn 27.27 Bn 992.69 Mn 86.63 Mn
9 Insmed 27.01 Bn 25.85 Bn 358.27 Mn 41.25 Mn
10 Lyell Immunopharma 326.39 Mn 326.39 Mn - 4.53 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 4.53 Mn
Jun 30, 2026 4.53 Mn
Mar 31, 2026 4.30 Mn
Mar 31, 2026 4.30 Mn
Dec 31, 2025 25.57 Mn
Dec 31, 2025 25.57 Mn
Sep 30, 2025 5.23 Mn
Sep 30, 2025 5.23 Mn
Jun 30, 2025 5.00 Mn
Jun 30, 2025 5.00 Mn
Mar 31, 2025 6.02 Mn
Mar 31, 2025 6.02 Mn
Dec 31, 2024 8.08 Mn
Dec 31, 2024 8.08 Mn
Sep 30, 2024 7.62 Mn
Sep 30, 2024 7.62 Mn
Jun 30, 2024 8.28 Mn
Jun 30, 2024 8.28 Mn
Mar 31, 2024 9.16 Mn
Mar 31, 2024 9.16 Mn