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| Date | Value |
|---|---|
| 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 |