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Eli Lilly & Co (LLY)
NYSE:LLY
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
7.2Last Year’s EPS
3.34Same Quarter Last Year
Strong Buy
Based on 21 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys a strongly positive operational and financial picture: very large revenue and EPS growth, broad product and pipeline momentum (multiple Phase 3 successes and regulatory submissions), significant manufacturing scale-up, and a constructive 2026 guidance ($80–$83B revenue midpoint +25%). These positives are balanced by meaningful near-term headwinds including price erosion (US price decline ~7% in Q4 and price drag expected in the low-to-mid teens for 2026), higher R&D and commercial spend, some tolerability/discontinuation signals for specific programs, and temporary reimbursement/coverage reductions in Medicaid. On balance the company’s growth drivers, pipeline wins, commercial momentum, and capital allocation outweigh the challenges, but the business will need to manage price pressure and elevated investment levels as it scales.Company Guidance
Record Full-Year Revenue and Strong EPS Growth
Full-year 2025 revenue of $65.2 billion, up 45% vs 2024; full-year EPS grew 86% to $24.21, reflecting strong top-line and bottom-line performance.
Robust Q4 Performance
Q4 revenue grew 43% year-over-year; Q4 non-GAAP EPS of $7.54 (inclusive of $0.52 acquired IPR&D charges); non-GAAP performance margin improved to 47.2%, up 4.2 percentage points vs Q4 2024.
Key Products Driving Major Growth
Key products contributed over $13 billion in Q4 and grew 91% vs Q4 2024. Zepbound revenue more than doubled vs Q4 2024 and held ~70% share of new branded obesity prescriptions; Mounjaro and Zepbound led US volume growth (incretin analog total prescriptions +33% vs Q4 2024).
Market Leadership and Uptake by Franchise
Mounjaro expanded to >55% of new US diabetes prescriptions; Kisanlo became US market leader in amyloid-targeting therapies with >50% share (Q4 revenue $109 million); Omvo global revenue +55% YoY; Jayperca +30% YoY; Verzenio +3% YoY driven by ex-US volume.
Pipeline and Clinical Successes
Positive clinical data in more than 25 Phase 3 trials; 36 active Phase 3 programs; major readouts including pirtobrutinib (FDA full approval with expanded indication; PFS risk reduction ~80% vs bendamustine+rituximab and ~76% vs ibrutinib in subgroup) and multiple promising oncology, neuroscience and immunology results.
Incretin & Next-Gen Obesity Innovation
Submitted orforglipron for obesity in the US and >40 countries; retreutide TRIUMPH-4 produced average 29% body weight loss at 68 weeks and a 76% reduction in WOMAC pain (many patients pain-free); orforglipron maintained weight after switching from semaglutide (avg diff 0.9 kg) and largely maintained weight after tirzepatide (avg diff 5 kg).
Manufacturing Scale-Up and Capacity
Exceeded goal to produce 1.8x the number of incretin doses in 2025 vs 2024; new manufacturing sites online (Wisconsin and North Carolina) with plans for additional US and Europe facilities; since 2020 committed >$55 billion to manufacturing build-out.
Capital Allocation and Shareholder Returns
Distributed $1.3 billion in dividends and $1.5 billion in share repurchases in 2025, while continuing substantial R&D and commercial investments.
Commercial & Access Milestones
1 million patients engaged with US direct-to-patient platform in 2025; agreement with US government for Medicare/Medicaid access to obesity medicines with a $50/month patient out-of-pocket target; guidance for 2026 revenue of $80–$83 billion (midpoint +25% vs 2025) and EPS guidance $33.50–$35.
LLY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
LLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $1001.79 | $1105.28 | +10.33% |
Oct 30, 2025 | $810.98 | $841.86 | +3.81% |
Aug 07, 2025 | $742.40 | $637.45 | -14.14% |
May 01, 2025 | $892.34 | $788.26 | -11.66% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Eli Lilly & Co (LLY) report earnings?
Eli Lilly & Co (LLY) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).
What is Eli Lilly & Co (LLY) earnings time?
Eli Lilly & Co (LLY) earnings time is at Apr 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is LLY EPS forecast?
LLY EPS forecast for the fiscal quarter 2026 (Q1) is 7.2.
