The earnings call highlighted strong revenue growth, successful clinical trials, and strategic acquisitions, which were offset by challenges in pricing, market access, and geographical headwinds. The company remains focused on addressing these challenges and maintaining its growth trajectory.

Company Guidance -

Q3 2025

In the Lilly Q2 2025 earnings call, the company highlighted a 38% growth in revenue compared to Q2 2024, driven by key products such as Ebglyss, Jaypirca, Kisunla, Mounjaro, Omvoh, Verzenio, and Zepbound. The company also reported a gross margin of 85%, a 3 percentage point increase from the same quarter last year, and a 61% rise in earnings per share, reaching $6.31. Marketing, selling, and administrative expenses rose by 30%, while R&D expenses increased by 23%. Lilly's performance margin improved to 45.9%, up by more than 6 percentage points from the prior year. The company raised its 2025 revenue guidance to $60 billion to $62 billion and adjusted its earnings per share forecast to $21.75 to $23. Additionally, Lilly increased its R&D investments and achieved several milestones, including U.S. FDA approval for Kisunla's new dosing schedule and positive results in multiple trials, reinforcing its commitment to long-term growth.

Strong Revenue Growth

Revenue grew 38% compared to Q2 2024, driven by key products such as Ebglyss, Jaypirca, Kisunla, Mounjaro, Omvoh, Verzenio, and Zepbound. The company also raised its revenue and earnings per share guidance.

Orforglipron Phase III Trial Success

Positive top line data from the ATTAIN-1 orforglipron trial showed patients lost more than 27 pounds or 12.4% of their body weight. Orforglipron also met all secondary endpoints, improving key markers of metabolic health.

FDA Approval and Positive Trial Results

Received U.S. FDA approval for a new dosing schedule for Kisunla and positive European CHMP opinion. Positive results were also announced for the SURPASS-CVOT Phase III trial for tirzepatide and the BRUIN CLL-314 Phase III trial of pirtobrutinib.

Increased Production Capacity

Produced 1.6x the amount of salable incretin doses in the first half of 2025 compared to the first half of 2024, with expectations to increase further.

Strategic Acquisitions

Acquired SiteOne Therapeutics and Verve Therapeutics, expanding Lilly's pain portfolio and adding genetic medicines for cardiovascular disease.

Eli Lilly & Co (LLY) Earnings, Revenues Date & History

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LLY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	6.31 / -	1.18	―	―	―
Aug 07, 2025	2025 (Q2)	5.60 / 6.31	3.92	60.97% (+2.39)
May 01, 2025	2025 (Q1)	3.26 / 3.34	2.58	29.46% (+0.76)
Feb 06, 2025	2024 (Q4)	5.04 / 5.32	2.49	113.65% (+2.83)
Oct 30, 2024	2024 (Q3)	1.42 / 1.18	0.1	1080.00% (+1.08)
Aug 08, 2024	2024 (Q2)	2.74 / 3.92	2.11	85.78% (+1.81)
Apr 30, 2024	2024 (Q1)	2.47 / 2.58	1.62	59.26% (+0.96)
Feb 06, 2024	2023 (Q4)	2.30 / 2.49	2.09	19.14% (+0.40)
Nov 02, 2023	2023 (Q3)	-0.18 / 0.10	1.98	-94.95% (-1.88)
Aug 08, 2023	2023 (Q2)	1.98 / 2.11	1.25	68.80% (+0.86)

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
Aug 07, 2025	$744.73	$639.46	-14.14%
May 01, 2025	$895.14	$790.74	-11.66%
Feb 06, 2025	$837.17	$865.19	+3.35%
Oct 30, 2024	$896.72	$840.40	-6.28%

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.