Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
0.24Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call shows a strongly positive operational and financial performance: blockbuster revenue growth (+56% YoY), major product momentum (Mounjaro/Zepbound contributions, international share gains), FDA approval and early rollout of Koundeo, numerous positive Phase III readouts, active M&A and raised full‑year guidance. Headwinds are meaningful but manageable: pricing pressure (U.S. price decline and expected headwind), payer/access uncertainty (Medicare/Part D dynamics and incomplete PBM coverage), higher SG&A and R&D investment, and competitive pressure from generics. On balance, the highlights — exceptional revenue and EPS growth, pipeline depth and commercial traction, and upgraded guidance — materially outweigh the lowlights.Company Guidance
Very Strong Top-Line Growth
Revenue grew 56% year-over-year in Q1 2026; company raised 2026 revenue guidance by $2 billion to $82.0–$85.0 billion (midpoint = 28% growth vs 2025).
Key Products and Incretin Momentum
Combined global revenue for Mounjaro and Zepbound was $12.8 billion in Q1, contributing $6.7 billion of growth vs Q1 2025. U.S. revenue rose 43% and international incretin market increased 77% YoY; Mounjaro OUS average market share above 53%.
Koundeo (orforglipron) U.S. Approval and Early Launch
Koundeo approved by FDA for obesity and broadly available in pharmacies April 9; early launch metrics include availability on >12 major telehealth platforms, >8,000 prescribers (≈1/3 new to oral GLP‑1) and management citing ~15,000–20,000 patients treated in the earliest weeks; commercial access confirmed at 2 of the 3 largest PBMs mid‑May.
Raised Profitability and EPS in Q1
Non‑GAAP performance margin was 50% in Q1 (≈+7 percentage points YoY). Non‑GAAP EPS was $8.55 vs $3.34 in Q1 2025; company raised full‑year non‑GAAP EPS guidance to $35.50–$37.00.
Geographic Strength and Market Expansion
Europe revenue grew 37% in constant currency, Japan revenue grew 42% in constant currency, China revenue accelerated following Mounjaro inclusion on the national reimbursement drug list, and Rest of World revenue more than doubled in constant currency.
Pipeline Progress and Robust Clinical Readouts
42 active Phase III programs; multiple positive Phase III results including Koundeo ACHIEVE trial (cardiovascular safety and lower all‑cause death), retatrutide TRANSCEND P2D‑1 (A1c lowered 1.7–2.0 percentage points; weight loss 11.1–16.6 kg), positive Phase III data in CLL (pertibrutinib) and several positive immunology/neuroscience readouts and pediatric approvals/positive trials.
Active Business Development and M&A
Announced acquisitions/licensing to expand pipeline and modalities (Orna Therapeutics, Syntessa, Colonia Therapeutics, Ajax Therapeutics, Ventix Biosciences, Contessa), complementing internal R&D investments.
Shareholder Returns and Capital Allocation
Distributed $1.5 billion in dividends and executed $2.4 billion in share repurchases in Q1, signaling continued capital returns alongside growth investments.
Eli Lilly and Company Canadian Depositary Receipt (TSE:LLY) Earnings, Revenues Date & History
TSE: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
TSE:LLY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | C$30.67 | C$33.64 | +9.70% |
Feb 11, 2026 | C$36.98 | C$36.69 | -0.81% |
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 and Company Canadian Depositary Receipt (TSE:LLY) report earnings?
Eli Lilly and Company Canadian Depositary Receipt (TSE:LLY) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Eli Lilly and Company Canadian Depositary Receipt (TSE:LLY) earnings time?
Eli Lilly and Company Canadian Depositary Receipt (TSE:LLY) earnings time is at Aug 05, 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?
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What is TSE:LLY EPS forecast?
Currently, no data Available