Eli Lilly and Company (LLY)
Track the next or latest earnings date for Eli Lilly and Company, review consensus estimates, and see cached AI analysis for recent quarterly results.
Recent earnings news
No recent earnings news is available right now.
Latest earnings date
Time not specified
Fiscal quarter: 2025-12-31
EPS estimate: $7.49
Revenue estimate: N/A
Market cap: $1014.67B
AI earnings summary
Lilly issued strong 2026 guidance with revenue expected between $80-83 billion (vs analyst estimates of $77.62 billion) and non-GAAP EPS of $33.50-35.00 (vs estimates of $33.23). The midpoint represents 25% revenue growth despite expected global pricing declines from Trump administration deals.
Sentiment and reaction
Sentiment score: +90.00%
Post-earnings price reaction: +7.00%
EPS
Estimate: $7.49
Actual: $7.39
Surprise: -1.34%
Revenue
Estimate: $17.96B
Actual: $19.29B
Surprise: +7.42%
Financial highlights
• Revenue increased 43% to $19.3 billion driven by volume growth from Mounjaro and Zepbound • Net income of $6.6 billion, up 50% year-over-year • Gross margin increased 43% to $15.9 billion (82.5% margin, up 0.3 percentage points) • Mounjaro revenue surged 110% to $7.4 billion in Q4 • Zepbound revenue jumped 122% to $4.2 billion in Q4 • U.S. revenue climbed to $12.9 billion driven by 50% volume increase • International revenue grew 43% to $6.4 billion with 38% volume growth • R&D expenses increased 26% to $3.8 billion (20% of revenue) • Marketing/administrative expenses up 29% to $3.1 billion • Effective tax rate was 19.7% vs 12.5% prior year • Non-GAAP EPS of $7.54 vs $5.32 prior year (42% increase)
Recent earnings history
Browse the calendar week| Date | Quarter | Report window | EPS est. | Revenue est. |
|---|---|---|---|---|
| Feb 05, 2026 | 2025-12-31 | Time not specified | $7.49 | N/A |