Earnings release · LLY
ELI LILLY & Co · Filed · SEC Form 8-K, Item 2.02
Revenue grew 39% year on year to $24.4 billion, and EPS increased 7% to $7.22. Year-on-year revenue change of +39% was weaker than the +48% in the company's previous release (filed August 2026). Sales and earnings both ahead of a year ago is generally the cleaner kind of result. The company lifted its guidance, which is usually read as management's view of coming periods improving.
Written automatically by Stocknote's note engine from the figures on this page and the company's previous release. Every number in this note is checked against those figures. Not investment advice.
$24.4 billion +39% vs a year ago
…Revenue in Q3 2026 increased 39% to $24.4 billion driven primarily by Mounjaro and Zepbound.…
$7.22 +7% vs a year ago
…Q3 2026 EPS increased by 16% to $7.22 on a reported basis and increased by 7% to $7.48 on a non-GAAP basis.…
Guidance raised
…Lilly reports third-quarter 2026 financial results, raises full-year guidance and highlights regulatory progress across the portfolio…
| Previous (Aug 5) | This release | Change | |
|---|---|---|---|
| Revenue growth (YoY) | +48% | +39% | −9.0 pts |
| EPS growth (YoY) | +33% | +7% | −26.0 pts |
| Guidance | raised | raised | — |
“pts” = percentage points of year-over-year growth, current release minus previous release.
Lilly’s revenue grew 39% and guidance rose, but two drugs supplied 88% of growth, price fell 15%, and $4.57 a share of acquired R&D held non-GAAP EPS growth to 7%.
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