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Eli Lilly logoEli Lilly LLY

The company said revenue for Q3 2026 rose to $24,397 million, up 39% from $17,601 million a year earlier. It cited a 53% increase in volume, partly offset by a 15% decline in realized prices.

8-KResults of Operations and Financial ConditionFiled Period of report Summary published (UTC)

Key points

AI summary
  1. The company said revenue for Q3 2026 rose to $24,397 million, up 39% from $17,601 million a year earlier. It cited a 53% increase in volume, partly offset by a 15% decline in realized prices.

  2. Eli Lilly said reported net income for Q3 2026 was $6,451 million, reported diluted EPS was $7.22, and non-GAAP EPS was $7.48. It said both EPS measures included acquired IPR&D charges of $4.57 ($0.71 a year earlier).

  3. The company said Mounjaro revenue for Q3 2026 was $10,723 million, up 65% from a year earlier, and Zepbound revenue was $5,352 million, up 49% from a year earlier. It said revenue growth in Q3 was driven mainly by Mounjaro and Zepbound.

  4. The company set its full-year 2026 revenue outlook at $91 to $92 billion, up from the prior $85 to $87 billion, and its EPS outlook at $35.00 to $36.00, up from $35.50 to $36.50. It said the EPS outlook rose by $4.07 at the midpoint of the range, which was offset by $4.57 of acquired IPR&D charges in Q3.

Summary

AI-written

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

Lilly's Q3 2026 revenue of $24,397 million, up 39% year over year

The company said revenue for Q3 2026 rose to $24,397 million, up 39% from $17,601 million a year earlier. It cited a 53% increase in volume, partly offset by a 15% decline in realized prices.

Source · Based on the filing body and exhibits

Lilly's Q3 net income $6,451 million, including $4.57 acquired IPR&D charges

Eli Lilly said reported net income for Q3 2026 was $6,451 million, reported diluted EPS was $7.22, and non-GAAP EPS was $7.48. It said both EPS measures included acquired IPR&D charges of $4.57 ($0.71 a year earlier).

Source · Based on the filing body and exhibits

Mounjaro and Zepbound revenue in Q3 2026

The company said Mounjaro revenue for Q3 2026 was $10,723 million, up 65% from a year earlier, and Zepbound revenue was $5,352 million, up 49% from a year earlier. It said revenue growth in Q3 was driven mainly by Mounjaro and Zepbound.

Source · Based on the filing body and exhibits

Full-year revenue outlook moved from $85 to $87 billion to $91 to $92 billion

The company set its full-year 2026 revenue outlook at $91 to $92 billion, up from the prior $85 to $87 billion, and its EPS outlook at $35.00 to $36.00, up from $35.50 to $36.50. It said the EPS outlook rose by $4.07 at the midpoint of the range, which was offset by $4.57 of acquired IPR&D charges in Q3.

Source · Based on the filing body and exhibits

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

The filing as submitted to SEC EDGAR. You can check the figures and statements of this summary against it.

Source: SEC EDGAR (U.S. Securities and Exchange Commission). Item captions are the SEC's. The summary is for reference only and is not investment advice.