OpenNashEarnings

Pharmaceuticals · NYSE: LLY

Eli Lilly earnings: results, call transcripts & KPI history

2 quarters · fiscal year ends December · next results expected around 3 Feb 2027

Investor relations ↗SEC filings ↗KPIs as CSV

Latest: Q3 2026

Revenue in Q3 2026 increased 39% to $24.4 billion driven primarily by Mounjaro and Zepbound, with EPS of $7.22 on a reported basis and $7.48 on a non-GAAP basis.

Lilly's third-quarter revenue rose 39% to $24.4 billion, driven mainly by Mounjaro and Zepbound. About $900 million of that came from one-time benefits, chiefly $410 million of Jardiance milestones and favorable rebate estimates. Reported EPS was $7.22 and non-GAAP EPS was $7.48. Both absorbed $4.57 per share of acquired IPR&D charges, up from $0.71 a year ago, after deals including AtaiBeckley. Newer products in oncology, immunology and neuroscience doubled.

Read the Q3 2026 summary →

Quarters

KPI history

Revenue$24.4B+38.6% y/yQ3 2026
Q4 2024: $13.5B (worked out from the annual figure)Q4 ’24$13.5BQ1 2025: $12.7BQ1 ’25$12.7BQ2 2025: $15.6BQ2 ’25$15.6BQ3 2025: $17.6BQ3 ’25$17.6BQ4 2025: $19.3B (worked out from the annual figure)Q4 ’25$19.3BQ1 2026: $19.8BQ1 ’26$19.8BQ2 2026: $23.0BQ2 ’26$23.0BQ3 2026: $24.4BQ3 ’26$24.4B

Fourth quarter worked out from the annual figure.

Data
Q4 2024$13.5B *
Q1 2025$12.7B
Q2 2025$15.6B
Q3 2025$17.6B
Q4 2025$19.3B *
Q1 2026$19.8B
Q2 2026$23.0B
Q3 2026$24.4B
Diluted EPS (GAAP)$7.22+16.3% y/yQ3 2026
Q1 2025: $3.06Q1 ’25$3.06Q2 2025: $6.29Q2 ’25$6.29Q3 2025: $6.21Q3 ’25$6.21Q1 2026: $8.26Q1 ’26$8.26Q2 2026: $7.94Q2 ’26$7.94Q3 2026: $7.22Q3 ’26$7.22
Data
Q1 2025$3.06
Q2 2025$6.29
Q3 2025$6.21
Q1 2026$8.26
Q2 2026$7.94
Q3 2026$7.22

Fourth-quarter EPS appears once the press release is read; filings report it only for the full year.

Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026Q3 2026
Revenue$13.5Bd$12.7B$15.6B$17.6B$19.3Bd$19.8B$23.0B$24.4B
Net income$4.4Bd$2.8B$5.7B$5.6B$6.6Bd$7.4B$7.1B$6.5B
Diluted EPS—$3.06$6.29$6.21—$8.26$7.94$7.22
Operating cash flow$2.5Bd$1.7B$3.1Bd$8.8Bd$3.2Bd$5.3B$10.7Bd$11.4Bd
R&D expense$3.0Bd$2.7B$3.3B$3.5B$3.8Bd$3.5B$3.8B$4.2B

From XBRL data in 10-Q and 10-K filings. d derived: a fourth quarter is the full year minus the first nine months, and cash flows are year-to-date figures differenced.

10-Q and 10-K filings