earnings
confidence high
sentiment positive
materiality 0.85
Lilly Q2 revenue up 48% to $23.0B; raises full-year guidance
ELI LILLY & Co
- Q2 2026 revenue $22,974M (+48% YoY); reported EPS $7.94 (+26%), non-GAAP EPS $8.38 (+33%).
- Full-year revenue guidance raised to $85.0-87.0B; non-GAAP EPS guidance $35.50-$36.50 (up $2.78 midpoint).
- Q2 EPS includes $3.03/share of acquired IPR&D charges from business development activity.
- Completed acquisitions of Orna, Ajax, Centessa, Kelonia; post-quarter added infectious disease assets and AtaiBeckley.
- Committed $4.5B to expand Indiana manufacturing sites; retatrutide Phase 3 data complete for global registrations.