| LLY |
Report |
Q2 2026 revenue |
BEAT |
pred ~$20.9B vs. cons $20.5B |
MEDIUM |
| LLY |
Report |
Q2 2026 international Mounjaro revenue |
BEAT |
pred ~$4.9B vs. cons $4.5B |
MEDIUM |
| LLY |
Report |
Q2 2026 Foundayo revenue |
MISS |
pred ~$0.06B vs. cons $0.10B |
MEDIUM |
| LLY |
Guide |
Revenue guidance |
BETTER |
guide ~$84.0B-$87.0B, midpoint $85.5B vs. cons $85.0B (FY2026) |
MEDIUM |
| LLY |
Guide |
Non-GAAP EPS guidance including acquired IPR&D |
LOWER |
guide ~$33.50-$35.00, midpoint $34.25 vs. cons $34.55 (FY2026) |
LOW |
| LLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+2.8% |
— |
MEDIUM |
| LLY |
Return |
5-day cumulative residual |
+1.5% (FADE) |
International Mounjaro strength and a revenue-guide raise support the initial reaction, but implied H2 revenue of ~$44.8B versus consensus ~$44.7B offers little out-period upside; weak Foundayo sales and IPR&D-driven EPS-guide pressure should limit estimate revisions. |
MEDIUM |