| LLY |
Report |
Total revenue |
BEAT |
pred ~$21.9B vs. cons $21.5B |
MEDIUM |
| LLY |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$9.45 vs. cons $9.25 |
MEDIUM |
| LLY |
Report |
Zepbound revenue |
BEAT |
pred ~$5.25B vs. cons $5.15B |
MEDIUM |
| LLY |
Guide |
FY2026 revenue guidance |
BETTER |
guide ~$85.5B midpoint vs. cons $85.0B (FY2026) |
MEDIUM |
| LLY |
Guide |
FY2026 non-GAAP EPS guidance |
BETTER |
guide ~$38.00 midpoint vs. cons $37.45 (FY2026) |
MEDIUM |
| LLY |
Guide |
FY2026 non-GAAP performance-margin guidance |
UNCHANGED |
guide ~47.75% midpoint vs. cons 47.75% (FY2026) |
MEDIUM |
| LLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| LLY |
Return |
5-day cumulative residual |
+1.5% (FADE) |
A ~$85.5B FY2026 revenue midpoint versus $85.0B consensus supports a positive initial reaction, but the implied ~$21.9B average quarterly revenue for H2 versus ~$21.7B consensus leaves limited out-period estimate upside; price-realization scrutiny and elevated valuation should fade a portion of the day-1 move. |
MEDIUM |