| LLY |
Report |
Total Revenue (Q2 2026) |
BEAT |
pred ~$21.5B vs. cons $20.62B |
HIGH |
| LLY |
Report |
Mounjaro Revenue (Q2 2026) |
BEAT |
pred ~$9.4B vs. cons $8.88B |
HIGH |
| LLY |
Report |
Foundayo Revenue (Q2 2026) |
BEAT |
pred ~$110M vs. cons $101M |
MEDIUM |
| LLY |
Guide |
FY 2026 Revenue (FY 2026) |
BETTER |
guide ~$86-89B (mid ~$87.5B) vs. cons $85.4B |
MEDIUM |
| LLY |
Guide |
FY 2026 Non-GAAP EPS (FY 2026) |
BETTER |
guide ~$37-39 (mid ~$38) vs. cons $34.83 |
MEDIUM |
| LLY |
Guide |
Foundayo FY tone |
BETTER |
More constructive vs. tracking to expectations |
MEDIUM |
| LLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
+4.5% |
— |
MEDIUM |
| LLY |
Return |
5-day cumulative residual |
+6.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side estimate revisions post-print drive continued drift; EPS bar was cut 24% pre-print, FY raise pushes FY EPS consensus up meaningfully; short covering (10.3M shares, 4.07 DTC) provides incremental bid |
MEDIUM |