| LLY |
Report |
Total revenue |
BEAT |
pred ~$20.90B vs. cons $20.62B |
MEDIUM |
| LLY |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$6.80 vs. cons $6.68 |
MEDIUM |
| LLY |
Report |
Tirzepatide franchise revenue |
BEAT |
pred ~$13.25B vs. cons $13.03B |
MEDIUM |
| LLY |
Guide |
FY26 revenue |
LOWER |
guide $82.0B-$85.0B vs. cons $85.38B |
MEDIUM |
| LLY |
Guide |
FY26 non-GAAP EPS |
BETTER |
guide $35.50-$37.00 vs. cons $34.83 |
MEDIUM |
| LLY |
Guide |
H2 Foundayo / access trajectory |
UNCHANGED |
guide broadly on-plan vs. cons UNVERIFIED |
LOW |
| LLY |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.0% |
— |
LOW |
| LLY |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — implicit H2 revenue concern outweighs a modest Q2 beat |
LOW |