Eli Lilly delivered robust Q3 2025 results and guidance for non-GAAP EPS for the second consecutive quarter. When I last checked on the stock, there was still 20% upside to LLY for the remainder of 2025. With higher guidance, this upside has risen too. Risks persist for the stock in terms of the policy environment, though. Its expected agreement with the US government is still pending, which could affect earnings.
Eli Lilly and Company ( LLY ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Mike Czapar - Director of Investor Relations David Ricks - Chairman, CEO & President Lucas Montarce - Executive VP & CFO Daniel Skovronsky - EVP, Chief Scientific Officer and President of Lilly Research Laboratories & Lilly immunology Patrik Jonsson - Executive VP & President of Lilly International Ilya Yuffa - Executive VP and President of Lilly USA & Global Customer Capabilities Anne White - Executive VP & President of Lilly Neuroscience Kenneth Custer - Executive VP & President of Lilly Cardiometabolic Health Conference Call Participants Terence Flynn - Morgan Stanley, Research Division Christopher Schott - JPMorgan Chase & Co, Research Division Seamus Fernandez - Guggenheim Securities, LLC, Research Division James Shin - Deutsche Bank AG, Research Division Geoffrey Meacham - Citigroup Inc., Research Division Steve Scala - TD Cowen, Research Division Mohit Bansal - Wells Fargo Securities, LLC, Research Division Courtney Breen - Sanford C. Bernstein & Co., LLC.
Lilly tops Q3 estimates as Mounjaro and Zepbound fuel a 54% revenue surge, prompting the drugmaker to raise its full-year sales and earnings outlook.
The headline numbers for Lilly (LLY) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Eli Lilly and Co (NYSE:LLY) on Thursday reported third quarter 2025 financial results that handily beat Wall Street forecasts, as the company continued to see strong demand for its weight loss drug Zepbound and diabetes treatment Mounjaro. The pharmaceutical giant's revenue for the quarter rose 54% year over year to $17.60 billion, surpassing the analyst consensus estimate of $16.01 billion, according to data provided by LSEG.
Eli Lilly (NYSE: LLY) delivered a commanding third quarter, posting earnings and revenue that significantly exceeded expectations while raising full-year guidance.
Eli Lilly stock (NYSE: LLY) is up 7% in a month, warranting investor attention following a key corporate development. Eli Lilly recently announced a significant partnership with Walmart to sell its popular weight-loss drug, Zepbound, at a discounted retail price through Walmart pharmacies.
Eli Lilly (LLY) came out with quarterly earnings of $7.02 per share, beating the Zacks Consensus Estimate of $6.02 per share. This compares to earnings of $1.18 per share a year ago.
Eli Lilly said on Wednesday it will invest more than $1.2 billion to expand its manufacturing site in Puerto Rico, as the drugmaker looks to increase its U.S. production capacity to hedge against potential tariffs.
As obesity drug heavyweights Eli Lilly and Novo Nordisk gear up to release results for the third quarter, investors are looking elsewhere: high-stakes price talks with U.S. President Donald Trump.
LLY's rapid dealmaking spree across biotech and gene therapy aims to expand its pipeline beyond cardiometabolic drugs and fuel long-term growth.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?