Скачать или смотреть Eli Lilly Q4 2025 Blowout: $19B Revenue & $7.54 EPS Beat!

Eli Lilly's Q4 2025 earnings report stunned Wall Street with a massive beat on both revenue and earnings per share. Reporting $19.29 billion in revenue against a $17.94 billion consensus and adjusted EPS of $7.54 versus $6.91 expected, Lilly showcased exceptional demand for its GLP-1 drugs Mounjaro and Zepbound. This surge drove a 42.6% year-over-year revenue increase, fueling a 10% stock price jump in a single trading day.

The company's growth engine is powered by three pillars: overwhelming global demand for incretin/obesity treatments, a historic $55 billion manufacturing expansion to meet this demand, and a robust pipeline aimed at sustaining long-term growth. CEO Dave Ricks emphasized the scale of this manufacturing build-out, highlighting Lilly's commitment to overcoming supply constraints and capitalizing on the booming obesity/diabetes market.

Lilly's guidance for FY 2026 is equally impressive, projecting revenue between $80 billion and $83 billion and non-GAAP EPS of $33.50 to $35.00, well above Wall Street expectations. This bullish outlook, combined with strategic acquisitions like the $1.2 billion Ventyx Biosciences deal, positions Lilly as a dominant force poised for sustained success in the pharmaceutical industry, especially amid competitive dynamics with Novo Nordisk.

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