Eli Lilly And Company Stock Earnings Reports

Eli Lilly reported a strong Q3 2025: revenue rose 54% year-over-year driven by key products (notably Mounjaro and Zepbound), with non-GAAP EPS of $7.02. The company raised 2025 guidance (revenue midpoint up >$2B to $63.0–63.5B; non-GAAP EPS $23.00–23.70; performance margin 45–46%). Commercial highlights: Lilly gained U.S. incretin market share for the 5th consecutive quarter (Lilly now ~60% of class prescriptions), Mounjaro uptake accelerated internationally (launched in 55 countries; ~75% ex‑US revenue from out-of-pocket obesity use), and Zepbound prescriptions tripled YoY in the U.S. Recent regulatory and clinical milestones: FDA approval of imlunestrant (Inluriyo) for ER+ HER2- ESR1‑mutant metastatic breast cancer; EU approval of Kisunla for early symptomatic Alzheimer’s; multiple positive Phase III readouts — including Jaypirca in CLL, Verzenio overall survival in high‑risk early breast cancer, and several positive Phase III trials for orforglipron in obesity and type 2 diabetes (including head‑to‑head superiority vs oral semaglutide). Orforglipron global regulatory submissions are beginning imminently and a U.S. launch is anticipated next year. R&D momentum: large programs progressing across cardiometabolic (orforglipron, retatrutide, muvalaplin), oncology (pirtobrutinib, multiple targeted programs), neuroscience (Kisunla EU approval, remternetug and presymptomatic AD trials, brenipatide in alcohol/opioid use disorder), and immunology. Manufacturing: announced new U.S. API and biologics facilities (Virginia, Texas) and expansion in Puerto Rico to support scale-up (including orforglipron). Capital allocation: $1.3B dividends and ~$700M share repurchases in the quarter. Management emphasized execution on both innovation and scaled commercial/manufacturing buildouts, and noted interest in multiple regulatory/accelerated review pathways to speed patient access.