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Compared to Estimates, Lilly (LLY) Q3 Earnings: A Look at Key Metrics

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Eli Lilly (LLY - Free Report) reported $17.6 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 53.9%. EPS of $7.02 for the same period compares to $1.18 a year ago.

The reported revenue represents a surprise of +9.91% over the Zacks Consensus Estimate of $16.01 billion. With the consensus EPS estimate being $6.02, the EPS surprise was +16.61%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Lilly performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Revenue- Neuroscience- Retevmo- Outside U.S: $43.7 million compared to the $44.06 million average estimate based on four analysts.
  • Net Sales- Diabetes- Mounjaro - U.S.: $3.55 billion versus the four-analyst average estimate of $3.48 billion. The reported number represents a year-over-year change of +48.9%.
  • Net Sales- International- Alimta: $16.9 million versus the four-analyst average estimate of $26.46 million.
  • Net Sales- Humulin- US: $122.1 million versus the four-analyst average estimate of $126.25 million. The reported number represents a year-over-year change of -18.6%.
  • Net Sales- Cyramza (Ramucirumab /IMC-1121B)- Total: $245.5 million versus the four-analyst average estimate of $237.79 million. The reported number represents a year-over-year change of +4%.
  • Net Sales- Humulin: $176.6 million versus the four-analyst average estimate of $180.73 million. The reported number represents a year-over-year change of -14.7%.
  • Net Sales- Humalog: $599.1 million compared to the $512.59 million average estimate based on four analysts. The reported number represents a change of +12.1% year over year.
  • Net Sales- Forteo: $55.7 million versus the four-analyst average estimate of $96.63 million. The reported number represents a year-over-year change of -52.8%.
  • Net Sales- Erbitux: $198.6 million versus the four-analyst average estimate of $154.81 million. The reported number represents a year-over-year change of +30.7%.
  • Net Sales- Alimta: $25.7 million compared to the $33.49 million average estimate based on four analysts.
  • Net Sales- Oncology: $2.41 billion versus the four-analyst average estimate of $2.53 billion. The reported number represents a year-over-year change of +7.9%.
  • Net Sales- Neurosciences: $315.7 million compared to the $358.95 million average estimate based on four analysts. The reported number represents a change of -10.3% year over year.

View all Key Company Metrics for Lilly here>>>

Shares of Lilly have returned -1.4% over the past month versus the Zacks S&P 500 composite's +3.6% change. The stock currently has a Zacks Rank #4 (Sell), indicating that it could underperform the broader market in the near term.

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