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Compared to Estimates, Lilly (LLY) Q1 Earnings: A Look at Key Metrics

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For the quarter ended March 2026, Eli Lilly (LLY - Free Report) reported revenue of $19.8 billion, up 55.6% over the same period last year. EPS came in at $8.55, compared to $3.34 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $17.62 billion, representing a surprise of +12.37%. The company delivered an EPS surprise of +21.06%, with the consensus EPS estimate being $7.06.

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- Immunology- Omvoh- Outside U.S.: $44 million versus the three-analyst average estimate of $49 million.
  • Revenue- Immunology- Omvoh- US: $36 million versus $39.01 million estimated by three analysts on average.
  • Revenue- Neuroscience- Kisunla- Outside U.S.: $40 million compared to the $35 million average estimate based on three analysts.
  • Revenue- Neuroscience- Reyvow- US: $5 million versus $6.1 million estimated by three analysts on average.
  • Revenue- Cyramza (Ramucirumab /IMC-1121B)- Total: $231 million versus $194.95 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.7% change.
  • Revenue- Humulin: $160 million versus the three-analyst average estimate of $160.4 million. The reported number represents a year-over-year change of -7.6%.
  • Revenue- Humalog: $442 million versus $482.05 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -17.7% change.
  • Revenue- Forteo: $73 million versus the three-analyst average estimate of $60.52 million. The reported number represents a year-over-year change of +9.6%.
  • Revenue- Erbitux: $178 million compared to the $142.02 million average estimate based on three analysts. The reported number represents a change of +19.5% year over year.
  • Revenue- Alimta: $35 million compared to the $26.07 million average estimate based on three analysts. The reported number represents a change of +24.1% year over year.
  • Revenue- Oncology: $2.27 billion versus the three-analyst average estimate of $2.15 billion. The reported number represents a year-over-year change of +16.5%.
  • Revenue- Trulicity (Dulaglutide / GLP-1 Fc / LY2189265)- Total: $919 million versus $898.69 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -16.1% change.

View all Key Company Metrics for Lilly here>>>

Shares of Lilly have returned -10.8% over the past month versus the Zacks S&P 500 composite's +12.2% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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