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Lilly (LLY) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
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Eli Lilly (LLY - Free Report) reported $24.4 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 38.6%. EPS of $7.48 for the same period compares to $7.02 a year ago.
The reported revenue represents a surprise of +10.37% over the Zacks Consensus Estimate of $22.11 billion. With the consensus EPS estimate being $5.38, the EPS surprise was +39.03%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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 - Cardiometabolic Health - Foundayo - Outside U.S.: $59 million versus the two-analyst average estimate of $63.08 million.
Revenue- International- Humulin: $50 million versus $51.46 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -8.4% change.
Revenue- International- Forteo: $25 million versus the two-analyst average estimate of $28.35 million. The reported number represents a year-over-year change of -19.1%.
Revenue- International- Alimta: $8 million versus $16.35 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -52.7% change.
Revenue- Cyramza (Ramucirumab /IMC-1121B)- Total: $226 million compared to the $202.04 million average estimate based on two analysts. The reported number represents a change of -7.9% year over year.
Revenue - Cardiometabolic Health - Foundayo - Total: $184 million compared to the $193.1 million average estimate based on two analysts.
Revenue- Jardiance (Empagliflozin/BI 10773)- Total: $1.58 billion versus $865.61 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +64.6% change.
Revenue- Immunology: $1.44 billion versus $1.54 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.3% change.
Revenue- Olumiant/Baricitinib (LY3009104)/JAK1/JAK2 Inhibitor- Total: $263 million versus the two-analyst average estimate of $274.47 million. The reported number represents a year-over-year change of -2.2%.
Revenue- Taltz (Ixekizumab / LY2439821 / IL-17)- Total: $856 million versus the two-analyst average estimate of $918.2 million. The reported number represents a year-over-year change of -5.1%.
Revenue- Verzenio- Total: $1.51 billion compared to the $1.54 billion average estimate based on two analysts. The reported number represents a change of +2.8% year over year.
Revenue- Emgality (Galcanezumab)- Total: $186 million versus $174.74 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +5.9% change.
Shares of Lilly have returned +11.3% over the past month versus the Zacks S&P 500 composite's +0.9% 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.
View the Zacks #1 Rank List
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Lilly (LLY) Q3 Earnings: How Key Metrics Compare to Wall Street Estimates
Eli Lilly (LLY - Free Report) reported $24.4 billion in revenue for the quarter ended September 2026, representing a year-over-year increase of 38.6%. EPS of $7.48 for the same period compares to $7.02 a year ago.
The reported revenue represents a surprise of +10.37% over the Zacks Consensus Estimate of $22.11 billion. With the consensus EPS estimate being $5.38, the EPS surprise was +39.03%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Lilly performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:View all Key Company Metrics for Lilly here>>>
Shares of Lilly have returned +11.3% over the past month versus the Zacks S&P 500 composite's +0.9% 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.