Loading...
•
Mar 31, 2025
Eli Lilly Q1 2025 Earnings Report
Lilly reported strong Q1 2025 results with double-digit revenue and EPS growth driven by Mounjaro and Zepbound.
Key Takeaways
Eli Lilly delivered a robust performance in Q1 2025, with 45% revenue growth propelled by Mounjaro and Zepbound sales. Both GAAP and non-GAAP earnings rose over 20%, and the company reaffirmed its full-year guidance despite elevated R&D costs.
Revenue rose 45% YoY to $12.73 billion, driven by strong volume growth from Mounjaro and Zepbound.
GAAP EPS was $3.06, up 23%; non-GAAP EPS was $3.34, up 29%.
Net income reached $2.76 billion on a reported basis.
Positive Phase 3 results for oral GLP-1 orforglipron boosted pipeline momentum.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Lilly reaffirmed 2025 revenue guidance between $58.0B and $61.0B but adjusted EPS guidance downward due to Q1 IPR&D charges.
Positive Outlook
- Revenue guidance maintained at $58.0B to $61.0B.
- Performance margin guidance unchanged.
- Strong momentum from Mounjaro and Zepbound expected to continue.
- Multiple pipeline advancements including orforglipron Phase 3 success.
- Manufacturing investments to support increased product demand.
Challenges Ahead
- EPS guidance lowered due to $1.57B in acquired IPR&D charges.
- Higher tax rate forecasted at 17%, up from 16%.
- Expense pressure from increased R&D and marketing investments.
- Net losses on equity investments affecting reported results.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...