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Sep 30, 2025
Eli Lilly Q3 2025 Earnings Report
Eli Lilly reported strong third-quarter results, with substantial revenue and earnings growth driven by demand for Mounjaro and Zepbound.
Key Takeaways
Eli Lilly delivered a robust Q3 2025 performance with revenue rising 54% year-over-year to $17.6B, propelled by high volume growth in key products like Mounjaro and Zepbound. EPS and net income saw substantial increases, and the company raised its full-year guidance on the back of continued pipeline and regulatory momentum.
Revenue grew 54% YoY to $17.6B, primarily due to strong volume from Mounjaro and Zepbound.
Reported EPS reached $6.21; non-GAAP EPS was $7.02.
Net income increased to $5.58B, with gross margin reaching 82.9%.
Lilly advanced orforglipron through multiple Phase 3 trials and secured FDA approval for Inluriyo.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Eli Lilly raised its full-year 2025 guidance, reflecting continued strong performance, product demand, and regulatory progress.
Positive Outlook
- 2025 revenue guidance raised to $63.0B–$63.5B
- Reported EPS guidance increased to $21.80–$22.50
- Non-GAAP EPS guidance raised to $23.00–$23.70
- Improved performance margin outlook (reported and non-GAAP)
- Continued pipeline and regulatory advancements including orforglipron and Inluriyo
Challenges Ahead
- Lower realized prices remain a headwind
- U.S. price declines impacted by prior-period rebate adjustments
- Higher marketing and selling expenses (+31%) due to promotional efforts
- Increased R&D costs (+27%) from late-stage investments
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
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