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Dec 31, 2025
Eli Lilly Q4 2025 Earnings Report
Reported exceptionally strong fourth-quarter results driven by Mounjaro and Zepbound volume growth.
Key Takeaways
Eli Lilly delivered sharp revenue and earnings growth in Q4 2025, driven primarily by strong volume expansion of Mounjaro and Zepbound, partially offset by lower realized prices.
Revenue grew sharply driven by volume expansion.
Mounjaro and Zepbound were the main growth contributors.
Reported and non-GAAP EPS increased significantly year over year.
Gross margin improved due to favorable product mix.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
The company issued strong 2026 guidance reflecting continued growth momentum.
Positive Outlook
- Revenue guidance of $80 to $83 billion for 2026.
- Non-GAAP EPS guidance of $33.50 to $35.00.
- Continued demand expected for Mounjaro and Zepbound.
- Ongoing pipeline and regulatory progress.
- Manufacturing capacity expansion underway.
Challenges Ahead
- Pricing pressure remains a headwind.
- Tax rate impacted by jurisdictional mix.
- High dependence on a limited number of products.
- Regulatory and reimbursement uncertainty.
- Macroeconomic and geopolitical risks.
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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