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ELI Lilly (LLY) guidance and outlook
ELI Lilly (LLY) raised its guidance on Oct 29, 2026: Revenue $91.0B–$92.0B for FY2026; EPS $35.00–$36.00 for FY2026. ELI Lilly's 10-Q filed Oct 29, 2026 makes 7 forward-looking statements, 0 of them new and 1 no longer said since the filing before.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| Revenue | FY2026 | $91.0B–$92.0B | raised |
| EPS | FY2026 | $35.00–$36.00 | raised |
From the earnings release filed Oct 29, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Oct 29, 2026
- Reforms, initiatives, and other actions, including those that may stem from political initiatives, periods of uneven economic growth or downturns, or as a result of inflation or deflation, trade and other global disputes and interruptions including related to tariffs, trade protection measures, and similar restrictions, the emergence or escalation of, and responses to, international tension and conflicts, or…
- Given our product portfolio, we expect other significant products will be selected in future years.
- The IRA has, and will continue to, meaningfully influence our business strategies and those of our competitors and could significantly impact our business and consolidated results of operations.
- updated · Mounjaro, Zepbound, and Foundayo accounted for 66 percent of our total revenue for the nine months ended September 30, 2026, and we expect cardiometabolic health products will continue to represent a significant and growing portion of our business, revenue, and prospects.
- To support anticipated demand for our current and prospective products, we have undertaken significant manufacturing expansion initiatives.
- We expect our near-term financial performance will be impacted by, among other factors, the timing of additional potential regulatory approvals for orforglipron, as well as the demand and pace of uptake in new incretin channels and markets, including in U.S.
- updated · As of September 30, 2026, we had approximately $862 million of unfunded commitments to invest in venture capital funds, which we anticipate will be paid over a period of up to 10 years.
ELI Lilly's latest quarter
ELI Lilly, Q3 2026: revenue $24.4B (+39% year over year), operating margin 34.5%, net earnings $6.5B, operating cash flow $11.4B. The chart follows the revenue to costs, profit and cash.
Questions
Did ELI Lilly raise or lower its guidance?
ELI Lilly (LLY) raised its guidance on Oct 29, 2026: Revenue $91.0B–$92.0B for FY2026; EPS $35.00–$36.00 for FY2026.
What does ELI Lilly expect?
Mounjaro, Zepbound, and Foundayo accounted for 66 percent of our total revenue for the nine months ended September 30, 2026, and we expect cardiometabolic health products will continue to represent a significant and growing portion of our business, revenue, and prospects. As of September 30, 2026, we had approximately $862 million of unfunded commitments to invest in venture capital funds, which we anticipate will be paid over a period of up to 10 years.
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.