LLY

Eli Lilly and Company

Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Eli Lilly and Company.

R40: 8$966.20B
$1,022.02-20.13 (-1.93%)● Live
Current Narrative

Eli Lilly has become the world's most valuable pharmaceutical company, surpassing $1 trillion market cap in late 2025. The GLP-1 drugs Mounjaro and Zepbound are driving explosive growth — Q4 2025 revenue surged 43% to $19.3B, with tirzepatide sales doubling to $36.5B annually. The FDA crackdown on compounded weight-loss drugs protects Lilly's moat against competitors like Hims & Hers. With 2026 revenue guidance of $80-83B and massive manufacturing investments ($3.5B Pennsylvania facility), Lilly is all-in on the obesity revolution while diversifying into Alzheimer's (Kisunla) and oncology.

News

Latest Coverage

NewsFeb 12

HIMS Perfect Storm: FDA, DOJ, and Novo Nordisk Close In — Stock Down 75% From Highs

Hims & Hers faces a triple regulatory and legal assault. FDA crackdown, DOJ criminal referral, and now a Novo Nordisk patent lawsuit have cratered the stock from $68 to $17 in weeks. We break down the compounding threats.

R40
NewsFeb 6

Eli Lilly Stock Rebounds After FDA Crackdown on Weight-Loss Drug Copies

Shares rose after FDA vowed action against illegal compounded versions (e.g., from Hims & Hers); protects Lilly's market for Zepbound amid pricing pressures.

NewsFeb 5

Hims Launches $99 GLP-1 Pill, Undercuts Novo Nordisk by 90%

Hims debuts compounded oral semaglutide at $49-99/month vs $936+ for branded. But without Novo's patented SNAC absorption tech, critics call it a 'waste of $49.' The science and market implications.

R40
NewsFeb 5

Eli Lilly Outperforms Novo Nordisk Amid Patient Preference Shift

Analysts note lean toward Lilly's drugs like Mounjaro over rivals; Q4 results highlight market share gains despite competition from cheaper pills.

In-DepthFeb 5

Eli Lilly Shares Boosted by GLP-1s

In-depth earnings breakdown: Q4 revenue beat at $19.3B, GLP-1 dominance (Tirzepatide sales doubled to $36.5B), pipeline updates like Orforglipron, and rotation into healthcare amid tech sell-offs.

In-DepthFeb 5

Eli Lilly Pricing Deals and Partnerships Reset Outlook for Weight-Loss Drugs

Details landmark U.S. government deals lowering costs for Zepbound/Mounjaro under Medicare; analyzes partnerships shaking up obesity market, potential sales impacts, and competitive edge over Novo Nordisk.

Rule of 402025 Q4
7.6
✗ Below 40
Revenue Growth YoY+42.6%
+
FCF Margin-35.0%
History
53
Q1
39
Q2
62
Q3
8
Q4
2025 R40 +38
ANALYST RATINGS
Buy$1060
LLY
Buy$1250
Resumed
2026-01-07
Buy$1230
Upgrade
2025-12-16
Buy$1145
Reiterated
2025-12-15
Buy$1268
Reiterated
2025-12-15
Sector Outperform$1165
Initiated
2025-11-13
Company timeline

Earnings release dates

QuarterEnd datePublication dateSource
2025 Q42025-12-312026-02-04Link
2025 Q32025-09-302025-10-30Link
2025 Q22025-06-302025-08-07Link
2025 Q12025-03-312025-05-01Link
2024 Q42024-12-312025-02-06Link
2024 Q32024-09-302024-10-30Link
2024 Q22024-06-302024-08-08Link
2024 Q12024-03-312024-04-30Link
Background

Company History

ExchangeNYSE
IPO DateJan 1, 1952
Shares Outstanding945.38Mi
1876
Founding of Eli Lilly and Company
Colonel Eli Lilly establishes the firm in Indianapolis, focusing on quality pharmaceuticals; sets foundation for long-term growth, going public in 1952.
1923
Launch of Iletin (First Commercial Insulin)
Partners with University of Toronto to produce insulin, saving lives from diabetes; establishes Lilly as a diabetes leader.
1943
Mass Production of Penicillin
Among first to scale penicillin during WWII, marking entry into antibiotics; boosted post-war sales and positioned Lilly as global manufacturing powerhouse.
1982
Introduction of Humulin (Recombinant Human Insulin)
First human-health product via DNA tech; shifted narrative from animal-sourced drugs, enhancing safety and sparking biotech era.
1987
Prozac Approval and Launch
Blockbuster SSRI antidepressant becomes cultural icon; generated billions, but patent expiry in 2001 forced diversification.
2003
Cialis Acquisition and Launch
Gained full control via ICOS buyout; long-duration ED drug competed with Viagra, adding steady revenue stream.
2022
Mounjaro Approval for Type 2 Diabetes
Tirzepatide's dual GLP-1/GIP action revolutionizes treatment; sparked obesity drug boom, with sales exploding and stock tripling by 2025.
2025
Surpassing $1 Trillion Market Cap
First pharma firm to hit $1T valuation, fueled by GLP-1 dominance; narrative shifts to 'weight-loss giant' amid pipeline bets in Alzheimer's and gene therapy.
Leadership

Key Players

David A. Ricks
Chair & CEO
CEO since 2017. 25+ year Lilly veteran. Led operations in Canada and China, ran Lilly USA and Bio-Medicines. Purdue BS, Indiana MBA.
Lucas Montarce
EVP & CFO
CFO since September 2024. Joined Lilly in 2001. Former CFO of Lilly Research Labs and Elanco. Born in Buenos Aires.
Short Interest

Short interest data unavailable for LLY.