LLY
Eli Lilly and Company
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Eli Lilly and Company.
Coverage
Lilly's $3.80 Consensus Range Was a Disagreement About One Line. The Business Printed $8.38.
Lilly's Q2: revenue $22.97B up 47.6%, adjusted EPS $8.38 against a $6.55 consensus, GAAP EPS $7.94. Mounjaro $9.94B, up 91%. Full-year revenue guidance raised.
Eli Lilly Reports This Morning and the Consensus Is $5.28 to $9.08
Lilly reports August 5 with a consensus that fell 25.7% in thirty days and spans $5.28 to $9.08 across 21 analysts — a disagreement about one accounting line.
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.
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.
Where the revenue goes next
Latest: $22.97B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $8.77B |
| 2024Q2 | $11.30B |
| 2024Q3 | $11.44B |
| 2024Q4 | $13.53B |
| 2025Q1 | $12.73B |
| 2025Q2 | $15.56B |
| 2025Q3 | $17.60B |
| 2025Q4 | $19.29B |
| 2026Q1 | $19.80B |
| 2026Q2 | $22.97B |
Latest: $7.94 (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $2.48 |
| 2024Q2 | $3.28 |
| 2024Q3 | $1.07 |
| 2024Q4 | $4.88 |
| 2025Q1 | $3.06 |
| 2025Q2 | $6.29 |
| 2025Q3 | $6.21 |
| 2025Q4 | $7.39 |
| 2026Q1 | $8.26 |
| 2026Q2 | $7.94 |
Latest: 40.2 (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | 114.2 |
| 2024Q2 | 111.0 |
| 2024Q3 | 95.3 |
| 2024Q4 | 65.6 |
| 2025Q1 | 66.8 |
| 2025Q2 | 50.7 |
| 2025Q3 | 37.2 |
| 2025Q4 | 46.6 |
| 2026Q1 | 32.7 |
| 2026Q2 | 40.2 |
Latest: $7.76B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $180M |
| 2024Q2 | $241M |
| 2024Q3 | $2.36B |
| 2024Q4 | $978M |
| 2025Q1 | $156M |
| 2025Q2 | $1.39B |
| 2025Q3 | $6.75B |
| 2025Q4 | $678M |
| 2026Q1 | $3.01B |
| 2026Q2 | $7.76B |
Latest: 941M (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | 904M |
| 2024Q2 | 904M |
| 2024Q3 | 905M |
| 2024Q4 | 949M |
| 2025Q1 | 901M |
| 2025Q2 | 900M |
| 2025Q3 | 899M |
| 2025Q4 | 945M |
| 2026Q1 | 896M |
| 2026Q2 | 941M |
Latest: $23.50B (2026Q2)
| Period | Value |
|---|---|
| 2024Q1 | $180M |
| 2024Q2 | $421M |
| 2024Q3 | $2.78B |
| 2024Q4 | $3.76B |
| 2025Q1 | $3.92B |
| 2025Q2 | $5.31B |
| 2025Q3 | $12.05B |
| 2025Q4 | $12.73B |
| 2026Q1 | $15.74B |
| 2026Q2 | $23.50B |
Latest earnings
Company History
Colonel Eli Lilly establishes the firm in Indianapolis, focusing on quality pharmaceuticals; sets foundation for long-term growth, going public in 1952.
Partners with University of Toronto to produce insulin, saving lives from diabetes; establishes Lilly as a diabetes leader.
Among first to scale penicillin during WWII, marking entry into antibiotics; boosted post-war sales and positioned Lilly as global manufacturing powerhouse.
First human-health product via DNA tech; shifted narrative from animal-sourced drugs, enhancing safety and sparking biotech era.
Blockbuster SSRI antidepressant becomes cultural icon; generated billions, but patent expiry in 2001 forced diversification.
Gained full control via ICOS buyout; long-duration ED drug competed with Viagra, adding steady revenue stream.
Tirzepatide's dual GLP-1/GIP action revolutionizes treatment; sparked obesity drug boom, with sales exploding and stock tripling by 2025.
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.
Key Players
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Funds we follow holding LLY
By latest reported 13F position value. Market value at quarter-end, not cost basis.
