LLY
Eli Lilly and Company
Quarterly revenue, EPS, free cash flow, valuation, and Rule of 40 scores for Eli Lilly and Company.
Eli Lilly and Company discovers, develops, manufactures, and sells pharmaceuticals. Key franchises include diabetes and obesity (Mounjaro, Zepbound, Trulicity, insulin products), oncology, immunology, neuroscience, and other specialty medicines. The company markets products globally through affiliates and partners.
Coverage
Medicaid's MFN Rebate Stacks on a 62-77% Discount. Mississippi Already Beats It.
The White House will say all 50 states get most-favored-nation Medicaid pricing. It stacks on existing rebates, and a July study says Mississippi wins now.
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 |
|---|---|
| 2020Q3 | 911M |
| 2020Q4 | 957M |
| 2021Q1 | 912M |
| 2021Q2 | 910M |
| 2021Q3 | 911M |
| 2021Q4 | 957M |
| 2022Q1 | 906M |
| 2022Q2 | 903M |
| 2022Q3 | 904M |
| 2022Q4 | 950M |
| 2023Q1 | 903M |
| 2023Q2 | 903M |
| 2023Q3 | 900M |
| 2023Q4 | 949M |
| 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
Next report: Oct 29, 2026 (Q3 2026)
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.
