Eli Lilly Reports Strong Q4 2025 Results, Driven by Mounjaro and Zepbound, Issues Robust 2026 Guidance
LLY sits 72% above its 52-week low of $623.78.
Summary
Eli Lilly announced impressive Q4 2025 financial results, with revenue up 43% and EPS up 51%, driven by strong demand for Mounjaro and Zepbound, and provided optimistic 2026 guidance.
Key Events · Earnings and Guidance · LLY
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Exceptional Q4 2025 Financial Performance
Eli Lilly reported a 43% increase in Q4 2025 revenue to $19.3 billion and a 51% rise in reported EPS to $7.39, significantly exceeding prior year results.
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Mounjaro and Zepbound Drive Growth
Key product revenue reached $13.8 billion, with Mounjaro revenue increasing 110% to $7.4 billion and Zepbound revenue surging 123% to $4.2 billion, highlighting strong demand for obesity and diabetes treatments.
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Strong 2026 Financial Guidance Issued
The company provided optimistic 2026 guidance, projecting revenue between $80 billion and $83 billion and non-GAAP EPS in the range of $33.50 to $35.00.
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Significant Pipeline and Regulatory Progress
Lilly announced FDA approvals for Kwikpen for tirzepatide and an expanded indication for Jaypirca, alongside multiple positive Phase 3 trial results for key pipeline assets like orforglipron and retatrutide.
Analysis · LLY · Life Sciences
Eli Lilly's Q4 2025 earnings report demonstrates exceptional performance for a company of its scale, with significant revenue and EPS growth largely fueled by its blockbuster diabetes and obesity drugs, Mounjaro and Zepbound. The robust 2026 financial guidance further reinforces a strong outlook, indicating continued momentum and market leadership in key therapeutic areas. Investors should view this as a strong affirmation of the company's growth strategy and pipeline execution.
At the time of this filing, LLY was trading at $1,071.07 on NYSE in the Life Sciences sector, with a market capitalization of approximately $948.7B. The 52-week trading range was $623.78 to $1,133.95. This filing was assessed with positive market sentiment and an importance score of 9 out of 10.