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Lilly reports third-quarter 2026 financial results, raises full-year guidance and highlights regulatory progress across the portfolio

Eli Lilly reported third-quarter 2026 financial results featuring a 39 percent surge in revenue to $24.4 billion, driven primarily by blockbuster sales of its diabetes and obesity treatments Mounjaro and Zepbound. The pharmaceutical giant raised its full-year financial guidance while noting that third-quarter revenue included approximately $900 million of benefits, such as $410 million in Jardiance milestones and favorable adjustments to rebate and discount estimates. Reported earnings per share for the quarter increased by 16 percent to $7.22. Despite the positive results, the company trimmed part of its profit view due to deal charges.

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  • ✓ Revenue in Q3 2026 increased 39% to $24.4 billion driven primarily by Mounjaro and Zepbound.
  • ✓ Q3 revenue included approximately $900 million of benefits, primarily from $410 million of Jardiance milestones and favorable adjustments to rebate and discount estimates.
  • ✓ Q3 2026 EPS increased by 16% to $7.22 on a reported basis.
🛡️ Source Corroboration: 16 independent reporting domains (100% confidence) ⏱ Read time: ~2 min

What changed

Eli Lilly lifted its full-year revenue outlook during its third-quarter financial report while adjusting its profit expectations to account for deal charges.

Live updates

  1. Eli Lilly Q3 Revenue Jumps 39% on Strong Zepbound and Mounjaro Demand

    Eli Lilly reported third-quarter 2026 financial results featuring a 39 percent surge in revenue to $24.4 billion, driven primarily by blockbuster sales of its diabetes and obesity treatments Mounjaro and Zepbound. The pharmaceutical giant raised its full-year financial guidance while noting that third-quarter revenue included approximately $900 million of benefits, such as $410 million in Jardiance milestones and favorable adjustments to rebate and discount estimates. Reported earnings per share for the quarter increased by 16 percent to $7.22. Despite the positive results, the company trimmed part of its profit view due to deal charges.

    Why it matters

    The surging demand for GLP-1 receptor agonist medications has fueled massive growth for major drugmakers while straining global manufacturing capacity and drug pricing models. Eli Lilly is navigating the expanding market as new competitive pressures emerge, including the financial dynamics of Medicare programs. Leadership highlighted ongoing regulatory progress across the corporate portfolio during the earnings announcement.

    What is confirmed

    • Revenue in Q3 2026 increased 39% to $24.4 billion driven primarily by Mounjaro and Zepbound.
    • Q3 revenue included approximately $900 million of benefits, primarily from $410 million of Jardiance milestones and favorable adjustments to rebate and discount estimates.
    • Q3 2026 EPS increased by 16% to $7.22 on a reported basis.

    Still unconfirmed

    • Eli Lilly trimmed its profit view due to deal charges.

    What to watch next

    • Full-year 2026 financial performance relative to the raised guidance
    • Further regulatory approvals and portfolio updates from the company
    Sources used for this update (19)
    1. CNBC — Eli Lilly blows past estimates, hikes sales outlook on resilient Zepbound and Mounjaro demand
    2. Eli Lilly — Lilly reports third-quarter 2026 financial results, raises full-year guidance and highlights regulatory progress across the portfolio
    3. WSJ — Eli Lilly Revenue Climbs on Demand for Mounjaro, Zepbound
    4. Reuters — Eli Lilly lifts revenue outlook on weight-loss drug sales, trims profit view on deal charges
    5. Financial Times — Eli Lilly profits surge on demand for weight-loss drugs
    6. Yahoo Finance — Eli Lilly stock jumps as drugmaker raises outlook on booming sales of diabetes and obesity treatments
    7. Yahoo Finance — Earnings live updates: Eli Lilly stock pops as strong GLP-1 drug demand lifts results, ServiceNow stock plunges
    8. Fierce Pharma — Lilly breaks down Medicare Bridge boon as GLP-1 sales drive another guidance lift
    9. Barron's — Eli Lilly Stock Jumps on Monster Earnings as Finance Chief Eyes Next Growth Engine
    10. CNBC — Eli Lilly hikes sales outlook, as CEO says there's room for 'dramatic' obesity market expansion
    11. www.fool.com — Eli Lilly (LLY) Q3 2026 Earnings Call Transcript | The Motley ...
    12. www.prnewswire.com — Lilly reports third-quarter 2026 financial results, raises ...
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