
Lilly Surges on GLP-1 Demand, Sets 2026 Revenue Outlook
Eli Lilly beat Q4 estimates with adjusted EPS of $7.54 and revenue of $19.29B (up 43%), and issued 2026 guidance of $80-83B in revenue and $33.50-35 in EPS, powered by robust GLP-1 demand for Zepbound and Mounjaro. U.S. sales reached $12.9B with volume up about 50% while prices moderated. Lilly faces competition from Novo Nordisk and highlighted pricing steps under a 2026 deal with Medicare/Medicaid and a direct-to-consumer TrumpRx platform, with most pricing moves expected early in 2026 and volume growth ramping in the second half. The company is also pursuing an oral weight-loss drug, orforglipron, later this year.













