Eli Lilly reported a significant top- and bottom-line beat for the third quarter 2026, driven by a 53% increase in total volume primarily from its obesity and diabetes franchise. The company substantially raised its full-year 2026 revenue outlook by $5.5 billion at the midpoint, signaling continued confidence in manufacturing capacity and global uptake.
Key Highlights
- Tirzepatide franchise sales reached $16.08 billion, with Mounjaro contributing $10.72 billion and Zepbound adding $5.35 billion.
- Full-year 2026 revenue guidance was raised to a range of $91.0 billion to $92.0 billion, up from the prior range of $85.0 billion to $87.0 billion.
- Quarterly results were impacted by $4.57 per share in acquired IPR&D charges, totaling $4.18 billion, primarily from the acquisitions of AtaiBeckley and Curevo.