Eli Lilly and Company: EPS $7.48 vs $5.68 expected; revenue $24.4B vs $22.6B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 7.48 | 5.68 | +31.7% | 7.02 |
| Revenue (USD bn) | 24.40 | 22.58 | +8.0% | 17.60 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 29, 2026 | Q3 FY2026 | 7.48 | 5.68 | +31.7% | 24.40 | 22.58 | +8.0% |
| Aug 5, 2026 | Q2 FY2026 | 8.38 | 6.40 | +30.9% | 22.97 | 20.82 | +10.3% |
| Apr 30, 2026 | Q1 FY2026 | 8.55 | 6.97 | +22.7% | 19.80 | 17.82 | +11.1% |
| Feb 4, 2026 | Q4 FY2025 | 7.54 | 6.91 | +9.1% | 19.29 | 17.94 | +7.5% |
| Oct 30, 2025 | Q3 FY2025 | 7.02 | 5.69 | +23.4% | 17.60 | 16.05 | +9.6% |
| Aug 7, 2025 | Q2 FY2025 | 6.31 | 5.60 | +12.7% | 15.56 | 14.70 | +5.8% |
| May 1, 2025 | Q1 FY2025 | 3.34 | 3.26 | +2.5% | 12.73 | 12.67 | +0.5% |
| Feb 6, 2025 | Q4 FY2024 | 5.32 | 5.03 | +5.8% | 13.53 | — | — |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
Eli Lilly and Company results: EPS $7.48 vs $5.68 expected; revenue $24.4B vs $22.6B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 31.7%; revenue above the estimate by 8.0%.
Revenue was up 38.6% from $17.6 billion a year earlier (Q3 FY2025). EPS was up 6.6% from $7.02 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
Eli Lilly and Company develops and commercializes medicines, with a presence in diabetes, oncology, and autoimmune and inflammatory diseases. Revenue growth indicates an expanding sales base, but the available material does not identify each therapeutic area's contribution or the source of that growth.
The company's portfolio includes diverse diabetes treatments alongside medicines targeting various cancers and chronic inflammatory conditions. This portfolio provides context for the breadth of its business, while assessing profitability requires understanding the mix of medicines sold and research, development, and marketing costs.
What to watch on the earnings call: Investors should listen for management's comments on demand for diabetes, oncology, and autoimmune treatments, and on product contributions to sales growth. Discussion of sales mix, margins, and research and development spending would also help clarify the relationship between business expansion and profitability.
For the full analysis of Eli Lilly and Company stock — valuation, scores and financial statements — see the stock page linked with this story.