LLY · News · 20261103N
Guidance and Outlook
ELI LILLY & Co · 2026-11-03 · Importance 74 · Surprise 68 · No source text
After reporting third-quarter 2026 results, Lilly raised its full-year revenue guidance to $91–92 billion from $85–87 billion. The updated range reflects strong underlying business performance, including demand for Mounjaro and Zepbound. A separate report also cited manufacturing investment and GLP-1 demand as support for the higher revenue forecast.
Key facts
- Lilly raised full-year revenue guidance to $91–92 billion from $85–87 billion, reflecting strong underlying business performance. source
- Lilly raised full-year revenue guidance to US$91–92 billion. source
- Lilly released clinical data across obesity, diabetes, and oncology programs. source
- The report says Lilly is tying higher revenue guidance to heavy manufacturing investment, AI-supported Alzheimer's research through the SpeechDx license, and a broad late-stage oncology pipeline. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +19.2% | Lilly raised full-year revenue guidance to $91–92 billion from $85–87 billion, reflecting strong underlying business performance. |