LLY · 10-Q · 2026Q1 · Full report
Revenue Performance and Mix
ELI LILLY & Co · 2026-04-30 · Importance 96 · Surprise 100 · No source text
Consolidated revenue for the three months ended March 31, 2026 was $19,799 million versus $12,729 million in the prior-year quarter, an increase of $7,070 million. U.S. revenue was $12,119 million and Outside U.S. revenue was $7,680 million for the quarter. Volume increases drove the growth while realized prices decreased (consolidated price impact -13%, U.S. price -7%, Outside U.S. price -25%) for the three months ended March 31, 2026. The revenue increase was driven primarily by the incretin medicines Mounjaro and Zepbound during the three months ended March 31, 2026.
Key facts
- Revenue for the three months ended March 31, 2026: $19,799 million; for the three months ended March 31, 2025: $12,729 million. source
- Net income for the three months ended March 31, 2026: $7,396 million; for the three months ended March 31, 2025: $2,759 million. source
- Consolidated price change for revenue for the three months ended March 31, 2026 was a decrease of 13 percent (Price: (13)). source
- Earnings per share - diluted for the three months ended March 31, 2026: $8.26; for the three months ended March 31, 2025: $3.06. source
- U.S. revenue for the three months ended March 31, 2026: $12,119 million; Outside U.S. revenue: $7,680 million. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +35.7% | Revenue for the three months ended March 31, 2026: $19,799 million; for the three months ended March 31, 2025: $12,729 million. |
| net_income | positive | realized | +23.4% | Net income for the three months ended March 31, 2026: $7,396 million; for the three months ended March 31, 2025: $2,759 million. |
| revenue | negative | realized | -13.0% | Consolidated price change for revenue for the three months ended March 31, 2026 was a decrease of 13 percent (Price: (13)). |