Eli Lilly Q3: $24.4B revenue, guide implies Q4 about flat with Q3; tirzepatide now ~66% of sales
Eli Lilly reported Q3 this morning: revenue up 39% to $24.4B, with 2026 guidance raised to $91B to $92B.
Lilly has booked $67.2B so far, so the midpoint implies ~$24.3B in Q4, flat with a Q3 that had ~$900M of one-offs. Mounjaro and Zepbound are now 66% of sales. Volume up 53% with prices down 15% is the whole story. Not financial advice.
https://investor.lilly.com/news-releases/news-release-details/lilly-reports-third-quarter-2026-financial-results-raises-full
Sources: CNBC: Lilly beats on Q3, Mounjaro $10.72B and Zepbound $5.35B, raises 2026 revenue outlook · @wallstengine: ELI LILLY $LLY Q3 EARNINGS HIGHLIGHTS Revenue $24.4B (Est. $22.61B) +39% YoY, Mounjaro $10.7B +65%
Not financial advice. For informational and educational purposes only.
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