Eli Lilly and Company's Stock Analysis

Eli Lilly Raises $8.94 Billion Through Bond Offerings

Eli Lilly and Company completed an offering totaling $8.94 billion through various series of Floating Rate Notes and Fixed Rate Notes. The offering included $750 million in Floating Rate Notes due 2028, $500 million in Floating Rate Notes due 2029, and a range of Fixed Rate Notes with maturities extending to 2066. The interest rates for the Fixed Rate Notes vary from 4.375% to 5.700%, while the Floating Rate Notes will accrue interest based on a quarterly reset of Compounded SOFR plus specified margins.

The company has outlined provisions for mandatory redemption of certain notes if specific conditions related to the Centessa Acquisition are not met. If the acquisition does not close by the agreed date, Eli Lilly must redeem the 2029 Floating Rate Notes and several Fixed Rate Notes at a price of 101% of their principal amount, plus any accrued interest. The Floating Rate Notes cannot be redeemed prior to maturity, while the Fixed Rate Notes may be redeemed at the company's discretion under certain conditions.

May 20, 2026 16:30:32

Eli Lilly Shareholder Meeting Results and Voting Outcomes

Eli Lilly and Company's annual meeting of shareholders took place on May 4, 2026, with approximately 90% of outstanding shares represented. Shareholders elected four nominees for director to serve three-year terms ending in 2029 and approved the compensation for named executive officers. Additionally, Ernst & Young LLP was ratified as the independent auditor for 2026.

However, several proposals did not pass, including amendments to eliminate the classified board structure and supermajority voting provisions, both of which required an 80% approval. Shareholder proposals for an independent board chair and for preparing an annual lobbying report were also not approved.

May 07, 2026 16:41:48

Eli Lilly Reports Strong Q1 2026 Revenue Growth and Guidance

Eli Lilly and Company reported a 56% increase in revenue for the first quarter of 2026, totaling $19.8 billion, primarily driven by a 65% rise in volume, despite a decrease in realized prices. Earnings per share (EPS) rose significantly, with a reported EPS of $8.26, up 170% from the previous year. The company also increased its full-year revenue guidance to a range of $82.0 billion to $85.0 billion and non-GAAP EPS guidance to between $35.50 and $37.00. Key products, particularly Mounjaro and Zepbound, contributed to this growth, with Mounjaro revenue alone increasing by 125% to $8.7 billion in Q1 2026.

In addition to financial results, Eli Lilly highlighted regulatory achievements, including FDA approval for Foundayo, a new medication for obesity, and positive clinical trial results for several products in its pipeline. The company is actively pursuing growth through acquisitions, having announced agreements to acquire multiple biotech firms. Research and development expenses increased as Lilly continues to invest in its product pipeline, reflecting a commitment to innovation and future growth.

Apr 30, 2026 07:03:30

Eli Lilly Reports Significant Revenue Growth and 2026 Guidance

Eli Lilly and Company announced its fourth-quarter financial results for 2025, reporting a 43% increase in revenue to $19.3 billion, driven by strong volume growth from key products Mounjaro and Zepbound. The company reported earnings per share (EPS) of $7.39, a 51% increase from the previous year. Internationally, revenue also rose by 43%, with significant contributions from both U.S. and overseas sales. The gross margin improved to 82.5%, although expenses for research and development and marketing increased significantly as well.

Looking ahead, Eli Lilly provided financial guidance for 2026, projecting revenue between $80 billion and $83 billion and non-GAAP EPS in the range of $33.50 to $35.00. The company highlighted recent regulatory approvals and advancements in its product pipeline, including new treatments for obesity and diabetes. Eli Lilly also announced a partnership with the U.S. government to expand access to obesity medications, reflecting its ongoing commitment to addressing major health challenges.

Feb 04, 2026 07:05:22

Eli Lilly Elects New Board Member Carolyn R. Bertozzi

Eli Lilly and Company has elected Carolyn R. Bertozzi, Ph.D. to its Board of Directors, effective December 8, 2025. Dr. Bertozzi, who is a professor at Stanford University and an Investigator at the Howard Hughes Medical Institute, will serve on the Board's Science and Technology Committee and the Ethics and Compliance Committee. She is considered independent according to New York Stock Exchange standards and will stand for election by shareholders at the annual meeting in May 2026.

Dr. Bertozzi's appointment does not involve any arrangements or transactions that would conflict with regulatory standards. She will participate in the Company's standard director compensation program as outlined in the Definitive Proxy Statement. This change in the Board composition may be relevant for investors monitoring governance and leadership developments within the company.

Nov 21, 2025 16:19:05

Eli Lilly Reports 54% Revenue Growth and Raises Guidance

Eli Lilly and Company reported a significant revenue increase of 54% for the third quarter of 2025, totaling $17.60 billion. This growth was primarily driven by strong demand for its products Mounjaro and Zepbound, with Mounjaro revenue alone rising 109% year-over-year. The company's earnings per share (EPS) also saw a substantial increase, rising to $6.21 on a reported basis and $7.02 on a non-GAAP basis. Eli Lilly has raised its full-year revenue guidance to between $63.0 billion and $63.5 billion, with EPS guidance now set between $21.80 and $22.50 on a reported basis and $23.00 to $23.70 on a non-GAAP basis.

In addition to financial results, Eli Lilly highlighted advancements in its research and development pipeline, including progress in four Phase 3 trials of orforglipron for obesity treatment and the U.S. FDA approval of Inluriyo for certain breast cancer patients. The company also announced plans for new manufacturing facilities in Virginia and Texas, as well as an expansion of its site in Puerto Rico. These developments may enhance the company's production capabilities and support its growth strategy.

Oct 30, 2025 07:03:41

Eli Lilly Issues $6.71 Billion in New Debt Securities

Eli Lilly and Company has entered into an underwriting agreement for the issuance and sale of various debt securities totaling approximately $6.71 billion. This includes $750 million in Floating Rate Notes due 2028 and several series of fixed-rate notes with varying maturities and interest rates, ranging from 4.000% to 5.650%. The offering was registered under a Form S-3 registration statement.

The notes will provide Eli Lilly with significant capital, with net proceeds realized after underwriting discounts. The company retains the option to redeem the fixed-rate notes under specified conditions, while the floating rate notes cannot be redeemed prior to maturity. An Event of Default could lead to the immediate repayment of principal for any affected series of notes.

Aug 20, 2025 16:16:08

Eli Lilly Reports Q2 2025 Revenue Growth and Guidance Increase

Eli Lilly and Company reported a 38% increase in revenue for the second quarter of 2025, reaching $15.56 billion, primarily driven by strong sales of its products Zepbound and Mounjaro. The company raised its full-year revenue guidance by $1.5 billion to a range of $60 billion to $62 billion, and adjusted its earnings per share (EPS) guidance to between $20.85 and $22.10. The net income for the quarter was $5.66 billion, translating to an EPS of $6.29, a significant increase from $3.28 in the same quarter of the previous year.

The company's key products contributed to this growth, with Mounjaro revenue increasing by 68% to $5.20 billion and Zepbound revenue rising by 172% to $3.38 billion. Eli Lilly also reported a gross margin of 84.3%, up 3.5 percentage points from the prior year, reflecting improved production costs. Research and development expenses increased by 23% to $3.34 billion, as the company continued to invest in its product pipeline, which includes promising developments in obesity and diabetes treatments.

Aug 07, 2025 07:05:40

Eli Lilly Reports 45% Revenue Growth in Q1 2025

Eli Lilly and Company announced its financial results for the first quarter of 2025, reporting a revenue increase of 45% to $12.73 billion, primarily driven by strong sales of its products Mounjaro and Zepbound. The company also noted a 23% increase in reported net income to $2.76 billion and a 23% rise in earnings per share (EPS) to $3.06. The growth in revenue was supported by a 53% increase in volume, despite some offset from lower realized prices and unfavorable foreign exchange rates.

In addition to financial highlights, Lilly reported progress in its pipeline, including positive Phase 3 trial results for orforglipron, an oral GLP-1 agonist for Type 2 diabetes. The company reaffirmed its revenue guidance for 2025, expecting it to remain between $58.0 billion and $61.0 billion. However, it updated its EPS guidance, now projected to be between $20.17 and $21.67 on a reported basis, reflecting the impact of acquired in-process research and development charges.

May 01, 2025 07:03:11

Lilly Reports Q4 2024 Revenue of $13.53 Billion

Eli Lilly and Company announced its Q4 2024 financial results, highlighting a revenue increase of 45% to $13.53 billion, driven by strong sales of Mounjaro and Zepbound. The company's earnings per share (EPS) also saw significant growth, rising 102% to $4.88 on a reported basis. Additionally, Lilly received FDA approvals for new indications of Zepbound and Omvoh, and it is moving forward with the acquisition of Scorpion Therapeutics' PI3Kα inhibitor program, reflecting a robust pipeline and commitment to innovation.

However, the company faced challenges as lower realized prices negatively impacted revenue growth, particularly for Mounjaro and Trulicity. Research and development expenses increased by 18%, indicating higher investment in future projects, while the company reported asset impairment and restructuring charges of $344 million. Despite these hurdles, Lilly plans to continue expanding its manufacturing capacity with a $3 billion investment and has announced a $15 billion share repurchase program alongside a significant dividend increase.

Feb 06, 2025 07:05:12