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Lilly raises 2026 revenue guidance to $91-92bn after 39% jump in third-quarter sales

🇺🇸 ELI LILLY & Co (LLY) · Thu 29 Oct 2026

Eli Lilly reported third-quarter revenue of $24.4bn, driven mainly by Mounjaro and Zepbound, and cited several recent US FDA approvals alongside higher full-year guidance.

Eli Lilly reported third-quarter 2026 results on 29 October, with revenue up 39% to $24.4bn. The company said growth was driven mainly by its tirzepatide-based medicines, Mounjaro and Zepbound. It also raised its full-year revenue guidance, and its headline announcement put the new 2026 outlook at $91-92bn.

Reported earnings per share for the quarter were $7.22. That figure was reduced by $4.57 per share of acquired in-process research and development (IPR&D) charges, which the company linked to acquisitions such as AtaiBeckley.

Lilly also pointed to a series of recent US Food and Drug Administration approvals. These include Mounjaro for reducing cardiovascular risk in people with type 2 diabetes, and Onswik, a once-weekly basal insulin. The FDA also approved Inluriyo in combination with Verzenio for ESR1-mutated breast cancer, and an expanded indication for Jaypirca in chronic lymphocytic leukaemia and small lymphocytic lymphoma (CLL/SLL).

The full results release was not available for this report, so further detail on regional sales, pricing or product-level figures is not included here.

What it means for your team

  • Market-access teams: sustained tirzepatide demand is the main driver of Lilly's raised guidance, keeping the Mounjaro and Zepbound franchise central to payer and formulary discussions.
  • Regulatory teams: the Mounjaro cardiovascular risk-reduction approval in type 2 diabetes and the other recent US label additions are new reference points for competitor and portfolio planning.
  • Pharmacovigilance and quality teams: new indications and a new once-weekly basal insulin broaden the patient populations and products to be monitored post-approval.

Company's press release (SEC filing): ELI LILLY & Co ↗

Article written by VigiEye from the official source (ELI LILLY & Co). Claims are the company's own. AI-assisted; check the source before acting.

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