Acciones de ELI Lilly & Co (LLY) — ¿es un buen negocio?

Acciones de ELI Lilly & Co (LLY) — ¿es un buen negocio? — InspectStocks

Just reported

Q3 2026 results

From ELI Lilly's results release of 29 de octubre de 2026; its quarterly report has since been filed.

Revenue
Actual
24,4B US$
+39 % y/y
+6,2 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
7,22 US$
+16 % y/y
-9,1 % q/q
Guided
—
No guide given

Company outlook

Full year 2026

Revenue91B US$ – 92B US$+40 % y/y Raised +6,4 %
EPS, adjusted4,07 US$Raised +46 %
EPS35,00 US$ – 36,00 US$Lowered -2,1 %

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

Cómo gana dinero

Human pharmaceutical products100 %

Los porcentajes de ingresos son estimaciones para year ended December 31, 2025, no cifras de un informe oficial.

Compite con

Qué vende6

Mounjaro
A medicine used with diet and exercise to improve blood sugar control in adults with type 2 diabetes.
Zepbound
A medicine for adults with obesity, or overweight with a weight-related health condition. It is also approved for certain adults with obesity and moderate to severe sleep apnea.
Foundayo (orforglipron)
An oral medicine approved in the United States for obesity. Lilly has also submitted it for review as a treatment for type 2 diabetes.

Mostrar 3 más

Verzenio
A medicine used alone or with hormone treatment for certain adults with hormone receptor-positive breast cancer.
Jardiance
A medicine used for type 2 diabetes and to reduce certain risks related to heart failure and chronic kidney disease. Lilly markets it in collaboration with Boehringer Ingelheim.
Trulicity
A medicine for type 2 diabetes in adults and some children, and to reduce the risk of certain heart problems in some adults with type 2 diabetes.

Quién se lo compra5

In the United States, McKesson, Cencora, and Cardinal Health buy and distribute Lilly medicines to pharmacies, hospitals, physicians, and other providers.
Private insurers and pharmacy benefit managers negotiate rebates and decide which medicines their health plans cover and on what terms.
Government health programs and public health systems buy or reimburse medicines, and may set conditions for patient access.

Mostrar 2 más

Patients generally receive Lilly medicines through prescriptions filled at pharmacies. In some places, LillyDirect helps connect patients with independent care providers and third-party pharmacies that dispense selected medicines.
Outside the United States, Lilly sells through its own sales teams in many countries and uses local distribution or promotion partners in some markets.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1Mounjaro and Zepbound together accounted for 65% of total revenue (six months ended June 30, 2026, high), making results dependent on those medicines and the market for incretin treatments.
2Lilly sells most U.S. medicines through wholesalers; McKesson, Cencora, and Cardinal Health each accounted for a significant percentage of consolidated revenue in 2025.
3Some manufacturing materials come from a single source, and Lilly also uses outside companies for parts of medicine and device manufacturing. The company says it and the pharmaceutical industry depend on China-based suppliers for portions of the supply chain.
4Medicine sales depend on regulatory approval and continued compliance with rules for manufacturing quality, safety, marketing, pricing, and reimbursement.

Qué podría salir mal

1A large share of revenue comes from Mounjaro and Zepbound. Competing medicines, limits on insurance coverage, or changes in patient demand could reduce sales of these products.
2Government price-setting, rebates, and insurance coverage decisions can reduce the prices Lilly receives or limit access. The United States selected Jardiance for Medicare price-setting effective in 2026 and selected Trulicity and Verzenio for 2028.
3Research and development can fail to produce enough medicines that reach patients and earn sales. When patents or other protections expire, generic or similar medicines can quickly reduce sales of Lilly's products.

Estados financieros completos →

Sobre ELI Lilly & Co

Lilly researches, develops, manufactures, and sells human medicines in the United States and around the world. Its medicines treat conditions including type 2 diabetes, obesity, cancer, inflammatory diseases, migraine, and Alzheimer's disease. It also works with other companies on research, development, and marketing of some medicines.

Sede: Indianapolis, Indiana, United States
Fundada en: 1876
Empleados: approximately 50,000 (December 31, 2025, high)
Cotiza en: NYSE
Cierre del ejercicio: December 31

Construido a partir de los propios informes de ELI Lilly & Co ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.

Just reported

Q3 2026 results

From ELI Lilly's results release of 29 de octubre de 2026; its quarterly report has since been filed.

Revenue
Actual
24,4B US$
+39 % y/y
+6,2 % q/q
Guided
—
No guide given
EPS, GAAP
Actual
7,22 US$
+16 % y/y
-9,1 % q/q
Guided
—
No guide given

Company outlook

Full year 2026

Revenue91B US$ – 92B US$+40 % y/y Raised +6,4 %
EPS, adjusted4,07 US$Raised +46 %
EPS35,00 US$ – 36,00 US$Lowered -2,1 %

Keep exploring

The themes ELI Lilly is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Drug Manufacturers General

Graded A or B and worth $2B or more: A first, then the largest.

All 19 graded companies in its industry

Grade rose recently in Healthcare

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

All grade rises

Cómo gana dinero

Human pharmaceutical products100 %

Los porcentajes de ingresos son estimaciones para year ended December 31, 2025, no cifras de un informe oficial.

Compite con

Qué vende6

Mounjaro
A medicine used with diet and exercise to improve blood sugar control in adults with type 2 diabetes.
Zepbound
A medicine for adults with obesity, or overweight with a weight-related health condition. It is also approved for certain adults with obesity and moderate to severe sleep apnea.
Foundayo (orforglipron)
An oral medicine approved in the United States for obesity. Lilly has also submitted it for review as a treatment for type 2 diabetes.

Mostrar 3 más

Verzenio
A medicine used alone or with hormone treatment for certain adults with hormone receptor-positive breast cancer.
Jardiance
A medicine used for type 2 diabetes and to reduce certain risks related to heart failure and chronic kidney disease. Lilly markets it in collaboration with Boehringer Ingelheim.
Trulicity
A medicine for type 2 diabetes in adults and some children, and to reduce the risk of certain heart problems in some adults with type 2 diabetes.

Quién se lo compra5

In the United States, McKesson, Cencora, and Cardinal Health buy and distribute Lilly medicines to pharmacies, hospitals, physicians, and other providers.
Private insurers and pharmacy benefit managers negotiate rebates and decide which medicines their health plans cover and on what terms.
Government health programs and public health systems buy or reimburse medicines, and may set conditions for patient access.

Mostrar 2 más

Patients generally receive Lilly medicines through prescriptions filled at pharmacies. In some places, LillyDirect helps connect patients with independent care providers and third-party pharmacies that dispense selected medicines.
Outside the United States, Lilly sells through its own sales teams in many countries and uses local distribution or promotion partners in some markets.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1Mounjaro and Zepbound together accounted for 65% of total revenue (six months ended June 30, 2026, high), making results dependent on those medicines and the market for incretin treatments.
2Lilly sells most U.S. medicines through wholesalers; McKesson, Cencora, and Cardinal Health each accounted for a significant percentage of consolidated revenue in 2025.
3Some manufacturing materials come from a single source, and Lilly also uses outside companies for parts of medicine and device manufacturing. The company says it and the pharmaceutical industry depend on China-based suppliers for portions of the supply chain.
4Medicine sales depend on regulatory approval and continued compliance with rules for manufacturing quality, safety, marketing, pricing, and reimbursement.

Qué podría salir mal

1A large share of revenue comes from Mounjaro and Zepbound. Competing medicines, limits on insurance coverage, or changes in patient demand could reduce sales of these products.
2Government price-setting, rebates, and insurance coverage decisions can reduce the prices Lilly receives or limit access. The United States selected Jardiance for Medicare price-setting effective in 2026 and selected Trulicity and Verzenio for 2028.
3Research and development can fail to produce enough medicines that reach patients and earn sales. When patents or other protections expire, generic or similar medicines can quickly reduce sales of Lilly's products.

Estados financieros completos →

Sobre ELI Lilly & Co

Sede: Indianapolis, Indiana, United States
Fundada en: 1876
Empleados: approximately 50,000 (December 31, 2025, high)
Cotiza en: NYSE
Cierre del ejercicio: December 31

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre ELI Lilly & Co

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre ELI Lilly & Co

Keep exploring

The theme it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

ELI Lilly & Co

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre ELI Lilly & Co

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra5

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre ELI Lilly & Co

Keep exploring

The theme it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

ELI Lilly & Co

Rentabilidad pasada

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo