ELI Lilly & Co

LLY · NYSE · ·

비교

US$1,430.09-0.5%11월 12일 종가

2026년 9월 30일까지의 수치 (2026년 10월 29일 제출 10-Q 기준)

1W: +5.6%
1M: +22.6%
3M

ELI Lilly & Co (LLY) 주식 — 좋은 사업일까? — InspectStocks

ELI Lilly & Co

LLY · NYSE · ·

비교

US$1,430.09-0.5%11월 12일 종가

2026년 9월 30일까지의 수치 (2026년 10월 29일 제출 10-Q 기준)

1W: +5.6%
1M: +22.6%
3M

Just reported

Q3 2026 results

From ELI Lilly's results release of 2026년 10월 29일; its quarterly report has since been filed.

Revenue
Actual
US$24.4B
+39% y/y
+6.2% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$7.22
+16% y/y
-9.1% q/q
Guided
—
No guide given

Company outlook

Full year 2026

RevenueUS$91B – US$92B+40% y/y Raised +6.4%
EPS, adjustedUS$4.07Raised +46%
EPSUS$35.00 – US$36.00Lowered -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.

어떻게 돈을 버는가

Human pharmaceutical products100%

매출 비중은 year ended December 31, 2025 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가5

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.

2개 더 보기

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

ELI Lilly & Co 소개

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.

본사: Indianapolis, Indiana, United States
설립: 1876
임직원 수: approximately 50,000 (December 31, 2025, high)
상장 시장: NYSE
회계연도 종료: December 31

ELI Lilly & Co이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.

Just reported

Q3 2026 results

From ELI Lilly's results release of 2026년 10월 29일; its quarterly report has since been filed.

Revenue
Actual
US$24.4B
+39% y/y
+6.2% q/q
Guided
—
No guide given
EPS, GAAP
Actual
US$7.22
+16% y/y
-9.1% q/q
Guided
—
No guide given

Company outlook

Full year 2026

RevenueUS$91B – US$92B+40% y/y Raised +6.4%
EPS, adjustedUS$4.07Raised +46%
EPSUS$35.00 – US$36.00Lowered -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 themes 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

어떻게 돈을 버는가

Human pharmaceutical products100%

매출 비중은 year ended December 31, 2025 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.

경쟁 상대

무엇을 파는가6

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.

3개 더 보기

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.

누가 사는가5

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.

2개 더 보기

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.

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

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.

잘못될 수 있는 일

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.

전체 재무제표 보기 →

ELI Lilly & Co 소개

본사: Indianapolis, Indiana, United States
설립: 1876
임직원 수: approximately 50,000 (December 31, 2025, high)
상장 시장: NYSE
회계연도 종료: December 31

ELI Lilly & Co

ELI Lilly & Co

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

어떻게 돈을 버는가

경쟁 상대

무엇을 파는가6

누가 사는가5

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

잘못될 수 있는 일

ELI Lilly & Co 소개

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

어떻게 돈을 버는가

경쟁 상대

무엇을 파는가6

누가 사는가5

무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가

사업이 기대고 있는 것

잘못될 수 있는 일

ELI Lilly & Co 소개

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

성장과 현금 — 5개 중 5개

사업 추세

주가와 등급 추이