ELI Lilly & Co（LLY）股票——这是一门好生意吗？

ELI Lilly & Co（LLY）股票——这是一门好生意吗？ — InspectStocks

Just reported

Q3 2026 results

From ELI Lilly's results release of 2026年10月29日; 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.

The full earnings report →

怎么赚钱

Human pharmaceutical products100%

各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买5

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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于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.

总部: Indianapolis, Indiana, United States
成立于: 1876
员工人数: approximately 50,000 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

基于 ELI Lilly & Co 自己向美国证券交易委员会（SEC）提交的申报文件。数字如实呈报，每股历史已重述到今天的股数口径。这是对一门生意的描述——不是投资建议，也不是买卖任何证券的推荐。

Just reported

Q3 2026 results

From ELI Lilly's results release of 2026年10月29日; 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%

The full earnings report →

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

怎么赚钱

Human pharmaceutical products100%

各项收入占比是对year ended December 31, 2025的估算，并非来自已提交报告的数字。

竞争对手

卖什么6

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.

再显示 3 项

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.

谁在买5

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.

再显示 2 项

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.

靠什么支撑，什么会击垮它

业务依赖什么

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.

可能出什么问题

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.

完整财务报表 →

关于ELI Lilly & Co

总部: Indianapolis, Indiana, United States
成立于: 1876
员工人数: approximately 50,000 (December 31, 2025, high)
上市于: NYSE
财年结束: December 31

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ELI Lilly & Co

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

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ELI Lilly & Co

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

ELI Lilly & Co

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势

Q3 2026 results

Revenue

EPS, GAAP

Company outlook

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ELI Lilly & Co

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

怎么赚钱

竞争对手

卖什么6

谁在买5

靠什么支撑，什么会击垮它

业务依赖什么

可能出什么问题

关于ELI Lilly & Co

Keep exploring

The themes it is part of

Highest-graded in Drug Manufacturers General

Grade rose recently in Healthcare

Big pharma

ELI Lilly & Co

历史表现

成长与现金——5 项中通过 5 项

业务趋势

股价与评级走势