Eli Lilly (LLY) reported $19.29 billion in revenue for the quarter ended December 2025, representing a year-over-year increase of 42.6%. EPS of $7.54 for the same period compares to $5.32 a year ago.
The reported revenue compares to the Zacks Consensus Estimate of $17.87 billion, representing a surprise of +7.95%. The company delivered an EPS surprise of +7.88%, with the consensus EPS estimate being $6.99.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Lilly performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Net Sales- Jardiance (Empagliflozin/BI 10773)- US: $466 million versus $416.12 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.3% change.
- Net Sales- Jardiance (Empagliflozin/BI 10773)- ROW: $302 million compared to the $360.06 million average estimate based on four analysts. The reported number represents a change of -58.9% year over year.
- Net Sales- Cyramza (Ramucirumab /IMC-1121B)- US: $113 million versus $111.34 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +0.5% change.
- Net Sales- Cyramza (Ramucirumab /IMC-1121B)- ROW: $149 million versus the four-analyst average estimate of $144.83 million. The reported number represents a year-over-year change of +1.9%.
- Net Sales- Cyramza (Ramucirumab /IMC-1121B)- Total: $262 million versus $256.17 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +1.3% change.
- Net Sales- Humulin: $180 million compared to the $204.25 million average estimate based on four analysts. The reported number represents a change of -35.8% year over year.
- Net Sales- Humalog: $529 million versus $570.03 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -14.7% change.
- Net Sales- Forteo: $75 million versus $55.29 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +21.8% change.
- Net Sales- Erbitux: $196 million versus $192.23 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +12% change.
- Net Sales- Alimta: $32 million versus the four-analyst average estimate of $28.1 million. The reported number represents a year-over-year change of -17.5%.
- Net Sales- Other pharmaceuticals: $192 million compared to the $157.08 million average estimate based on four analysts. The reported number represents a change of +0.7% year over year.
- Net Sales- Oncology: $2.61 billion compared to the $2.63 billion average estimate based on four analysts. The reported number represents a change of +2.2% year over year.
View all Key Company Metrics for Lilly here>>>
Shares of Lilly have returned -5.7% over the past month versus the Zacks S&P 500 composite's +0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Eli Lilly and Company (LLY): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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