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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for Lilly (Eli) (LLY) is 10/10.
Revenue surged 56% year-over-year with non-GAAP EPS of $8.55 as the GLP-1 portfolio drove massive growth and Foundayo, the oral GLP-1, launched to a strong start. Non-GAAP performance margin reached 50%, up approximately 7 percentage points from Q1 2025, reflecting accelerating operating leverage. Management raised FY2026 guidance by $2 billion to $82-$85 billion in revenue and EPS to $35.50-$37, a 5.8% midpoint increase.
Scored from Lilly (Eli)’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|
| FY2024 Q4 | $13.53B | +44.7% | $4.88 | +101.7% | 42.8% | 32.6% | $727M |
| FY2025 Q1 | $12.73B | +45.2% | $3.06 | +23.4% | 42.5% | 21.7% | $-1.60B |
| FY2025 Q2 | $15.56B | +37.6% | $6.29 | +91.8% | 45.8% |
| 36.4% |
| $1.28B |
| FY2025 Q3 | $17.60B | +53.9% | $6.21 | +480.4% | 47.6% | 31.7% | $8.61B |
| FY2025 Q4 | $19.29B | +42.6% | $7.39 | +51.4% | 45.5% | 34.4% | $678M |
| FY2026 Q1 | $19.80B | +55.5% | $8.26 | +169.9% | 44.7% | 37.4% | $3.01B |
| FY2026 Q2 | $22.97B | +47.7% | $7.94 | +26.2% | 39.1% | 30.9% | $7.76B |