Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Loading
Start 30 days free, no card. Full Pro access for a month, then decide. Start free
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
| Analyst | Firm | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Courtney Breen | Bernstein | 7 questions · 14% challenging |
| Terence Flynn | Morgan Stanley | 7 questions · 0% challenging |
| Chris Schott | JPMorgan | 7 questions · 14% challenging |
| Mohit Bansal | Wells Fargo | 7 questions · 0% challenging |
| Umer Raffat | Evercore ISI | 7 questions · 71% challenging |
| Asad Haider | Goldman Sachs | 6 questions · 17% challenging |
| Geoff Meacham | Citigroup | 6 questions · 0% challenging |
| Dave Risinger | Leerink Partners | 6 questions · 17% challenging |
| Seamus Fernandez | Guggenheim | 6 questions · 0% challenging |
| Alex Hammond | Wolfe Research | 6 questions · 17% challenging |
| Firm | Analysts | Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| JPMorgan | 1 analyst | 7 questions · 14% challenging |
| Morgan Stanley | 1 analyst | 7 questions · 0% challenging |
| Guggenheim | 2 analysts | 7 questions · 0% challenging |
| Citigroup | 2 analysts | 7 questions · 0% challenging |
| Bernstein | 1 analyst | 7 questions · 14% challenging |
| Evercore ISI | 1 analyst | 7 questions · 71% challenging |
| Goldman Sachs | 2 analysts | 7 questions · 14% challenging |
| Wells Fargo | 1 analyst | 7 questions · 0% challenging |
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.
Pricing | Demand | Innovation & R&D | Product Launch | Competitive Dynamics | Regulation Policy | Geographic Expansion | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 6 | 7 | 8 | 3 | 2 | 1 | 1 |
| 2025Q1 | 9 | 4 | 6 | 4 | 6 | 4 | 1 | |
| 2025Q2 | 7 | 3 | 6 | 2 | 4 | 4 | ||
| 2025Q3 | 5 | 4 | 4 | 4 | 3 | 2 | 2 | |
| 2025Q4 | 3 | 6 | 3 | 4 | 1 | 4 | 1 | |
| 2026Q1 | 3 | 6 | 1 | 3 | 4 | 3 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 3 | 9 | 7 | 5 | 3 | 3 |
| Demand | 6 | 4 | 3 | 4 | 6 | 6 |
| Innovation & R&D | 7 | 6 | 6 | 4 | 3 | 1 |
| Product Launch | 8 | 4 | 2 | 4 | 4 | 3 |
| Competitive Dynamics | 3 | 6 | 4 | 3 | 1 | 4 |
| Regulation Policy | 2 | 4 | 4 | 2 | 4 | 3 |
| Geographic Expansion | 1 | 2 | 1 | 1 | ||
| Margin | 1 | 1 | 1 |
Calendar quarter Q1 2026Earnings call Apr 30, 2026
FY2026 Q1 in brief
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.
Newest quarter FY2026 Q2 is part of Pro · see what Pro adds →
GAAP revenue YoY +55.5% → base 8. The base score is anchored to the GAAP revenue YoY band before transcript, EPS, and guidance adjustments.
Sources. Tellvest earnings-call sentiment score for Lilly (Eli) (LLY), FY2026 Q1: 10/10. Scores: Lilly (Eli)’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: LLY daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.
What LLY and other companies said about each other on FY2026 Q1 earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We have called out increasing ad spend from Eli Lilly and their Zepbound OSA brand campaigns—dontsleeponosa.com—and the broader population for the pills.”
Eli Lilly is increasing marketing spend on Zepbound OSA campaigns, driving patient awareness that funnels new patients toward ResMed's sleep apnea diagnostics and CPAP.
“As highlighted by Eli Lilly's own clinical trials in this space, these two therapies are better together.”
ResMed cites Eli Lilly's GLP-1 clinical work to argue GLP-1 and CPAP therapies are complementary, framing Lilly's GLP-1 growth as a demand tailwind rather than a threat.
“providers on our platform can now send prescriptions for zepbound, vials and [indiscernible] as well as [indiscernible] to the LillyDirect pharmacy and access self-pay pricing for Hims & Hers customers”
HIMS enabled providers to route Zepbound prescriptions to Eli Lilly's LillyDirect pharmacy at self-pay pricing, adding another consumer distribution channel for Lilly's branded GLP-1.
“imagine if you invented a GLP that was as good as the currently best-in-class agent, let's say, tirzepatide, and acted very much the same, but also lowered your bad cholesterol by more than 50%”
Regeneron benchmarks its GLP/GIP plus Praluent obesity combination against Eli Lilly's tirzepatide as the best-in-class standard it aims to match on weight loss while adding lipid lowering.
“Do you want to be the number three player behind Novo and Lilly, or are you assuming a higher position than that with your product?”
An analyst frames Eli Lilly as one of the two incumbent obesity leaders Amgen's Meritide will compete against.
“We announced the Lilly TuneLab partnership, which is a great launch path for Xynthetica, leveraging the ecosystem that Lilly brings to the table.”
Revvity partnered with Lilly on TuneLab as a launch channel for its Xynthetica AI software platform, leveraging Lilly's ecosystem.
“we're not coming very late into the market because remember, Lilly really introduced their asset in -- at the beginning of last year.”
Pfizer references Lilly as the incumbent in the China/international obesity (GLP-1) market as Pfizer launches ecnoglutide, noting it is not far behind Lilly's entry.
“We also announced a licensing agreement with CSL for clazakizumab for certain indications, and that molecule will be reflected in our pipeline chart once Lilly trials have begun.”
Lilly licensed clazakizumab from CSL for certain indications, a signal on CSL's out-licensing of the asset.
“We also recently completed our acquisition of Ventix Biosciences, which brings a pipeline of small molecule therapeutics, including NLRP3 inhibitors designed to treat inflammation across a broad range of diseases.”
Lilly completed its acquisition of Ventix Biosciences for its NLRP3-inhibitor anti-inflammatory pipeline.
“Syntessa Pharmaceuticals, a company developing a new class of medicines for the treatment of excessive daytime sleepiness and other neurologic conditions.”
Lilly announced an agreement to acquire Syntessa Pharmaceuticals, expanding its neuroscience/sleep-wake portfolio.
“Colonia Therapeutics, a company developing an in vivo platform to treat multiple myeloma in other cancers”
Lilly announced the acquisition of Colonia Therapeutics for its in vivo CAR T platform targeting multiple myeloma.
“and Ajax Therapeutics, a company developing next-generation JAK inhibitors for people with blood cancers.”
Lilly announced an agreement to acquire Ajax Therapeutics, developer of next-generation JAK inhibitors for blood cancers.
“Orna Therapeutics, a company with an in vivo CAR T pipeline to treat autoimmune diseases.”
Lilly announced an agreement to acquire Orna Therapeutics for its in vivo CAR T autoimmune pipeline.
“we'll continue to publish data, as I'm sure Novo-Nordisk will that demonstrate that pretty much all of these drugs in this category have had profound effects and are probably cost effective at their current prices.”
Eli Lilly's CEO references Novo-Nordisk as a fellow obesity-drug maker also publishing outcomes data, its main competitor in the incretin category.
The table scrolls sideways. Swipe it, or select it and use the arrow keys.
| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Net margin | FCF |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $13.53B | +44.7% | $4.88 | +101.7% | 32.6% | $727M |
| FY2025 Q1 | $12.73B | +45.2% | $3.06 | +23.4% | 21.7% | $-1.60B |
| FY2025 Q2 | $15.56B | +37.6% | $6.29 | +91.8% | 36.4% | $1.28B |
| FY2025 Q3 | $17.60B | +53.9% | $6.21 | +480.4% | 31.7% | $8.61B |
| FY2025 Q4 | $19.29B | +42.6% | $7.39 | +51.4% | 34.4% | $678M |
| FY2026 Q1Selected | $19.80B | +55.5% | $8.26 | +169.9% | 37.4% | $3.01B |
| FY2026 Q2 | $22.97B | +47.7% | $7.94 | +26.2% | 30.9% | $7.76B |
Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).
No 8-K events recorded for this window.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LLY Lilly (Eli) | 10 | +55.5% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 2 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| GILD Gilead Sciences | 8 | +4.4% | |
| JNJ Johnson & Johnson | 7 | +9.9% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |