#United States #Indianapolis #Zepbound #Eli Lilly #Mounjaro

Eli Lilly's Financial Performance for Q4 2025

Eli Lilly and Company (NYSE: LLY) has released its fourth-quarter financial results for 2025, revealing a phenomenal growth trajectory. The company achieved a remarkable 43% increase in revenue, soaring to $19.3 billion, primarily propelled by the impressive sales performance of its key products, Mounjaro and Zepbound.

Impressive Revenue Growth

Lilly's revenue surge can be attributed to a substantial volume increase of 46%, even while facing a modest 5% decline in realized prices. In the U.S. market alone, revenue grew by 43% to $12.9 billion, driven by a remarkable 50% increase in volume sold. This trend was mirrored internationally, where sales climbed 43% to $6.4 billion, largely due to Mounjaro's increasing acceptance and demand, offset slightly by a decrease in Jardiance sales.

Earnings Highlights

Net income for the quarter was reported at $6.6 billion, marking a 50% rise from the previous year's $4.4 billion. Furthermore, the earnings per share (EPS) increased impressively by 51%, reaching $7.39 on a reported basis. Even when adjusted for certain charges, the non-GAAP EPS showed a significant increase of 42%, totaling $7.54.

Product Performance

Key products significantly contributed to this success. Mounjaro saw a staggering sales increase of 110%, generating $7.4 billion in revenue for Q4 2025. Zepbound's revenue rose by 123% to reach $4.2 billion, showcasing strong demand that substantially enhanced overall performance. Verzenio also had a notable increase in revenue, though it grew at a more modest rate of 3%.

Regulatory Accomplishments and Pipeline Progress

Lilly's regulatory progress has been notable, with the FDA approving the Kwikpen for tirzepatide and expanding indications for Jaypirca. Moreover, submissions were made for orforglipron, which targets obesity, to regulatory authorities in the U.S., Japan, and the EU. On the clinical front, promising outcomes from Phase 3 trials for products like Taltz and Zepbound, alongside innovative solutions for obesity management, have positioned Lilly favorably for the future.

Additionally, Lilly has announced a partnership with the U.S. government aimed at improving access to obesity treatments for millions of Americans, emphasizing its commitment to addressing pressing health issues.

Looking Ahead: 2026 Guidance

For the upcoming year, Eli Lilly has provided a robust financial forecast, projecting revenues between $80 billion and $83 billion for 2026, with non-GAAP EPS anticipated in the range of $33.50 to $35.00. This optimism reflects the company's strong pipeline and ongoing commitment to expand the reach of its innovative therapies.

As stated by Lilly’s CEO, David A. Ricks, 2025 was a pivotal year, significantly broadening patient access to Lilly’s products and enhancing manufacturing capacities amid global health challenges. With a deep pipeline and a focus on innovation, Lilly is well-positioned to continue its momentum and make a further impact on global health outcomes.

Overall, Lilly’s performance in Q4 2025 showcases its capability to navigate the complexities of the pharmaceutical landscape while remaining dedicated to patient care and pioneering advancements in medical treatments. Investors and stakeholders can look forward to the company's ongoing developments and future successes in the evolving healthcare landscape.