Eli Lilly and Company (LLY) earnings date & stock reaction
LLY · Eli Lilly and Company · Healthcare
Eli Lilly and Company earnings date & time
Schedule
- Korea time (KST)
- Thu, October 29
- Reporting pattern
- 12 of last 12 before open
- Typical move
- ±7.0% · 12-report avg
What the market expects
Consensus EPS
$9.87Coming in above this counts as a beat
- Year-ago quarter
- $7.02→+40.6%
- Guided EPS
- $36.00
“Lilly's momentum continues, as we delivered 48% revenue growth and raised our full-year guidance.”
“We have increased the low-end of our revenue range by $3 billion and the high-end by $2 billion, reflecting a strong underlying performance of our key products.”
- ▲Rapid Revenue Growth in Obesity Drugs
- Q2 total revenue reached $23.0 billion, a 48% increase compared to the same quarter last year.
- Key products Mounjaro and Zepbound were the primary drivers of this revenue growth.
- ▲Improved Profitability and Guidance Hike
- Gross margin was 86.3%, an improvement of 1.3 percentage points versus last year.
- Based on strong performance, the company raised the midpoint of its full-year revenue guidance by $2 billion.
- ▲Pipeline and Business Expansion
- Positive Phase 3 data for retatrutide supports global registration plans.
- Acquisitions of companies like Orna and Ajax have strengthened the infectious disease and drug portfolio.
- ▼Pressure on Net Income from One-time Charges
- Acquired IPR&D charges surged to $2.8 billion compared to $154 million in the same quarter last year.
- This led to an increase in the effective tax rate to 23.3% from 16.5% a year ago.
- ▼Continued Decline in Realized Prices
- Realized prices in the U.S. declined by 3%, or 9% when excluding specific adjustments.
- Realized prices outside the U.S. fell by 36%, partially offsetting the volume-driven growth.
Eli Lilly and Company (LLY) rose the day after earnings in 8 of its last 12 reports (67%), moving ±7.0% on average. It has fallen despite beating the consensus estimate 2 times.
When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.
The real bar for this stock
Beating estimates isn't enough. Here's where the real surprise started.
How this stock reacts to earnings
Traits seen across its recent earnings reactions
Earnings number vs guidance: which drives it?
How often the beat/miss matched the actual price move
2/10 beats fell next day · watches Obesity drug sales · guidance
- Jun 2026 report+4.9%
- Mar 2026 report+9.8%
- Dec 2025 report+10.3%
- Sep 2025 report+3.8%
- Jun 2025 report-14.1%
- Mar 2025 report-11.7%
Earnings timeline · bars = next-day move, ▲▼ = beat/miss
Earnings trend · last 12 quarters
Earnings history and price reaction
| Quarter ended | Reported (ET) | vs market expectation (consensus) | Earnings day | After 5 days |
|---|---|---|---|---|
| 6/2026 | 2026-08-05 | +27.3% | +4.9% | +8.9% |
| 3/2026 | 2026-04-30 | +25.9% | +9.8% | +16.0% |
| 12/2025 | 2026-02-04 | +9.1% | +10.3% | +2.1% |
| 9/2025 | 2025-10-30 | +19.1% | +3.8% | +13.8% |
| 6/2025 | 2025-08-07 | +12.9% | -14.1% | -11.5% |
| 3/2025 | 2025-05-01 | -3.4% | -11.7% | -13.6% |
12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.
Frequently asked questions
When is the next Eli Lilly and Company earnings date?
The next Eli Lilly and Company (LLY) earnings report is expected Thu, October 29 around 8:00 AM ET, before the open. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.
What is the consensus EPS forecast for Eli Lilly and Company's next earnings?
Analysts expect EPS of about $9.87 for Eli Lilly and Company (LLY). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.
Does Eli Lilly and Company (LLY) stock usually go up after earnings?
Over the last 12 earnings reports, the stock rose on 8 of them (67%). The average move on earnings day was ±7.0%.
Does Eli Lilly and Company react more to the earnings numbers or to guidance?
In 2 of the last 12 reports (17%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.
Can Eli Lilly and Company stock fall even when earnings are good?
Yes. In 3 of the last 12 reports, Eli Lilly and Company fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.
Does Eli Lilly and Company stock keep moving after the earnings day?
Over the last 12 reports, the move continued in the same direction for the following five trading days 67% of the time. This tendency is known as post-earnings announcement drift.