Eli Lilly published its third-quarter results on October 29, 2026. The pharmaceutical group posted strong revenue growth, driven by international demand for diabetes and obesity medicines. The stock responded with a sharp price increase.
Q3 2026 im Überblick
Eli Lilly | Drittes Quartal 2026
Finanzkennzahlen im Detail
| Kennzahl | Q3 2026 | Veränderung zum Vorjahr |
|---|---|---|
| Umsatz USA | 15,1 Mrd. USD | +34 % |
| Umsatz außerhalb der USA | 9,3 Mrd. USD | +47 % |
| Mounjaro-Umsatz | 10,72 Mrd. USD | +65 % |
| Zepbound-Umsatz | 5,35 Mrd. USD | +49 % |
| Bruttogewinn | 20,46 Mrd. USD | +40 % |
| Bruttomarge | 83,9 % | +1,0 Prozentpunkt |
| Forschungs- und Entwicklungsausgaben | 4,25 Mrd. USD | +23 % |
| Nettogewinn (GAAP) | 6,45 Mrd. USD | +16 % |
| Bereinigter Nettogewinn (Non-GAAP) | 6,68 Mrd. USD | +6 % |
| Verwässertes Ergebnis je Aktie (GAAP) | 7,22 USD | +16 % |
| Bereinigtes Ergebnis je Aktie | 7,48 USD | +7 % |
Quelle: Eli Lilly, Quartalsbericht Q3 2026.
Mounjaro and Zepbound drive growth
Quarterly revenue rose 39% to $24.40 billion. Mounjaro in particular delivered strong momentum, with revenue up 65% to $10.72 billion. Zepbound generated $5.35 billion, up 49%.
Net income increased 16% to $6.45 billion. Adjusted earnings per share came in at $7.48 (+7%). At the same time, Eli Lilly invested $4.25 billion in research and development.
Chart Analysis: Upward momentum after the quarterly results
On the release date, October 29, the stock rose 6.63% to $1,373.70. At the open of $1,332.73, the price was already well above the prior close of $1,288.30.
The positive gap up suggests an immediate reassessment of the results by the market. On October 30, the upward momentum continued with a closing price of $1,417.54.
Significance for the UMBRELLA Strategy
Eli Lilly remains a key representative of the healthcare sector within the UMBRELLA Strategy. Growth in Mounjaro and Zepbound, as well as progress in drug development, support the operational outlook.
At the same time, the high importance of individual products, the development of drug prices, and the stock’s valuation remain key factors for further assessment.
Key takeaway: Eli Lilly increases quarterly revenue by 39%, driven by strong demand for Mounjaro and Zepbound. The raised full-year guidance and positive share-price reaction underscore the pharmaceutical group’s operational growth momentum.
