Eli Lilly & Co. (LLY) beat expectations in Q1 FY2026 on revenue of $19.8B versus the $17.8B estimate (+55.5% YoY) and EPS of $8.55. The next Eli Lilly & Co. (LLY) earnings date is Aug 5, 2026. Below is the full Eli Lilly & Co. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Eli Lilly & Co. (LLY) Earnings Analysis — key stats
Next earnings date
Aug 5, 2026
Latest reported quarter
Q1 FY2026
Earnings verdict
Beat
EPS beat rate
7 of last 8 (quarters above estimate)
Avg next-day move
±9.2% (over the last 8 reports)
Post-earnings direction
Up 5 / Down 3 (of the last 8 reports)
Implied move (next report)
±10.4% (options-derived · into Aug 5, 2026)
Revenue
$19.8B (vs $17.8B est · +11.1% surprise · +55.5% YoY)
EPS
$8.55 (vs $6.97 est · +22.7% surprise · +169.4% YoY)
Share price
$1210.50 (+1.6%)
Market cap
$1.14T
Eli Lilly & Co. (LLY) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q2 2026
$19.8B vs $17.8B est
$8.55 vs $6.97 est
+22.7%
+13.2%
Beat
Q1 2026
$19.3B vs $17.9B est
$7.54 vs $6.91 est
+9.1%
+1.7%
Beat
Q4 2025
$17.6B vs $16.1B est
$7.02 vs $5.69 est
+23.4%
+6.1%
Beat
Q3 2025
$15.6B vs $14.7B est
$6.31 vs $5.60 est
+12.7%
-16.2%
Beat
Q2 2025
$12.7B vs $12.7B est
$3.34 vs $3.26 est
+2.5%
-8.4%
Mixed
Q1 2025
$13.5B
$5.32 vs $5.03 est
+5.8%
+4.3%
—
Q4 2024
$11.4B vs $12.1B est
$1.18 vs $1.47 est
-19.7%
-8.2%
Miss
Q3 2024
$11.3B vs $10.0B est
$3.92 vs $2.60 est
+50.8%
+15.5%
Beat
What you'll find
Next Eli Lilly & Co. (LLY) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Eli Lilly & Co. reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Eli Lilly & Co. (LLY)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Eli Lilly & Co.'s next earnings date?
Eli Lilly & Co.'s (LLY) next scheduled earnings date is Aug 5, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Eli Lilly & Co. (LLY) beat or miss earnings?
In Q1 FY2026, Eli Lilly & Co. (LLY) posted beat results — revenue of $19.8B versus the $17.8B estimate (+11.1% surprise) and EPS of $8.55 versus $6.97 expected (+22.7% surprise). Magnisto decodes every Eli Lilly & Co. (LLY) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Eli Lilly & Co. beat earnings estimates?
Over its last 8 reported quarters, Eli Lilly & Co. (LLY) beat Wall Street EPS estimates 7 times, most recently a beat result in Q2 2026. Magnisto tracks every Eli Lilly & Co. (LLY) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Eli Lilly & Co. stock move after earnings?
Over its last 8 quarterly reports, Eli Lilly & Co. (LLY) moved an average of ±9.2% the day after earnings — ranging from -16.2% (Q3 2025) to +15.5% (Q3 2024). The stock rose after 5 of those 8 reports and fell after 3. Heading into its next report on Aug 5, 2026, options-implied volatility is pricing in a move of roughly ±10.4% (derived). Magnisto tracks the realized post-earnings move for every Eli Lilly & Co. (LLY) quarter alongside the beat/miss verdict — past moves don't predict the next one.
What is the forecast for Eli Lilly & Co. (LLY) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Eli Lilly & Co. (LLY), anchored to the current $1210.50 share price, so you can weigh the bull, base and bear cases for Eli Lilly & Co. side by side.
Is Eli Lilly & Co. (LLY) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Eli Lilly & Co. fits your own thesis and risk profile. This is research, not investment advice.