Overview
- The company posted Q4 2025 adjusted EPS of $7.54 on revenue of $19.29 billion, topping analyst estimates on both measures.
- Mounjaro generated about $7.41 billion and Zepbound $4.26 billion in the quarter, with triple-digit year-over-year growth driven by volume.
- Lilly guided 2026 revenue to $80–$83 billion and adjusted EPS to $33.50–$35, both ahead of Wall Street forecasts.
- Shares jumped after the earnings release, then fell about 6% Thursday following Hims & Hers’ launch of a compounded semaglutide pill priced at $49 for the first month and $99 for months two through five.
- Competitive pricing comparisons highlight pressure on injectables, as Lilly lists a $299 cash price for its lowest-dose Zepbound while Novo Nordisk offers a $149 Wegovy pill, and Lilly is advancing an oral candidate, orforglipron, with regulatory filings in the U.S., EU, and Japan.