Eli Lilly and Company (LLY) Earnings Call Summary — June 2026 quarter
Eli Lilly is a drugmaker best known for weight-loss and diabetes blockbusters Zepbound and Mounjaro, plus cancer and Alzheimer's medicines.
Eli Lilly and Company (LLY) reported its June 2026 quarter results on August 5, 2026. Earnings per share came in at $8.38 against a $6.40 consensus; the two figures are reported on different bases, so no beat or miss is claimed. Revenue of $22.97B landed above the $20.82B estimate. LLY has beaten consensus EPS in 6 of its last 6 scored quarters. Highlights from management's remarks on the call are below.
Key highlights from the call
Operator: “Ladies and gentlemen, thank you for standing by, and welcome to the Lilly Q2 2026 Earnings Conference Call.”
Chief Scientific and Product Officer: “With the recent completion of TRIUMPH-2 and TRIUMPH-3 trials, we now have the clinical data package to support global registrations in obesity, obstructive sleep apnea, and knee osteoarthritis pain.”
President, Lilly USA and Global Customer Capabilities: “We continue to see significant growth even in Q2 in overall TRx coming into treatment of obesity at 3 million TRx and a lot of that is driven by both injectable and oral new patients coming in.”
Analyst: “Just curious as to what you think the contributing factors are there and when you think we could expect an inflection?”
President, Lilly USA and Global Customer Capabilities: “We're seeing week-to-week growth in overall prescriptions and uptake for Foundayo.”