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Eli Lilly raises 2026 sales outlook as obesity drugs beat estimates

Eli Lilly reported Q3 2026 revenue of $24.4 billion, up 39%, and raised full-year revenue guidance to $91–$92 billion, citing Mounjaro and Zepbound. Reuters said shares hit a record.

Eli Lilly on Thursday reported third-quarter 2026 worldwide revenue of $24.4 billion, up 39% from a year earlier, and said it raised the midpoint of its full-year 2026 revenue guidance by $5.5 billion to a range of $91.0 billion to $92.0 billion1.

The company said growth was led by Mounjaro and Zepbound. Worldwide Mounjaro revenue rose 65% to $10.7 billion; U.S. Zepbound revenue rose 48% to $5.3 billion1.

Lilly reported Q3 sales of $193 million for the Alzheimer's drug Kisunla and $184 million for Foundayo1. Reuters said the results beat analysts' profit estimates and that Kisunla compared with estimates of $175.2 million.

Reuters said Lilly shares reached a session high of $1,408.34 and were last up 7.5% at $1,389, which would add about $80 billion to a market value of about $1.2 trillion if those gains held. Whether the move held through the close was not confirmed in the company release1.

Sources

  1. Eli Lilly and CompanyLilly reports third-quarter 2026 financial results, raises full-year guidance and highlights regulatory progress across the portfolio