Core Insights - Eli Lilly and Co. reported better-than-expected third-quarter earnings, leading to an increase in stock price and an upward revision of its annual forecast [1][8] Financial Performance - Quarterly revenue reached $17.60 billion, a 54% year-over-year increase, surpassing the consensus estimate of $16.02 billion, driven by a 62% increase in volume, partially offset by a 10% decrease due to lower realized prices [2] - Adjusted earnings per share were reported at $7.02, significantly up from $1.18 a year ago, exceeding the consensus of $5.70 [3] - Key Products revenue grew to $11.98 billion in Q3 2025, primarily driven by Mounjaro and Zepbound [2] Product Performance - Mounjaro's revenue increased by 109% to $6.52 billion, with U.S. revenue at $3.55 billion, reflecting a 49% increase [4] - Zepbound revenue surged 184% to $3.57 billion, driven by increased demand [5] - Verzenio revenue rose 7% to $1.47 billion, supported by volume growth [5] Profitability Metrics - Gross profit increased by 57% to $14.59 billion, with a gross margin of 82.9%, up by 1.9 percentage points due to a favorable product mix [5] Future Outlook - The company raised its fiscal year 2025 sales guidance from $60 billion-$62 billion to $63 billion-$63.5 billion, compared to the consensus of $61.65 billion [6] - Adjusted earnings guidance for 2025 was increased from $21.75-$23.00 to $23-$23.70, against a consensus of $22.18 [6] Investment and Expansion Plans - Eli Lilly announced a planned investment of over $1.2 billion to expand and modernize its manufacturing site in Puerto Rico, with construction expected to begin in 2026 [6][7] - The new facility will integrate advanced technologies and expand production capacity for oral solid medicines, including orforglipron, Lilly's first oral weight loss drug [7] - The project is expected to create up to 1,000 construction jobs and 100 high-tech manufacturing positions [8]

Core Insights - Eli Lilly reported adjusted earnings of $7.02 per share on $17.6 billion in third-quarter sales, exceeding analyst expectations of $5.89 per share and $16.05 billion in sales [1][2] - The company experienced significant growth in sales for its diabetes treatment Mounjaro, which generated $6.52 billion, and Zepbound, a weight-loss drug, which brought in $3.59 billion, both surpassing analyst projections [2] - Eli Lilly raised its full-year guidance, now expecting adjusted earnings of $23-$23.70 per share on sales of $63 billion-$63.5 billion, compared to the Street's expectations of $22.48 earnings per share and $61.74 billion in sales [2] Stock Performance - Eli Lilly's stock rose 3.9% to 845 in premarket trading, with a short-term high of 864.35 identified as a potential entry point for investors [3] - The stock is currently trading above key moving averages, although it has a low IBD Digital Relative Strength Rating of 33, indicating it ranks in the bottom third of stocks based on 12-month performance [3]

Financial Performance - Total revenue reached $17601 million, a 54% increase compared to Q3 2024[12, 17] - Key product revenue grew by 104%, reaching $12 billion[12] - Non-GAAP earnings per share (EPS) increased by $584 to $702[12] - The company raised the midpoint of full-year revenue guidance by over $2 billion[10] Product Highlights - Lilly's U S incretin analogs market share increased to 579% of total prescriptions, with market growth of 36% versus prior year[10, 26] - Mounjaro U S sales were $36 billion, and international sales were $30 billion[56] - Zepbound U S sales were $36 billion, and international sales were $20 million[59] - Verzenio U S sales were $880 million, and international sales were $590 million[62] - Jaypirca Q3 2025 sales were $143 million, with U S TRx increasing 61% vs Q3 2024[24] - Ebglyss Q3 2025 sales were $127 million, with U S TRx growing 41% vs Q2 2025[24] - Omvoh Q3 2025 sales were $65 million[24] - Kisunla Q3 2025 sales were $70 million[24] Strategic Investments - Year-to-date capital investments totaled $53 billion[12] - Research & Development investment was $35 billion, representing 27% of revenue[12] - Marketing, selling & administrative expenses were $27 billion, a 31% increase[12] - $13 billion was distributed via dividends and $07 billion in share repurchases[14] Regulatory and Clinical Updates - Inluriyo (imlunestrant) received U S FDA approval for ER+, HER2-, ESR1-mutated advanced or metastatic breast cancer[11] - Kisunla received marketing authorization in Europe for early symptomatic Alzheimer's disease[11] - Orforglipron showed positive results in four additional Phase 3 trials[11] - Jaypirca significantly improved progression-free survival in treatment-naïve CLL/SLL[11]

Starbucks - Starbucks reported a mixed earnings report, with shares down 2% in pre-market trading despite achieving its first same-store sales gain in nearly two years, up 1% globally, driven by new protein drinks and improved morning staffing [2][3] - U.S. sales remained flat, while international sales increased by 3%, reflecting a 2% increase in China [2] - Revenue reached $9.57 billion, surpassing expectations of $9.33 billion, but adjusted EPS fell short at 52 cents compared to the expected 55 cents [3] - The CEO described the results as a turning point in Starbucks' multi-year turnaround, but the lack of a full outlook raised concerns among investors, with guidance expected in January [3][4] Eli Lilly - Eli Lilly experienced strong performance driven by its weight loss and diabetes drugs, with adjusted EPS at $7.02, beating expectations of $6.02 [4] - Revenue was reported at $17.6 billion, exceeding the anticipated figure of over $16 billion, and the company raised its full-year guidance to between $63 billion and $63.5 billion, up from a previous forecast of $60 to $62 billion [5][6] - Mjaro revenue more than doubled to over $6.5 billion, while Zetbound revenue almost tripled to over $3.12 billion, indicating strong demand for GLP-1 drugs [5][6] - Eli Lilly is also developing a new weight loss pill, which could potentially be a game changer in the market [7] Estee Lauder - Estee Lauder reported a return to profitability, beating expectations on both revenue and adjusted EPS, with revenue at $3.4 billion and adjusted EPS at 32 cents [8][10] - The company reaffirmed its full-year sales outlook and emphasized that fiscal year 2026 will be pivotal for restoring growth and expanding margins after four years of compression [9][10] - Growth was driven by skincare, which increased by 3%, and fragrance, which saw a significant rise of 14%, while makeup and hair care experienced declines of 1% and 7%, respectively [10][11] - Estee Lauder regained market share in China and the broader Asia-Pacific region, indicating a recovery in those markets [11]

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格隆汇10月30日｜礼来(LLY.US)涨超3%，报838.51美元。消息面上，礼来第三季纯利同比增长逾4倍至 55.8亿美元，调整后每股盈利为7.02美元，高于预期的5.69美元；营收同比增长54%至176亿美元，亦高 于预期的160亿美元。公司上调全年业绩指引，目前预计营收将在630亿至635亿美元之间，高于早前预 期的600亿美元至620亿美元；预计调整后每股盈利将在23至23.7美元之间，亦高于先前预期的21.75至23 美元。(格隆汇) ...

Eli Lilly (NYSE: LLY) delivered a commanding third quarter, posting earnings and revenue that significantly exceeded expectations while raising full-year guidance. ...

Core Viewpoint - Eli Lilly's third-quarter performance exceeded market expectations, driven by strong sales of weight loss drugs Mounjaro and Zepbound, leading to an upward revision of revenue guidance for fiscal year 2025 [3][4]. Financial Performance - The company reported earnings per share of $7.02, surpassing analyst expectations of $5.69, and revenue of $17.6 billion, exceeding the market forecast of $16.01 billion [3][5]. - U.S. sales surged by 45% to $11.3 billion, primarily due to a 60% increase in product prescriptions, particularly for Mounjaro and Zepbound [3][7]. - Net profit for the third quarter reached $5.58 billion, or $6.21 per share, compared to $970.3 million, or $1.07 per share, in the same period last year [7]. Drug Sales Performance - Mounjaro generated $6.52 billion in revenue, a 109% year-over-year increase, significantly exceeding the analyst forecast of $5.51 billion [5]. - Zepbound recorded $3.57 billion in revenue, a 184% increase year-over-year, slightly above Wall Street's expectation of $3.5 billion [5][7]. - Combined sales of both drugs exceeded expectations by approximately $1.3 billion, with most of the outperformance attributed to Mounjaro [7]. Market Position and Competition - Eli Lilly maintains a leading position in the rapidly growing GLP-1 drug market, capturing about 58% market share, which includes competition from Novo Nordisk's Ozempic and Wegovy [7][9]. - The competitive landscape is intensifying, with Novo Nordisk's recent acquisition bid for Metsera highlighting the urgency to catch up with Eli Lilly [11]. - To enhance drug accessibility, Eli Lilly announced a partnership with Walmart to provide discounted Zepbound for cash-paying patients [10]. Guidance Revision - The company raised its fiscal year 2025 revenue guidance to $63 billion to $63.5 billion, up from the previous estimate of $60 billion to $62 billion [3][8]. - Adjusted earnings per share guidance was also increased from $21.75-$23 to $23-$23.70 [3].

Core Insights - Eli Lilly's shares increased nearly 4% in premarket trading following the release of third-quarter earnings that surpassed expectations and an upward revision of its annual profit forecast [1] Financial Performance - The pharmaceutical company reported third-quarter earnings that exceeded market expectations [1] - Eli Lilly raised its annual profit forecast, indicating strong financial performance and positive outlook for the remainder of the year [1]

Core Insights - Eli Lilly raised its full-year profit and revenue forecasts due to strong international demand for weight-loss drugs, surpassing Wall Street's third-quarter earnings expectations [1] - The company's shares increased over 5% in premarket trading, despite concerns regarding drug price negotiations with the Trump administration [1] Company Performance - Eli Lilly's CEO attributed the strong performance to continued demand for GLP-1 drugs Zepbound and Mounjaro, indicating a robust portfolio [4] - Zepbound sales reached $3.6 billion for the quarter, exceeding expectations of $3.23 billion, despite anticipated softness due to CVS Health dropping it from its preferred list [5] - Mounjaro sales were reported at $6.5 billion, surpassing analysts' average expectation of $5.73 billion, with international sales nearly $1 billion above estimates [7] Market Context - Eli Lilly competes with Novo Nordisk in the weight-loss drug market, projected to reach $150 billion by the end of the decade [2] - The Trump administration's "most favored nation" policy aims to align U.S. drug prices with those in other developed nations, creating uncertainty in the market [2]