礼来（LLY）周三早盘大涨7.2%。该公司公布第四季度营收192.9亿美元（+43%），调整后每股收益 7.54美元，并凭借Zepbound和Mounjaro驱动将2026年营收指引上调至800-830亿美元，每股收益指引上 调至33.50-35.00美元。 来源：环球市场播报 ...

Not for promotional use Q4 2025 EARNINGS CALL ELI LILLY AND COMPANY Agenda Introduction and Key Events Dave Ricks, Chair and Chief Executive Officer Q4 2025 Financial Results & 2026 Financial Guidance Lucas Montarce, Chief Financial Officer R&D Update Dan Skovronsky, M.D., Ph.D., Chief Scientific and Product Officer Question & Answer Session 3 2025 Q4 EARNINGS Safe Harbor Provision and Other Information This presentation contains forward-looking statements that are based on management's current expectations ...

来源：格隆汇APP 格隆汇2月4日｜礼来(LLY.US)大涨超10%，最高触及1103.87美元，总市值重回1万亿美元上方。消息面 上，礼来公布强劲的2025年第四季度财报，营收同比增长43%至193亿美元，调整后每股收益同比增长 42%至7.54美元，分别超出分析师预期的180亿美元和6.73美元。期内，Mounjaro和Zepbound两款产品合 计销售额超过116亿美元，占公司总营收的60%以上。另外，礼来给出积极的业绩指引，预计2026年全 年营收将在800亿至830亿美元之间，调整后每股收益将在33.5至35美元之间，分别超出分析师预期的 777亿美元和33.08美元。(格隆汇) ...

礼来(LLY.US)大涨超10%，最高触及1103.87美元，总市值重回1万亿美元上方。消息面上，礼来公布强 劲的2025年第四季度财报，营收同比增长43%至193亿美元，调整后每股收益同比增长42%至7.54美元， 分别超出分析师预期的180亿美元和6.73美元。期内，Mounjaro和Zepbound两款产品合计销售额超过116 亿美元，占公司总营收的60%以上。另外，礼来给出积极的业绩指引，预计2026年全年营收将在800亿 至830亿美元之间，调整后每股收益将在33.5至35美元之间，分别超出分析师预期的777亿美元和33.08美 元。(格隆汇) ...

Group 1: Market Overview - The U.S. stock market opened mixed on February 4, with the Nasdaq down 0.28%, the Dow Jones up 0.4%, and the S&P 500 up 0.11% [1] Group 2: Company Earnings - Eli Lilly reported Q4 revenue of $19.292 billion, a 43% year-over-year increase, with net income of $6.636 billion, up 50%, and earnings per share of $7.39, reflecting a 51% increase [2] Group 3: Mergers and Acquisitions - Texas Instruments announced an agreement to acquire Synaptics for $7.5 billion, with investors receiving $231 in cash per share, expected to close in the first half of 2027 [3] Group 4: Index Inclusion Rules - Nasdaq proposed a "fast-track" rule to expedite the inclusion of newly listed large companies into the Nasdaq 100 index, allowing them to join on the 15th trading day post-listing, significantly shorter than the current three-month wait [4] Group 5: Strategic Partnerships - Prosus entered a three-year agreement with Amazon Web Services (AWS) to expand its artificial intelligence applications across Latin America, Europe, and India [5] Group 6: Production Plans - Toyota plans to increase hybrid vehicle production by approximately 30% by 2028, targeting 6.7 million units, up from a planned 5 million units in 2026, with significant expansion in the U.S. [6]

Group 1: International Investment Landscape - The current dollar weakness is a significant driver affecting international investments, with corporate governance changes leading to the breakup of large conglomerates into smaller, more shareholder-friendly entities [2] - International investors are facing challenges as the traditional hedge of dollar exposure is no longer guaranteed, prompting a reevaluation of investment strategies [3][4] - There is a growing interest in U.S. private markets among international investors, indicating a shift from traditional public equity investments [4] Group 2: Market Performance and Company Updates - Uber's shares have dropped significantly following disappointing fourth-quarter results, highlighting volatility in the ridesharing sector [6] - Eli Lilly forecasts a strong year for sales driven by demand for their weight loss drug, despite warning of a potential double-digit sales drop this year [7] - Netflix is defending its merger with Warner Bros. Discovery, arguing that it will enhance content availability for consumers, although the deal is under DOJ review [8]

智通财经APP获悉，周三，礼来(LLY.US)盘前涨超8%，报1085.30美元。消息面上，该公司公布了四季 度营收、利润及2026年业绩指引均大幅超出市场预期的财报。礼来四季度营收为192.9亿美元，较上年 同期大涨43%，远高于分析师预期的179.6亿美元。其中，美国市场营收达129亿美元，礼来表示，这主 要得益于旗下产品(尤其是Mounjaro和Zepbound)销量(即处方量或销售数量)激增50%，部分抵消了这些 药物实际价格的下降。 礼来四季度实现净利润66.4亿美元，合每股收益7.39美元;而上年同期公司净利润为44.1亿美元，合每股 收益4.88美元。剔除与无形资产估值相关的一次性项目及其他调整项后，礼来四季度调整后每股收益为 7.54美元，高于市场预期的6.67美元。 展望未来，这家制药巨头预计，2026年全年营收将在800亿至830亿美元之间，分析师预期为776.2亿美 元。利润方面，礼来预计2026年调整后每股收益为33.50至35美元，而分析师普遍预期为33.23美元。 ...

周三，礼来(LLY.US)盘前涨超8%，报1085.30美元。消息面上，该公司公布了四季度营收、利润及2026 年业绩指引均大幅超出市场预期的财报。礼来四季度营收为192.9亿美元，较上年同期大涨43%，远高 于分析师预期的179.6亿美元。其中，美国市场营收达129亿美元，礼来表示，这主要得益于旗下产品 (尤其是Mounjaro和Zepbound)销量(即处方量或销售数量)激增50%，部分抵消了这些药物实际价格的下 降。 展望未来，这家制药巨头预计，2026年全年营收将在800亿至830亿美元之间，分析师预期为776.2亿美 元。利润方面，礼来预计2026年调整后每股收益为33.50至35美元，而分析师普遍预期为33.23美元。 礼来四季度实现净利润66.4亿美元，合每股收益7.39美元;而上年同期公司净利润为44.1亿美元，合每股 收益4.88美元。剔除与无形资产估值相关的一次性项目及其他调整项后，礼来四季度调整后每股收益为 7.54美元，高于市场预期的6.67美元。 ...

Eli Lilly reported stronger-than-expected fourth-quarter earnings and issued robust guidance for the coming year, as soaring demand for its GLP-1 drugs reaffirmed its dominance in the global weight-lo... ...

Wednesday kicks off with significant healthcare and financials earnings, including Eli Lilly and Company pre-market, leading into tech giant Alphabet Inc.'s report after close, with over 40 companies reporting. Thursday also sees over 40 reports, highlighted by Amazon.com Inc.'s after-close report, amidst a busy day for energy and financials. Next Monday and Tuesday continue with a strong presence from financials, real estate, and healthcare, featuring Coca-Cola Company and AstraZeneca PLC reporting pre-mar ...