Don't Overlook Lilly (LLY) International Revenue Trends While Assessing the Stock

Core Insights - Eli Lilly's total revenue for the quarter ending December 2024 reached $13.53 billion, reflecting a significant increase of 44.7% year-over-year [4][10] - The company's international operations are crucial for its financial performance, with varying contributions from different regions [2][12] International Revenue Breakdown - China contributed$ 429.2 million, accounting for 3.17% of total revenue, but showed a decline of 14.37% compared to expectations [5] - Japan's revenue was $559.2 million, representing 4.13% of total revenue, exceeding expectations by 5.5% [6] - Other foreign countries generated$ 1.06 billion, making up 7.86% of total revenue, falling short of the expected $1.22 billion by 12.77% [7] - Europe saw revenues of$ 2.45 billion, constituting 18.09% of total revenue, and surpassing projections by 35.04% [8] Future Revenue Projections - For the current fiscal quarter, total revenue is projected at $12.69 billion, with international contributions expected from China (4% or$ 509.97 million), Japan (4.1% or $524.74 million), Other foreign countries (10.3% or$ 1.3 billion), and Europe (14.6% or $1.85 billion) [9] - For the full year, total revenue is anticipated to reach$ 59.98 billion, a 33.2% increase from the previous year, with specific contributions from China (4% or $2.41 billion), Japan (4.1% or$ 2.49 billion), Other foreign countries (10.2% or $6.13 billion), and Europe (14.5% or$ 8.69 billion) [10] Market Context - The interconnected global economy necessitates a thorough understanding of a company's reliance on international markets for consistent earnings and growth potential [2][12] - Analysts are closely monitoring international revenue trends, especially in light of geopolitical uncertainties and economic fluctuations [3][13]