Lilly(US:LLY) Prnewswire·2025-10-30 10:45Core Insights - Eli Lilly reported a strong third-quarter performance for 2025, achieving a 54% year-over-year revenue growth driven by high demand for its incretin portfolio, particularly Mounjaro and Zepbound [2][3][7]. Financial Performance - Total revenue for Q3 2025 reached $17.60 billion, up from $11.44 billion in Q3 2024, reflecting a 54% increase [3][7]. - Net income for Q3 2025 was $5.58 billion, compared to $970.3 million in Q3 2024, marking a significant increase [12][40]. - Earnings per share (EPS) rose to $6.21 on a reported basis and $7.02 on a non-GAAP basis, compared to $1.07 and $1.18 respectively in Q3 2024 [12][14]. Revenue Breakdown - U.S. revenue increased by 45% to $11.30 billion, driven by a 60% increase in volume, despite a 15% decrease due to lower realized prices [4][7]. - International revenue surged by 74% to $6.30 billion, primarily due to a 66% increase in volume and a 6% favorable impact from foreign exchange rates [5][7]. Key Product Performance - Mounjaro's revenue grew by 109% to $6.52 billion, with U.S. sales reaching $3.55 billion, a 49% increase [17]. - Zepbound's revenue in the U.S. increased by 184% to $3.57 billion, driven by heightened demand [18]. - Verzenio's worldwide revenue rose by 7% to $1.47 billion, with U.S. revenue slightly up to $880.3 million [19]. Pipeline and Regulatory Developments - Eli Lilly advanced orforglipron through four additional Phase 3 trials, with plans for global obesity submissions by year-end [2][7]. - The U.S. FDA approved Inluriyo (imlunestrant) for certain adults with advanced or metastatic breast cancer, marking a significant regulatory achievement [7][20]. Manufacturing and Capacity Expansion - The company announced new manufacturing facilities in Virginia and Texas, along with an expansion of its site in Puerto Rico to increase production capacity [2][7][28]. Financial Guidance - Eli Lilly raised its full-year revenue guidance to a range of $63.0 billion to $63.5 billion, reflecting strong business performance and favorable foreign exchange rates [25][27]. - The updated EPS guidance is now projected to be between $21.80 to $22.50 on a reported basis and $23.00 to $23.70 on a non-GAAP basis [27][30].