Lilly(US:LLY) ZACKS·2026-01-30 15:20Core Insights - Analysts project Eli Lilly (LLY) will report quarterly earnings of $6.99 per share, reflecting a 31.4% year-over-year increase, with revenues expected to reach $17.87 billion, a 32.1% increase from the same quarter last year [1] Earnings Estimates - The consensus EPS estimate has been revised 8.6% lower over the last 30 days, indicating a reevaluation by analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, with empirical studies showing a strong relationship between earnings estimate revisions and short-term stock performance [3] Key Metrics Projections - Analysts expect 'Net Sales- Cyramza' to be $256.17 million, a decrease of 0.9% year-over-year [5] - 'Net Sales- Humulin' is estimated at $204.25 million, reflecting a 27.1% decline [5] - 'Net Sales- Humalog' is projected at $570.03 million, indicating an 8.1% decrease [5] - 'Net Sales- Forteo' is expected to reach $55.29 million, down 10.3% year-over-year [6] - 'Net Sales- Diabetes- Mounjaro - U.S.' is projected at $3.77 billion, a significant increase of 43.1% [6] - Revenue from unaffiliated customers outside the U.S. is expected to be $6.04 billion, up 34.1% [6] - Geographic revenue in the United States is estimated at $11.99 billion, reflecting a 32.8% increase [7] - 'Net Sales- US- Alimta' is projected at $8.62 million, down 31.1% year-over-year [7] - 'Net Sales- US- Forteo' is expected to be $23.94 million, a decrease of 12% [7] - 'Net Sales- US- Humalog' is projected at $353.37 million, indicating a 12.9% decline [8] - 'Net Sales- Humulin- US' is expected to be $127.99 million, down 25.2% [8] - 'Net Sales- International- Alimta' is projected at $19.48 million, reflecting a 26.2% decrease [8] Stock Performance - Over the past month, shares of Lilly have returned -4.7%, while the Zacks S&P 500 composite has increased by 0.9% [9]