Here's What Key Metrics Tell Us About Lilly (LLY) Q4 Earnings

Core Insights - Eli Lilly reported a revenue of $19.29 billion for Q4 2025, marking a year-over-year increase of 42.6% and exceeding the Zacks Consensus Estimate of $17.87 billion by 7.95% [1] - The company's EPS for the same quarter was $7.54, up from $5.32 a year ago, also surpassing the consensus estimate of $6.99 by 7.88% [1] Financial Performance - The stock has returned -5.7% over the past month, while the Zacks S&P 500 composite has increased by 0.9% [3] - Eli Lilly currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3] Key Product Sales - Jardiance (Empagliflozin/BI 10773) in the US generated $466 million, exceeding the average estimate of $416.12 million, reflecting a year-over-year increase of 0.3% [4] - Jardiance (ROW) reported $302 million, falling short of the $360.06 million estimate, representing a significant year-over-year decline of 58.9% [4] - Cyramza (Ramucirumab/IMC-1121B) in the US achieved $113 million, slightly above the estimate of $111.34 million, with a year-over-year increase of 0.5% [4] - Total sales for Cyramza reached $262 million, surpassing the estimate of $256.17 million, reflecting a year-over-year increase of 1.3% [4] - Humulin sales were $180 million, below the estimate of $204.25 million, indicating a year-over-year decline of 35.8% [4] - Humalog generated $529 million, underperforming the estimate of $570.03 million, with a year-over-year decrease of 14.7% [4] - Forteo sales were $75 million, exceeding the estimate of $55.29 million, marking a year-over-year increase of 21.8% [4] - Erbitux reported $196 million, slightly above the estimate of $192.23 million, with a year-over-year increase of 12% [4] - Alimta sales were $32 million, surpassing the estimate of $28.1 million, but reflecting a year-over-year decline of 17.5% [4] - Other pharmaceuticals generated $192 million, exceeding the estimate of $157.08 million, with a year-over-year increase of 0.7% [4] - Oncology sales totaled $2.61 billion, slightly below the estimate of $2.63 billion, reflecting a year-over-year increase of 2.2% [4]