Spoken Alpha
LLY
ELI LILLY & Co
Overview
Eli Lilly discovers, develops, manufactures, and markets human pharmaceutical products across cardiometabolic health, oncology, immunology, and neuroscience therapeutic areas, selling in approximately 90 countries.
ELI LILLY & Co is a Healthcare company operating in Drug Manufacturers - General with a $975.39B market cap.
Most recent reported earnings: Q2 FY2026 (Aug 5, 2026).
21 earnings calls indexed on Spoken Alpha.
Behavioral analysis
Management language signature
Disclosures
Investor Relations
Extracted from Unknown source, 2026-06-21.
Transcripts
Recent earnings calls
Most recent calls indexed for this ticker. Open any call to drill into prepared remarks and Q&A.
- Q1 FY2026Earnings2026-04-3012 Q&A exchanges
- Q4 FY2025Earnings2026-02-0421 Q&A exchanges
- Q3 FY2025Earnings2025-10-3014 Q&A exchanges
- Q2 FY2025Earnings2025-08-0715 Q&A exchanges
- Q1 FY2025Earnings2025-05-0121 Q&A exchanges
- Q4 FY2024Earnings2025-02-0618 Q&A exchanges
- Q3 FY2024Earnings2024-10-3013 Q&A exchanges
- Q2 FY2024Earnings2024-08-0817 Q&A exchanges
- Q1 FY2024Earnings2024-04-3019 Q&A exchanges
- Q4 FY2023Earnings2024-02-0620 Q&A exchanges
- Q3 FY2023Earnings2023-11-0220 Q&A exchanges
- Q2 FY2023Earnings2023-08-0818 Q&A exchanges
- Q1 FY2023Earnings2023-04-2715 Q&A exchanges
- Q4 FY2022Earnings2023-02-0220 Q&A exchanges
- Q3 FY2022Earnings2022-11-0120 Q&A exchanges
- Q2 FY2022Earnings2022-08-0426 Q&A exchanges
- Q1 FY2022Earnings2022-04-2817 Q&A exchanges
- Q4 FY2021Earnings2022-02-0315 Q&A exchanges
- Q3 FY2021Earnings2021-10-2618 Q&A exchanges
- Q2 FY2021Earnings2021-08-0314 Q&A exchanges
- Q1 FY2021Earnings2021-04-2716 Q&A exchanges
History
Earnings history
- Q2 FY20262026-08-05EPS— vs $9.01—Rev— vs ——EODHD
- Q1 FY20262026-04-29EPS$8.55 vs $7.25+17.9%Rev$19.80B vs ——EODHD
- Q4 FY20252026-02-03EPS$7.54 vs $7.17+5.2%Rev$19.29B vs ——EODHD
- Q3 FY20252025-10-29EPS$7.02 vs $6.37+10.2%Rev$17.60B vs ——EODHD
- Q2 FY20252025-08-06EPS$6.31 vs $5.59+12.9%Rev$15.56B vs ——EODHD
- Q1 FY20252025-04-30EPS$3.34 vs $3.54-5.7%Rev$12.73B vs ——EODHD
- Q4 FY20242025-02-05EPS$5.32 vs $5.07+5.0%Rev$13.53B vs ——EODHD
- Q3 FY20242024-10-29EPS$1.18 vs $1.47-19.7%Rev$11.44B vs ——EODHD
- Q2 FY20242024-08-07EPS$3.92 vs $2.60+50.8%Rev$11.30B vs ——EODHD
- Q1 FY20242024-04-29EPS$2.58 vs $2.46+4.9%Rev$8.77B vs ——EODHD
- Q4 FY20232024-02-05EPS$2.49 vs $2.22+12.2%Rev$9.35B vs ——EODHD
- Q3 FY20232023-11-01EPS$0.10 vs $-0.13+100.0%Rev$9.50B vs ——EODHD
- Q2 FY20232023-08-07EPS$2.11 vs $1.98+6.6%Rev$8.31B vs ——EODHD
- Q1 FY20232023-04-26EPS$1.62 vs $1.73-6.4%Rev$6.96B vs ——EODHD
- Q4 FY20222023-02-01EPS$2.09 vs $1.78+17.4%Rev$7.30B vs ——EODHD
- Q3 FY20222022-10-31EPS$1.98 vs $1.92+3.1%Rev$6.94B vs ——EODHD
- Q2 FY20222022-08-03EPS$1.25 vs $1.69-26.0%Rev$6.49B vs ——EODHD
- Q1 FY20222022-04-27EPS$2.77 vs $2.32+19.4%Rev$7.81B vs ——EODHD
- Q4 FY20212022-02-02EPS$2.49 vs $2.46+1.2%Rev$8.00B vs ——EODHD
- Q3 FY20212021-10-25EPS$1.94 vs $1.98-2.0%Rev$6.77B vs ——EODHD
| Period | Reported | EPS actual | EPS consensus | EPS surprise | Revenue actual | Revenue consensus | Rev. surprise | Source |
|---|---|---|---|---|---|---|---|---|
| Q2 FY2026 | 2026-08-05 | — | $9.01 | — | — | — | — | EODHD |
| Q1 FY2026 | 2026-04-29 | $8.55 | $7.25 | +17.9% | $19.80B | — | — | EODHD |
| Q4 FY2025 | 2026-02-03 | $7.54 | $7.17 | +5.2% | $19.29B | — | — | EODHD |
| Q3 FY2025 | 2025-10-29 | $7.02 | $6.37 | +10.2% | $17.60B | — | — | EODHD |
| Q2 FY2025 | 2025-08-06 | $6.31 | $5.59 | +12.9% | $15.56B | — | — | EODHD |
| Q1 FY2025 | 2025-04-30 | $3.34 | $3.54 | -5.7% | $12.73B | — | — | EODHD |
| Q4 FY2024 | 2025-02-05 | $5.32 | $5.07 | +5.0% | $13.53B | — | — | EODHD |
| Q3 FY2024 | 2024-10-29 | $1.18 | $1.47 | -19.7% | $11.44B | — | — | EODHD |
| Q2 FY2024 | 2024-08-07 | $3.92 | $2.60 | +50.8% | $11.30B | — | — | EODHD |
| Q1 FY2024 | 2024-04-29 | $2.58 | $2.46 | +4.9% | $8.77B | — | — | EODHD |
| Q4 FY2023 | 2024-02-05 | $2.49 | $2.22 | +12.2% | $9.35B | — | — | EODHD |
| Q3 FY2023 | 2023-11-01 | $0.10 | $-0.13 | +100.0% | $9.50B | — | — | EODHD |
| Q2 FY2023 | 2023-08-07 | $2.11 | $1.98 | +6.6% | $8.31B | — | — | EODHD |
| Q1 FY2023 | 2023-04-26 | $1.62 | $1.73 | -6.4% | $6.96B | — | — | EODHD |
| Q4 FY2022 | 2023-02-01 | $2.09 | $1.78 | +17.4% | $7.30B | — | — | EODHD |
| Q3 FY2022 | 2022-10-31 | $1.98 | $1.92 | +3.1% | $6.94B | — | — | EODHD |
| Q2 FY2022 | 2022-08-03 | $1.25 | $1.69 | -26.0% | $6.49B | — | — | EODHD |
| Q1 FY2022 | 2022-04-27 | $2.77 | $2.32 | +19.4% | $7.81B | — | — | EODHD |
| Q4 FY2021 | 2022-02-02 | $2.49 | $2.46 | +1.2% | $8.00B | — | — | EODHD |
| Q3 FY2021 | 2021-10-25 | $1.94 | $1.98 | -2.0% | $6.77B | — | — | EODHD |
Source: EODHD. LLY reported actuals as published; sparse fields render as —.
Track Record
SampleSpoken Alpha tracks LLY's historical accountability: how often management beat consensus, how the stock reacted, and how guidance evolved across the cycle. The figures below are illustrative placeholder data generated for layout — they will be replaced with real deviation metrics, True Consensus values, and EODHD price reactions as those data layers land.
Beats consensus 10/10 quarters with 70% positive reaction rate
SampleConsistent execution against consensus with the stock following through is the cleanest signal a guidance regime is calibrated. Worth watching for the inflection where execution deteriorates relative to the bar.
Raised guidance 8 quarters in a row
SampleConsecutive raises tighten the bar quarter over quarter. Watch the most recent print for the magnitude of the beat — a smaller beat against a higher bar is the early signal that the regime is breaking.
Quarterly beats & misses
Sample| Quarter | Actual EPS | Consensus | Surprise | 1D | 5D |
|---|---|---|---|---|---|
| Q1 FY2026 | $2.81 | $1.87 | +50.3% | +6.6% | +6.3% |
| Q4 FY2026 | $2.41 | $1.76 | +37.0% | -0.6% | -0.6% |
| Q3 FY2026 | $2.92 | $1.98 | +47.6% | +5.4% | +4.5% |
| Q2 FY2026 | $2.63 | $1.88 | +39.9% | +0.6% | -1.9% |
| Q1 FY2025 | $2.70 | $1.87 | +44.5% | -0.5% | +0.8% |
| Q4 FY2025 | $3.00 | $2.03 | +47.6% | +7.2% | +6.1% |
| Q3 FY2025 | $2.77 | $1.83 | +51.6% | +3.9% | +1.9% |
| Q2 FY2025 | $2.94 | $1.95 | +50.8% | -3.0% | -3.3% |
| Q1 FY2024 | $2.68 | $1.95 | +37.3% | +2.3% | +0.5% |
| Q4 FY2024 | $2.98 | $2.02 | +47.7% | +4.9% | +2.7% |
Guidance change history
Sample- Q1 FY2026Raised2026-04-15
- Q4 FY2026Raised2026-13-15
- Q3 FY2026Raised2026-10-15
- Q2 FY2026Raised2026-07-15
- Q1 FY2025Raised2025-04-15
- Q4 FY2025Raised2025-13-15
- Q3 FY2025Raised2025-10-15
- Q2 FY2025Raised2025-07-15
Top executives
SampleSpoken Alpha builds an accountability record per executive — how the person's own guidance, language, and reactions have evolved across every call they've appeared on. The one-liners below are illustrative placeholder data pending the deviation v1 work. Click any name for the full role timeline and call appearance history.
- David A RicksCEO4 mo15 callsCurrentSample
CEO since 2026 • 1/2 beats (50%) • last call held guidance Q3 FY2026
- Lucas MontarceCFO4 mo7 callsCurrentSample
CFO since 2026 • 1/2 beats (50%) • guidance suspended Q1 FY2026
- Kenneth L CusterPresident4 mo4 callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last call held guidance Q2 FY2026
- Adrienne S BrownPresident4 mono recorded callsCurrentSample
PRESIDENT since 2026 • 1/2 beats (50%) • last guidance cut Q2 FY2026
- Patrik JonssonPresident4 mo13 callsCurrentSample
PRESIDENT since 2026 • 2/2 beats (100%) • last guidance cut Q2 FY2026
- Eric DozierEVP, Chief People Officer4 mono recorded callsCurrentSample
OTHER_C_SUITE since 2026 • 2/2 beats (100%) • last call held guidance Q1 FY2026
Peers
Other companies in Healthcare
Sector peers tracked by Spoken Alpha. Each links to the same machine-readable IR surface — earnings calls, executives, and accountability scores.
API
For developers and AI agents
The same data on this page is available as a machine-readable feed via the Spoken Alpha API. One call returns the IR URL, recent transcripts, and accountability scores for LLY.
$ curl https://api.spokenalpha.com/v1/companies/LLYFAQ
Frequently asked about LLY
Where can I find ELI LILLY & Co's (LLY) earnings call transcripts?
Spoken Alpha indexes LLY's earnings call transcripts at https://spokenalpha.com/companies/LLY. Each call links to attributed speakers and parsed analyst Q&A. ELI LILLY & Co's own investor relations page is at https://investor.lilly.com/.
When was ELI LILLY & Co's most recent earnings call?
ELI LILLY & Co (LLY) held its most recent earnings call on 2026-04-30, covering fiscal Q1 2026.
What sector is LLY in?
ELI LILLY & Co (LLY) operates in the Healthcare sector (Drug Manufacturers - General industry).