Eli Lilly Raises FY2026 Revenue Guidance $2B

Eli Lilly reported Q1 2026 results beating estimates, with Mounjaro 20% above consensus and Zepbound 3% above forecasts.
Company lifted FY2026 revenue outlook by $2 billion to $82‑$85 billion and EPS to $35.50‑$37.00, citing strong GLP‑1 demand.
U.S. incretin share rose to 60.1% for Lilly vs 39.4% Novo; market grew ~30%; overseas share 53.2% vs 46.8% after 77% growth.
Foundayo oral GLP‑1 reached ~20,000 patients, retail from April 9, 35% early volume via telehealth, 45% via Lilly Direct, DTC promotion slated Q3.