US Stock Market Move | Lilly (LLY.US) rises more than 8% with Q1 revenue up 56% YoY, raises full-year performance guidance.

On Thursday, Eli Lilly (LLY.US) rose more than 8% to $925.30. In the first quarter of 2026, Lilly's total revenue reached $19.8 billion, a 56% year-on-year increase, significantly surpassing FactSet's expectation of $177.8 billion. Adjusted earnings per share were $8.55, a 156% increase from $3.34 in the same period last year, also far exceeding the market expectation of $6.97. The company raised its full-year revenue guidance to $82-85 billion, up from the previous forecast of $80-83 billion; full-year adjusted earnings per share guidance was raised to $35.50-$37.00, up from $33.50-$35.00. The core drivers of Lilly's revenue growth come from the GLP-1 drugs Mounjaro and Zepbound, which together account for about 65% of the company's total revenue. Mounjaro's revenue surged 125% year-on-year to $8.662 billion, well above FactSet's expected $7.3 billion; Zepbound's revenue increased 83% to $4.16 billion.