$LLY · Schwab Network · 2026-10-29
LLY 本季度表现非常强劲并超出预期，调整后每股收益 7.48 美元（预期 6.50 美元），营收 244 亿美元（预期 226 亿美元），并上调了指引。其两款主要 GLP-1 药物均超出预期，合计约占季度营收的三分之二，显示出依赖性；减肥药尚未上市，这是一个较小的弱点，被上述药物所抵消。
逐段跳播
最后但同样重要的是，Eli Lilly 有一些非常好的消息，GLP-1 药物也仍然是这个故事的一部分。是的，Eli Lilly 正在赢得减肥药之战，这些股票在季度业绩的推动下再次起飞，涨幅超过 7%。
业绩非常强劲，超出了预期；调整后每股收益为 7.48 美元，而市场预期为 6.50 美元；营收为 244 亿美元，而市场预期为 226 亿美元。所以这是一个超出预期并上调指引的季度。
last but not least, there is some really great news for Eli Lilly, and the GLP -1 drug is still part of the story as well. Yes, they are winning the weight-loss battles for Eli Lilly, and these stocks are taking off again with gains of more than 7 % on the back of their quarterly results.
Very strong results that exceeded expectations; Earnings of $7.48 per share on an adjusted basis versus the $6.50 expected by the market, and revenue of $24.4 billion versus the $22.6 billion expected by the market.
So it was a quarter that exceeded expectations with the guidance raised.
关键全在 Mongaroo 和 Zipawnd 上。它们在做艰苦的工作，这里没有双关的意思。Mongaro 赚了 107.2 亿美元，比去年增长了 65%。Zibound 创造了 53.5 亿美元，增长了 49%，两者都超出了分析师的预期。
它们合计约占 Eli Lilly 季度营收的三分之二。因此，那里的强劲表现也显示出对这一产品的依赖。
It's all about Mongaroo and Zipawnd. They are doing the hard work, no pun intended here. Mongaro earned $10.72 billion . This represents a 65% increase over last year. Zibound generated $5.35 billion .
This represents a 49% increase, and both exceeded analysts' estimates. They together account for about two-thirds of Eli Lilly's quarterly revenue. Therefore, the strength there also shows a dependence on this product .
关于预测，Eli Lilly 现在预计年营收在 910 亿至 920 亿美元之间。这是预期的上调。他们对调整后每股收益的指引为 35 至 36 美元。
Regarding forecasts, Eli Lilly now expects annual revenues of between $91 billion and $92 billion . This is an increase in expectations. Their guidance for adjusted earnings is between $35 and $36 per share.
有一些关于通过 Medicare 覆盖扩大可及性的评论。至于肥胖治疗药片，它们还没有到来。这是一个小弱点，但他们显然从 Zybound 和 Mongaro 获得了足够的营收来抵消这种新药的影响。Nicole？
There are some comments about expanding access through Medicare coverage. As for the obesity treatment pills, they have not arrived yet . This is a minor weakness, but they are clearly generating enough revenue from Zybound and Mongaro to offset this new drug. Nicole?
这个频道对 $LLY 的历次判断
Schwab Network 在这只股票上共 4 条判断，这里只列相邻的几条。