Earnings call briefThird-quarter 2026

Eli Lilly LLY

Eli Lilly expects 2027 volume growth to more than offset price headwind

Chief Financial Officer Lucas E. Montarce said 2026 revenue included approximately $2 billion of one-time items the company does not expect to recur.

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On its third-quarter call, Chief Financial Officer Lucas E. Montarce said the company expects net realized price to be a headwind in 2027, more than offset by volume growth. He said U.S. revenue in 2027 is expected to benefit from sustained incretin volume growth, the full-year impact of Medicare GLP-1 bridge access, and the launch of Foundayo in type 2 diabetes.

Quotes from the call

“Consistent with previous years, we expect net realized price to be a headwind more than offset by volume growth.”

Lucas E. Montarce, Chief Financial Officer

Key facts from the call

Expected 2027 net realized price
Headwind more than offset by volume growth
2026 one-time items in revenue
Approximately $2 billion

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Source: Eli Lilly's third-quarter 2026 earnings call, October 29, 2026.

Written by GetSignal with AI from the company's earnings call.

Not investment advice.

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