Earnings call briefSecond-quarter 2026
Eli Lilly raises 2026 non-GAAP performance margin outlook to 49% to 50.5%
Chief Financial Officer Lucas Montarce said he does not expect one-off items, including U.S. rebate and discount adjustments, to continue into the second half.
GetSignal Eli Lilly LLY
Eli Lilly said on its second-quarter call that it now expects a 2026 non-GAAP performance margin of 49% to 50.5%, up 2 percentage points at the low and high end of the range, based on higher revenue. Chief Financial Officer Lucas Montarce said the company's guidance factors in seasonality, including in Europe in the third quarter and in U.S. type 2 diabetes in the fourth quarter.
Quotes from the call
“Based on higher revenue, we now expect our non-GAAP performance margin to be between 49% and 50.5%, an increase of 2 percentage points at the low and high end of the performance margin range.”
Key facts from the call
- 2026 non-GAAP performance margin outlook
- 49% to 50.5%
- Change from prior outlook
- Up 2 percentage points at the low and high end of the range
Source: Eli Lilly's second-quarter 2026 earnings call, August 5, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.
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