Eli Lilly (LLY) Q4 2025 (USD): adj. EPS 7.54 (exp. 6.95), Revenue 19.3bln (exp. 17.92bln)

Eli Lilly reported a strong quarter, beating expectations on both adjusted EPS and revenue, which may instill confidence in the market regarding its growth trajectory.

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Johnson Controls International plc (JCI) Q1 2026 (USD): Adj. EPS 0.89 (exp. 0.84), Revenue 5.8bln (exp. 5.64bln); FY adj. EPS view 4.70 (exp. 4.61)

Uber Technologies (UBER) Q4 2025 (USD): Adj. EBITDA 2.49bln (exp. 2.46bln), Revenue 14.4bln (exp. 14.32bln)

Eli Lilly (LLY) Q4 2025 (USD): adj. EPS 7.54 (exp. 6.95), Revenue 19.3bln (exp. 17.92bln)

Kraken says it is investigating an issue impacting spot, futures and API trading

Emirates considers orders for Airbus' (AIR FP) A350-2000 models

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COMMENTARY:

  • R&D expenses will continue to accelerate in 2026, driven by ongoing and new late-phase programmes
  • Expected Orforglipron US launch in Q2, pending FDA approval
  • Sees global pricing decline in low- to mid- teens

PHARMA SALES: 

  • Q4 Verzenio sales USD (prev. 1.47bln)
  • Q4 US Zepbound sales USD 4.2bln (prev. 3.57bln)
  • Q4 Mounjaro sales USD 7.4bln (prev. 6.52bln)

GUIDANCE:

  • FY EPS view 32.50-35.00 (exp. 32.96)
  • FY Rev. view 80-83bln (exp. 77.55bln)
Context

The noted increase in R&D expenses suggests a commitment to innovation, while the guidance for fiscal year 2025 indicates robust forward revenue and earnings potential. Traders should watch for market reactions related to this positive outlook alongside upcoming FDA approvals that could further influence stock performance.

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