Eli Lilly reported earnings per share of $7.48 against an estimate of $5.68, and revenue of $24.40 billion against an estimate of $22.58 billion, both beats. Before the open, the stock traded at $1,339.00, up 3.90% against the prior close of $1,288.78, putting the company's market value at $1.21 trillion.
Source: Trades before the open and in the regular session, against the prior close · as of October 29, 2026 at 7:31 AM ET · Five-minute closes. Extended-hours trading is thin; the price can move a long way before the open.
| Measure | Reported | Estimate | Result |
|---|---|---|---|
| Earnings per share | $7.48 | $5.68 | Beat |
| Revenue | $24.40 billion | $22.58 billion | Beat |
Source: Company earnings report and sell-side analyst consensus estimates · as of October 29, 2026 at 7:31 AM ET · Reported before the open on Thursday, October 29, 2026.
Against the quarters before
Eli Lilly has beaten estimates in each of the last four quarters listed. In the most recent prior quarter, reported August 5, 2026, EPS came in at $8.38 versus $6.40 expected on revenue of $22.97 billion. The quarter before that, reported April 30, 2026, EPS was $8.55 versus $6.97 expected on revenue of $19.80 billion. The quarter reported February 4, 2026 showed EPS of $7.54 versus $6.91 expected on revenue of $19.29 billion, and the quarter reported October 30, 2025 showed EPS of $7.02 versus $5.69 expected on revenue of $17.60 billion.
Source: Company earnings reports and the consensus estimates at the time
| Reported | EPS | Estimate | Revenue | EPS result |
|---|---|---|---|---|
| August 5, 2026 | $8.38 | $6.40 | $22.97 billion | Beat |
| April 30, 2026 | $8.55 | $6.97 | $19.80 billion | Beat |
| February 4, 2026 | $7.54 | $6.91 | $19.29 billion | Beat |
| October 30, 2025 | $7.02 | $5.69 | $17.60 billion | Beat |
Source: Company earnings reports and the consensus estimates at the time
How the stock took it
Shares rose 3.90% before the open to $1,339.00 against the prior close of $1,288.78. CNBC noted that Eli Lilly's report was among the morning's closely watched releases, alongside Caterpillar, on a day that also brought the Personal Consumption Expenditures price index, GDP and jobless claims data. No credited management guidance or comments on the quarter appear in the facts provided.
| Measure | Value |
|---|---|
| Last close | $1,288.78 |
| Price | $1,339.00 |
| Change | +3.90% |
Source: Extended-hours trades against the regular close · as of October 29, 2026 at 7:31 AM ET · Extended-hours trading is thin; the price can move a long way before the open.
Who it buys from and sells to
Company filings name Cardinal Health, McKesson, Cencora, Dominion Energy, NiSource and CVS Caremark as suppliers to Eli Lilly, and Cigna and CVS as customers. This chain spans drug distribution, pharmacy benefit management and energy, meaning moves in those names can reflect ties to Eli Lilly's business beyond its own results.
| Company | Role | Stock | Last move |
|---|---|---|---|
| Cardinal Health, Inc. | Supplier | CAH | -0.69% |
| McKesson Corporation | Supplier | MCK | -0.67% |
| Cencora, Inc. | Supplier | COR | -0.31% |
| Dominion Energy | Supplier | D | -1.65% |
| NiSource | Supplier | NI | +0.62% |
| Cigna | Customer | CI | -1.10% |
| CVS Caremark | Supplier | Not listed | — |
| CVS | Customer | Not listed | — |
Source: Relationships named in company filings (SEC 10-K annual report; Earnings call transcript); stock quotes · as of October 29, 2026 at 7:31 AM ET · Named in filings; a neighbour's move is not evidence of a link to this report.