Eli Lilly 過去の業績
過去 基準チェック /46
Eli Lillyは、平均年間31.1%の収益成長を遂げていますが、 Pharmaceuticals業界の収益は、年間 成長しています。収益は、平均年間10.7% 20.8%収益成長率で 成長しています。 Eli Lillyの自己資本利益率は81%であり、純利益率は35%です。
主要情報
31.07%
収益成長率
31.32%
EPS成長率
| Pharmaceuticals 業界の成長 | 5.95% |
| 収益成長率 | 20.77% |
| 株主資本利益率 | 81.02% |
| ネット・マージン | 34.99% |
| 次回の業績アップデート | 05 Aug 2026 |
最近の業績更新
Recent updates
Seeking Alpha • Jun 26
Eli Lilly: Exceptional Pipeline, Less Attractive Entry Point (Rating Downgrade)
Summary Eli Lilly and Company ends the first half of 2026 on a high note. Today, LLY stock reached a 52-week high of $1,207.59. Key drivers behind Eli Lilly's recent rally are the unprecedented efficacy of retatrutide in treating people with severe obesity, as well as the strong performance of Mounjaro and Kisunla. So, in the first quarter, LLY sales of Kisunla, its Alzheimer's medication, were $124 million, up 490.5% year-over-year. However, due to sluggish demand for Omvoh, coupled with LLY stock trading at a non-GAAP P/E ratio [FWD] of 31.1x, I'm downgrading its rating to Hold. Read the full article on Seeking Alpha
ナラティブの更新 • Jun 24
LLY: Retatrutide Efficacy And GLP-1 Demand Will Support Balanced Outlook
Analysts have nudged up Eli Lilly's fair value estimate by about $4 to $1,218.72, reflecting modestly higher modeled revenue growth and a slightly richer future P/E multiple, supported by recent price target increases tied to retatrutide data and broader GLP-1 expectations. Analyst Commentary Recent commentary on Eli Lilly centers on how retatrutide data and GLP-1 demand expectations filter into valuation, growth assumptions, and execution risk.ナラティブの更新 • Jun 09
LLY: GLP-1 Leadership And Retatrutide Data Will Support Balanced Long-Term Outlook
Analysts have inched up their price targets on Eli Lilly, with several moving into the $1,250 to $1,350 range. They cite full Phase 3 retatrutide data that showed strong obesity and Type 2 diabetes outcomes, with what they view as manageable safety trade offs and a GLP-1 profile they say will be hard for rivals to match.ナラティブの更新 • May 26
LLY: GLP-1 Obesity Franchise Leadership Will Drive Long-Term Profitability
Analysts have nudged their price targets on Eli Lilly higher, with our fair value estimate moving by about $2 to $1,211 per share as they factor in expectations for stronger long-term profitability and GLP-1 leadership following positive retatrutide Phase 3 data, partly offset by more tempered revenue growth assumptions and a lower future P/E multiple. Analyst Commentary Recent research on Eli Lilly clusters around the same theme, retatrutide Phase 3 data supporting a premium valuation for the GLP-1 franchise, but with growing debate over how much future growth is already reflected in the stock.
ナラティブの更新 • May 07
LLY: Obesity Pricing Pressure And Safety Headlines Will Shape Future Franchise Economics
Analysts have raised Eli Lilly's implied fair value from $883.99 to $899.73 after several firms increased their price targets by $1 to $50, citing confidence in the obesity and diabetes pipeline, Foundayo's regulatory progress, and clarifications around recent safety concerns. Analyst Commentary Recent research on Eli Lilly reflects a mix of enthusiasm around obesity and diabetes assets and a clearer, more cautious minority that is focused on how much optimism is already reflected in the stock.
ナラティブの更新 • Apr 20
LLY: Obesity And Diabetes Platform Will Support Premium Positioning Beyond 2030
Analysts have slightly raised their average price targets on Eli Lilly in recent weeks, citing supportive trial updates in obesity and diabetes, favorable comparisons to competing GLP-1 therapies, and regulatory progress that they say supports high but unchanged fair value estimates of around $1,500. Analyst Commentary Recent Street research around Eli Lilly has been active, with a cluster of price target moves, rating changes, and product specific notes that give you a clearer sense of how professionals are framing the risk and reward.ナラティブの更新 • Apr 06
LLY: Oral GLP-1 Launch And Capacity Expansion Will Drive Future Obesity Upside
Analysts have nudged Eli Lilly's price target slightly higher by $1, reflecting updated views on obesity and diabetes franchises following recent Foundayo approval commentary and comparative GLP-1 data. Analyst Commentary Recent research on Eli Lilly clusters around obesity and diabetes, pricing dynamics in GLP-1 therapies, and the implications of new product approvals and trial readouts for long term growth and valuation.
新しいナラティブ • Mar 25
Eli Lilly: A Pipeline-Driven Growth Story Trading 30% Below What the Business Is Actually Worth
Eli Lilly already runs one of the fastest-growing drug businesses on earth, and its most powerful drug is not even approved yet. WHERE THE STOCK SITS TODAY The current price is around $907 (25/03/2026).ナラティブの更新 • Mar 23
LLY: Obesity And Diabetes Franchise Strength Will Support Premium Positioning
Analysts have raised their price target for Eli Lilly to $1,500, citing updated models that reflect slightly stronger assumed revenue growth, a marginally higher profit margin profile, and continued confidence in the obesity and diabetes franchises following recent trial data and supportive sell side research. Analyst Commentary Recent research highlights a split view on Eli Lilly, with some bullish analysts leaning into the obesity and diabetes opportunity set, while at least one more cautious voice questions how much growth is already reflected in the share price.ナラティブの更新 • Mar 09
LLY: Obesity Drug Leadership And Pipeline Catalysts Will Sustain Premium Positioning
The updated analyst price target for Eli Lilly has increased to $1,490.52 from $1,429.89. Analysts highlight the obesity and GLP-1 franchise, premium valuations tied to weight loss leadership, and potential upside from pipeline and acquisition catalysts as key factors supporting this change.ナラティブの更新 • Feb 23
LLY: GLP-1 Obesity Leadership Will Drive Future Cardiometabolic And M&A Upside
Eli Lilly's analyst price targets have shifted higher, with our fair value estimate moving from $1,093.22 to $1,211.21, as analysts point to sustained GLP-1 obesity leadership, premium valuation support, and an expanding cardiometabolic pipeline as key drivers of their updated views. Analyst Commentary Recent Street research on Eli Lilly clusters around a few clear themes, with bullish analysts focusing on obesity leadership, cardiometabolic breadth, and M&A, while more cautious voices watch valuation and execution risk around the pipeline.ナラティブの更新 • Feb 08
LLY: Government Pricing Deals Will Compress Obesity Franchise Economics Going Forward
Analysts have raised their fair value estimate for Eli Lilly from US$770 to about US$884 per share, reflecting updated assumptions on long term obesity opportunities, recent price target increases across several firms, and steady expectations around margins and future P/E multiples. Analyst Commentary The latest batch of research on Eli Lilly revolves around its weight loss and cardiometabolic franchises, expectations for new product launches, and the implications of recent policy developments on pricing and access.分析記事 • Feb 07
Eli Lilly and Company (NYSE:LLY) Just Released Its Yearly Earnings: Here's What Analysts Think
Investors in Eli Lilly and Company ( NYSE:LLY ) had a good week, as its shares rose 2.0% to close at US$1,058 following...ナラティブの更新 • Jan 25
LLY: Government GLP 1 Pricing Deals Will Pressure Obesity Margins
Analysts have nudged their price targets on Eli Lilly slightly higher, citing continued confidence in the obesity and GLP 1 franchise, supportive government pricing agreements, and potential upside from acquisitions and pipeline catalysts, even as some firms fine tune their models and individual targets by low single digit amounts such as Guggenheim's recent US$2 trim. Analyst Commentary Recent research on Eli Lilly has been dominated by optimism around obesity treatments and government pricing agreements, but there is also a pocket of caution that is worth paying attention to if you are thinking about valuation, execution and long term growth risk.ナラティブの更新 • Jan 11
LLY: GLP-1 Pricing Deals Will Pressure Obesity Margins Going Forward
Analysts lifted their fair value estimate for Eli Lilly from US$650 to US$770, citing higher assumed profit margins, a slightly higher discount rate, updated expectations for revenue growth and future P/E, and continued Street support related to the obesity franchise, GLP-1 pricing agreements, and pipeline catalysts. Analyst Commentary Recent Street research around Eli Lilly has been dominated by views on obesity drugs, pricing agreements with the U.S. government, and the company’s expanding pipeline.ナラティブの更新 • Dec 27
LLY: GLP-1 Pricing Deals And Policy Will Shape Future Obesity Leadership And Risks
Analysts have lifted their fair value estimate for Eli Lilly to approximately $1,093 from about $1,024, reflecting expectations for stronger long term GLP 1 driven revenue growth, expanding profit margins and sustained leadership in the obesity market, supported by recent U.S. reimbursement and pricing deals. Analyst Commentary Street research remains broadly constructive on Eli Lilly, with a series of upward price target revisions and fresh coverage initiations underscoring confidence in the durability of its GLP 1 franchise and broader innovation pipeline.ナラティブの更新 • Dec 13
LLY: Government Access Deals Will Drive Durable Obesity And Diabetes Leadership
Analysts have raised their fair value estimate for Eli Lilly shares from approximately $1,170 to about $1,430 per share, reflecting higher expected profitability and sustained leadership in the GLP 1 obesity and diabetes market, supported by recent U.S. government access deals and upcoming launches such as orforglipron. Analyst Commentary Bullish analysts continue to frame Eli Lilly as a core beneficiary of the expanding obesity and diabetes treatment market, with valuation upside tied to both higher GLP 1 penetration and a broadening metabolic pipeline.収支内訳
収支内訳
Eli Lilly の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。
収益と収入の歴史
| 日付 | 収益 | 収益 | G+A経費 | 研究開発費 |
|---|---|---|---|---|
| 31 Mar 26 | 72,249 | 25,277 | 11,560 | 14,113 |
| 31 Dec 25 | 65,179 | 20,640 | 11,094 | 13,337 |
| 30 Sep 25 | 59,421 | 18,412 | 10,513 | 12,559 |
| 30 Jun 25 | 53,259 | 13,800 | 9,871 | 11,827 |
| 31 Mar 25 | 49,004 | 11,106 | 9,226 | 11,202 |
| 31 Dec 24 | 45,043 | 10,590 | 8,594 | 10,991 |
| 30 Sep 24 | 40,863 | 8,370 | 7,633 | 10,531 |
| 30 Jun 24 | 38,923 | 7,342 | 7,337 | 10,206 |
| 31 Mar 24 | 35,932 | 6,138 | 7,144 | 9,851 |
| 31 Dec 23 | 34,124 | 5,240 | 7,404 | 9,313 |
| 30 Sep 23 | 32,073 | 4,988 | 6,682 | 8,747 |
| 30 Jun 23 | 29,516 | 6,498 | 6,515 | 8,140 |
| 31 Mar 23 | 27,691 | 5,687 | 6,236 | 7,566 |
| 31 Dec 22 | 28,541 | 6,245 | 6,068 | 7,191 |
| 30 Sep 22 | 29,240 | 6,033 | 6,037 | 7,093 |
| 30 Jun 22 | 29,071 | 5,692 | 6,020 | 6,996 |
| 31 Mar 22 | 29,323 | 6,129 | 6,104 | 6,869 |
| 31 Dec 21 | 28,318 | 5,582 | 6,142 | 6,931 |
| 30 Sep 21 | 27,759 | 5,972 | 6,119 | 6,870 |
| 30 Jun 21 | 26,726 | 6,071 | 6,069 | 6,631 |
| 31 Mar 21 | 25,486 | 6,093 | 5,867 | 6,366 |
| 31 Dec 20 | 24,540 | 6,194 | 5,869 | 5,976 |
| 30 Sep 20 | 23,214 | 5,573 | 6,019 | 5,829 |
| 30 Jun 20 | 22,950 | 5,618 | 5,924 | 5,745 |
| 31 Mar 20 | 23,087 | 5,533 | 6,048 | 5,757 |
| 31 Dec 19 | 22,320 | 4,638 | 6,004 | 5,595 |
| 30 Sep 19 | 21,843 | 4,264 | 5,984 | 5,405 |
| 30 Jun 19 | 21,673 | 4,103 | 6,019 | 5,305 |
| 31 Mar 19 | 21,622 | 2,545 | 5,913 | 5,174 |
| 31 Dec 18 | 21,493 | 3,151 | 5,735 | 5,051 |
| 30 Sep 18 | 22,016 | 372 | 5,855 | 5,146 |
| 30 Jun 18 | 22,368 | -166 | 5,975 | 5,205 |
| 31 Mar 18 | 22,607 | 1,074 | 6,210 | 5,207 |
| 31 Dec 17 | 19,974 | -86 | 5,733 | 5,096 |
| 30 Sep 17 | 22,471 | 2,225 | 6,475 | 5,321 |
| 30 Jun 17 | 22,005 | 2,447 | 6,526 | 5,217 |
| 31 Mar 17 | 21,585 | 2,187 | 6,483 | 5,281 |
| 31 Dec 16 | 21,222 | 2,738 | 6,330 | 5,310 |
| 30 Sep 16 | 20,837 | 2,444 | 6,460 | 5,238 |
| 30 Jun 16 | 20,605 | 2,466 | 6,471 | 5,145 |
| 31 Mar 16 | 20,179 | 2,319 | 6,483 | 4,978 |
| 31 Dec 15 | 19,959 | 2,408 | 6,533 | 4,796 |
| 30 Sep 15 | 19,704 | 2,359 | 6,535 | 4,538 |
質の高い収益: LLY 非現金収入 のレベルが高いです。
利益率の向上: LLYの現在の純利益率 (35%)は、昨年(22.7%)よりも高くなっています。
フリー・キャッシュフローと収益の比較
過去の収益成長分析
収益動向: LLYの収益は過去 5 年間で年間31.1%増加しました。
成長の加速: LLYの過去 1 年間の収益成長率 ( 127.6% ) は、5 年間の平均 ( 年間31.1%を上回っています。
収益対業界: LLYの過去 1 年間の収益成長率 ( 127.6% ) はPharmaceuticals業界-4.8%を上回りました。
株主資本利益率
高いROE: LLYの 自己資本利益率 ( 81.02% ) は 抜群 ですが、負債レベルが高いためこの指標は歪んでいます。
総資産利益率
使用総資本利益率
過去の好業績企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/07/10 04:07 |
| 終値 | 2026/07/10 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
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| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
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* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Eli Lilly and Company 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。52
| アナリスト | 機関 |
|---|---|
| David Toung | Argus Research Company |
| Emily Field | Barclays |
| Kerry Holford | Berenberg |