Eli Lilly (LLY) 주식 개요
일라이 릴리 앤 컴퍼니는 미국, 유럽, 중국, 일본 및 전 세계에서 인체용 의약품을 발견, 개발, 제조 및 판매합니다. 자세히 보기
Last Earnings Call
Q2 2026 · 5 Aug 2026Eli Lilly reported strong Q2 2026 financial results on August 5, 2026, driven by robust volume growth in its incretin portfolio.
Financial Results & Metrics
- Revenue: Reported $23.0 billion, a 48% increase year-over-year, beating analyst consensus of approximately $20.69 billion.
- EPS: Non-GAAP EPS was $8.38, which beat consensus estimates (varying reports cited $6.01–$6.06 as the consensus expectation, though some sources noted a $8.84 target). Reported EPS was $7.94.
- Key Products: Mounjaro and Zepbound continued to drive growth, with Mounjaro revenue reaching approximately $9.94 billion.
- Management Outlook: Lilly raised its full-year 2026 revenue guidance to a range of $85.0 billion–$87.0 billion (up from $82.0 billion–$85.0 billion) and set full-year non-GAAP EPS guidance at $35.50–$36.50.
Market Reaction
Eli Lilly stock rose approximately 6.3% on August 5, 2026. Analysts attributed the positive market response to the company's strong revenue beat, upward guidance revision, and successful scaling of manufacturing capacity, which reassured investors regarding the supply of its high-demand metabolic therapies.
LLY Community Fair Values
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Analyst Price Targets
Top Community Narratives
Eli Lilly and Company 경쟁사
가격 이력 및 성과
| 과거 주가 | |
|---|---|
| 현재 주가 | US$1,215.02 |
| 52주 최고가 | US$1,249.45 |
| 52주 최저가 | US$629.40 |
| 베타 | 0.51 |
| 1개월 변동 | 2.22% |
| 3개월 변동 | 19.62% |
| 1년 변동 | 90.02% |
| 3년 변동 | 122.28% |
| 5년 변동 | 345.54% |
| IPO 이후 변동 | 43,160.79% |
최근 뉴스 및 업데이트
분석 기사 • Aug 08
Eli Lilly and Company Just Beat Revenue By 11%: Here's What Analysts Think Will Happen Next
Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...
내러티브 업데이트 • Aug 08
LLY: GLP-1 Leadership And Retatrutide Progress Will Drive Balanced Outlook
Analysts have increased their fair value estimate for Eli Lilly stock from $1,270.37 to $1,297.31, reflecting higher Street price targets supported by strong Q2 incretin demand, GLP-1 franchise momentum, and updated long-term modeling around obesity and diabetes therapies. Analyst Commentary Recent Street research on Eli Lilly shows a clear focus on the company’s incretin and GLP-1 portfolio, with multiple firms adjusting price targets following Q2 results, obesity and diabetes trial updates, and refreshed long term models.Recent updates
분석 기사 • Aug 08
Eli Lilly and Company Just Beat Revenue By 11%: Here's What Analysts Think Will Happen Next
Eli Lilly and Company ( NYSE:LLY ) just released its quarterly report and things are looking bullish. It was a positive...내러티브 업데이트 • Aug 08
LLY: GLP-1 Leadership And Retatrutide Progress Will Drive Balanced Outlook
Analysts have increased their fair value estimate for Eli Lilly stock from $1,270.37 to $1,297.31, reflecting higher Street price targets supported by strong Q2 incretin demand, GLP-1 franchise momentum, and updated long-term modeling around obesity and diabetes therapies. Analyst Commentary Recent Street research on Eli Lilly shows a clear focus on the company’s incretin and GLP-1 portfolio, with multiple firms adjusting price targets following Q2 results, obesity and diabetes trial updates, and refreshed long term models.Seeking Alpha • Aug 05
Eli Lilly Q2 Earnings Review: Breath-Taking Results Mean Higher Ceiling On Stock Price Target
Summary Eli Lilly delivered exceptional quarterly results, with revenues up 48% YoY to $22.97bn and EPS of $7.95, surpassing expectations. LLY raised 2026 revenue guidance to $85bn–$87bn, driven by dominance in the GLP-1 market with Mounjaro and Zepbound accounting for ~65% of total revenues. Strategic M&A, robust manufacturing expansion, and a diversified late-stage pipeline across oncology, immunology, and neuroscience reinforce LLY’s growth trajectory. I see few obstacles to further share price appreciation, with potential for LLY’s market cap to exceed $1.5 trillion as it targets $150bn annual revenues by 2035. Read the full article on Seeking Alpha내러티브 업데이트 • Jul 25
LLY: GLP-1 Leadership And Retatrutide Data Will Shape Balanced Outlook
Eli Lilly's updated fair value estimate of $1,270.37, up from $1,243.43, reflects analysts' higher price targets that lean on expectations for stronger obesity and diabetes franchise contributions, incremental support from retatrutide data, and Q2 previews that factor in relatively higher revenue growth assumptions alongside slightly adjusted long term profit margins and future P/E multiples. Analyst Commentary Recent research on Eli Lilly points to a generally constructive stance from Wall Street, with multiple firms lifting price targets as they reassess the company's obesity and diabetes portfolio, retatrutide data, and Q2 earnings setup.내러티브 업데이트 • Jul 10
LLY: GLP-1 Franchise And Retatrutide Data Will Support Balanced Future Outlook
Analysts have nudged their price targets on Eli Lilly higher, with fair value estimates moving from about $1,218.72 to roughly $1,243.43 as they point to resilient GLP-1 obesity and diabetes franchises, along with supportive recent data and previews around Zepbound, Mounjaro, Foundayo and retatrutide. Analyst Commentary Recent research updates on Eli Lilly show a cluster of higher price targets around the GLP-1 obesity and diabetes portfolio, with Zepbound, Mounjaro, Foundayo and retatrutide at the center of the discussion.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.
새로운 내러티브 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.주주 수익률
| LLY | US Pharmaceuticals | US 시장 | |
|---|---|---|---|
| 7D | 8.9% | 4.3% | 0.09% |
| 1Y | 90.0% | 58.8% | 19.0% |
수익률 대 산업: LLY은 지난 1년 동안 58.8%의 수익을 기록한 US Pharmaceuticals 산업보다 더 좋은 성과를 냈습니다.
수익률 대 시장: LLY은 지난 1년 동안 19%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.
주가 변동성
| LLY volatility | |
|---|---|
| LLY Average Weekly Movement | 4.8% |
| Pharmaceuticals Industry Average Movement | 9.1% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
안정적인 주가: LLY는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.
시간에 따른 변동성: LLY의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.
회사 소개
| 설립 | 직원 수 | CEO | 웹사이트 |
|---|---|---|---|
| 1876 | 50,000 | Dave Ricks | www.lilly.com |
일라이 릴리 앤 컴퍼니(Eli Lilly and Company)는 미국, 유럽, 중국, 일본 및 전 세계에서 인간용 의약품을 연구·개발, 제조 및 판매하고 있습니다. 이 회사는 바사가르(Basaglar), 휴마로그(Humalog), 휴마로그 믹스 75/25(Humalog Mix 75/25)를 비롯한 심혈관 및 대사 질환 치료제를 제공하고 있으며, 휴마로그 U-100, 휴마로그 U-200, 휴마로그 믹스 50/50, 인슐린 리스프로, 인슐린 리스프로 프로타민, 인슐린 리스프로 믹스 75/25, 휴뮬린, 휴뮬린 70/30, 휴뮬린 N, 휴뮬린 R, 당뇨병 치료용 휴멀린 U-500; 제2형 당뇨병 치료용 자디언스(Jardiance), 문자로(Mounjaro), 트룰리시티(Trulicity); 비만 치료용 젭바운드(Zepbound) 등을 제공합니다. 또한 위암 또는 위식도 접합부 선암의 2차 치료용 시람자(Cyramza); 대장암 및 두경부암 치료제인 ‘에르비턱스(Erbitux)’; 유방암 치료제인 ‘인룰리요(Inluriyo)’; 만성 림프구성 백혈병 또는 소림프구성 림프종 치료제인 ‘제이피르카(Jaypirca)’; 전이성 비소세포폐암(NSCLC) 치료제인 ‘레테브모(Retevmo)’; 고전형 호지킨 림프종 치료제인 ‘티비윗(TYVYT)’; 유방암 치료제인 ‘베르제니오(Verzenio)’ 등이 있습니다.
Eli Lilly and Company 기초 지표 요약
| LLY 기초 통계 | |
|---|---|
| 시가총액 | US$1.10t |
| 순이익 (TTM) | US$26.71b |
| 매출 (TTM) | US$79.67b |
40.5x
주가수익비율(P/E)13.6x
주가매출비율(P/S)LLY는 고평가되어 있습니까?
공정 가치 및 평가 분석 보기순이익 및 매출
| LLY 손익계산서 (TTM) | |
|---|---|
| 매출 | US$79.67b |
| 매출원가 | US$13.23b |
| 총이익 | US$66.44b |
| 기타 비용 | US$39.73b |
| 순이익 | US$26.71b |
최근 보고된 실적
Jun 30, 2026
다음 실적 발표일
Oct 29, 2026
| 주당순이익(EPS) | 29.97 |
| 총이익률 | 83.40% |
| 순이익률 | 33.53% |
| 부채/자본 비율 | 162.1% |
LLY의 장기 실적은 어땠습니까?
과거 실적 및 비교 보기| Eli Lilly 배당 일정 | |
|---|---|
| 배당락일 | Aug 14 2026 |
| 배당 지급일 | Sep 10 2026 |
| 배당락일까지 남은 일수 | 2 days |
| 배당 지급일까지 남은 일수 | 29 days |
LLY는 안정적으로 배당을 지급합니까?
LLY 배당 기록 및 벤치마크 보기기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/11 01:31 |
| 종가 | 2026/08/11 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Eli Lilly and Company는 53명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| David Toung | Argus Research Company |
| Emily Field | Barclays |
| Kerry Holford | Berenberg |