Eli Lilly 향후 성장
Future 기준 점검 2/6
Eli Lilly (는) 각각 연간 16.4% 및 11% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 16.7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 50% 로 예상됩니다.
핵심 정보
16.4%
이익 성장률
16.65%
EPS 성장률
| Pharmaceuticals 이익 성장 | 18.6% |
| 매출 성장률 | 11.0% |
| 향후 자기자본이익률 | 50.02% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 13 Aug 2026 |
최근 향후 성장 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...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...Recent updates
Seeking Alpha • Aug 12
I Underestimated Eli Lilly: Retatrutide Changes The Risk/Reward (Rating Upgrade)
Summary I underestimated Eli Lilly and Company. LLY's Retatrutide showed promising efficacy in TRIUMPH-2/TRIUMPH-3 trials, and if approved by the FDA, I believe it could become the "gold standard" in the obesity market. Meanwhile, Jaypirca generated $192 million in sales for Eli Lilly in Q2, up 56.4% year-on-year, despite competitive pressure from AstraZeneca's Calquence and BeOne Medicines' Brukinsa. Also, Eli Lilly raised its full-year 2026 revenue guidance from $82-$85 billion to $85-$87 billion. In this article, I explain why I'm upgrading my LLY stock rating from Hold to Buy. Read the full article on Seeking Alpha분석 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.내러티브 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.이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 113,270 | 46,010 | 38,591 | 47,178 | 23 |
| 12/31/2027 | 101,691 | 40,218 | 31,203 | 41,028 | 26 |
| 12/31/2026 | 88,176 | 31,637 | 20,779 | 33,128 | 26 |
| 6/30/2026 | 79,666 | 26,711 | 13,778 | 28,083 | N/A |
| 3/31/2026 | 72,249 | 25,277 | 10,586 | 20,480 | N/A |
| 12/31/2025 | 65,179 | 20,640 | 6,182 | 16,813 | N/A |
| 9/30/2025 | 59,420 | 18,412 | 7,037 | 16,063 | N/A |
| 6/30/2025 | 53,258 | 13,800 | 550 | 10,939 | N/A |
| 3/31/2025 | 49,004 | 11,106 | -669 | 9,318 | N/A |
| 12/31/2024 | 45,043 | 10,590 | 1,015 | 8,818 | N/A |
| 9/30/2024 | 40,863 | 8,370 | -2,275 | 6,032 | N/A |
| 6/30/2024 | 38,923 | 7,342 | -2,024 | 4,510 | N/A |
| 3/31/2024 | 35,932 | 6,138 | -2,292 | 3,676 | N/A |
| 12/31/2023 | 34,124 | 5,240 | -1,548 | 4,240 | N/A |
| 9/30/2023 | 32,073 | 4,988 | 1,469 | 6,215 | N/A |
| 6/30/2023 | 29,516 | 6,498 | 3,307 | 6,242 | N/A |
| 3/31/2023 | 27,691 | 5,687 | 3,881 | 6,793 | N/A |
| 12/31/2022 | 28,541 | 6,245 | 4,696 | 7,586 | N/A |
| 9/30/2022 | 29,240 | 6,033 | 5,404 | 8,080 | N/A |
| 6/30/2022 | 29,071 | 5,692 | 4,950 | 7,494 | N/A |
| 3/31/2022 | 29,323 | 6,129 | 5,824 | 8,086 | N/A |
| 12/31/2021 | 28,318 | 5,582 | 5,604 | 7,366 | N/A |
| 9/30/2021 | 27,759 | 5,972 | 4,621 | 6,919 | N/A |
| 6/30/2021 | 26,726 | 6,071 | 4,837 | 7,095 | N/A |
| 3/31/2021 | 25,486 | 6,093 | 5,565 | 7,815 | N/A |
| 12/31/2020 | 24,540 | 6,194 | 4,471 | 6,500 | N/A |
| 9/30/2020 | 23,214 | 5,573 | 5,112 | 6,648 | N/A |
| 6/30/2020 | 22,950 | 5,618 | 4,890 | 6,352 | N/A |
| 3/31/2020 | 23,087 | 5,533 | N/A | 4,908 | N/A |
| 12/31/2019 | 22,320 | 4,638 | N/A | 4,837 | N/A |
| 9/30/2019 | 21,843 | 4,264 | N/A | 4,322 | N/A |
| 6/30/2019 | 21,673 | 4,103 | N/A | 4,933 | N/A |
| 3/31/2019 | 21,622 | 2,545 | N/A | 5,399 | N/A |
| 12/31/2018 | 21,493 | 3,151 | N/A | 5,525 | N/A |
| 9/30/2018 | 22,016 | 372 | N/A | 5,819 | N/A |
| 6/30/2018 | 22,368 | -166 | N/A | 5,579 | N/A |
| 3/31/2018 | 22,607 | 1,074 | N/A | 5,712 | N/A |
| 12/31/2017 | 19,974 | -86 | N/A | 5,616 | N/A |
| 9/30/2017 | 22,471 | 2,225 | N/A | 5,879 | N/A |
| 6/30/2017 | 22,005 | 2,447 | N/A | 5,659 | N/A |
| 3/31/2017 | 21,585 | 2,187 | N/A | 5,410 | N/A |
| 12/31/2016 | 21,222 | 2,738 | N/A | 4,851 | N/A |
| 9/30/2016 | 20,837 | 2,444 | N/A | 3,841 | N/A |
| 6/30/2016 | 20,605 | 2,466 | N/A | 3,284 | N/A |
| 3/31/2016 | 20,179 | 2,319 | N/A | 2,830 | N/A |
| 12/31/2015 | 19,959 | 2,408 | N/A | 2,965 | N/A |
| 9/30/2015 | 19,704 | 2,359 | N/A | 3,318 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LLY 의 연간 예상 수익 증가율(16.4%)이 saving rate(3.7%)보다 높습니다.
수익 vs 시장: LLY 의 연간 수익(16.4%)이 US 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: LLY 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: LLY 의 수익(연간 11%)이 US 시장(연간 13%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: LLY 의 수익(연간 11%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LLY의 자본 수익률은 3년 후 50%로 매우 높을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/13 07:42 |
| 종가 | 2026/08/13 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.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
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 |