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礼来Eli Lilly(LLY)2025年第四季度及全年业绩报告「NYSE」(英文版)(12页).pdf

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1、February 4,2026For release:ImmediatelyRefer to:Ashley Hennessey;gentry_ashley_;(317)416-4363(Media)Mike Czapar;czapar_michael_;(317)617-0983(Investors)Lilly reports fourth-quarter 2025 financial results and provides 2026 guidance Revenue in Q4 2025 increased 43%to$19.3 billion driven by volume growt

2、h from Mounjaro and Zepbound.Q4 2025 EPS increased by 51%to$7.39 on a reported basis and increased by 42%to$7.54 on a non-GAAP basis,both inclusive of$0.52 of acquired IPR&D charges.Regulatory progress included FDA approval of Kwikpen for tirzepatide and an expanded indication for Jaypirca,and submi

3、ssions for orforglipron for obesity to regulatory authorities in the U.S.and Japan and for obesity and type 2 diabetes in the EU.Pipeline progress included positive Phase 3 results from Taltz and Zepbound used together for adults with active psoriatic arthritis and obesity,orforglipron for people wh

4、o switched from injectable incretins to oral GLP-1 therapy,and retatrutide for people with obesity and knee osteoarthritis.Announced an agreement with the U.S.government to expand access to obesity medicines for millions of Americans.2026 guidance issued with revenue in the range of$80 billion to$83

5、 billion and non-GAAP EPS in the range of$33.50 to$35.00.INDIANAPOLIS,February 4,2026-Eli Lilly and Company(NYSE:LLY)today announced its financial results for the fourth-quarter of 2025 and provided 2026 financial guidance.2025 was an important year for Lilly,said David A.Ricks,Lillys chair and CEO.

6、We reached millions more patientslaunching Inluriyo,expanding Mounjaro and Kisunla globally,and submitting orforglipron for approval.We expanded our manufacturing capacity,and through our U.S.government agreement,opened new access to obesity medicines.Entering our 150th year with a deep pipeline and

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1. **2025年Q4业绩**:营收193亿美元(同比+43%),EPS 7.39美元(同比+51%),主因Mounjaro和Zepbound销量增长。 2. **2026年指引**:营收800亿-830亿美元,非GAAP EPS 33.5-35美元。 3. **核心产品表现**:Mounjaro Q4营收74亿美元(+110%),Zepbound 43亿美元(+123%)。 4. **研发进展**:Taltz+Zepbound治疗银屑病关节炎III期成功,orforglipron肥胖适应症提交申请,retatrutide减重71磅。 5. **合作与产能**:与美国政府扩大肥胖药物准入,投资60亿美元在阿拉巴马建原料药厂。
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