Orforglipron (Foundayo) Launch and Regulatory Progress
The FDA approved orforglipron for obesity, and the company launched it in the U.S. during Q2 2026, with submissions for type 2 diabetes in the U.S., EU, and Japan.
ELI LILLY & Co is expected to release its Q3 2026 10-Q filing on October 29, 2026. Last quarter: Lilly's Q2 FY2026 results were driven by incretin demand, with Mounjaro and Zepbound fueling revenue growth, while heavy investment in acquisitions and pipeline expansion weighed on profitability.
EPS Estimate
$9.52
Revenue Estimate
$21.94B
Analyst consensus from Finnhub and Financial Modeling Prep. Actual results posted within minutes of the SEC filing on the LLY page.
Drawn from management commentary in the Q2 2026 10-Q:
The FDA approved orforglipron for obesity, and the company launched it in the U.S. during Q2 2026, with submissions for type 2 diabetes in the U.S., EU, and Japan.
Mounjaro and Zepbound accounted for 65% of total revenue in H1 FY2026, with volume growth partially offset by lower realized prices, especially in China after Mounjaro’s NRDL listing.
Gross margin as a percentage of revenue increased 1.5 percentage points to 85.8%, driven by improved production costs and favorable product mix.
Revenue
$22.97B
+47.67% YoY
EPS (Diluted)
$7.94
+26.23% YoY
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