Drug stocks got hit hard on Monday in what Jim Cramer called a “vicious rotation,” and the selloff looked like the usual crowded-trade unwind.

Eli Lilly and Company (LLY) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q1
the company's ability to sustain a 44.7% operating margin in 2026Q1 while aggressively scaling production capacity provides a strong fundamental foundation for continued long-term growth.
Eli Lilly and Company (LLY) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Eli Lilly and Company (LLY) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 30, 2026 | $8.55vs $6.97+22.7% | $19.8Bvs $17.8B+11.1% |
| Q1 2026 | Feb 4, 2026 | $7.54vs $6.91+9.1% | $19.3Bvs $17.9B+7.5% |
| Q4 2025 | Oct 30, 2025 | $7.02vs $5.69+23.4% | $17.6Bvs $16.1B+9.6% |
| Q3 2025 | Aug 7, 2025 | $6.31vs $5.60+12.7% | $15.6Bvs $14.7B+5.8% |
Recent stock market news and headlines for Eli Lilly and Company (LLY)
Drug stocks got hit hard on Monday in what Jim Cramer called a “vicious rotation,” and the selloff looked like the usual crowded-trade unwind.

Eli Lilly and Intuitive Surgical are top players in their respective corners of the healthcare market. Both companies are highly innovative and boast attractive long-term growth opportunities.

Eli Lilly shares hit a record high Tuesday after IPO stock Kailera Therapeutics posted lackluster test results for its weight-loss pill.

On CNBC's Mad Dash segment on Monday, July 6, 2026, Jim Cramer made one of his most bullish biotech calls in years, arguing that the sector could be entering a new wave of mergers and acquisitions as the regulatory environment becomes more favorable for dealmaking.

The obesity drug industry is likely a decade-long tailwind for Eli Lilly's business. Foundayo and Retatrutide could cement a decade of growth.

Key metrics vs top competitors for Eli Lilly and Company (LLY)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $1235.56 | $1.17T | 53.84 | 44.7% | 31.66% | 101.15% | 0.49% | |
| $49.64 | $220.59B | 14.10 | 6.43% | 37.2% | 66.36% | — | |
| $24.07 | $136.92B | 17.70 | -1.65% | 11.83% | 8.34% | — | |
| $128.86 | $318.26B | 17.70 | 1.18% | 13.62% | 17.91% | — | |
| $193.12 | $299.39B | 29.53 | 8.63% | 17.19% | 22.24% | — | |
| $57.97 | $118.36B | 16.80 | -0.22% | 15.01% | 38.96% | — |
Eli Lilly and Company (LLY) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Eli Lilly and Company (LLY) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 30, 2026·SEC
Feb 4, 2026·SEC
Nov 21, 2025·SEC
Feb 12, 2026·SEC
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Eli Lilly and Company (LLY) stock FAQ — growth, dividends, profitability & financials explained
Eli Lilly and Company (LLY) reported $72.25B in revenue for fiscal year 2025. This represents a 932% increase from $7.00B in 1996.
Eli Lilly and Company (LLY) grew revenue by 44.7% over the past year. This is strong growth.
Yes, Eli Lilly and Company (LLY) is profitable, generating $25.27B in net income for fiscal year 2025 (31.7% net margin).
Yes, Eli Lilly and Company (LLY) pays a dividend with a yield of 0.49%. This makes it attractive for income-focused investors.
Eli Lilly and Company (LLY) has a return on equity (ROE) of 101.2%. This is excellent, indicating efficient use of shareholder capital.
Eli Lilly and Company (LLY) generated $13.58B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.