Eli Lilly raises full-year revenue guidance after Q1 2026 revenue jumps 55.55% to $19.799 billion, while Pfizer reports a 1.2% decline.
Eli Lilly reported Q1 2026 revenue of $19.799 billion, up 55.55% year over year, with adjusted EPS of $8.55 beating estimates of $6.79. The company raised full-year revenue guidance to $82.0 billion to $85.0 billion, citing strength in diabetes and obesity drugs Mounjaro and Zepbound, which generated $8.662 billion and $4.160 billion, respectively.
Pfizer’s Q4 2025 revenue fell 1.2% to $17.56 billion, though its non-COVID portfolio grew 9% operationally. Eliquis, Vyndaqel, and Prevnar each posted roughly 10% growth, offset by declines in Comirnaty and Paxlovid. Lilly’s pipeline progress and four acquisitions contrasted with Pfizer’s focus on rebuilding post-pandemic.
Lilly’s CEO emphasized pipeline expansion and strategic investments, while Pfizer highlighted operational growth outside its COVID franchise.