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For the quarter ended March 2025, Eli Lilly (LLY) reported revenue of $12.73 billion, up 45.2% over the same period last year. EPS came in at $3.34, compared to $2.58 in the year-ago quarter.
The reported revenue compares to the Zacks Consensus Estimate of $12.62 billion, representing a surprise of +0.86%. The company delivered an EPS surprise of -5.11%, with the consensus EPS estimate being $3.52.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Lilly performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
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Net Sales- Verzenio- US: $657.60 million versus the four-analyst average estimate of $720.57 million. The reported number represents a year-over-year change of +3%.
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Net Sales- Neuroscience- United States (U.S.): $189.30 million versus the four-analyst average estimate of $188.66 million. The reported number represents a year-over-year change of +16%.
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Geographic Revenue- United States: $8.49 billion compared to the $8.50 billion average estimate based on four analysts. The reported number represents a change of +49.1% year over year.
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Net Sales- US-Humalog [$M]: $335.10 million compared to the $361.22 million average estimate based on four analysts. The reported number represents a change of -1% year over year.
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Net Sales- Cyramza (Ramucirumab /IMC-1121B)- Total: $224.90 million versus $227.45 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -2.2% change.
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Net Sales- Humulin [$M]: $173.20 million versus $203.01 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -16% change.
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Net Sales- Humalog [$M]: $537.20 million compared to the $560.17 million average estimate based on four analysts. The reported number represents a change of -0.3% year over year.
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Net Sales- Forteo [$M]: $66.60 million versus the four-analyst average estimate of $50.84 million. The reported number represents a year-over-year change of +8.7%.
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Net Sales- Erbitux [$M]: $149 million compared to the $146.04 million average estimate based on four analysts. The reported number represents a change of +3% year over year.
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Net Sales- Alimta [$M]: $28.20 million versus $46.13 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -59.4% change.
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Net Sales- Other pharmaceuticals [$M]: $212.90 million versus $213.18 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -12% change.
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Net Sales- Oncology [$M]: $1.95 billion compared to the $2.07 billion average estimate based on four analysts. The reported number represents a change of +7.6% year over year.