Eli Lilly’s Mounjaro generated $8.662 billion in the first quarter of 2026, a 125% year-over-year surge that has pushed the company’s stock above $1,200 per share and into stock split territory. Combined with Zepbound’s $4.160 billion, the incretin franchise drove group revenue to $19.799 billion, up 55.55%, while operating income reached $8.915 billion and net income hit $7.396 billion, a 168% jump. Management raised full-year 2026 revenue guidance to a range of $82 billion to $85 billion and non-GAAP EPS guidance to $35.50 to $37.00, and four board directors bought shares at progressively higher prices from $919.90 to $1,129.35. The stock has gained roughly 14% since the April 30 earnings report, outpacing the broader market, and now trades near $1,200 with a market cap around $1.06 trillion.
Eli Lilly and CompanyMounjaro and Zepbound sales surged 125% and combined incretin franchise drove 55.55% revenue growth.
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