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Eli Lilly’s GLP-1 scale drives extraordinary top and bottom-line acceleration
Eli Lilly’s Q2 earnings beat showcased massive GLP-1 driven revenue expansion and margin leverage as blockbuster Mounjaro and Zepbound demand continues to redefine sector capital rotation expectations.
Eli Lilly reported Q2 revenue of $15.56 billion, up 38% YoY, while net income surged 91% to $6.7 billion, underscoring surging global demand in metabolic therapeutics. Diabetes drug Mounjaro delivered a 68% revenue jump to $5.2 billion and obesity therapy Zepbound clocked 172% growth to $3.4 billion, signaling highly defensible commercial pull-through and strong supply-chain execution.
With rapid category penetration continuing, analysts expect sector capital flows to tilt toward firms with hard scale moats, price power durability, and advanced manufacturing synchronization capabilities into FY26.