Eli Lilly raises FY2026 revenue guidance to $91–$92 billion on Q3 results

This is a new, material, forward-looking Eli Lilly business-performance update. The direct earnings information reports Q3 revenue and adjusted EPS above estimates, strong Mounjaro and Zepbound revenue, and a $5.5 billion increase in the midpoint of FY2026 revenue guidance from $85–$87 billion to $91–$92 billion. The EPS guidance is described precisely: underlying adjusted EPS guidance increased, but $4.57 per share of acquired IPR&D charges more than offset that improvement, resulting in an updated $35–$36 range. The most specific development type is business_performance rather than merger_acquisition because the acquisition-related charges are a disclosed earnings factor, not the central development. The occurrence date is explicit; 10:45Z is anchored to the company-results source timestamp and may approximate the release time rather than the exact internal reporting time. Importance is high because of the sizable guidance increase and earnings beat, while surprise is material but not extreme because strong GLP-1 demand was already an established Lilly theme. Eli Lilly and Novo Nordisk are approved stakeholders: Lilly is directly affected, while the results and associated market-share evidence provide a clear competitive channel for Novo. Other proposed stakeholders rely on indirect, generic or long-term value-chain effects without a development-specific contract or disclosure and are excluded.