Eli Lilly and Company (NYSE: LLY) beats Q2 2026 adjusted Non-GAAP EPS consensus and raises full-year FY2026 guidance (August 5, 2026, before market open; confirmed by Lilly press release)
Hit
✦ AI-generated prediction
Published on 27. July 2026
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Predicted for 5. August 2026
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Based on: Historical Cycle
Eli Lilly reports on August 5, 2026 before market open. The company is the global market leader in the GLP-1 segment (Mounjaro/Zepbound). Mounjaro quarterly revenues are growing continuously (~80% YoY); Lilly's new manufacturing facilities in North Carolina and Indiana have significantly reduced supply constraints since H2 2025. Lilly has beaten EPS consensus for five consecutive quarters and raised annual guidance four times. The Zepbound approval portfolio (obesity, heart failure) continues to expand. No Polymarket market; own estimate 79% based on structurally strong GLP-1 growth trajectory.
Data basis for this prediction
- Eli Lilly Q2 2026 Earnings Date: 5. August 2026 (TipRanks Earnings Calendar, 27.07.2026)
- Lilly Mounjaro: ~80 % YoY-Wachstum, Kapazitätsausbau NC/Indiana abgeschlossen (Lilly IR Referenz)
- Lilly: 5 aufeinanderfolgende EPS-Beats, 4× Jahresprognoseerhöhung (Analystenreferenz)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Beide Bedingungen der Vorhersage sind eingetreten. (1) EPS-Beat: Eli Lilly meldete am 5. August 2026 vor Börseneröffnung einen Non-GAAP-EPS von $8,38 gegenüber dem Konsens von $6,58 (+27,3 % Übertreffen). (2) Jahresprognose angehoben: Die FY2026-Revenue-Guidance wurde auf $85,0–87,0 Mrd. erhöht (zuvor $82–85 Mrd.), die Non-GAAP-EPS-Guidance auf $35,50–36,50 (+$2,78 Mittelpunkt). Der Umsatz stieg um 48 % auf $23,0 Mrd., getrieben von Mounjaro und Zepbound. Quellen: Lilly-Pressemitteilung via PR Newswire (https://www.prnewswire.com/news-releases/lilly-reports-second-quarter-2026-financial-results-raises-full-year-guidance-and-highlights-continued-growth-and-pipeline-progress-302843165.html) und SEC Form 8-K (https://www.sec.gov/Archives/edgar/data/59478/000005947826000077/q226lillysalesandearningsp.htm).
📈 Economy
✦ AI
Take-Two Interactive reports Q2 FY2027 (July–September 2026) results on November 9 after market close. Estimated analyst consensus: approx. -$0.45 EPS (heavy investment cycle around GTA VI and other AAA titles). TTWO has beaten consensus in 6 of the last 8 quarters; strong Recurrent Consumer Spending base (mobile, NBA 2K, GTA Online) consistently delivers positive surprises on cost discipline. Report date confirmed by TipRanks Earnings Calendar (as of Nov 8, 2026). Verification by TTWO Investor Relations or Bloomberg by November 10, 2026, 10:00 ET.
📈 Economy
✦ AI
Constellation Energy reports Q3-FY2026 tomorrow (November 9, 2026) before market open. TradingView and Gurufocus put the EPS consensus at $3.90/share, with revenue consensus at $9.23B. CEG has beaten estimates in 7 of the last 8 quarters — an 87.5% historical beat rate. Driver: Structurally rising nuclear power demand for AI data centers (e.g., Microsoft contracts) boosts reactor utilization and secures stable cash flows. Risk: Stock fell ~9% post-midterm results, reflecting repriced regulatory uncertainty that could overshadow near-term operational strength. Strong fundamentals and consistent beat history nevertheless support another consensus beat.
📈 Economy
✦ AI
Walmart has beaten EPS estimates for four consecutive quarters. The official consensus is $0.64/share — identical to the top of management guidance ($0.62–$0.64). Analysts average $0.72 (range $0.70–$0.73), anticipating another structural beat. Drivers: Robust US consumer (October CPI ~3.5–3.7%; September retail sales +0.8% MoM), ongoing grocery market share gains, and strong e-commerce and advertising growth. Risk: Management lowered full-year guidance after Q2; macro headwinds from elevated prices could compress volume mixes. The consistent beat history and structural tailwinds prevail.