Eli Lilly and Company (LLY · NYSE)

Eli Lilly posted 47.7% year-over-year revenue growth with TTM revenue of $79.67B, and beat consensus in each of its last four quarters, including Q2 2026 EPS of $8.38 versus an estimated $6.01. Margins are exceptional — 83.4% gross, 54.2% operating, 33.5% profit — with ROE of 102.3% and quarterly revenue climbing from $17.60B in September 2025 to $22.97B in June 2026. Leverage remains modest at 1.3x debt/EBITDA with $8.89B in cash and $7.76B in quarterly free cash flow, though the stock trades at a premium 38.31 P/E and 12.79 P/S. Shares closed at $1,142.85, down 6.0% over three months but 6.7% above the 200-day moving average, with the FDA's expanded Jaypirca approval and a $1,500 RBC price target among recent catalysts.