Lilly raises 2026 outlook as GLP-1 demand and Medicare Bridge access boost sales

Eli Lilly reported third-quarter 2026 revenue of $24.4 billion, up 39% year over year and about $1.8 billion above analyst consensus. Growth was led by Mounjaro, with sales of $10.72 billion, and Zepbound, with $5.35 billion.

The Medicare GLP-1 Bridge program appears to be contributing to demand:
since its July launch, more than 500,000 people have filled prescriptions for Lilly medicines through it. Lilly said roughly 7 in 10 new Bridge patients chose a Lilly obesity medicine, about 75% chose injectables, and around 80% of Lilly’s Bridge patients were new to incretin therapies.

Lilly raised its 2026 revenue outlook to $91–92 billion, from $85–87 billion. The company cited strong demand across its incretin medicines and markets; the results do not isolate a specific amount of revenue attributable to the Bridge program.

Lilly’s oral obesity drug Foundayo brought in $184 million in quarterly sales, below analyst expectations, despite reported uptake through the Bridge program.

The results suggest that strong prescription volume is more than offsetting pricing pressure, while the program is expanding access to obesity medicines among Medicare patients.