INDIANAPOLIS, Ind. – Less than a week after announcing a major investment in the Lehigh Valley, drugmaker Eli Lilly is predicting a very healthy balance sheet for 2026.

On Wednesday morning, the pharmaceutical giant with headquarters in Indianapolis, Ind. announced its financial results for the fourth quarter of fiscal 2025 and provided guidance for the year ahead.

“2025 was a strong year for Lilly,” said David Ricks, Lilly’s chair and CEO. “We had robust revenue growth, advanced our pipeline, expanded our manufacturing footprint and helped over 70 million people.”

As everyone in the Lehigh Valley knows by now, that manufacturing capacity is poised to expand again, right here in Lehigh County. Last Friday, Ricks was joined by Pa. Gov. Josh Shapiro and other dignitaries and community leaders to announce a $3.5 billion campus in Upper Macungie Twp.

Lilly will use the multi-building facility, which is expected to create some 850 jobs, to manufacturer its blockbuster, injectable weight-loss drugs, which have been a major boost for the company’s bottom line. 

Fourth quarter (Q4) revenue in the U.S. soared 43% to $12.9 billion, driven by the GLP-1 medications Zepbound and Mounjaro, the company said.

Specifically, U.S. revenue from Mounjaro was $4.1 billion, an increase of 57%, and Zepbound revenue increased 122% to $4.2 billion, compared with $1.9 billion in Q4 2024.

Also, net income and earnings per share (EPS) were $6.6 billion and $7.39, respectively, compared with net income of $4.4 billion and EPS of $4.88 in Q4 2024.

Lilly anticipates its 2026 revenue will come in between $80 billion and $83 billion. Analysts had expected revenue of $77.62 billion, CNBC reported.

Earnings per share for 2026 is forecast between $33.50 and $35.00, which also exceeds Wall Street expectations.

Shares of Eli Lilly (NYSE: LLY) soared to $1,090.31 in Wednesday morning trading. The stock opened $71.54 higher, or about 7%. That pushed the company’s market capitalization (share price multiplied by the number of shares) beyond $1 trillion. 

Construction on the new Lehigh Valley site is expected to begin later this year, with the facility operational in 2031.

It’s the fourth new U.S. manufacturing site Lilly has announced since February 2025.