Eli Lilly will release its fourth-quarter earnings on February 4, 2026. The company is highlighting its oncology franchise, despite continued focus on its GLP-1 drugs for diabetes and obesity.
Oncology sales totaled $6.77 billion in the first nine months of 2025. This represented 15% of Lilly’s total revenue. Sales grew by approximately 9% during this period.
Increased demand is expected to make the blockbuster breast cancer drug Verzenio a significant contributor to fourth-quarter results.
Investors will also monitor initial sales performance for Inluriyo. Lilly launched the new breast cancer drug during the quarter, following its approval in late September 2025. The oncology unit’s performance indicates the company’s diversification beyond its successful GLP-1 portfolio.