"Lilly's quarter centered on its diabetes and obesity franchise. Revenue hit $17.6 billion, driven by Mounjaro and Zepbound demand that management described as supply-constrained rather than demand-constrained. Net income of $5.6 billion jumped 480% year over year, as operating margin expanded to 48.3%. Gross margin reached 82.9%, reflecting the pricing power and manufacturing efficiency of blockbuster biologics."
"Johnson & Johnson's $24.0 billion in revenue came from a broader base. Medical device sales benefited from elective procedure volume recovery. Pharmaceutical revenue grew on newer immunology and oncology drugs, though legacy products faced biosimilar pressure. The 69.6% gross margin and 30.2% operating margin reflect a more complex cost structure spanning manufacturing, distribution, and regulatory compliance across multiple product categories. Net income of $5.2 billion rose 91% year over year, driven partly by one-time gains visible in its Q1 2025 blowout of $4.54 EPS against $2.26 expected."
Lilly generated $17.6 billion in revenue driven by strong demand for Mounjaro and Zepbound, with supply constraints cited. Net income rose to $5.6 billion, a 480% year-over-year increase, alongside a 48.3% operating margin and an 82.9% gross margin. Lilly invested $4.1 billion in R&D to expand manufacturing and develop next-generation obesity treatments, and carries a forward P/E of 33.78. Johnson & Johnson posted $24.0 billion in revenue across devices, pharmaceuticals, and consumer health, with device sales aided by elective procedure recovery and pharma growth in immunology and oncology. J&J reported a 69.6% gross margin, 30.2% operating margin, and $5.2 billion net income, up 91%, supported partly by one-time gains.
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