LLY compared with ERAS: revenue, margins and what each company keeps, and the suppliers and customers both name

LLYELI Lilly & Co

Mkt capRevenueRevenue

ERASErasca, Inc.

Mkt capRevenueRevenue

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LLYELI Lilly & Co

ERASErasca, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Earnings history

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Earnings history

last 4 reports each · paired by recencyMethod ›

LLY

3 of 4at or beyond implied

Reportimpliedrealized× implied

Q3 FY26±5.1%▲+6.63%×1.29

Q2 FY26±6.2%▲+4.86%×0.79

Q1 FY26±5.3%▲+9.80%×1.85

Feb 4 '26±6.1%▲+10.33%×1.69

ERAS

0 of 4at or beyond implied

Reportimpliedrealized× implied

Q2 FY26±13.2%▲+1.47%×0.11

May 12 '26±8.4%▼−0.57%×0.07

= impliedLLY realized, solidERAS realized, hatchedOne scale, both sides: full bar = 20%× = |realized| ÷ impliedSource: market data

Q1 FY26

±11.1%

▼−7.03%

×0.63

Jan 21 '26±19.7%▲+2.45%×0.13

LLYELI Lilly & Co

1,371.32· pre 1,353.79· delayed

Mkt cap$1.2TRevenue$24.4BQ3 FY26Revenue$65.2BFY25

ERASErasca, Inc.

13.28· pre 13.75· delayed

Pre-marketNov 6 '26delayed

Mkt cap$5.2BRevenue—Revenue—

Compare

Pre-marketNov 6 '26delayed

LLYELI Lilly & Co

ERASErasca, Inc.

1,371.32pre 1,353.79delayed

Price

13.28pre 13.75delayed

$1.2T

Mkt cap

$5.2B

Q3 FY26$24.4B

Revenue

—

FY25$65.2B

Revenue

—

LLY1,371.32vsERAS13.28Pre-marketNov 6 '26delayed