Eli Lilly’s Q3 2026 results, due October 29, face elevated expectations after five straight EPS beats and robust tirzepatide demand driving Mounjaro and Zepbound sales. Consensus revenue estimates cluster near $22.6 billion, up roughly 28% year-over-year, while adjusted EPS forecasts range from about $5.38 to $7.03, with recent downward revisions tied to acquired IPR&D charges. Strong international volume growth, early Foundayo contributions, and potential full-year guidance lifts support revenue outperformance, yet headline EPS could miss on one-time items, creating the near-even split in trader sentiment. The report and any updated 2026 outlook will likely resolve the balance.