Citable filing context
LLY's research view summarizes recent SEC filing context, starting with earnings from Aug 5, 2026.
| Filed | Item | Context |
|---|---|---|
| Aug 5, 2026 | earnings | Eli Lilly reported Q2 2026 revenue of $23.0 billion, a 48% increase, and raised its full-year revenue guidance. |
| May 20, 2026 | debt_offering | Eli Lilly completed a $9 billion debt offering consisting of various fixed and floating rate notes. |
| May 7, 2026 | other | Eli Lilly reported voting results from its 2026 annual meeting, including director elections and rejected governance proposals. |
| Aug 5, 2026 | Guidance: earnings_per_share | 35.50 to 36.50 |
| Aug 5, 2026 | Guidance: performance_margin | 49.00 to 50.50 |
| Aug 5, 2026 | Guidance: revenue | 85000.00 to 87000.00 |
| Aug 5, 2026 | mda_quarterly | Eli Lilly and Company reported strong financial growth for the first half of 2026, with revenue increasing 51% to $42.77 billion, driven primarily by high demand for its cardiometabolic portfolio, specifically Mounjaro and Zepbound. These two products accounted for 65% of total revenue during this period. While volume growth was robust, realized prices were lower, partly due to the inclusion of Mounjaro on China’s National Reimbursement Drug List and strategic pricing adjustments for Zepbound. The company is aggressively expanding its pipeline through business development, recording $3.36 billion in acquired in-process research and development (IPR&D) charges for the first six months of 2026. Key acquisitions include Kelonia, Centessa, and Ventyx, alongside significant investments in an infectious disease portfolio. These activities, combined with increased R&D and marketing expenses, have impacted net income margins. Lilly faces ongoing regulatory and legal headwinds, including the Inflation Reduction Act’s price-setting provisions for Jardiance, Trulicity, and Verzenio. Additionally, the company is managing complex litigation regarding 340B program policies, insulin pricing, and product liability claims related to its incretin medicines. To support future growth, the company is undertaking significant manufacturing capacity expansions while maintaining a strong liquidity position supported by recent long-term debt issuances. |
| Apr 30, 2026 | mda_quarterly | During the three months ended March 31, 2026, Eli Lilly and Company executed significant share repurchases, buying back 2.376 million shares of its equity securities. The average price paid per share was $987.15, amounting to a total expenditure of $2.3 billion. This activity is part of a larger $15.0 billion share repurchase program authorized by the board in December 2024, with approximately $8.573 billion remaining available for future repurchases as of the end of March 2026. Separately, several key executives established Rule 10b5-1 sales plans in February 2026. Anat Hakim, Executive Vice President, General Counsel and Secretary, adopted a plan to sell up to 10,000 shares between August 7, 2026, and November 30, 2026. Ilya Yuffa, Executive Vice President and President Lilly USA and Global Customer Capabilities, |
Source: SEC EDGAR filing text and events; period Aug 5, 2026; filed Aug 5, 2026.
LLY company research is available with Aerarium Pro (CAD $10/mo). The five showcase tickers (TSLA, NVDA, AAPL, AMZN, PLTR) and the macro dashboard stay free. Already a subscriber? Sign in to pick up where you left off.