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Eli Lilly10-K: Supplier concentration

Experiencing product supply issues due to unpredictable demand and reliance on third-party manufacturing.

What happened

Lilly is facing manufacturing disruptions and shortages driven by high variability in demand and its reliance on third-party performance.

Source

SEC EDGARFeb 12, 2026

Annual report (Form 10-K)

Eli Lilly 10-K for FY2025

Filing excerpt

issues with product supply, regulatory approvals, or other negative outcomes stemming from manufacturing difficulties, disruptions, or shortages, including as a result of unpredictability and variability in demand, labor shortages, third-party performance, quality, cyber-attacks, or regulatory actions related to our and third-party facilities;

sec.gov/Archives/edgar/data/59478/000005947826000013/lly-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Supplier concentration

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2025
Fiscal year end
12/31
Filed
Feb 12, 2026

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The full record

From the Signal API record

Details

CIK
59478
Accession number
0000059478-26-000013
Timeframe
Current year
Filing year
2026
Why it matters
Risk management needed
Signal category
Market

Extraction

Confidence
High
Relevance
80%
Sentiment
Negative
Detected
Feb 17, 2026
signal_type
sec-10k
signal_subtype
supplierConcentration

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/b314e476-03bc-42bf-972c-2b0aa2d0add7 returns this record as JSON. POST /v1/companies/enrich returns every signal for lilly.com.

{
  "signal_id": "b314e476-03bc-42bf-972c-2b0aa2d0add7",
  "signal_type": "sec-10k",
  "signal_subtype": "supplierConcentration",
  "detected_at": "2026-02-17T06:28:49.293+00:00",
  "company": {
    "name": "Eli Lilly",
    "domain": "lilly.com"
  },
  "data": {
    "detail": "Lilly is facing manufacturing disruptions and shortages driven by high variability in demand and its reliance on third-party performance. This creates an urgent need for supply chain planning, visibility, and risk management solutions to improve operational resilience.",
    "metrics": {
      "timeframe": "current_year"
    },
    "summary": "Experiencing product supply issues due to unpredictable demand and reliance on third-party manufacturing.",
    "excerpts": "issues with product supply, regulatory approvals, or other negative outcomes stemming from manufacturing difficulties, disruptions, or shortages, including as a result of unpredictability and variability in demand, labor shortages, third-party performance, quality, cyber-attacks, or regulatory actions related to our and third-party facilities;",
    "relevance": 0.8,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/59478/000005947826000013/lly-20251231.htm",
    "filing_date": "2026-02-12",
    "filing_year": 2026,
    "fiscal_year_end": "12/31",
    "sales_relevance": "Risk management needed",
    "signal_category": "market"
  }
}

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