A significant percentage of Lilly's revenue is dependent on just three distributors, creating a major concentration risk. Any disruption with these partners could severely impact revenue, highlighting a need for supply chain diversification, risk management, and partner relationship management solutions.
Filing excerpt
In 2025, 2024, and 2023, three wholesale distributors in the U.S. - McKesson Corporation, Cencora, Inc., and Cardinal Health, Inc. - each accounted for a significant percentage of our consolidated revenue.
What this signalsFilings often name leadership changes, deals and spending plans.
Vendors
Regions named
Vendors named
sec-10ksupplyChainDisruptionGet every 10-K signal for Eli Lilly and the companies you sell to, in the tools you already use.
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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 APIindustriesValue in the APIemployee_count_lowValue in the APIemployee_count_highValue in the APIrevenueValue in the APIdescriptionValue in the APISignal
signal_nameValue in the APIassociationValue in the APIGET /v1/signals/214aac79-f560-474f-9cce-2d2fe6a9c2b3 returns this record as JSON. POST /v1/companies/enrich returns every signal for lilly.com.
{
"signal_id": "214aac79-f560-474f-9cce-2d2fe6a9c2b3",
"signal_type": "sec-10k",
"signal_subtype": "supplyChainDisruption",
"detected_at": "2026-02-17T06:28:49.293+00:00",
"company": {
"name": "Eli Lilly",
"domain": "lilly.com"
},
"data": {
"detail": "A significant percentage of Lilly's revenue is dependent on just three distributors, creating a major concentration risk. Any disruption with these partners could severely impact revenue, highlighting a need for supply chain diversification, risk management, and partner relationship management solutions.",
"metrics": {
"timeframe": "multi_year",
"pct_context": "A significant percentage of our consolidated revenue"
},
"summary": "High revenue concentration with three US wholesalers: McKesson, Cencora, and Cardinal Health.",
"excerpts": "In 2025, 2024, and 2023, three wholesale distributors in the U.S. - McKesson Corporation, Cencora, Inc., and Cardinal Health, Inc. - each accounted for a significant percentage of our consolidated revenue.",
"relevance": 0.9,
"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": "Supply chain tools urgently needed",
"signal_category": "operations",
"regions_mentioned": [
"U.S."
],
"vendors_mentioned": [
"McKesson Corporation",
"Cencora, Inc.",
"Cardinal Health, Inc."
]
}
}
curl https://signals.autobound.ai/v1/signals/214aac79-f560-474f-9cce-2d2fe6a9c2b3 \
-H "X-API-KEY: $AUTOBOUND_API_KEY"curl -X POST https://signals.autobound.ai/v1/companies/enrich \
-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
-d '{"domain":"lilly.com","limit":20}'Long text fields are shortened on this page.
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