A significant percentage of Lilly's consolidated revenue is dependent on three wholesale distributors: McKesson, Cencora, and Cardinal Health. This concentration poses a significant business risk and may drive initiatives to diversify distribution or enhance supply chain visibility with these key partners.
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
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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/8e629fcd-32c2-4d9c-a5ec-b91540ad95b4 returns this record as JSON. POST /v1/companies/enrich returns every signal for lilly.com.
{
"signal_id": "8e629fcd-32c2-4d9c-a5ec-b91540ad95b4",
"signal_type": "sec-10k",
"signal_subtype": "customerConcentration",
"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 consolidated revenue is dependent on three wholesale distributors: McKesson, Cencora, and Cardinal Health. This concentration poses a significant business risk and may drive initiatives to diversify distribution or enhance supply chain visibility with these key partners.",
"metrics": {
"timeframe": "multi_year",
"pct_context": "a significant percentage of our consolidated revenue"
},
"summary": "High revenue concentration with three 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": "Diversification strategy",
"signal_category": "market",
"regions_mentioned": [
"U.S."
],
"vendors_mentioned": [
"McKesson Corporation",
"Cencora, Inc.",
"Cardinal Health, Inc."
]
}
}
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-H "X-API-KEY: $AUTOBOUND_API_KEY" \
-H "Content-Type: application/json" \
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