10-Q · latest 10
What Eli Lilly's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 12 signals
Eli Lilly spends $13.3B on five strategic acquisitions in 2026 to expand its pipeline.
$13.3B
Paid in 2026 for business development activity, primarily for the acquisitions of Centessa, Kelonia, Orna, Ventyx, and Ajax.
Eli Lilly announces pending acquisition of AtaiBeckley Inc. for approximately $2.8 billion.
$2.8B
Potential amount payable at closing for the pending acquisition of AtaiBeckley Inc.
Spent over $15B on acquisitions in 2026, driving major integration costs and restructuring.
Lilly has spent over $15.3 billion in 2026 on acquisitions (Centessa, Kelonia, Orna, etc.) and has another $2.8 billion pending, creating significant organizational, IT, and operational integration challenges that require external support.
$15.3B
Paid for business development activity and acquisitions in 2026.
Centessa PharmaceuticalsKelonia TherapeuticsOrna Therapeutics Inc.Ventyx Biosciences Inc
Actively fighting counterfeit versions of its blockbuster incretin drugs.
The company is battling the production and sale of counterfeit, misbranded, and adulterated versions of its key drugs, creating a critical need for solutions in brand protection, supply chain traceability, and anti-counterfeiting technology to safeguard patients and revenue.
Lilly announces "meaningfully higher" capital expenditures for global manufacturing expansion.
This signals a major spending initiative to scale production capacity.
Raised $9.0 billion in long-term debt in May 2026 to fund M&A and corporate purposes.
The company issued a significant amount of new debt to fund its aggressive M&A strategy, including the acquisitions of Centessa and Kelonia.
$9B
long-term debt issuance in May 2026
Significantly increasing capital expenditures for global manufacturing facility expansion.
Surging demand for key products like Mounjaro and Zepbound is forcing the company to make meaningful near-term investments in new global manufacturing facilities.
Lower realized prices for Mounjaro & Zepbound offset strong volume growth, especially in China.
Despite surging demand, Lilly's revenue is being impacted by lower realized prices for its blockbuster drugs, driven by inclusion in China's National Reimbursement Drug List (NRDL) and U.S.
Incurred $703M in restructuring and M&A integration charges in Q2 2026.
The company recorded significant charges related to acquisition and integration costs from its recent M&A spree.
$703M
Asset impairment, restructuring, and other special charges for Q2 2026
Facing pricing pressure on key drugs Mounjaro and Zepbound in the U.S. and China.
Despite massive sales volume, Lilly is experiencing lower realized prices for its blockbuster drugs due to factors like inclusion on China's National Reimbursement Drug List (NRDL).
Earlier 10-Q filings
- 10-QFiled · 12 signalsSEC EDGAR
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Eli Lilly earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year revenue guidance by over $2 billionThe company increased its full-year revenue forecast by over $2 billion, indicating strong financial health and confidence. Companies with this level of outperformance are prime candidates for new investments to sustain growth. | |
| Investing in Massive US Manufacturing and Supply Chain ExpansionCompany is building two new US facilities and expanding another to increase manufacturing capacity for small molecules and biologics. This signals significant CapEx and opportunities for vendors in construction, engineering, automation, supply chain logistics, and manufacturing execution systems (MES). | |
| Marketing and sales budget increased by 31% for launchesMarketing and sales expenses are up 31% to support ongoing and future product launches globally. This creates significant opportunities for vendors in MarTech, sales enablement, CRM, and advertising. | |
| Revenue accelerated 54% year-over-year, driving hyper-growthThe company is experiencing hyper-growth with revenue up 54% YoY. This rapid expansion creates pressure on existing systems (ERP, supply chain, HR, IT) and an urgent need for scalable solutions. | |
| Launched new drugs Inluriyo and Kisunla in major marketsRecent FDA and EU approvals for new oncology and neuroscience drugs signal immediate spending on launch-related activities, including marketing campaigns, sales force enablement, and distribution logistics. | |
| Seeking Alternatives to 'Non-Transparent' PBM Rebate SystemThe CEO expressed frustration with the lack of transparency in the PBM rebate system, stating it's 'not in our interest'. The company is receptive to new, more transparent pricing models, creating an opening for vendors in pricing analytics, market access strategy, and HEOR. |
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One POST /v1/companies/enrich call with lilly.com returns Eli Lilly 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.
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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","signal_types":["sec-10q"],"limit":20}'Same industry
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .