LLY · 8-K · 20260805PR000077
Revenue Performance and Mix
ELI LILLY & Co · 2026-08-05 · Importance 64 · Surprise 56 · No source text
Second-quarter 2026 revenue increased 48% year over year to $22.974 billion, driven by a 60% increase in volume that was partially offset by a 13% decline in realized prices. Key Products revenue reached $15.7 billion, while revenue in the Immunology, Oncology, and Neuroscience therapeutic areas increased 121%. Mounjaro revenue rose 91% to $9.943 billion and Zepbound revenue increased 46% to $4.928 billion.
Key facts
- Six months ended June 30, 2026 revenue: $42,773 million, increased 51% versus prior year. source
- Q2 2026 revenue: $22,974 million, increased 48% versus Q2 2025. source
- Q2 2026 worldwide revenue was $23.0 billion, an increase of 48% compared with Q2 2025. source
- Zepbound Q2 2026 revenue: $4,928 million, increased 46% versus Q2 2025; year-to-date 2026 Zepbound revenue: $9,088 million, up 60% versus prior year. source
- Non-GAAP net income Q2 2026: $7,493 million versus $5,680 million in Q2 2025. source
- Mounjaro Q2 2026 revenue: $9,943 million, increased 91% versus Q2 2025; year-to-date 2026 Mounjaro revenue: $18,605 million, up 106% versus prior year. source
- Q2 2026 net income reported: $7,095 million, increased 25% versus Q2 2025. source
- Non-GAAP earnings per share diluted for six months ended June 30, 2026: $16.94 versus $9.65 in prior year. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +63.1% | Six months ended June 30, 2026 revenue: $42,773 million, increased 51% versus prior year. |
| revenue | positive | realized | +41.6% | Mounjaro Q2 2026 revenue: $9,943 million, increased 91% versus Q2 2025; year-to-date 2026 Mounjaro revenue: $18,605 million, up 106%… |
| revenue | positive | realized | +32.3% | Q2 2026 revenue: $22,974 million, increased 48% versus Q2 2025. |
| revenue | positive | realized | +20.6% | Mounjaro Q2 2026 revenue: $9,943 million, increased 91% versus Q2 2025; year-to-date 2026 Mounjaro revenue: $18,605 million, up 106%… |
| revenue | positive | realized | +14.8% | Zepbound Q2 2026 revenue: $4,928 million, increased 46% versus Q2 2025; year-to-date 2026 Zepbound revenue: $9,088 million, up 60% versus… |
| net_income | positive | realized | +7.9% | Non-GAAP net income Q2 2026: $7,493 million versus $5,680 million in Q2 2025. |
| revenue | positive | realized | +6.7% | Zepbound Q2 2026 revenue: $4,928 million, increased 46% versus Q2 2025; year-to-date 2026 Zepbound revenue: $9,088 million, up 60% versus… |
| net_income | positive | realized | +6.2% | Q2 2026 net income reported: $7,095 million, increased 25% versus Q2 2025. |
| net_income | positive | realized | — | Non-GAAP earnings per share diluted for six months ended June 30, 2026: $16.94 versus $9.65 in prior year. |