LLY · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

ELI LILLY & Co · 2026-08-05 · Importance 69 · Surprise 56 · In source text

Revenue increased 47.7% to $22,974 million in the second quarter of 2026 and 51.2% to $42,773 million for the first six months, primarily from higher volume of Mounjaro and Zepbound, partly offset by lower realized prices. Mounjaro generated $18,605 million in six-month revenue, up 105.8% year over year, while Zepbound generated $9,088 million, up 59.6%. Mounjaro and Zepbound together represented 65% of six-month revenue, creating substantial concentration in cardiometabolic products. Six-month U.S. revenue rose to $26,532 million from $19,304 million, while outside-U.S. revenue increased to $16,241 million from $8,983 million, with China pricing pressure following Mounjaro’s addition to the NRDL.

Key facts

• Mounjaro and Zepbound accounted for 65 percent of total revenue for the six months ended June 30, 2026. source
• Revenue for the three months ended June 30, 2026: $22,974 million. source
• Revenue for the six months ended June 30, 2026: $42,773 million. source
• Net income for the three months ended June 30, 2026: $7,095 million. source
• U.S. revenue for the three months ended June 30, 2026: $14,413 million. source
• Outside U.S. revenue for the three months ended June 30, 2026: $8,561 million. source
• Mounjaro revenue for the three months ended June 30, 2026: Total $9,943 million (U.S. $4,791 million; Outside U.S. $5,152 million). source
• Zepbound revenue for the three months ended June 30, 2026: Total $4,873 million U.S. (Outside U.S. $4,928 million) reflected in table. source

Impact estimates