LLY · 10-Q · 2026Q2 · Full report

Market Demand - Anti-Obesity

ELI LILLY & Co · 2026-08-05 · Importance 69 · Surprise 64

Mounjaro and Zepbound accounted for 65 percent of Lilly’s total revenue for the six months ended June 30, 2026, underscoring the scale of demand for incretin medicines. U.S. Mounjaro revenue increased 45 percent in the second quarter and 51 percent for the first six months, while U.S. Zepbound revenue increased 44 percent and 58 percent, respectively, primarily due to strong demand. Lilly expects cardiometabolic health products to remain a significant and growing portion of its business, although channel dynamics and demand fluctuations could materially affect results.

Key facts

• The company reported that longer term sustainability of cardiometabolic health product growth depends on maintaining competitive position and delivering further innovations. source