LLY · 10-Q · 2026Q2 · Full report

Incretin Revenue Concentration

ELI LILLY & Co · 2026-08-05 · Importance 56 · Surprise 24

Mounjaro and Zepbound represented 65% of Lilly’s total revenue for the six months ended June 30, 2026. Lilly expects cardiometabolic health products to remain a significant and growing part of its business, revenue, and prospects. The concentration means that demand, channel dynamics, pricing, regulatory approvals, and competition for incretin medicines could have a disproportionate effect on consolidated results.

Key facts

• Mounjaro and Zepbound accounted for 65 percent of total revenue for the six months ended June 30, 2026. source