Filings monitor · LLY

What ELI LILLY & Co's SEC filings said

10-Q for 2026Q3, filed 29 Oct 2026, and 1 8-K since. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Acquired IPR&D Charges83 · importance in its document · 10-Q · 2026Q3
   Acquired in-process research and development charges totaled $4.181 billion in the third quarter of 2026 and $7.541 billion for the first nine months, compared with $2.381 billion for the first nine months of 2025. The nine-month 2026…
2. Guidance and Outlook80 · importance in its document · 8-K exhibit · 29 Oct 2026
   Lilly raised its 2026 revenue guidance range to $91–$92 billion from $85–$87 billion, a $5.5 billion increase at the midpoint. Performance margin guidance increased to 52.0%–52.5% from 49.0%–50.5%, while the tax-rate range rose to 19%–20%…
3. China NRDL Pricing Impact77 · importance in its document · 8-K exhibit · 29 Oct 2026
   China’s National Reimbursement Drug List (NRDL) inclusion for Mounjaro in Q1 2026 was identified as a primary driver of lower realized prices outside the U.S. In Q3 2026, revenue outside the U.S. was $9.3 billion, with realized prices…
4. Market Demand Trends69 · importance in its document · 10-Q · 2026Q3
   Mounjaro revenue increased 41% in the U.S. and 93% outside the U.S. in the third quarter of 2026, with strong U.S. demand and international volume growth. Zepbound revenue increased 48% in the U.S., primarily on strong demand. In both…
5. Revenue Performance and Mix68 · importance in its document · 10-Q · 2026Q3
   Revenue was $24.397 billion in the third quarter of 2026, up approximately 39% from $17.601 billion, and $67.170 billion for the first nine months, up approximately 46% from $45.887 billion. Third-quarter U.S. revenue was $15.136 billion…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 29 Oct 2026

Full report · Filing on EDGAR

• Acquired IPR&D ChargesImportance 83 · +1 more on this subject
  Acquired in-process research and development charges totaled $4.181 billion in the third quarter of 2026 and $7.541 billion for the first nine months, compared with $2.381 billion for the first nine months of 2025. The…
• Market Demand TrendsImportance 69
  Mounjaro revenue increased 41% in the U.S. and 93% outside the U.S. in the third quarter of 2026, with strong U.S. demand and international volume growth. Zepbound revenue increased 48% in the U.S., primarily on strong…
• Revenue Performance and MixImportance 68
  Revenue was $24.397 billion in the third quarter of 2026, up approximately 39% from $17.601 billion, and $67.170 billion for the first nine months, up approximately 46% from $45.887 billion. Third-quarter U.S. revenue…
• Incretin Revenue ConcentrationImportance 68
  Mounjaro, Zepbound, and Foundayo together generated 66% of Lilly's total revenue for the nine months ended September 30, 2026. The three medicines therefore represented more than two-thirds of revenue during that…
• Gross Margin DriversImportance 64
  Gross margin increased to $20.464 billion in the third quarter of 2026 from $14.593 billion a year earlier, and to $56.392 billion for the first nine months from $38.207 billion. Gross margin as a percentage of revenue…
• Geographic Market Commentary - China & InternationalImportance 63
  Outside the U.S., Mounjaro revenue increased 93% in the third quarter and 153% over the first nine months of 2026, primarily from volume growth. Lower realized prices partly offset that growth, driven primarily by…
• Liquidity and Cash PositionImportance 60
  Cash and cash equivalents were $4.9 billion at September 30, 2026, down from $7.3 billion at December 31, 2025; total investments increased to $4.1 billion from $2.9 billion. Total debt was $49.5 billion at September…
• Operating Expense Trends - R&DImportance 59 · +1 more on this subject
  Research and development expense was $4.247 billion in the third quarter of 2026, up 23% year over year, and $11.576 billion for the first nine months, up 21%. Lilly attributed the increases to continued investment in…
• Income Tax Rate ChangesImportance 56
  The effective tax rate was 23.3% in the third quarter of 2026, compared with 22.8% in the third quarter of 2025, and 21.0% for the first nine months of 2026, compared with 19.8% in 2025. Income tax expense rose to…
• Manufacturing CapacityImportance 40
  Lilly has undertaken significant manufacturing expansion initiatives to support anticipated demand for current and prospective products. Additional capacity is expected to become operational over the next several…
• Capital Return ProgramImportance 37
  Lilly repurchased $4.3 billion of shares during the first nine months of 2026 under its $15.0 billion share repurchase authorization approved in December 2024. At September 30, 2026, $6.6 billion remained under the…
• Product Launch - FoundayoImportance 34
  Lilly launched Foundayo (orforglipron) in the U.S. in the second quarter of 2026 for obesity treatment and submitted it to the FDA for type 2 diabetes. Internationally, the company has submitted or launched…

8-K filings last 12 months

• Guidance raised29 Oct 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “October 29, 2026 For release: Immediately Refer to: Megan MacCauley; maccauley_megan@lilly.com (Media) Mike Czapar; czapar_michael_c@lilly.com (Investors) Lilly reports third-quarter 2026 financial results, raises full-year guidance and…”
  Read from the attached exhibit: Guidance and Outlook · China NRDL Pricing Impact · Acquired IPR&D Charges
• Guidance raised5 Aug 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “Increased 2026 full-year revenue guidance to be in the range of $85.0 billion to $87.0 billion and raised underlying non-GAAP EPS guidance for the full year by $2.78 at the midpoint, which was more than offset by $3.03 of acquired IPR&D…”
  Read from the attached exhibit: Operating Expense Trends · Headcount / Restructuring · Revenue Performance and Mix
• Guidance raised30 Apr 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “April 30, 2026 For release: Immediately Refer to: Ashley Hennessey; gentry_ashley_jo@lilly.com; (317) 416-4363 (Media) Mike Czapar; czapar_michael_c@lilly.com; (317) 617-0983 (Investors) Lilly reports first-quarter 2026 financial results,…”
  Read from the attached exhibit: Geographic revenue shift - China NRDL · Product Revenue - Mounjaro · Key Products Concentration
• Guidance issued4 Feb 2026 · 8-K Item 2.02 · Routine · rule score 25
  “February 4, 2026 For release: Immediately Refer to: Ashley Hennessey; gentry_ashley_jo@lilly.com; (317) 416-4363 (Media) Mike Czapar; czapar_michael_c@lilly.com; (317) 617-0983 (Investors) Lilly reports fourth-quarter 2025 financial…”
• Board change21 Nov 2025 · 8-K Item 5.02 · Routine · rule score 10
  “On November 18, 2025, the Board of Directors (the “Board”) of Eli Lilly and Company (the “Company”) elected Carolyn R. Bertozzi, Ph.D as a new member of the Board, effective December 8, 2025.”

Earlier reports

• 10-Q · 2026Q2filed 5 Aug 2026
  Outstanding Indebtedness · Income Tax Rate Changes · Acquisition / Partnership / Divestiture
• 10-Q · 2026Q1filed 30 Apr 2026
  Revenue Performance and Mix · Product Revenue - Mounjaro and Zepbound · Acquisition Activity and IPR&D

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.