← Eli Lilly and Company (LLY)

Eli Lilly and Company (LLY) Events

Q1 FY2026, built from SEC filings. Accession numbers are cited throughout so every statement can be checked against sec.gov. The same text is published as Markdown at events.md for agents that prefer to fetch it directly.

Filings that contain financial statements

The following 8-K filings furnish Eli Lilly's quarterly earnings press releases (Exhibit 99.1), each including condensed income statement detail (revenue, net income, reported and non-GAAP EPS, segment/product revenue tables, and forward guidance):

The Form 10-Q for the quarter ended March 31, 2026 (accession 0000059478-26-000045) also contains full condensed financial statements, including Note 4's acquisition accounting detail for the Ventyx Biosciences purchase discussed below.

Earnings and guidance trajectory

Lilly's revenue growth accelerated through the period, driven almost entirely by volume in the Mounjaro/Zepbound incretin franchise, with full-year guidance raised at nearly every quarterly print:

Across the period, regulatory and pipeline milestones cited in the releases included U.S. approvals for Ebglyss (atopic dermatitis), Zepbound (obstructive sleep apnea), Omvoh (Crohn's disease), Inluriyo/imlunestrant (breast cancer), a tirzepatide autoinjector pen, and, most notably, U.S. FDA approval in Q1 2026 of Foundayo (orforglipron), Lilly's oral GLP-1 pill, alongside global regulatory submissions for orforglipron in obesity and type 2 diabetes.

Business development / M&A

Capital markets activity (senior notes offerings)

Lilly issued senior notes on three occasions in the period, each via an underwriting agreement under its existing 1991 indenture and a Form S-3 shelf registration:

Manufacturing capacity commitments

Alongside the earnings releases, Lilly announced a series of large manufacturing-capacity investments:

These commitments coincide with a step-up in reported capital expenditures: per the FY2025 Form 10-K (accession 0000059478-26-000013), capital expenditures were $7.8 billion in 2025, compared with $5.1 billion in 2024.

Capital and policy: U.S. government agreement on obesity-medicine access

The February 4, 2026 earnings release (accession 0000059478-26-000008) disclosed that Lilly reached a voluntary agreement with the U.S. government to expand access to its obesity medicines for millions of Americans, alongside standard risk-factor language referencing "the negotiation and implementation of our voluntary agreement with the U.S. government related to drug pricing and access." No additional financial terms of this arrangement were disclosed in the filings reviewed.

Board and governance

Synthesised from Eli Lilly and Company's SEC filings by Ticker Scout. Free to cite with attribution: Ticker Scout (tickerscout.ai). Not investment advice, see the Disclaimer. Other formats for this company: company index, financials.json, index.json.