Every material Form 8-K Lilly (Eli) has filed with the SEC since November 21, 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Eli Lilly and Company reported third-quarter 2026 revenue of $24.4 billion, a 39 percent increase year-over-year, driven by strong global demand for Mounjaro and Zepbound. Net income reached $6.5 billion with reported earnings per share of $7.22. Driven by the strong quarterly performance, the company raised its full-year 2026 revenue guidance by $5.5 billion to a range of $91.0 to $92.0 billion.
Worldwide revenue for Q3 2026 increased 39% to $24.4 billion compared with $17.6 billion in Q3 2025.
Q3 2026 reported EPS was $7.22, up 16%, and non-GAAP EPS was $7.48, up 7%, both including $4.57 of acquired IPR&D charges.
Full-year 2026 revenue guidance was raised to a range of $91.0 to $92.0 billion.
Mounjaro Q3 2026 worldwide revenue grew 65% to $10.7 billion, and Zepbound U.S. revenue grew 48% to $5.3 billion.
Eli Lilly reported second-quarter 2026 revenue of $23.0 billion, up 48% from a year earlier, with reported EPS of $7.94, up 26%. The company raised its full-year 2026 revenue guidance to $85.0 billion to $87.0 billion, but its non-GAAP EPS guidance range of $35.50 to $36.50 has a lower top end than the prior $35.50 to $37.00, reflecting $3.03 per share of acquired IPR&D charges from Q2 business development.
Q2 2026 revenue rose 48% to $23.0 billion, driven by a 60% increase in volume, partially offset by a 13% decrease in realized prices.
Reported EPS was $7.94 versus $6.29 a year earlier; non-GAAP EPS was $8.38 versus $6.31.
Acquired IPR&D charges were $2.8 billion in Q2 2026, compared with $154 million in Q2 2025.
Full-year 2026 revenue guidance rose to $85.0 billion to $87.0 billion from $82 billion to $85 billion; EPS guidance is now $35.50 to $36.50 from $35.50 to $37.00.
Eli Lilly completed an offering of eight series of notes on May 20, 2026, with net proceeds of approximately $8.94 billion before estimated offering expenses. Maturities run from 2028 to 2066, and the filing ties five series to the proposed Centessa Acquisition, requiring their redemption at 101% of principal if that deal is not completed or the company says it will not pursue it.
Net proceeds of approximately $8.94 billion before estimated offering expenses, per the filing.
Fixed rate notes carry coupons from 4.150% (2029 notes) to 5.700% (2066 notes).
Floating rate notes due 2028 and 2029 pay Compounded SOFR plus 0.350% and 0.460%, respectively.
If the Centessa Acquisition is not completed by five business days after the later of March 31, 2027 or any agreed later Outside Date, the 2029 floating, 2029, 2031, 2033 and 2036 notes must be redeemed at 101% of principal plus accrued int
Eli Lilly reported first-quarter 2026 revenue of $19.8 billion, up 56% from a year earlier, and reported EPS of $8.26 versus $3.06. The company raised its full-year 2026 revenue guidance to $82.0 billion to $85.0 billion and its non-GAAP EPS guidance to $35.50 to $37.00, which matters to shareholders because it raises the company's own outlook for the year.
Q1 2026 revenue was $19.8 billion, up 56% from $12.7 billion, driven by a 65% increase in volume, partly offset by a 13% decrease from lower realized prices.
Reported EPS was $8.26 versus $3.06; non-GAAP EPS was $8.55 versus $3.34.
Full-year 2026 revenue guidance rose to $82.0 billion to $85.0 billion from $80 billion to $83 billion; non-GAAP EPS guidance rose to $35.50 to $37.00 from $33.50 to $35.00.
Reported gross margin was 81.9% of revenue, down 0.6 percentage points, primarily due to lower realized prices.
Eli Lilly reported fourth-quarter 2025 revenue of $19.3 billion, up 43% from a year earlier, with reported EPS of $7.39, up 51%. The company also issued full-year 2026 guidance of $80 billion to $83 billion in revenue and non-GAAP EPS of $33.50 to $35.00, which gives shareholders a baseline for the coming year.
Q4 2025 revenue was $19.3 billion, up 43%, led by Mounjaro and Zepbound volume growth
Q4 2025 reported EPS was $7.39 (up 51%); non-GAAP EPS was $7.54 (up 42%), both including $0.52 of acquired IPR&D charges
2026 guidance: revenue of $80 billion to $83 billion and non-GAAP EPS of $33.50 to $35.00, assuming about 894 million shares outstanding
Eli Lilly's board elected Stanford University chemistry professor Carolyn R. Bertozzi as a new director, effective December 8, 2025. She will serve on the Science and Technology Committee and the Ethics and Compliance Committee, and must stand for shareholder election at the May 2026 annual meeting.
Board elected Dr. Carolyn R. Bertozzi, age 59, on November 18, 2025, effective December 8, 2025
Board determined she is independent under NYSE standards and company guidelines
She joins the Science and Technology Committee and the Ethics and Compliance Committee
Shareholders will vote on her election at the May 2026 annual meeting
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Lilly (Eli) filing is on SEC EDGAR ↗. 8-K briefs of other companies →