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Eli Lilly and Company 8-K Filings

LLY NYSE

Every 8-K that Eli Lilly and Company (LLY) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow LLY and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LLY filings page.

Rhea-AI Summary

Eli Lilly and Company reported strong second-quarter 2026 results, with worldwide revenue of $22.97 billion, up 48% year over year on 60% higher volume, led by diabetes and obesity drugs Mounjaro and Zepbound. Reported EPS rose 26% to $7.94, and non-GAAP EPS increased 33% to $8.38.

Gross margin reached 85.8% of revenue, while net income grew to $7.1 billion despite $2.8 billion of acquired IPR&D and $703 million of acquisition-related charges. Key Products generated $15.7 billion in revenue, and Mounjaro alone delivered $9.9 billion, with Zepbound contributing $4.9 billion.

Full-year 2026 guidance was raised, with revenue now expected between $85 billion and $87 billion and performance margin targeted at 49.0%–50.5%. Non-GAAP EPS guidance was updated to $35.50–$36.50, reflecting strong underlying growth offset by $3.03 per share of acquired IPR&D charges.

Rhea-AI Summary

Eli Lilly and Company completed an offering of multiple series of senior notes, generating approximately $8.94 billion in net proceeds after underwriting discounts. The deal includes floating rate notes due 2028 and 2029, and fixed rate notes maturing between 2029 and 2066.

The floating notes pay quarterly interest at Compounded SOFR plus 0.350% for the 2028 series and 0.460% for the 2029 series. The fixed notes pay semi-annual coupons ranging from 4.375% to 5.700%. All notes were issued under Eli Lilly’s existing Indenture and sold via a syndicate led by major global underwriters.

If the Centessa Acquisition is not completed by the agreed Outside Date or is abandoned, Eli Lilly must redeem the 2029 floating notes and several fixed tranches at 101% of principal plus accrued interest under a Centessa Special Mandatory Redemption, while the 2028 floating notes and the long-dated 2056 and 2066 notes are excluded.

Rhea-AI Summary

Eli Lilly and Company reported results of its 2026 annual shareholders meeting. Shareholders voted 847,254,010 common shares, about 90% of the 944,818,881 shares outstanding and entitled to vote as of February 25, 2026.

Four director nominees were elected to three-year terms, shareholders approved on an advisory basis the compensation of named executive officers, and ratified Ernst & Young LLP as independent auditor for 2026. Proposals to amend the Articles of Incorporation to eliminate the classified board structure and supermajority voting provisions received majority support but did not meet the required 80% of outstanding shares. Shareholder proposals for an independent board chair and for an annual lobbying report were not approved.

Rhea-AI Summary

Eli Lilly (LLY) reported very strong first-quarter 2026 results and raised its full-year outlook. Q1 2026 revenue rose 56% to $19.8 billion, driven by a 65% increase in volume, partially offset by lower realized prices, especially for Mounjaro and Zepbound. Reported EPS increased 170% to $8.26, while non-GAAP EPS rose 156% to $8.55, helped by lower acquired IPR&D charges versus last year.

Key obesity and diabetes medicines continued to power growth: Mounjaro revenue jumped 125% to $8.7 billion, and Zepbound revenue grew 80% to $4.2 billion. Lilly also reported rapid growth across newer immunology, oncology, and neuroscience products. U.S. revenue grew 43% to $12.1 billion, while revenue outside the U.S. rose 81% to $7.7 billion.

The company raised 2026 guidance, now expecting full-year revenue of $82–$85 billion and non-GAAP EPS of $35.50–$37.00. Gross margin stayed above 80% on both a reported and non-GAAP basis, even as the company increased spending on research, development, and launches. Lilly highlighted the U.S. FDA approval and launch of Foundayo, its once-daily oral GLP-1 pill for weight loss, plus multiple positive Phase 3 results and several announced acquisitions to expand its pipeline.

Rhea-AI Summary

Eli Lilly and Company filed a current report to furnish its financial results for the quarter and year ended December 31, 2025. The results themselves are provided in a separate press release attached as Exhibit 99.1, dated February 4, 2026.

The company states that the information in this report, including Exhibit 99.1, is being furnished under the securities laws and is not deemed filed or subject to certain liability provisions, unless specifically incorporated by reference in other documents.

Rhea-AI Summary

Eli Lilly and Company reported that its Board of Directors has elected Carolyn R. Bertozzi, Ph.D. as a new director, effective December 8, 2025. She is 59 and holds key academic roles at Stanford University, including Professor of Chemistry, Chemical & Systems Biology, and Radiology, and serves as an Investigator of the Howard Hughes Medical Institute.

Dr. Bertozzi will join Lilly’s Science and Technology Committee and the Ethics and Compliance Committee, bringing additional scientific and governance expertise. The Board has determined that she is independent under New York Stock Exchange standards and the company’s own guidelines. She will stand for election by shareholders at the annual meeting in May 2026 and will receive compensation under Lilly’s standard director compensation program.

Rhea-AI Summary

Eli Lilly and Company furnished an 8-K under Item 2.02 to announce it issued a press release with financial results for the quarter ended September 30, 2025. The press release is attached as Exhibit 99.1 and is incorporated by reference into Item 2.02.

The information in Item 2.02 is being furnished and is not deemed filed for purposes of Section 18 of the Exchange Act. The filing also includes Exhibit 104 for the cover page Inline XBRL. The document identifies Lilly’s listed securities, including common stock (LLY) on the NYSE.

Rhea-AI Summary

Eli Lilly & Company filed an 8-K disclosing documentation related to a debt offering. The filing includes an Underwriting Agreement dated August 18, 2025, an Indenture (originally dated February 1, 1991) and a Tripartite Agreement appointing Deutsche Bank Trust Company Americas as successor trustee. The exhibits provide forms of Fixed Rate and Floating Rate Notes, including a Floating Rate Note due 2028 and fixed-rate notes with stated coupons of 4.000% (2028), 4.250% (2031), 4.550% (2032), 4.900% (2035), 5.550% (2055) and 5.650% (2065). Legal opinions by Kirkland & Ellis LLP and Jamie Burnett, Esq., and their consents are included, as well as a Cover Page Interactive Data File. The filing is signed by Jon Haug, Senior Vice President, Treasurer and Corporate Finance and Investment Banking, dated August 20, 2025.

Rhea-AI Summary

Eli Lilly and Company filed a Form 8-K dated 7 Aug 2025 under Item 2.02 to furnish, not file, a press release (Ex. 99.1) that announces the company’s financial results for the quarter ended 30 Jun 2025. The actual earnings figures are not included in this submission; investors must review the accompanying press release for details. No other material transactions or disclosures are presented. The filing re-affirms the company’s NYSE listings for its common stock and various note issues and indicates that Lilly is not an emerging-growth company. The document is purely administrative and carries no immediate financial metrics or guidance.