What Eli Lilly's Quarter ended Sep 30, 2026 10-Q says: 4 signals

Eli Lilly filed its latest 10-Q with the SEC on Oct 29, 2026. It discusses acquisition completed, compliance burden and debt refinancing.

Public (LLY)Pharmaceutical Manufacturing10,000+ employeeslilly.comLinkedIn

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Filed: Oct 29, 2026
Period: Quarter ended Sep 30, 2026
Filings: 3
Signals: 28

Source: Autobound Signal API · 102 signals tracked for Eli Lilly · updated Nov 4, 2026

10-Q · latest 10

What Eli Lilly's 10-Q filings say

10-Q · Quarter ended Sep 30, 2026
Filed Oct 29, 2026 · 4 signals
SEC EDGAR
- Debt refinancingNeutral
  Eli Lilly issued $9.0 billion in long-term debt in May 2026
  In May 2026, the company issued $9.0 billion of long-term debt to repay commercial paper and fund upfront cash consideration for acquisitions of Centessa and Kelonia.
  $9B
  issuance of long-term debt
- Acquisition completedPositive
  Eli Lilly acquired Merida in October 2026 for up to $2.9 billion
  Eli Lilly completed the acquisition of Merida in October 2026 for an aggregate consideration of up to $2.9 billion, including upfront and milestone payments.
  $2.9B
  aggregate consideration to acquire Merida
- Product launchPositive
  Eli Lilly launched Foundayo (orforglipron) for obesity treatment in the U.S.
  Eli Lilly launched Foundayo in the U.S. in the second quarter of 2026 and submitted it to the FDA for type 2 diabetes.
- Compliance burdenNegative
  HHS selected Trulicity and Verzenio in January 2026 for government-set pricing
  Under the Inflation Reduction Act of 2022, HHS selected Jardiance effective 2026, and selected Trulicity and Verzenio in January 2026 to be effective in 2028.
10-Q
Filed Aug 5, 2026 · 12 signals
SEC EDGAR
- Acquisition completedPositive
  Eli Lilly spends $13.3B on five strategic acquisitions in 2026 to expand its pipeline.
  $13.3B
  Paid in 2026 for business development activity, primarily for the acquisitions of Centessa, Kelonia, Orna, Ventyx, and Ajax.
- Acquisition announcedPositive
  Eli Lilly announces pending acquisition of AtaiBeckley Inc. for approximately $2.8 billion.
  $2.8B
  Potential amount payable at closing for the pending acquisition of AtaiBeckley Inc.
- RestructuringNeutral
  Spent over $15B on acquisitions in 2026, driving major integration costs and restructuring.
  Lilly has spent over $15.3 billion in 2026 on acquisitions (Centessa, Kelonia, Orna, etc.) and has another $2.8 billion pending, creating significant organizational, IT, and operational integration challenges that require external support.
  $15.3B
  Paid for business development activity and acquisitions in 2026.
  Centessa PharmaceuticalsKelonia TherapeuticsOrna Therapeutics Inc.Ventyx Biosciences Inc
- Quality issueNegative
  Actively fighting counterfeit versions of its blockbuster incretin drugs.
  The company is battling the production and sale of counterfeit, misbranded, and adulterated versions of its key drugs, creating a critical need for solutions in brand protection, supply chain traceability, and anti-counterfeiting technology to safeguard patients and revenue.
- Capex increasePositive
  Lilly announces "meaningfully higher" capital expenditures for global manufacturing expansion.
  This signals a major spending initiative to scale production capacity.
- Debt refinancingNeutral
  Raised $9.0 billion in long-term debt in May 2026 to fund M&A and corporate purposes.
  The company issued a significant amount of new debt to fund its aggressive M&A strategy, including the acquisitions of Centessa and Kelonia.
  $9B
  long-term debt issuance in May 2026

Earlier 10-Q filings

10-QFiled Apr 30, 2026 · 12 signalsSEC EDGAR

Showing 10 of 28 filing signals. The Signal API returns all of them.

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Earnings calls

Eli Lilly earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call date	Period	What the company said
Oct 30, 2025	Q3 FY2025	Raised full-year revenue guidance by over $2 billionThe company increased its full-year revenue forecast by over $2 billion, indicating strong financial health and confidence. Companies with this level of outperformance are prime candidates for new investments to sustain growth.
Oct 30, 2025	Q3 FY2025	Investing in Massive US Manufacturing and Supply Chain ExpansionCompany is building two new US facilities and expanding another to increase manufacturing capacity for small molecules and biologics. This signals significant CapEx and opportunities for vendors in construction, engineering, automation, supply chain logistics, and manufacturing execution systems (MES).
Oct 30, 2025	Q3 FY2025	Marketing and sales budget increased by 31% for launchesMarketing and sales expenses are up 31% to support ongoing and future product launches globally. This creates significant opportunities for vendors in MarTech, sales enablement, CRM, and advertising.
Oct 30, 2025	Q3 FY2025	Revenue accelerated 54% year-over-year, driving hyper-growthThe company is experiencing hyper-growth with revenue up 54% YoY. This rapid expansion creates pressure on existing systems (ERP, supply chain, HR, IT) and an urgent need for scalable solutions.
Oct 30, 2025	Q3 FY2025	Launched new drugs Inluriyo and Kisunla in major marketsRecent FDA and EU approvals for new oncology and neuroscience drugs signal immediate spending on launch-related activities, including marketing campaigns, sales force enablement, and distribution logistics.
Oct 30, 2025	Q3 FY2025	Seeking Alternatives to 'Non-Transparent' PBM Rebate SystemThe CEO expressed frustration with the lack of transparency in the PBM rebate system, stating it's 'not in our interest'. The company is receptive to new, more transparent pricing models, creating an opening for vendors in pricing analytics, market access strategy, and HEOR.

Signal API · MCP

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One POST /v1/companies/enrich call with lilly.com returns Eli Lilly 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

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curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"domain":"lilly.com","signal_types":["sec-10q"],"limit":20}'

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Questions about Eli Lilly 10-Q

When did Eli Lilly file its latest 10-Q?

Eli Lilly filed its latest 10-Q (Quarter ended Sep 30, 2026) on Oct 29, 2026. The one before it was filed on Aug 5, 2026.

What did Eli Lilly disclose in its latest 10-Q?

From the filing dated Oct 29, 2026: Eli Lilly issued $9.0 billion in long-term debt in May 2026

What did Eli Lilly say on its recent earnings calls?

Q3 FY2025: Raised full-year revenue guidance by over $2 billion (dated Oct 30, 2025).

Where can I read Eli Lilly's 10-Q filing?

The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/59478/000005947826000108/lly-20260930.htm. This page summarizes what the filing says and links to it.

Page updated Oct 29, 2026, the date of the newest row on this page.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of Nov 4, 2026.

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