aiSwingX™

LLY

aiSwingX™ analyzes US filings and reports them as news investors can read.
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Numbers to watch every quarter

Metric2025Q22025Q42026Q2
Accounts receivable
10-Q 2026Q2 balance sheet
20,083$M
Acquired IPR&D expense
10-Q 2026Q2 statement of operations
2,776$M
Long-term debt
10-Q 2026Q2 balance sheet
47,858$M
Price effect (outside U.S.)
10-Q 2026Q2 MD&A revenue drivers
-36%
Price effect (U.S.)
10-Q 2026Q2 MD&A revenue drivers
-3%
Prior-period rebate adjustments / U.S. revenue
10-Q 2026Q2 revenue note (comparative)
1%3%
Quarterly net income
10-Q 2026Q2 statement of operations (comparative)
5,661$M7,095$M
Quarterly revenue
10-Q 2026Q2 statement of operations (comparative)
15,558$M22,974$M
Sales rebates and discounts liability
10-Q 2026Q2 balance sheet (2025-12-31)
17,382$M21,122$M
U.S. revenue
10-Q 2026Q2 revenue note (comparative)
10,814$M14,413$M
2026Q2 · 10-Q ·

Eli Lilly: 3% of U.S. revenue (about $430m) came from revising rebate estimates on earlier shipments — rebate liability $21.1bn, prices −3% in the U.S. and −36% abroad

Prior-period rebate estimate adjustments = 3% of Q2 U.S. revenue ($14,413m) ≈ $430m (Q2 2025: 1% ≈ $110m). Sales rebates and discounts liability $21,122m ($17,382m at December 31). Revenue drivers: volume +60%, price −13% (U.S. −3%, outside U.S. −36%). Acquired IPR&D $2,776m.
aiSwingX™ analyzes US filings and reports them as news investors can read.
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4 0