{"ticker":"LLY","source_url":"https://www.sec.gov/Archives/edgar/data/59478/000005947826000108/0000059478-26-000108-index.htm","company":"Eli Lilly and Company","period":"Q3 2026","period_end":"2026-09-30","filing_type":"10-Q","filing_date":"2026-10-29","accession":"0000059478-26-000108","comparison_basis":"FREE SAMPLE: one change in full (item 4, as in the paid card, with the disclaimer moved to the card-level disclaimer field), the others as teasers with category, section and materiality, plus direction, a size bucket and magnitude_basis where the paid card's own figures give them. The paid card has every change in full, each with figures and a source line.","changes":[{"id":1,"access":"teaser","category":"segment","direction":"increase","magnitude":"$5B-$25B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Consolidated Condensed Statements of Operations","materiality":"high"},{"id":2,"access":"teaser","category":"segment","direction":"increase","magnitude":"$1B-$5B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Notes, Revenue by product","materiality":"high"},{"id":3,"access":"teaser","category":"other","direction":"increase","magnitude":"$1B-$5B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Consolidated Condensed Statements of Operations","materiality":"high"},{"id":4,"category":"other","summary":"Inventories $18,194 million vs $13,744 million at December 31, 2025 (+32.4%, calculated).","materiality":"medium","citation":"Q3 2026 10-Q, Part I Item 1 Consolidated Condensed Balance Sheets","why_it_matters":"Inventory grew by about a third in nine months, which ties up cash.","access":"full"},{"id":5,"access":"teaser","category":"commitment","direction":"increase","magnitude":"$5B-$25B","magnitude_basis":"prior_period_pair","section":"10-Q, Part I Item 1 Consolidated Condensed Balance Sheets and Statements of Cash Flows","materiality":"high"},{"id":6,"access":"teaser","category":"commitment","magnitude":"$1B-$5B","magnitude_basis":"single_level","direction":"new","section":"10-Q, Part I Item 1 Notes, Acquisitions (Subsequent Events)","materiality":"medium"}],"new_material_items_count":6,"high_materiality_count":4,"generated_at":"2026-10-31T13:52:55.883Z","access":"teaser","gated_fields":["changes[].summary","changes[].citation","changes[].why_it_matters"],"hidden":{"changes":5,"high_materiality":4},"buy_with":{"tool":"get_filing_delta","args":{"ticker":"LLY"},"price_usd":0.01},"disclaimer":"Not investment advice."}