| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 5, 2026 | 7/12 | 1 high flags | 0 | 0 | Call sheet → |
| Q1'26 | April 30, 2026 | 9/12 | 3 medium, 3 low flags | 4 | 0 | Call sheet → |
| Q4'25 | February 4, 2026 | 11/12 | 2 medium, 6 low flags | 5 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q1'26 | Delivered | Manufacturing capacity expansion to meet demand Exceeded 1.8x production goal, though still supply-constrained |
| Q1'26 | Delivered | Continued R&D investment scaling with revenue growth R&D up 28% vs 26% in 2025, scaling as promised |
| Q1'26 | Pending | International launches 'throughout 2026' for Foundayo Regulatory submissions in 40+ countries proceeding as planned |
| Q1'26 | Exceeded | 'Industry-leading growth' and 25% revenue growth for 2026 Q1 came in at +56% growth, well ahead of full-year 25% guidance midpoint |
| Q1'26 | Pending | Medicare access effective 'no later than July 1' Still on track, reaffirmed same timeline with same language |
| Q1'26 | Delivered | Orforglipron approval expected Q2 2026 Foundayo was approved April 2026, ahead of midpoint guidance |
| Q4'25 | Delivered | Raise full-year 2025 guidance based on strong performance Delivered $65.2B revenue vs raised guidance of $63-63.5B |
| Q4'25 | Delivered | International Mounjaro strong uptake continuation Became incretin share leader outside US as projected |
| Q4'25 | Exceeded | Kisanla continued share gains in Alzheimer's Achieved >50% market share, became US market leader |
| Q4'25 | Pending | TRIUMPH-4 retatrutide results later this year Timeline maintained from Q3 guidance |
| Q4'25 | Pending | ATTAIN-MAINTAIN results late 2025 or early 2026 Still expecting results 'later this year' - timeline unchanged |
| Q4'25 | Exceeded | Manufacturing goal to produce 1.8 times incretin doses in 2025 Explicitly stated goal was exceeded |
| Q4'25 | Delivered | Orforglipron submissions beginning imminently for obesity Submitted to FDA and 40+ countries as promised |
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